ACF Quick Start

ACF Quick Start

Checkout The System

If you just want to have look around and play with ACF you can load some demo settings and demo data. This is the quickest way to try it out and get some familiarity with the system.

You can’t do any harm and everything will be overwritten when you add your own details and find places later.

Workflow

The overall workflow is shown on https://agencyclientfinder.com/app/start/

Take a few minutes to look at and understand the overall system workflow to understand the big picture.

Each page has it’s own workflows. Follow these to take you step by step through each process. You will find video guides at the bottom of each page to guide you through each function.

Demo

From the workflow at the link above:

1. Go to the Settings page.
2. On the settings page Load and Save the Demo settings (1).
3. Open The workflow and go to the Dashboard (9)
4. In the Dashboard open the Demo Data and Load one of the datasets. This will populate the Dashboard. Each dataset has had a little more work done on it so you can see various stages.

You can now explore the system by following the workflows on the pages. Like auto analyze the raw places data, Do more testing in Open View, Understand the email creation process and send emails and contact customers.

Note: No API keys will be loaded in the demo settings.

Starting Live

From the workflow at the link above:

1. Go to the Settings page and open The workflow
2. On the settings page add and Save your own settings.(2-7)
3. Go to Add Global Places Data (8).
4. In Add Global Places open the workflow and follow the process with the help of the video guides.

Need More Help?

This set of videos gives a general overview and some detail to help you understand the overall process and basic functionality to start using Agency Client Finder.

The basic process is:

1. Complete the API and email sections on the Settings page (one off)
2. Select your geography and business type and Add Global Local Places
3. Run the auto-analysis from the Dashboard
4. Run additional tests and create business reports in Open View
5. Add email series in Manage Emails
6. Send and manage contacts in Contacts Manager

The following videos 1-4 are a quick overview of the entire end-to-end process of finding, qualifying, closing and delivering services to local business clients. Agency Client Finder, assisted by AI, automates and enables these processes. The videos will explain the actual client finding process and the various functions within ACF that make that possible.

Video 5 covers your 12 AI powered Service Delivery Experts.

Video 6 covers adding the APIs in details.

Videos 7-9 covers additional settings (email and booking form).

I highly recommend you watch these videos first as they will give you a good understanding of the entire system. There are specific video tutorials for everything, that go into more details if needed.

You can find related tutorial videos at the bottom of each operational page.

You can find additional tutorial videos under Tutorials > Search Tutorials. This page has a search facility to find your specific topics or learning requirements.

You can also find an FAQ under Help > Frequently Asked Questions. This page has a search facility to find your specific topics or learning requirements.