Your Guide to Mastering Leadstack.ai

Follow along with the following videos to set up your account for success.

After you have completed the videos, book a success call with our team.

We are here to serve you and help you scale.

Module 1: First Steps

Introduction & First 5 Steps

Meet LeadStack.ai's project manager and discover the first 5 steps to success.

Downloading Your Mobile App

Creating Your Web Chat Widget

Adding Your Web Chat Widget To Any Website

Set Up Missed Call Text Back

Setting Up and Using a LeadStack Phone Number

Important: Texts may not go through until your A2P registration is complete.

Phone Number Registration / A2P 10DLC Setup

Important: We advise you to use our examples and copy them as closely as possible, then switch out your company name and info where it's shown.

Module 2: Building Your First Funnel

Follow the videos below to build your first funnel.

The Page Builder: Text, Images, Colors, & Links

Adding a domain to your funnel

Adding, Editing, and Removing Sections

Forms and Workflows Explanation

Embedding CloudPano Virtual Tours

Module 3: Integrate Your Meeting Calendar

Create and Sync Your Calendar And Zoom

Now that you've completed the first steps, book a call with our team to get a full walkthrough of the platform.

Need your account set up for you? We can help.

Book a time below. See you on the call!