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Fix Your Follow-Up: How to Move Your Follow-up from Connection Point into Project Broadcast with Confidence

Fix Your Follow-Up: How to Move Your Follow-up from Connection Point into Project Broadcast with Confidence

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If you used Connection Point to manage your direct sales business and are ready to move that system into Project Broadcast, this guide shows you exactly what to do next.

Fix Your Follow-Up walks you through gathering your existing Connection Point assets and rebuilding them inside Project Broadcast so your messages, keywords, and campaigns are organized, intentional, and under your control.

This is not about automation yet.
It’s about getting your foundation right.

This is the first step to fully owning your follow-up inside Project Broadcast.

Once your assets are in place, you’ll be prepared—if and when you choose—to layer in Project Broadcast’s Back Office feature. Back Office works best when your keywords, campaigns, and messages are already built correctly. This guide ensures you’re ready for that next step without rushing into advanced automation.

No panic. No guessing. No “I hope this works.” This guide gives you a clear plan to get your messages where they belong, make sure your keywords trigger the right actions, and confidently run your follow-up inside Project Broadcast.

What You’ll Get:

This step-by-step guide will walk you through:

  • Rebuilding your customer follow-up system in Project Broadcast
  • Recreating keywords so contacts land in the right campaigns
  • Saving your templates and messages before you close out your CP account
  • Keeping your onboarding system running without skipping a beat
  • Laying the groundwork for Back Office automation—without turning it on yet

It’s designed to help you get back in control fast—even if you’re not techy and have zero time to waste.

Perfect For You If:

  • You used Connection Point for follow-up and need a clear path forward
  • You want to move into Project Broadcast without starting over
  • You prefer to understand your system before automating it

You’ll Receive:

  • A step-by-step written guide 
  • Bonus tips to avoid common mistakes
  • A one-page Quick Info Worksheet to organize your reset
  • A link to the free walkthrough video

You don’t have to solve everything today. This guide helps you take the right first step—so your follow-up stays strong, steady, and ready for what’s next.

Get your follow-up into Project Broadcast the right way...foundation first.

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