WELCOME TO TURBO-TEXT LAUNCH TRAINING!

Do Not Skip Videos or Steps. Watch All Quick Start Training Videos On This Page.

PART ONE:

Send your first text campaign, Download Mobile App & learn to use the Power Dialer.

STEP 1: CHOOSE YOUR PHONE # & ACTIVATE YOUR CAMPAIGNS.

UPDATE: DON'T DO THIS. We do this for you on your onboarding call. If you haven't yet, schedule your onboarding call here: https://www.turbo-text.com/onboarding

STEP 2: IMPORT YOUR CONTACTS INTO TURBO-TEXT.

We do not recommend importing more than a batch of 150 leads into your first SMS/Text campaign. Start with up to 150 leads to gauge costs and functionality of the platform before adding more batches of leads.Importing contacts must be done on a desktop/laptop.

STEP 3: SEND A TEXT CAMPAIGN.

First add up to 150 leads to gauge costs & functionality of Turbo-Text before adding more batches of leads. Keep in mind, a campaign is not 1 single text, it is a series of texts that get sent out over a period of time.

STEP 4: DOWNLOAD MOBILE APP.

UPDATE: The mobile app is now called "High Level" in the app store and not "Lead Connector"

STEP 5: LEARN HOW TO USE THE POWER DIALER

PART TWO:

Setting up your Branded and Agent Recruiting Websites

STEP 1: PERSONALIZE YOUR WEBSITE

STEP 2: CONNECT A DOMAIN

STEP 3: FINISHING WEBSITE TOUCHES

STEP 4: AGENT RECRUITING WEBSITE OVERVIEW

STEP 5: SETTING UP CALENDAR & AUTOMATED APPOINTMENT REMINDERS

JOIN OUR CIRCLE COMMUNITY FOR FREE COACHING CALLS AND MEET OTHER INSURANCE AGENTS USING TURBO-TEXT

FEATURES

Insights/Reporting

AI Appointment Setters

Automatic Gift Sending

Power Dialer

Conversation Management

Outbound/Inbound Calling

Two-Way Text/Call Conversing

Integrated Scheduling Calendar

Auto-Text Engagement Campaigning

Email Campaigning

Assigned Contact Management

Mobile App

Company Phone Number Integration

List Importing/Exporting

Pipeline Lead Tracking

Quick Reply Scripts

24/7 Support

LEGAL

INTEGRATIONS

Company Phone Number

CSV File Importing/Exporting

Auto SMS billing management

Google Calendar

Zapier

QUICK LINKS

contact us

Let's talk about what Turbo-Text can do for your insurance business.


[email protected]

© 2025 CRM-U LLC | All Rights Reserved