Welcome To The Aviary Training Portal
Please watch the videos below.
Start Here
We always want to ensure we are looking at the correct data and making sure we are understanding what it is telling us.
Start Here
We always want to make sure we are looking at the correct data and making sure we are understanding what it is telling us.
Get The Big Picture View
See what the lead sees and experiences when they opt-in and land in the NEST.
What do leads experience in each Pipeline Stage? What Pipeline Stages have automated follow-up messages going out? What stages am I responsible for?
What are the potential appointment confirmation/reminder messages leads will receive once they book an appointment? See what information is included and what tags will be added along the way.
How To Training Videos
Review tips & suggestions for creating images & videos that is proven to get results.
How to manually add an opportunity into the NEST.
How to schedule an appointment for the leads Social Sparrow is bringing you as well as what to do when an appointment is cancelled, needs to be rescheduled, and what to do for appointment shows and no-shows.
How to create a note to keep everything organized along with lead required paper trails for documentation.
How to use the conversations tab inside your Nest to make sure you are never missing active communication from a lead.
How & when to set tasks to make sure no leads fall through the cracks and we make the most of every opportunity.
How to find a lead in your NEST when their opportunity card is not populating.
See what filters you have available to you and which ones will be most helpful to you!
What is the difference between marking a lead Lost vs. Abandoned? When do I use one over the other?
What to do in the NEST after a lead has come in for their consultation with Genesis.
Learn how to update your leads attributions.
Next Steps
Get an all in one training on how to conveniently use The NEST app by Social Sparrow on your phone! Let's connect with leads on the go!
Resources
Your guide to faster & efficient card movement, lead follow-up, organization, and quick searches.
A look at the proven automated follow-up sent to leads directly after opting in in order to engage a response and help you get them booked. Includes both template wording & timing.
Our robust appointment messaging, including confirmation & reminders. Includes both the template wording & timing.
See how we adjust our automated follow-up strategy in the WARM stage with frequency & verbiage. Includes both the template wording & timing.
Find out exactly how Genesis Corporate & Social Sparrow crafted an automated sequence for leads who we want to continue to follow-up with but never received responses from. Includes both the template wording & timing.
Discover how we intentionally and uniquely pursue leads who have no-showed & need to be reschedules vs. leads who call, cancel & need to reschedule. We have two separate follow-up sequences. See highlighted text identifying where the wording differs between the two. Includes both the template wording & timing.
Get ready for an adventure in troubleshooting! First, get your cursor ready to hover over the red triangle of mystery in the Nest conversation view. As you hover, anticipate the thrill of discovering the error code that's been causing all the commotion. Match that elusive code using the graphic as your trusty map to victory!
Get The Big Picture View
See what the lead sees and experiences when they see our ad opt in and land in the NEST.
What do leads experience in each Pipeline Stage? What Pipeline stages have automated follow-up messages going out? What stages and I responsible for?
What are the potential appointment confirmation/reminder messages leads will receive once booking an appointment? See what information is included and what tags will be added along the way.
Full List of Training Videos
How to manually add in an opportunity into the NEST.
How to schedule an appointment for the leads Social Sparrow is brining you as well as what to do when an appointment is cancelled, needs to be rescheduled, shows and no-shows.
How to create a note to keep everything organized and lead required paper trails for documentation.
How to use the conversations tab inside your Nest to make sure you are never missing active communication from a lead.
How & when to set tasks to make sure no leads fall through the cracks and we make the most of every opportunity.
How to find a lead in your NEST when their opportunity card is not populating.
See what filters you have available to you and which ones will be most helpful to you!
What is the difference between marking a lead Lost vs. Abandon? When do I use one over the other?
What to do in the NEST after a lead has come in for their consultation with Genesis.
Next Steps
Get an all in one training on how to use The NEST app by Social Sparrow conveniently on your phone! Let's connect with leads on the go!
Find Out More:
Data:
REVIEWS
Review Setup
Sending Review Requests
Adding Reviews To Funnels & Websites
Automating Reviews
CONVERSATIONS
Conversations Overview
Conversations Templates
Custom Fields & Values
SOCIAL PLANNER
Social Planner Overview
Integrate Social Accounts
Your First Post
Social Media Dashboard
Scheduling Posts
Need additional support? Feel free to reach out to your CSM for help!
Copyright 2025- The Aviary Training Portal by Social Sparrow