BAM Stack

Training Library

Everything I walk through on our calls, saved here. Ten minutes each, one topic at a time.

Members only

Welcome, and a Tour of Your Account

Who I am, who I built BAM Stack for, and a walk through every tab in your account so you know where everything lives.

The foundation step. Your business details and your own user details, so everything you build after this works properly.

Every lead in one place, and pulling up any group of them in two clicks. Includes importing from a spreadsheet or an old CRM.

Your deals on a board instead of in your head. Building a pipeline, adding an opportunity, and moving it through the stages.

Getting the account able to reach people as you. Choosing a number, setting up email properly, and what each integration gives you.

A calendar people can book through, with your real availability on it, and the buffers that stop your day getting run over.

A real automation from my own business, then building one from scratch that creates a contact and an opportunity on its own.

Stuck on something that isn't in here? Bring it to the next session, or grab a time with me.

Members only. Please don't pass this link around. BAM Stack · bamstack.ca