Help Center • FAQ

Build-A-Brand Worldwide Frequently Asked Questions

This is your go-to knowledge base for how to build a brand, launch high-converting websites & funnels, centralize CRM and conversations, send email/SMS, run automations, collect payments, and measure growth all inside Build-A-Brand Worldwide.

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How can Build-A-Brand’s CRM help me manage customers?

Our CRM keeps every lead, conversation, and deal stage in one place so no one slips through the cracks.

  • Pipelines visualize deals from new lead → booked call → closed sale.
  • Contact timelines show every text, call, email, and note.
  • Tasks & reminders make follow-up automatic.

Why it matters: Faster responses, cleaner hand offs, and a professional client experience.

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Do you include an SEO friendly website builder?

You can build fast pages with clean HTML, metadata, schema, and forms tied directly to the CRM.

  • Custom domains, SSL, sitemaps, and basic redirects.
  • Forms/surveys push contacts and tags to your CRM.

Why it matters: Rank better and turn visitors into qualified conversations automatically.

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What are funnels and when should I use them vs. a website?

Funnels remove distractions and drive a single action (opt-in, book, or buy) with upsells and simple analytics.

  • Great for ads, launches, and lead magnets.
  • Page variants to A/B test headlines, offers, and forms.

Why it matters: Higher conversion rate and clearer revenue per visitor.

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Can I send automated email sequences?

Build welcome, nurture, or post-purchase sequences with delays, conditions, tags, and goal steps.

  • Drag-and-drop emails with templates and personalization.
  • Open/click tracking and segment filters.

Why it matters: Stay top of mind and move leads to booked calls without manual chasing.

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How does SMS help my follow-up?

Use opt-in compliant texts for confirmations, reminders, and quick replies, all logged to the contact.

  • Missed-call text back, two-way conversations in one inbox.
  • Opt-out & compliance controls included.

Why it matters: Texts are read fast; your no-show rate and response times improve.

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Do you offer calendars and bookings?

Create 1:1, round-robin, or paid appointments with confirmations and reminders.

  • Sync with internal pipelines; create tasks automatically.

Why it matters: Fewer back and forth messages and better show rates.

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Can I request and manage reviews?

Yes — send review requests via email/SMS, track responses, and showcase testimonials on pages.

Why it matters: Social proof boosts conversion and local SEO.

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What payment options are supported?

Connect Stripe (and PayPal where available) to accept one-time payments, invoices, and subscriptions.

Revenue and receipts tie back to the contact and deal.

Why it matters: Sales, billing, and CRM live together for clean reporting.

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Can I host memberships or courses?

Yes — create gated lessons, drip content, and recurring subscriptions with member access.

Why it matters: Turn expertise into recurring revenue without a separate platform.

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Do you include a social media planner?

Plan and publish content to supported social channels and tie posts to funnels and tracked links.

Why it matters: See how social activity contributes to traffic and leads.

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What can automations do for me?

Trigger actions on form submits, link clicks, purchases, or pipeline moves: send emails/SMS, assign tasks, and update deals.

Why it matters: Consistent follow-up and fewer manual steps.

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Do I get analytics and attribution?

View funnel conversion, bookings, revenue, and source data so you can double down on what works.

Why it matters: Clear decisions instead of guessing.

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What plans do you offer?

Transparent monthly subscriptions; start simple and upgrade as you grow.

Why it matters: Keep costs predictable while you scale.

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What support comes with the software?

In-app help, docs, training videos, and a support inbox. We also offer strategy calls and done for you services.

Why it matters: Learn quickly and keep moving.

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Can I auto-assign new leads to a pipeline and owner?

Yes — use a workflow trigger to create a deal, set the stage, and assign to the right user or round-robin.

Why it matters: Zero lag from capture to first touch.

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How do I improve page speed and SEO?

Use compressed images, lazy load media, add titles/descriptions, and include FAQ/Organization JSON-LD where appropriate.

Why it matters: Faster pages rank and convert better.

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Can I sell products, upsells, and subscriptions in a funnel?

Yes — build product steps with order bumps, one-click upsells, and subscription options connected to your gateway.

Why it matters: Increase average order value without extra apps.

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Is email and SMS usage billed separately?

Yes — sending costs are usage-based by provider/region. You’ll see transparent rates in your billing panel.

Why it matters: Pay only for what you send, at clear rates.

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How do I reduce no-shows for appointments?

Enable reminder sequences via email/SMS, include reschedule links, and add deposits for high demand slots.

Why it matters: Higher show rates = more revenue per booking.

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Can I display reviews on my website and funnels?

Yes — embed widgets or add testimonials blocks tied to your collected reviews.

Why it matters: Trust signals close the gap from interest to action.

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Can I import my contacts and products?

Import CSVs for contacts and offers; map fields and tags so your automations fire correctly.

Why it matters: Start with clean data and accurate segments.

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Do I keep control of my domains and email?

Yes — we recommend keeping domains at your registrar and connecting via DNS. Use your branded email provider and connect for sending.

Why it matters: You retain ownership and portability.

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How do I capture more leads from my pages?

Use short forms, sticky CTAs, exit captures, and lead magnets. Tag contacts and route to a follow-up workflow.

Why it matters: More leads with the same traffic.

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Can I trigger automations when a deal moves stages?

Yes — stage change triggers can send emails/SMS, notify reps, set tasks, or move to the next pipeline.

Why it matters: Keep momentum from first touch to closed won.

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How do I improve email deliverability?

Authenticate sending domains (SPF/DKIM), warm up new lists, segment by engagement, and avoid link stuffed templates.

Why it matters: Better inboxing = better ROI.

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What about SMS compliance and opt-outs?

Use consent language, honor STOP/HELP keywords, and keep records. The system manages opt-out status automatically.

Why it matters: You stay compliant and maintain trust.

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Can I A/B test landing pages?

Yes — create variants, split traffic, and compare conversion before promoting a winner.

Why it matters: Incremental gains add up quickly.

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Do you support schema markup like FAQ and Organization?

Yes — add JSON-LD blocks to eligible pages (FAQ, Organization, Product, Breadcrumb). Keep it accurate to on-page content.

Why it matters: Rich results can improve visibility and CTR.

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Where do my messages live?

All email, SMS, and chat show up in a single conversations inbox tied to the contact record.

Why it matters: Full context for every reply.

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Can I send different follow-ups based on link clicks or tags?

Yes — branch workflows on conditions (clicked, visited, booked, purchased, has tag) and tailor the path.

Why it matters: Relevance increases response and sales.

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Do you support invoices and recurring billing?

Create branded invoices and subscriptions through your connected gateway; track payments per contact.

Why it matters: Predictable cash flow and fewer manual reconciliations.

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Can I drip course content and protect downloads?

Yes — schedule lesson releases, require login, and gate files by membership level.

Why it matters: Better completion rates and member retention.

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Can I queue posts and reuse evergreen content?

Plan posts on a calendar and recycle top content. Use UTM links to attribute traffic and leads.

Why it matters: Stay consistent without reinventing the wheel.

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Should I target “how to build a brand” keywords on my site?

Yes — create helpful pages that answer search intent (guides, FAQs, checklists) and link them to relevant offers.

Why it matters: Capture discovery traffic and convert it into subscribers and calls.

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How do I onboard new leads smoothly?

Trigger a welcome sequence, assign an owner, and send a calendar link. Add tasks for your team to review fit.

Why it matters: First impressions drive lifetime value.

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Can I see revenue by source or campaign?

Track deals and orders with source/UTM fields to break down revenue in reports.

Why it matters: Spend where it returns.

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Can you migrate me from my current tools?

Yes — sites, funnels, lists, products, and basic automations can be moved with a scoped service.

Why it matters: Keep momentum while consolidating costs.

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Is there a mobile app?

Yes — manage conversations, tasks, and notifications on the go.

Why it matters: Faster replies win more deals.

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Do you offer training and documentation?

Yes — video tutorials, help docs, and guided checklists are included, plus optional live sessions.

Why it matters: Ramp your team without slowing down.

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Can forms add tags and custom fields automatically?

Yes — map fields, apply tags, and trigger workflows when a form submits.

Why it matters: Clean data powers better targeting.

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Do pages include SSL and basic security?

Yes — SSL is enabled on connected domains and pages follow modern best practices.

Why it matters: Trust and browser compatibility.

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Can I save email templates for my team?

Yes — save brand-safe templates and share across users and campaigns.

Why it matters: Consistency and speed.

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Do you support multiple users and roles?

Yes — invite users, set permissions, and assign leads, calendars, and pipelines.

Why it matters: Right access for the right people.

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How do I handle taxes on orders?

Configure tax settings in your gateway or order forms as needed; consult your accountant for rates.

Why it matters: Stay compliant while you scale.

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Can I confirm bookings by SMS and email?

Yes — send both instantly with follow-up reminders at set intervals.

Why it matters: Customers get what they need in their preferred channel.

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How do I segment contacts for better targeting?

Use tags, custom fields, and last activity to build smart lists for email/SMS and ads.

Why it matters: Relevance drives conversion.

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Can I track campaign performance over time?

Yes — compare sends, opens, clicks, replies, bookings, and revenue attributed to each campaign.

Why it matters: Keep what works, fix what doesn’t.

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Can I keep my brand styles across pages and emails?

Yes — set fonts/colors once, reuse blocks, and save brand components.

Why it matters: Cohesive brand = more trust.

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Do you offer done-for-you builds and audits?

Yes — strategy calls, site/funnel builds, automations, and migrations are available as scoped services.

Why it matters: Launch faster with expert setup.

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Can I change plans or cancel?

Yes — switch tiers as you grow or pause/cancel from your billing panel according to your term.

Why it matters: Flexibility as your brand scales.