AM Library

Helpful How-Tos

A library of Looms you can use and send to clients on how to do simple tasks.

EXTERNAL — safe to send to clientsINTERNAL — AM use only, do NOT share
14 of 14 how-tos
  • External — Safe to send to clients

    How to Transfer Event Ownership

    Walkthrough for transferring ownership of a Meta event / dataset to the correct business portfolio.

    metaeventsownershippixel
    Watch Loom
  • External — Safe to send to clients

    How to Manually Book AI SDR Leads into Acquisity

    Walkthrough for manually booking AI SDR leads into Acquisity.

    acquisityai sdrleadsbooking
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  • Internal — AM use only · Do NOT share with clients

    How to Impersonate Client in Acquisity to find Whitelabel DNS record

    Internal walkthrough for impersonating a client in Acquisity to locate the whitelabel DNS record.

    acquisityimpersonatewhitelabeldnsinternal
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  • Internal — AM use only · Do NOT share with clients

    How to use the Transitions Tracker in Athena

    Internal walkthrough for using the Transitions Tracker in Athena.

    athenatransitionstrackerinternal
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  • Internal — AM use only · Do NOT share with clients

    How to Submit Tasks via Athena

    Internal walkthrough for submitting tasks via Athena (replaces the legacy #deliverables Slack flow).

    athenatasksdeliverablesinternal
    Watch Loom
  • External — Safe to send to clients

    How to Connect Calendar and Zoom to Acquisity

    Walkthrough for connecting calendar and Zoom to Acquisity.

    acquisitycalendarzoomintegration
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  • External — Safe to send to clients

    How to Log in to Acquisity for the First Time

    Walkthrough for logging in to Acquisity for the first time.

    acquisityloginonboarding
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  • Internal — AM use only · Do NOT share with clients

    How to Fill out a VA Placement Form

    Internal walkthrough for filling out a VA placement form.

    vaplacementforminternal
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  • Internal — AM use only · Do NOT share with clients

    How to help your client share Partner Access with AI Acquisition on Meta

    Internal walkthrough for helping your client share Partner Access with AI Acquisition on Meta.

    metapartner accessai acquisitioninternal
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  • External — Safe to send to clients

    How to Export LinkedIn Connections (to use with Network Researcher)

    Walkthrough for exporting LinkedIn connections to use with Network Researcher.

    linkedinexportnetwork researcherconnections
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  • External — Safe to send to clients

    How to Ensure Your Fathom is Setup Properly

    Walkthrough for ensuring your Fathom is setup properly.

    fathomsetupnotetaker
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  • External — Safe to send to clients

    How to Add Inboxes/Domains to your Acquisity

    Walkthrough for adding inboxes/domains to your Acquisity.

    acquisityinboxesdomains
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  • External — Safe to send to clients

    How to Respond to AI SDR Escalations/Need Attention

    Walkthrough for responding to AI SDR escalations and need-attention items.

    ai sdrescalationsneed attentionacquisity
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  • External — Safe to send to clients

    How to Review Meta Ad Performance

    Walkthrough for reviewing Meta ad performance.

    metaadsperformancereporting
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