VBOUT provides personalized training and onboarding to help you find success on the platform and get your marketing automation up and running. It includes seven training sessions on how to use each area of the platform as well as consultative approach on industry best practices and latest trends.

The program also helps you migrate your content from other platforms to VBOUT and import any relevant assets, such as landing pages, email templates, contact lists and more.

VBOUT onboarding comes with unlimited technical support, product tutorials, educational resources and help sections to complement your continued success.

BestBiz ToolBox's Onboarding Overview

Onboarding & Training

$3000

Onboarding & Training Checklist

Session

1

Connecting . Setup . System Overview – 1.5 hrs

Verifying domain sender (Domain DNS panel required)
Activating white label option for landing pages (Domain DNS panel required)
Installing tracking code on website
Setting up team member access and permissions
Configuring browser push (Optional)
Installing task board addon (Optional)
Overview of spam compliance laws and regulations

Session

2

Data Architecture. Data Flow . Lead Scoring – 1.5 hrs

PRESENTATION: Lead scoring framework and exercise sheet
Understand lists, forms and field management
Overview of form embed options
Managing contacts and lead activity feed
Setting up lead scoring and best practices by industry
Creating account goals and KPI’s

Session

3

Automation . Workflows . Funnels – 1.5 hrs

PRESENTATION: Marketing automation funnels
Introductions to triggers, actions and filters
Workflow configurations and multi-workflow options
Testing and limitations
Automation’s tricks, best practices and common uses

Session

4

Email Marketing . Templating – 1.5 hrs

PRESENTATION: Email marketing best practices
Campaign settings: AB testing, chunk sending
Understand IP and reputation warmup
Email personalization
Visual template builder and available design elements
Email reporting

Session

5

Social Media . Posting and Listening – 1.5 hrs

Overview of the VBOUT post scheduler with custom posting and mass import
Asset management and content library
Using social media groups and social inbox
Social listening
Collaborating on social media moderation

Session

6

Landing Pages . Best Practices – 1.5 hrs

PRESENTATION: Creating landing pages that convert
Landing page settings and design options
Controlling styles, settings and personalization options
Form integration and content filtering
Analyzing performance, analytics and heatmaps

Session

7

(Optional)

Pipeline Manager . Reporting . Collaboration – 1hr

Analyze performance and progress
Discuss challenges, efficiencies
Task management (optional)
Learn dashboard reporting
Sharing and personalizing reports

Meet the Success Team

Deryck Jones

Success Manager

Automation and Integrations Expert with decades of technical experience spanning a broad range of technologies

Lois Reid, E.D.D.

Program Manager

Problem-solver, social media buff, content specialist, optimist, professional chocolate nerd.

Hugh Jensen

Success Manager

Senior sales and marketing professional who enjoys living a balanced life.

Schedule a Session

Have any questions? Want to learn more? Book a private session with one of our success managers to make sure you’ve got everything you need to become a BestBiz Toolbox expert.