After reading this article and watching the videos, you'll know your way around DoInbound. Your goal is to capture your processes as Campaign & Deliverable Templates. Then deploy those Campaign & Deliverable Templates across all of your clients. 

By documenting the process once, you and your team get on the same page about how you deliver your services. Documented processes help you create more consistent deliverables, resulting in happier clients. And who doesn't love happy clients?!

How to Add Clients, Users, & Customize Permissions

How Create and Edit Campaigns Using a Campaign Template

How to Use the Template Builder 

How to Manage Your Day Inside DoInbound

After watching these videos, you'll have a good understanding of how DoInbound is organized and how to get started. 

When you're getting your templates set up, it is important to have a plan that you've agreed upon as a team. 

Agencies that establish a plan together and build their core templates together are the ones that find the most value in DoInbound. 

If you haven't watched this series yet, it is worth your time: How to Organize DoInbound to Handle All of Your Agency Projects and Processes. This 5-step guide will help you fit your current projects and processes into the DoInbound Framework.

Next Steps:

Once you've reviewed the basics, you're free to kick things up a notch! In this article I've put together a list of the top 8 DoInbound features you can use on a daily basis once you're first Campaign has been activated. Just in case you're ready to nerd out a little bit! 🤓🤓🤓

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