No. This is a separate business from N2. If you've heard of ad junkies, the ad management service some ADs use, we're kind of like that.

Your current master leads list can be imported, but we've noticed that the people who get the most out of this software typically start from a small list (100-200) of people they want to call next. After seeing a lot of lead lists from some of the top AD's and leaders, let's just say organizing leads is a universal problem. 🙂 Often the baggage associated with a bunch of old leads isn't helpful, so a focused list that you grow over time is how many ADs prefer to get started. 

Look at your current leads list. See if you notice any of these:

• Columns with different pieces of info for different leads (For example, Column C is the cell phone for one lead, and the contact person for another)

• Cells with multiple pieces of information (The "work phone" column sometimes has the work phone and the name of someone in the same cell, or something like that)

• Cells with lots of information over time (Your "notes" column has sentences from all your previous calls, which reads like a paragraph

If these things are in your current lead list, I'd suggest you start over, or at least import only your 100-200 most recent leads, making sure to clean them up before you do. And be honest - aren't you sick of looking at the same leads anyway?

But if you are super organized or can't stand the thought of not having all of your leads in one place, you can totally import your leads. In fact, we'll do it for you. We can also delete any duplicate leads before we import your list, so there's less to manage. We are currently waiving the fee for this service.

Need to clean up your leads list before getting started? Consider using our template. You can download it by clicking here.

No. We set up a private database for you, so the only people that have access are the people you allow access. (At AD Toolkit we have access, of course, for maintenance purposes.)

With that said, many ADs find that having someone like their leader hold them accountable to activity goals (such as number of appointments or number of calls each week) helps them achieve those goals. So while your leader doesn't see your numbers by default, you may want to consider giving them - or someone you trust - access.

In the past when I developed tools for ADs they were typically spreadsheets. The Profit Estimator, the latest Magic Number sheet, and the Content Tracker document were easy to share because once they were done everyone could get a copy with a simple email. LEADS is not like that. There is a software database service that I license per user, as well as server costs, maintenance costs, and development costs. In order to bring a more robust solution to ADs, I have to charge them to use it.

Yes, this service is cloud based, but no, you don't need an app to use this. The software has a small screen, mobile friendly version as well as a large screen version for laptops, and both can be accessed by going to your database in your web browser (safari or chrome, preferably). Eventually we may roll out a mobile app, but it's not necessary to use this software.

Yes. While we have data redundancies in place on the servers we use, it's also nice to have a copy of your leads saved on your own computer. From the setup menu you can click a button that says "download leads", and that will save all of your leads to one spreadsheet. Some information won't be downloaded, like your call history or appointment history which are stored separately in the software, but the "download leads" button allows you to create a spreadsheet that looks like the one you're using now.

We're using a service called Stripe, which is one of the best online payment processor companies on the web. When you sign up, our secure server transmits your credit card info to Stripe's servers where it is stored, and we get back a "token" (kind of like how N2 does it) that is used to manage payments.

Best of all, Stripe works with banks to automatically update credit cards after they expire or are replaced due to being lost or stolen, so you won't have to manage your account much.

No problem. For now email me at Steve@theadtoolkit.com and I'll send you a link, but in the future there will be a members page on the website you can use to update your card info.

This software isn't for everyone. While I would argue having a database like this is an order of magnitude better than using a spreadsheet when it comes to tracking your calls or appointments, not everyone wants to do that. There are very successful ADs who make new leads lists every month and never keep up with who they've called in the past.

The best analogy I can give is the typewriter / computer analogy. If you need to write a letter, either will work for you. A typewriter is simpler to use, so it's usually the first choice for people who just want to get the job done. But as soon as you want copy and paste or print more than one copy, a computer wins every time. Think of your spreadsheet of leads as a typewriter - simple and effective for its purpose of having a list of leads. But if you want to do more than just have a list of businesses, you need LEADS.

If you try the software for a few months and realize it's not for you, no problem. You can download all of your leads and cancel anytime. We need 30 days to wind down your database, and you can go back to what you've done before. There's nothing to lose to try this out.

When the time is right to add some help to the revenue generating side of your business, we can make sure your helpers have access. We typically need 1-2 business days to upgrade your account and change your subscription plan, so just let us know when you're adding staff and we'll take care of you.

If you need to downgrade your plan, that's no problem either. Just let us know and you'll see the change on the next billing cycle .