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What’s Next After Your OrbisX Zoom Call

Our goal is to help you feel confident, organized, and in control of your business using OrbisX — one step at a time.

Immediate Next Steps (Same Day or Next Day)

  • Log back into OrbisX and revisit the sections discussed on your Zoom
  • Start using the platform with real data (real leads, real bookings)
  • Watch the recommended training videos linked after your call
  • Make small adjustments based on what you learned (settings, services, availability)

Focus on Progress, Not Perfection

  • You do not need to configure everything at once
  • OrbisX is designed to grow with you as your business evolves
  • Start with the core tools you’ll use daily:
    • Calendar
    • Leads & clients
    • Estimates / invoices
    • Booking requests

Ongoing Support & Help

We’re here to help with every step of your journey. OrbisX is a very powerful system with hundreds of automations available. You don’t have to set everything up day one and 90% of the system has default settings that make sense for most businesses. 

If you get stuck – don’t worry, we’ve got your back

  • Use support resources (live chat, support@orbisx.com, in-app ticket system with the help icon top right)
  • Reach out when you’re ready to implement more advanced features
  • Zoom calls can be booked again if you need a deeper
  • Be sure to join our FB group with thousands of members who all help each other out – we’ve got a great community! https://www.facebook.com/groups/detailersuccessgroup

Common Early Wins to Aim For

  • Capturing and responding to leads inside OrbisX
  • Sending your first estimate or invoice
  • Booking jobs through the calendar or booking form
  • Automating reminders or follow-ups
  • Reducing back-and-forth with customers

    How Training Fits In

    • Use the OrbisX training course to deepen your understanding
    • Watch videos as needed — you don’t need to binge everything
    • Each feature has its own workflow and best practices

    The Bigger Picture

    • OrbisX is not just software — it’s a system for running your business
    • The more consistently you use it, the more value you’ll unlock
    • Your Zoom call is the starting line, not the finish line