LEADFLARE
Getting Started with LEADFLARE
This training hub is designed to help you and your staff quickly get up to speed with the tools we’ve provided to facilitate and support our shared goal of converting leads into clients. This documentation will walk you through exactly how to utilize each tool effectively and maximize results, step by step.
The LEADFLARE Toolkit
Where to Find Your Login Credentials
To help keep everything organized and secure, we have shared your login information for each platform with you in a document labeled "Account Access Information" located inside the Client Portal.
A Proven Framework for New Client Acquisition
These guides serve as on-demand training, offering clear, structured, and actionable instruction, ideal for training new team members or revisiting key processes. When your team takes the time to learn and apply these tools effectively, everyday actions begin to compound, and conversion becomes a matter of systems and processes, not "winging it".
Need Additional Help?
Whether you need clarification, want to report a gap in our training material, or would prefer one-on-one support, you can send us a message or request a time to meet. We’re here to help you succeed.