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⚡ Level 1 — Getting Started
⚡ Up next
💻 Phase 1 — Logging In & Setup
Open Growsimple in Chrome
Go to app.growsimple.io — Chrome only, not Safari or Firefox
🔗 Type app.growsimple.io in Google Chrome → log in with your credentials
Bookmark Growsimple
Go to URL bar right side → hit the star → add to Bookmarks Bar for easy access
🔗 Chrome URL bar → star icon (right side) → select Bookmarks Bar

Allow Notifications & Microphone
Go to URL bar LEFT side → hit the toggle → Allow notifications and microphone
🔗 Chrome URL bar → lock icon (LEFT side) → Allow Notifications + Microphone

Download Growsimple Mobile App
Search and download Growsimple in your app store — sign in with same credentials
🔗 App Store / Play Store → search Growsimple → Install → login with same email & password
Save App to Home Screen
Make Growsimple app easily accessible — add to first page or bottom toolbar
📱 Move the Growsimple app to your first home screen page or bottom dock

Mobile: Allow Notifications & Microphone
Phone Settings → search Growsimple → allow notifications → allow microphone access
📱 Phone Settings → search Growsimple → Allow Notifications + Microphone

⚠️ Remove Growsimple from Spam
Critical — check both email AND texts. Leads will be reaching out and you cannot miss them
📧 Email: Search your spam/junk folder for any Growsimple emails → mark as Not Spam → add noreply@growsimple.io to contacts

💬 Texts: Check your phone for any filtered/unknown sender texts from Growsimple numbers → reply START or mark as not junk

🎯 Phase 2 — Your Lead Experience
Preview Your Lead Funnel
Go to Funnels → FHA Funnels → Preview — see your custom branding & reviews
🔗 Funnels / Sites in sidebar → FHA Funnels → click Preview → note the custom branding and reviews
Submit a Test Survey
Fill out the form as a test lead — see exactly how leads are pushed to application & appointment
🔗 Funnel Preview → fill out the survey form → click Submit → follow the Thank You page
Schedule a Test Appointment
Complete booking flow — watch both broker AND lead notifications fire simultaneously
🔗 Follow funnel → appointment booking page → schedule → check your text & email for broker confirmation
📞 Phase 3 — Create Lead & Contact Yourself
Create Yourself as a Test Lead
Go to Contacts → Add Contact → submit your information (or search your phone # if already in system)
🔗 Contacts in sidebar → Add Contact → enter your info → Save
Call Yourself from Desktop
Accept microphone access → save the GS number that called you as "MS Appointments"
🔗 Open your test contact → phone icon → call yourself → accept mic → save calling number as "MS Appointments"
Text & Email Yourself from Desktop
Confirm outbound SMS and email are both working from the system
🔗 Open test contact → SMS icon → send text → email icon → send email → confirm both arrive
Repeat All on Mobile App
Go into your mobile app now and call / text / email yourself
📱 Growsimple App → find your test contact → Call → Text → Email → confirm all work
🟢 Test the Green Lead Notes Button
Your most important feature — open it on your test lead and explore every option
🔗 Open your test contact → find the green Lead Notes button → click it → explore options

Schedule a Test Appointment from Contacts
Contacts → Smartlists → search "Test" → click lead → assign to yourself → calendar icon → set appointment → watch auto-dial fire
🔗 Contacts → Smartlists → search "Test" → click lead → assign to yourself → calendar icon → book appointment
⚙️ Phase 4 — Settings
Confirm Contact Info in My Profile
Settings → My Profile → confirm name, phone, and email are correct
🔗 Settings (bottom of sidebar) → My Profile → verify name, phone, email
Confirm / Upload Headshot
Professional photo — leads see this on appointment confirmations and emails
🔗 Settings → My Profile → Profile Photo → upload a professional headshot
Confirm Calendar Configuration
Connect your calendar so appointment bookings sync automatically
🔗 Settings → My Profile → Calendar Configuration → connect your calendar
Confirm Email Signature
Appears on every outbound email sent through Growsimple
🔗 Settings → My Profile → Email Signature → create or confirm your signature
Record Your Voicemail
Professional greeting that plays when leads can not reach you
🔗 Settings → My Profile → Voicemail → record a professional greeting
📖 Phase 5 — Higher Level Principles
Use Desktop as Primary, Mobile as Backup
"Don\'t be 2 weeks in not knowing how to call through the desktop"
Always Call Appointments & Apps from the CRM
Calling from the system = feedback for Rovers, proper reporting, higher answer rates
Double Dial Every Appointment
"Do NOT take the auto-dial and then call from your cell phone" — answer through GS, then call again
Take Applications Over the Phone
Get leads past the "Contact info" page on every call — operationalize taking apps from every conversation
Communicate with Your Rover
These are people who care about your results — the more insight and feedback you give via SMS and notes, the more they can help you
🚀 Phase 6 — Post Launch
🎥 CS Video Chat Widget
Blue chat bubble bottom-right — use the video recorder to ask questions, request updates, or report issues directly to CS
🔗 Click the blue chat bubble (bottom-right of Growsimple) → find the video recorder icon → record your screen + voice
Save Growsimple CS Phone Numbers
321-341-5101 & 321-384-1711 — save both as "Growsimple CS" in your phone right now
📱 Save in your phone: 321-341-5101 and 321-384-1711 both as "Growsimple CS"
❓ Open the Client Support Hub
That blue ? button in the top bar — your fastest route to help, training, and take-action shortcuts
🔗 Opens the Client Support Hub — sections include MS Loyalty, Take Action (upload leads, add users), and Request Help (live chat, book a call, submit ticket)
Access System Training & Bonus Sales Training
Core training library + Bonus Sales Training for mastering your first 2 minutes on every call
🔗 Opens Support Hub → scroll to Client Support Center → expand it → click MS Training to watch the launch training video
📅 Sign Up for Weekly Live Training
Weekly live Zoom training with the Media Simplified team — bookmark the room and attend regularly
🔗 Opens Support Hub → scroll to Client Support Center → expand it → click Attend Weekly Zoom Training → bookmark the permanent Zoom link
🎟️ Tickets & Projects Center
Where your active support tickets and build requests live — check here for updates from the team
🔗 Click Tickets & Projects in the sidebar → see active requests, check status, leave feedback for the team

Understand the Lead Generation Timeline
Weeks 1-2: Master the system + aged reactivations. Week 3+: Scale ad spend once you know your cost per close.
📈 Goal: Master the system before scaling money. Every dollar performs better once you know the workflow.