I built this system so you can capture every lead, follow up automatically, and convert more business — without spending more time or learning complicated tech.
Every lead in one inbox
AI-powered automatic follow-up
More customers with less effort
Watch the video, then follow the steps below.
This part is quick and easy. Just go to Marketing → Social Planner and you’ll see the list of platforms you can connect. Click the ones you use, log in, and approve access.
You do not need to connect everything — just start with the platforms where you’re active. Most people begin with Facebook, Instagram, and Google Business Profile.
Watch the Video
Go to Marketing → Social Planner → Connect
Choose platforms & authorize
Confirm connections
Connect Google, Meta, and TikTok to bridge your marketing with your CRM. This instantly captures every query, comment, and DM so no lead falls through the cracks.
Sync QuickBooks and Shopify to track real-time ROI. Completing these connections automates your entire workflow from initial lead to final sale.
Sync Your Social Channels
Capture Every Inbound Message
Bridge Your Accounting Data
Automate Real-Time Lead Flow
Your chat widget is what people will see when they message you through your social channels or website. We want it to feel friendly, trustworthy, and like you — not a generic support bot. This only takes a minute, and it makes a huge difference in how people engage.
Create a seamless experience for your customers
Keep your conversations personal and human
Let people start messaging instantly
Your chat widget is what people will see when they message you through your social channels or website. We want it to feel friendly, trustworthy, and like you — not a generic support bot. This only takes a minute, and it makes a huge difference in how people engage.
Create a seamless experience for your customers
Keep your conversations personal and human
Let people start messaging instantly
Yes — you can place your chatbot on your website.
There’s a simple copy-and-paste code snippet provided inside the Chat Widget settings.
However, this step requires knowing where to place code inside your website builder (WordPress, Wix, Squarespace, Shopify, etc.). That’s why I didn’t include this in the core “Start Here” steps — because it depends on how your website is built.
If you’d like help with this:
You can contact your website manager and ask them to “Add the Chat Widget embed code to the <head> or global script area.”
Or you can message me and I’ll guide you through it or coordinate directly with your web person.
A video walkthrough is coming soon — but it’s not needed to activate your system and start capturing leads from your socials.
Yes — Facebook and Instagram authentication run through the Facebook Business Page / Meta Business Suite.
If you don’t already have one, it takes about 3 minutes to create and I walk you through how in the “Connect Your Socials” video.
Absolutely not. I designed this system specifically to avoid that security risk.
You will connect your Facebook, Instagram, and Google accounts directly inside the secure dashboard (using official 'Log In' buttons). I never see or store your passwords. You remain the admin of your accounts at all times. This keeps your business 100% secure and protects both of us.
No long-term commitments here. You are in total control.
I don't believe in locking partners into contracts. If the system doesn't bring you value, I don't want you paying for it. You can cancel your subscription at any time with a single click inside your dashboard. My goal is to serve your business so well that you stick around because you want to, not because you have to.