Your contact list - introduction - Onboarding
Intro
To prepare for your first onboarding call, we need to get your contact list ready.
Downloading Your Contact List
To do this, you'll need to download your contact list from your class management software, and anywhere else that you have stored your list of contacts, for example: an email software, or a Google or excel sheet. This will allow us to help you import all of your contacts into StudioHub.
Benefits of Importing Contacts into StudioHub
Some of the benefits of having all of your contacts in StudioHub are that you'll be able to easily send announcements, promotions, email newsletters, and even request Google reviews. StudioHub allows you to send 2-way text messages, bulk text messages, and emails, making it easy for you to manage all of your communications in one place.
What to Do
To get started, go back to the last 5 years (or as far back as you can if you haven't been open for 5 years) and download your list from your class management software. Then, please separate your contacts into 3 different lists:
- Currently enrolled students.
- Past students: So, anyone who used to take classes at your studio who has stopped attending.
- Leads: Anyone who has inquired about your classes in the past.
Separating your contacts into 3 different lists will make it easier for you to keep track of who is who inside of StudioHub.
If you don't have one of these lists, don't worry - just download the lists you do have.
A couple of important notes:
- Some software might make it hard to download your contacts in these three specific buckets. Just try your best. Even if you end up with one list, it's better than nothing. Don't get stuck because you can't figure out how to run the right report.
- For businesses that teach kids' classes, if your software doesn't easily let you download the parent's first name, that's okay. Just download whatever information you can get. Moving forward, StudioHub will make it easier to capture that information, so don't worry about it.
Next Steps
In the next video, we'll be walking you step-by-step through how to clean up your list and get it ready to be imported into StudioHub. Once you've downloaded your list, please proceed to the next video.
Outro
Thanks for watching!