CC Suite Training Library

Log in

Your account lives at one address: app.clientcashflowsuite.com. Save it as a bookmark so you can find it every day.

1. The first time, open the invite email we sent you and click the link to set your password. That link only works for a short time. If it has expired, message us and we'll send a new one.

2. Go to app.clientcashflowsuite.com. Type your email 1 and your password 2, then click Sign in 4. Forgot it? Click Forgot password? 3 and check your email. You can change the language at the bottom 5.

   

3. On your phone, use the app we set up with you. Log in with the same email and password. Allow notifications so you hear when a new message comes in.

How your system works

1. Step 1Someone finds youA post, an ad or your website.
2. Step 2They take your quiz or bookTheir name, email and phone are saved.
3. Step 3Follow-up goes outEmails and texts send by themselves.
4. Step 4They book a callIt lands on your calendar with reminders.
5. Step 5You talk to themThat part is yours.

The four places you will use

All four are in the menu on the left side of your screen, with white capital letters.

What each menu item is for

Other items in the menu are not part of your plan, or are tools we use for you. You can leave them alone.

Your first week

1. Day 1Log inOn the computer, then put both phone apps on your phone (Lessons 2 and 3).
2. Day 1Lesson 1Open Conversations and answer anything new.
3. Day 2Lessons 4 and 6Look at your calendar and find yourself in Contacts.
4. Day 3Lesson 8Read what runs by itself. No changes yet.
5. LaterLessons 9 to 14Only when you want to change words or send to a group.

The three colors on every lesson

1. Click Conversations in the left menu 1. Click Unread at the top 2 to see only new messages. Click a person's name 3 to open the chat.

   

2. Look at the right side. You see the person's details: their tags 1 (a tag called quiz means they took your quiz), where they came from 2, and more details under General Info and Additional Info 3, like their quiz answers.

   

3. Choose how to answer. Click the small word at the bottom left of the reply box 1 and pick SMS (text), WhatsApp or Email 2. Answer the same way they wrote to you.

   

4. For an email: type a Subject 1, type your message 2, add a picture with the small picture icon 3 if you want, then click the blue send arrow 4.

   

Good inbox habits

• Start in Unread every time. When Unread is empty, nobody is waiting on you.
• Answer new leads within minutes when you can. A fast reply books more calls.
• A text that fails usually means a wrong number or a landline. Send an email instead.

1. On your phone, tap the button for your phone to download LeadConnector. It's free.

   LeadConnector for iPhoneLeadConnector for Android

   Reading this on your computer? Open this page on your phone and tap the button, or copy a link and text or email it to yourself:
   https://apps.apple.com/us/app/lead-connector/id1564302502
https://play.google.com/store/apps/details?id=com.LeadConnector
   You can also open the App Store or Google Play on your phone and search LeadConnector.

2. Open the app and log in with the same email and password you use at app.clientcashflowsuite.com. When the phone asks, tap Allow for notifications so you hear about new messages.

3. This is Home. At the top is your business name 1. You see how many messages are waiting 2 and today's calls 3. The bar at the bottom 4 takes you everywhere: Home, Conversations, Search, Calendar and Apps.

   

4. Tap Conversations at the bottom. Use Team Inbox 1: it shows everyone. Tap Unread 2 to see only new ones. Tap a person 3 to open the chat and reply. The + button 4 starts a new message.

   

5. If you open My Inbox 1 and it is empty, don't worry. My Inbox only shows chats given to you by name. Tap Team Inbox instead.

   

6. After tapping +, pick New Direct Message 1 for a text, or New Email 2. Then type the person's name and write your message.

   

7. Tap Calendar at the bottom. Switch between month, week and day 1. Your calls show as small boxes 2. Tap a day 3 to see its calls. Tap + 4 to book someone yourself.

   

8. Shortcuts live on Home under Quick Actions: Add Contact 1, New Message 2 and Book Appointment 3.

   

Why you need it: the phone and the phone company

A phone without a phone company can't text or call anyone. That's why your Project Broadcast plan is a monthly subscription, just like a phone bill.

Set it up on your phone

1. On your phone, tap the button for your phone to download Project Broadcast.

   Project Broadcast for iPhoneProject Broadcast for Android

   Reading this on your computer? Open this page on your phone and tap the button, or copy a link and text or email it to yourself:
   https://apps.apple.com/us/app/project-broadcast/id1289777524
https://play.google.com/store/apps/details?id=com.starterstep.broadcast
   You can also open the App Store or Google Play on your phone and search Project Broadcast.

2. Open it and log in with the email and password of your Project Broadcast account (the one you made when you signed up with them). Tap Allow for notifications.

3. To make a call: open the person in Project Broadcast and tap the phone icon. The person sees your business number, not your personal one.

What happens by itself

1. Click Calendars in the left menu 1. Click Appointment list view at the top 2. It is easier to read than the week grid. Each line is one booked call 3.

   

2. After each call, click the box under Status 1. Pick Showed 2 if you talked. Pick No show 3 only if they really missed it.

   

3. To move a call to a new time, click the three dots at the end of the line 1, then Reschedule 2, and pick the new time.

   

4. To change other details, click the three dots 1 and pick Edit 2. (Reschedule 3 is the quick way to move it.) The time column 4 shows the time zone in brackets, like (EST) or (PST).

   

5. In Edit details, check the time zone first 1. Then change the Date 2 or the Slot 3. You can also change the Status here 4. Click Save 5.

   

6. To book someone yourself, click the blue New appointment button at the top right. Find the person 1, pick the day and time 2, then click Book appointment 3. To block time off (a holiday, a doctor's visit), use the Blocked off time tab 4 instead.

   

How it works

1. Step 1A lead opens your booking pageFrom an email, a text or your website.
2. Step 2Your calendar checks GoogleBusy times are hidden. Only free times inside your hours show.
3. Step 3They pick a timeIt shows in their own time zone.
4. Step 4The call is saved twiceIn your account and in your Google calendar, so your phone reminds you too.

1. Go to Settings (bottom left), then Calendars. The Meetings tab 1 lists your booking calendar. The pencil 2 opens its settings. My availability 3 holds your hours. Connections 4 shows the Google link.

   

2. Click Connections 1. Your Google calendar shows with a green check 2. Linked calendar 3 is where new bookings get added. Conflict calendars 4 are the ones checked for busy times.

   

3. To change your hours: click the pencil on your calendar, then Availability 1, then click your name. At the top is the time zone 2 your hours are in. Below are your hours for each day 3. To close one day (a holiday, a trip), use Date-specific hours 4. Click Edit 5 to change them, then Save.

   

4. Booking rules 1 set how calls are booked: how long each call is 2, how much warning you need before a booking 3, and a break before or after each call 4. Click Save changes at the top right when you're done.

   

What the time zone means

Every time in your account comes with a time zone, like (EST) for New York or (PST) for Los Angeles. Your hours are set in the time zone at the top of your availability. A lead in another state sees the same opening in their own time. A call at 2:30 PM EST is 11:30 AM PST: same call, two labels. If a time ever looks a few hours off, check the letters in brackets first.

1. Click Contacts in the left menu 1. Type a name, phone number or email in Search contacts 2 to find someone. The Tags column 3 shows each person's labels.

   

2. To see only quiz people who have a phone: click Filters. Search Tag, choose Is and pick quiz 1. Click Add nested filter 2 (this means "and also"). Pick Phone and Is not empty 3. Click Apply 4.

   

3. To keep this list for next time, click Unsaved changes and then Save as new smartlist 1. Give it a name you'll recognize, like "Quiz with phone". It now shows as a tab at the top of Contacts. The Filters (2) button 2 reminds you two rules are on.

   

4. Click a person's name to open them. On the far right, click the pencil icon 1 to open Notes, then Add note 2. Write one line after every call, like "Wants to start in March". Only you and your team see notes. Their tags are on the left 3.

   

Way 1: read the answers on the contact

1. Open Contacts and click the person's name (or click their name in Conversations). On the left, stay on All fields 1. Type quiz in Search fields and folders 2. Their answers show below 3, one per question, plus their result.

   

If a box shows --, it is empty. Those boxes belong to another quiz layout. Skip them.

Way 2: send the answers to a Google Sheet

1. Open Google Drive, click New, then Google Sheets. Name the sheet Quiz answers. Leave it empty for now.

2. Let an AI helper plan the sheet for you. Open Claude (claude.ai) or Gemini. Copy the message below, paste it, and add your quiz code at the end. Your quiz file is in your Google Drive folder, with all the other files we made for you.

   I have a quiz on my website. It sends every answer to GoHighLevel, where each answer is saved in a contact field that starts with {{contact.quiz...}}. Below is the quiz code.
   
   Please:
   1. List every question the quiz asks and the field it saves to.
   2. Give me the column headers for a Google Sheet, in one line I can paste into row 1: Date, First name, Last name, Email, Phone, then one column per question, then Result.
   3. Explain step by step, for a beginner, how to add the "Google Sheets: Create spreadsheet row" action to my "Quiz Webhook → Add User" workflow, connect my Google account, pick my "Quiz answers" sheet, and match each column to the right contact field.
   
   Here is my quiz code:

3. Copy the headers the AI gives you and paste them into row 1 of your sheet, starting in box A1. Keep its step-by-step open: you'll follow it next.

4. In your account, open Automation and click Quiz Webhook → Add User (the workflow that pulls in your quiz answers). Click the small + right under Add Tag. Type google sheets in the search box 1 and pick Create spreadsheet row 2. The crown 3 means there is a small cost each time it runs.

   

5. Click Connect your account 1 and sign in with the Google account that owns your sheet. Allow access. Back here, pick your Drive, the Quiz answers spreadsheet and the sheet tab. Your row 1 headers appear as boxes. In each box, click the small tag icon and pick the matching field (for example Email → Contact, Email). Click Save action, then Save at the top right.

   

6. Test it: take your own quiz once. Within a minute, a new row with your answers appears in the sheet.

1. Click Automation in the left menu. You see your workflows. Published means it is on. Draft means it is off.

   

Your workflows, in plain words

The quiz follow-up, day by day

Each quiz lead gets 3 touch points after their results: one email and one text a day, for 3 days. Want more? Lesson 10 shows how to add them.

1. Click Lead Nurture to see it. Each box is one step, from top to bottom. Green envelope = email. Green speech bubble = text. Purple clock = wait. Day 1 1, Day 2 2 and Day 3 3 each have an email and a text, with a 1-day wait in between.

   

2. Click a purple Wait box to see how long it waits 1. Then click Cancel at the bottom so nothing changes.

   

1. Open Automation, click the workflow (for example Lead Nurture), and click the email box you want. A panel opens on the right. Here you can change the Action Name 1 and the Subject 2. When you're done, Save action 3 keeps your change.

   

2. Scroll down to the message. Change any words you like. Leave the gray boxes with curly brackets alone. They fill in by themselves: 1 is a custom value, the same for everyone (like your booking link). 2 is a custom field, different for each person (like their quiz result). The tag icon 3 adds a new one.

   

3. To add one: put your cursor where it should go, click the tag icon, then scroll to Custom Values 1 and click one, like Calendar Link 2.

   

4. For a person's own answer, choose Contact 1, type quiz in the search 2, and pick the answer you want 3.

   

5. To add a picture to an email: click where the picture should go 1, then click the picture icon in the toolbar 2.

   

6. Click Upload 1 and choose your picture. Type a few words that describe it in Alt Text 2. Click Save 3.

   

7. Texts work the same way. Click a green speech-bubble box. Change the words in the message box 1. Add attachments 2 adds a picture. Type your own number and click Send test SMS 3 to see it on your phone. (Test texts only arrive once your texting is approved. See Lesson 16.) Then Save action.

   

Where your custom values and fields live

1. Settings (bottom of the left menu) → Custom Values 1. Each line 2 has a name, the code that goes in a message, and what it turns into. We fill these in for you 3. Read them, but don't change them. If your booking link ever changes, message us and every message updates at once.

   

2. Settings → Custom Fields 1. These are the boxes that hold each person's details 2, each with its own code 3. Your quiz fills them in. Read them here; don't delete them.

   

1. Open Automation, click Lead Nurture and scroll to the bottom. The last day is three boxes together 1: Wait 1 day, Email 3, SMS 3.

   

2. Click the three dots on that last Wait 1 day box 1. Click Copy all actions from here 2. That copies the wait, the email and the text together.

   

3. Move your mouse over the small + under SMS 3, just above END. A clipboard icon appears next to it 1. Click the clipboard. Three new boxes appear at the bottom.

   

4. Click the new email box. Change Action Name to Email 4 and write a new Subject. Replace the message with your new words (Lesson 9). Click Save action. Do the same for the new text: name it SMS 4, new words, Save action.

   

5. Send yourself a test of the new email. Click Save at the top right. Need a Day 5? Repeat from step 2, starting from the newest Wait box.

What happens, in order

1. Step 1They comment your keywordOn a post on your page.
2. Step 2A reply goes under their commentLike "Check your DM!" On Facebook, their comment also gets a like.
3. Step 3A private message arrivesWith a button that opens your quiz.
4. Step 4A friendly nudgeIf they tap the button, a few hours later they get "Were you able to take the quiz?"

The chat shows up in your Conversations. These people are saved as contacts but have no phone number until they take the quiz (see Lesson 6).

1. Open Automation and click Instagram Comment Automation (or Facebook). The top box is the trigger 1. Click it to see the keyword under Contains phrase 2. To use a different word, click the X on the old word and type the new one. The switch at the top 3 shows Draft (off) or Publish (on).

   

2. Click Respond On Comment 1. These are the public replies 2. One is picked at random each time, so it looks natural. Change the words, or click Add new response 3 to add another. Click Save action.

   

3. Click the interactive messenger box 1. This is the private message 2. Change the words the same way you change a text (Lesson 9).

   

4. Scroll down to Buttons. The button's words 1 and the link it opens 2 live here. The link must be your quiz page. The wait time 3 is how many minutes they have to tap the button. Click Save action.

   

1. Click Marketing in the left menu, then Social Planner 1. You see your posts as a list. The two buttons 2 switch between the list and a calendar. Status 3 tells you if a post already went out (Published) or is waiting (Scheduled). Date 4 is when it goes out.

   

2. The calendar shows a whole month. Switch between Month and Week 1. Each box is one post on the day it goes out 2.

   

3. The three dots on a post 1 open its options. Preview 2 shows the post as people see it. Posts that haven't gone out yet also show Edit, so you can fix a word before it's published.

   

1. Open Contacts and click your saved list (or set the filter from Lesson 6). Click the small box at the top of the list 1 to select everyone. A toolbar appears: Send email 2, More 3 for texts, and your list button 4.

   

2. Click More. Choose Send SMS 1 for a text or Send email 2 for an email.

   

3. Group text: give it a name you'll recognize 1, write the message 2, add a picture if you want 3. Under Mode 4 pick Send in drip mode for big lists (a few at a time) or Send at scheduled time for later. Click Send SMS 5 only when you're sure.

   

4. Group email: first you see who will get it. Check the numbers 1: people who unsubscribed are left out by themselves. Click Confirm and proceed 2, write your email the same way as in Lesson 9, send a test to yourself, then send or schedule it.

   

1. Click Marketing in the left menu, then Emails 2, then Templates 3. Your newsletter is in the list.

   

2. Click the three dots on your newsletter and pick Duplicate. Name the copy with the month, like Newsletter – March. Never write over the original.

3. Open the copy. Change the words and pictures (Lesson 9 shows how to add a picture). Save, and send a test to yourself.

4. Send it to your list the way Lesson 13 shows: choose Send email and pick your newsletter copy.

1. Check your website

1. Click Sites in the left menu 1, then Websites at the top 2, and open your website. Click the small box with an arrow under a page 3 to see that page, or the one at the top right 4 to see the whole site, just like a visitor would.

   

2. On your site, take the quiz or fill in the form once, using your own name and email. Then open Conversations (Lesson 1). Within a few minutes you should see yourself there with the results email.

2. Look at your numbers

1. Click Reporting in the left menu 1. It opens the Appointment report. Set the dates to last month 2. Leave All calendars as it is 3.

   

2. Write down three numbers: Booked 4 (calls people booked), Showed 5 (calls that happened) and No-show 6 (calls they missed). Compare them with last month.

A2P

The approval every US business needs before it can send texts. The phone carriers require it. Takes days to weeks.

Action

One box in a workflow: an email, a text or a wait.

Alt text

A short description of a picture, shown if the picture doesn't load.

Automation

Steps that run by themselves when something happens.

Buffer

A short break kept free before or after each call.

Bulk send

One message sent to many contacts at once.

Business number

The number your leads see when you text or call.

Channel

How a message travels: text (SMS), email, WhatsApp, Facebook, Instagram.

Conflict calendar

A calendar checked for busy times, so nobody books over them.

Contact

One person in your account.

Conversation

All messages between you and one person.

Custom field

A box on each person with their own answer, like their quiz result. Code looks like {{contact.…}}.

Custom value

A saved word or link, the same for everyone, like your booking link. Code looks like {{custom_values.…}}.

DND

Do Not Disturb. Turns off messages to one person.

Draft / Published

Off / on, for a workflow.

Drip mode

Sending a group message a few at a time.

Header row

Row 1 of a Google Sheet, with the name of each column.

Keyword

The word people comment on your post to get your quiz, like QUIZ.

Lead

Someone interested who hasn't bought yet.

Lead nurture

Follow-up that keeps a new lead warm for a few days until they book. Yours: results email on quiz day, then an email and a text each day for 3 days.

LeadConnector

The phone app for your account.

Linked calendar

Your Google calendar where new bookings are added.

MMS

A text with a picture. Costs more than a plain text.

No-show

Someone who booked and didn't come.

Note

A private line you write on a person. They never see it.

Opt out

When someone replies STOP or unsubscribes.

Premium action

A workflow step with a crown. There is a small cost every time it runs.

Preview

Seeing your page the way a visitor sees it.

Project Broadcast

Your "phone company" for business texts and calls. CC Suite is the phone; Project Broadcast is the phone company.

Published

Already out on your page.

Scheduled

Waiting to go out on a set day and time.

Show rate

Out of the calls booked, how many happened.

Smart List

A saved filter in Contacts.

SMS

A text message.

Social Planner

Where your social media posts are kept and sent from.

Status

Where a call stands: Confirmed, Showed, No show, Cancelled, Invalid.

Tag

A label on a person, like quiz. Only quiz takers have the quiz tag and a phone number.

Team Inbox

Every conversation in your account, in the phone app.

Time zone

The clock a time is written in, like EST or PST.

Touch point

One moment a lead hears from you.

Trigger

The event that starts a workflow.

Wait step

A pause in a workflow before the next message.

Workflow

One automation: a trigger, then steps in order.