Welcome - How to Get Started
COURSE: (Re)Setup Your Foundations
REPLAYS: Group Coaching
REPLAYS: Member Audits
OTC Overviews & Resources
Global Settings
System Fields and Filters
All About Contacts
All About Templates
Docs & Document Templates
Emailing & Email Templates
Tasks & Task Templates
Date Templates
Property Table
Intake Forms
Smart Blocks & Groups
Team, Agent, & Client
OTC/Twilio Phone Number
Apps & APIs
Basic Setup Videos
X Phase 2 Setup
LAUNCHED! Course
OTC Support Content
OTC Intake Form Bootcamp
Intake Form Bootcamp Recap Video
00:00 - IntroductionVIDEO BLOCK YouTube Embed Instructions: AWS Embed Instructions: IF MORE THAN ONE VIDEO – DUPLICATE THIS BLOCK IF NO VIDEO – DELETE THIS BLOCK
02:35 - Intake Process:
Agent Submits, TC Approves (Pros and Cons)
TC Submits, TC Approves (Pros and Cons)
Admin Submits, TC Approves (Pros and Cons)
07:25 - Things to prepare when doing an Intake
08:45 - Prepare Fields
10:54 - Prepare Document Templates
14:30 - Prepare Task Templates
17:40 - Start Intake Form
20:00 - Settings tab
Building out an Intake Form: PAGES
21:30 - Fields tab
26:55 - Documents tab
31:58 - Contacts tab
35:25 - Review tab & Submitted tab
Building out an Intake Form: SETTINGS
35:52 - Assigned Agents tab
37:10 - Internal Instructions tab
41:14 - Layout & Default Design tab
Building out an Intake Form: AUTOMATION
42:40 - Form Conditions & Triggers
46:00 - Add a condition
01:10:05 - Trigger Details (naming your trigger)
01:19:35 - Preview Intake Form (Radio/Stack Options)
01:23:06 - Create Intake
01:34:40 - Intake Form Submissions Approval
Intake Form Bonus Content/Material
