RaveRep: Complete Platform Guide

🎯 The Absolute Essentials

⏱️ Quick Setup Checklist

🎨 Optional: Pick a Theme

📈 What to Add Next (When You Have Time)

🚀 Getting Your First Visitors

❓ Common First-Time Questions

🎯 Success Checklist

Network Coach

Network Coach is your AI-powered names list builder and prospect tracker. It replaces the notepad. It replaces the spreadsheet. It knows your network and helps you figure out exactly who to ask for and what to say.

The Three Core Sections

1. Brainstorm — AI-guided session to build your names list from scratch
2. My Network — your master list of connectors and prospects with tracking
3. Templates — proven scripts for every situation

1. Start with the Brainstorm

The Brainstorm walks you through 16 categories — Family, Close Friends, Acquaintances, Past Jobs, Sports Teams, Church/Religious, Social Media Connections, Neighbors, Classmates, and more.

For each category, you name people you know. At the end, classify them:

• Connector: Someone you reach out to directly for their info or a presentation
• Prospect: Someone introduced through another person

They're automatically added to My Network when you confirm.

2. My Network

Your master list of every connector and prospect. Track status for each person:

• Need Number — you still need their contact info
• Reached Out — you've contacted them
• Got Number — you have their number, they're in your pipeline

Add people quickly: click Add Connector or Add Prospect — the form stays open for rapid-fire entry. Or use Import Names to paste a bulk list.

My Numbers List

Click My Numbers List (in the sidebar or top of Network page) for a clean, printable view of everyone you still need a number for. Pull this up at a presentation or meeting to ask for referrals efficiently.

3. Templates

Four categories of scripts:

• Get Number — scripts for asking someone for a friend's/family member's number
• Reach Out — first outreach scripts to set up presentations
• Follow Up — follow-up messages when they haven't responded
• In Person — scripts to use face-to-face at appointments or presentations

Fill the variable bar at the top (Rep Name, Customer Name, Product, etc.) and ALL templates update in real-time. Click Copy and paste directly into your text or email app.

4. AI Coach

Ask the AI Coach anything in natural language:

• "What should I text Jake to get his mom's number?"
• "Give me a script for following up with someone who went quiet"
• "How many people do I need in my network to hit my goal?"

The AI knows your templates, your network size, and any coaching notes your manager has added.

Pro Tips

• Do the full Brainstorm before your first presentation — it's worth 30 minutes
• Aim for 100+ names in My Network before you're a week in
• Use the Numbers List at every appointment — ask: "Who's the best person you know who could use this?"
• Update statuses as you go to keep your data clean
• The AI Coach is surprisingly good at crafting personalized messages — use it before texting anyone new

What is RaveRep?

RaveRep is a comprehensive professional reputation management platform that empowers individuals and teams to build, showcase, and grow their personal brand. Whether you're a sales professional, consultant, entrepreneur, or creator, RaveRep provides all the tools you need to establish social proof, manage your image, and accelerate business growth.

Key Benefits

• Build Social Proof: Collect video and text testimonials (raves) from clients and colleagues
• Showcase Your Profile: Create a beautiful public profile that highlights your expertise and achievements
• Manage Bookings: Allow people to schedule appointments directly through your profile
• Track Goals: Set public goals and monitor your progress transparently
• Earn Referrals: Turn satisfied clients into brand ambassadors through our referral program
• Lead Management: Convert profile visitors into high-quality contacts and leads

Who Uses RaveRep?

Sales professionals, real estate agents, consultants, entrepreneurs, coaches, creators, and any professional looking to strengthen their personal brand and accelerate business growth.

🎯 Understanding the Two Views

🔄 How to Switch Between Views

On Desktop (Sidebar)

On Mobile (Top Bar)

🎯 When to Use Each View

🏠 Setting Your Default View

🎓 Special Case: Trainee Mode

⚡ Quick Switcher Tips

🧭 Mobile Navigation Layout

📊 Bottom Navigation Bar

Personal View Bottom Nav

Team View Bottom Nav

Trainee View Bottom Nav

🔀 Switching Views on Mobile

☰ The Menu Button

🔔 Notifications on Mobile

📱 Mobile-Specific Features

💡 Mobile Pro Tips

Personal Brand Best Practices

Profile Optimization

• Use a professional headshot (not casual selfie)
• Write a compelling bio that highlights unique value
• Keep profile information current and complete
• Use keyword-rich descriptions for discoverability
• Include clear calls-to-action

Content Strategy

• Focus on quality over quantity for raves
• Encourage video testimonials (more impactful than text)
• Feature testimonials from diverse types of clients
• Update portfolio/documents regularly
• Add new content at least monthly

Social Proof Strategy

• Ask satisfied clients immediately after successful engagement
• Make it easy for people to leave raves (a quick video)
• Feature diverse testimonials (different industries, types)
• Share best raves on social media
• Use raves in presentations and proposals

Team Performance Best Practices

Goal Setting

• Set ambitious but achievable weekly goals
• Align goals with business objectives
• Make goals public to increase accountability
• Review progress mid-week
• Celebrate goal completions immediately

Engagement & Motivation

• Use contests sparingly (once per quarter is enough)
• Ensure all team members can succeed
• Vary what you measure to recognize different strengths
• Celebrate non-financial wins too
• Provide immediate, specific feedback

Leaderboard Strategy

• Emphasize friendly competition, not cutthroat
• Celebrate top 3, not just top 1
• Reset leaderboards regularly (weekly/monthly)
• Include multiple metrics so different roles shine
• Show progress, not just final rankings

Communication Strategy

• Team Chat: Keep conversations focused and organized with channels
• Bulletins: 1-2 per week maximum
• Meetings: Have clear agendas and follow up with notes
• One-on-Ones: Use recorded meetings for asynchronous review

Content & Training Strategy

• Create short, focused training videos (5-10 minutes)
• Build progressive learning paths (beginner → advanced)
• Test knowledge with quizzes
• Update training quarterly
• Get feedback on training effectiveness

Analytics & Optimization

• Review team metrics weekly
• Identify trends and patterns
• Celebrate metric improvements
• Investigate significant changes
• Use data to guide strategy

ROI Maximization

• For Individuals: Use RaveRep to accelerate sales by reducing friction in the buying process
• For Teams: Focus on performance metrics that impact revenue and retention
• For Organizations: Track cost per hire, training ROI, sales performance lift

Common Mistakes to Avoid

• Setting too many weekly goals (keep it to 3-5)
• Running contests constantly (loses impact)
• Ignoring underperformers (address issues early)
• Not celebrating wins enough
• Overcomplicating the system (start simple)
• Not getting feedback from team
• Using features but not monitoring results

Growth Trajectory

• Month 1: Learn the platform, set up basics
• Month 2: Build content, establish routines
• Month 3: Optimize based on data, add more features
• Month 4+: Continuously improve and scale

Booking Calendar System

Let clients book directly from your profile. No more back-and-forth scheduling. Available on Pro plan.

Creating Your First Booking Type

1. Go to Bookings → Services → Add service
2. Name it — e.g., "Free Product Demo", "30-Minute Discovery Call", "Follow-up"
3. Set duration (15, 30, 45, or 60 minutes)
4. Choose location: In-Person, Google Meet, Zoom, Phone, or Custom
5. Add a description (what clients read before booking)
6. Add custom questions if needed (e.g., "What's your main goal for this call?")
7. Set minimum notice time (e.g., 24 hours)
8. Set max advance booking (e.g., 60 days)
9. Hit Save

💡 Name it after the outcome: "Free Product Demo" converts better than "Sales Call".

Setting Your Availability

1. Go to Bookings → Availability
2. Set which days and hours you're open (e.g., Mon-Fri, 9am-5pm)
3. Add buffer time between meetings (5-15 min recommended)
4. Block specific dates (vacations, events)
5. Connect Google Calendar to auto-block existing events

Google Calendar Sync

1. Go to Settings → Connections
2. Click "Connect Google Calendar"
3. Authorize RaveRep to access your calendar
4. Choose which calendar to sync (work, personal, etc.)
5. All new bookings create Google Calendar events automatically
6. Existing calendar events block your booking availability

How Clients Book You

1. Client visits your public profile
2. Clicks "Book an Appointment"
3. Selects booking type, date, and time
4. Enters their name, email, phone, and answers custom questions
5. Gets instant confirmation email
6. Gets 24-hour reminder email
7. You get notified immediately

Managing Bookings

Go to Bookings to see all appointments:

• Upcoming, past, cancelled, no-shows
• Add internal notes after each call
• Mark status: Completed, No-Show, Need Follow-Up, Cancelled
• Reschedule: send client a reschedule link
• Cancel: cancel with optional reason

Unlisted Booking Types

Set a booking type to "Unlisted" to hide it from your public profile but still share it via direct link. Great for VIP clients or specific use cases.

Pro Tips

• Connect Google Calendar immediately — prevents double-bookings
• Add your booking link to your email signature as a secondary CTA
• Use a buffer of 10-15 minutes between calls so you're not rushed
• Create separate booking types for different purposes (demo vs. follow-up vs. consultation)
• Set 24-hour minimum notice to avoid last-minute surprises

Streamline Your Scheduling

The Booking Calendar (Pro tier) lets visitors schedule appointments directly from your profile. No back-and-forth emails, no double-bookings — just seamless scheduling.

Setting Up Your Calendar

Step 1: Connect Google Calendar

1. Go to Settings → Connections
2. Click Connect Google Calendar
3. Authorize RaveRep to access your calendar
4. Select which calendars to check for conflicts

Step 2: Set Your Availability

1. Navigate to Bookings → Availability
2. Set your working hours for each day
3. Block out recurring unavailable times
4. Set timezone (important for global clients)

Step 3: Create Booking Types

1. Go to Bookings → Services
2. Click Add service
3. Configure:
   • Title — "30-Minute Consultation", "Discovery Call", etc.
   • Duration — Length of the meeting
   • Description — What the meeting is about
   • Location — Google Meet, Zoom, phone, or in-person

Booking Type Options

Location Options

• Google Meet — Auto-generated meeting links
• Zoom — Your Zoom meeting room
• Phone Call — You call them or they call you
• In-Person — Physical location with address
• Custom — Any other meeting method

Booking Notifications

Customize automated emails:

• Confirmation Email — Sent immediately when booked
• Reminder Email — Sent before the meeting (24hr, 1hr, etc.)
• Cancellation Notice — When someone cancels
• Reschedule Options — Let clients move meetings easily

Customize templates in Settings → Email Notifications.

Managing Bookings

View All Bookings

Go to Bookings to see:

• Upcoming appointments
• Past meetings
• Cancelled bookings
• Pending confirmations

Booking Actions

• Confirm — Approve pending bookings
• Reschedule — Move to a new time
• Cancel — Cancel with optional message
• Add Notes — Internal notes for preparation

Calendar View

Switch between views:

• List View — All bookings in a list
• Calendar View — Visual calendar display
• Analytics View — Booking trends and stats

Best Practices

Availability

• Block focus time and personal commitments
• Leave buffer between meetings
• Consider timezone differences for global clients
• Don't overbook — quality over quantity

Booking Types

• Offer 2-3 options maximum
• Make names clear and descriptive
• Include prep questions for context
• Set appropriate durations

Follow-Up

• Use follow-up sequences for no-shows
• Send thank-you notes after meetings
• Request raves after successful sessions

🎯 Pro Tip: Add a "Book a Call" link to your email signature, social media bios, and at the top of your RaveRep links. Make it easy for interested people to schedule time with you.

Raves — Your Social Proof Engine

Raves are customer testimonials that show up on your public profile and can be shared on social media. They're the most powerful trust-building tool in your profile.

Collecting Raves

Three ways to get a rave:

1. Send your rave link — Go to Reputation → Copy ask link → text or email to customer. They fill out a quick form. You approve it before it goes live.
2. Add manually — Reputation → Bring in reviews → write what they said, add their name, photo, company, and relationship. Approve it yourself.
3. Team seed raves — Your manager may push company raves to your profile automatically.

Text vs. Video Raves

• Text raves: Available on all plans. Customer writes their testimonial in a form.
• Video raves: Pro plan. Customer records directly in their browser — no app download needed. 30-90 seconds is ideal. Far more powerful than text.

Managing Your Raves

Go to Reputation:

• Approve — New raves are pending until you approve them
• Feature — Pinned raves appear first on your profile
• Share — 1-click share to Facebook, LinkedIn, Twitter, or copy link
• Hide — Remove from public view without deleting
• Delete — Permanently remove

Featuring Raves

Click a rave → Feature. Featured raves appear at the top of your raves section. Feature your best 3-5 raves — the ones that mention specific outcomes or results.

Spotlight Badges

When your manager spotlights one of your raves (Manager Dashboard → Rave Spotlight), you earn a Spotlight Badge on your profile. Higher spotlight tier = more credibility signal.

Sharing Raves on Social Media

Reputation → click a rave → Share → choose platform. RaveRep generates a branded card image. Post it with a short caption on Instagram, LinkedIn, or TikTok.

Example caption: "Hearing this from a customer makes it all worth it 🙏 — see my full profile: raverep.link/yourname"

Rave Invitations

Send a formal rave request via email directly from RaveRep: Reputation → Ask for a rave → enter customer email → send. They get a personalized link.

Pro Tips

• Ask immediately after a great experience — while they're excited
• Say: "Would you be willing to leave a quick testimonial? Here's the link"
• Video raves are 3-5x more powerful than text. Ask for video when possible.
• Feature raves that mention specific outcomes: "I was skeptical but..." or "I've been a customer for 3 years..."
• Aim for 1-2 new raves per month to keep your profile fresh
• Share one rave on social media per week — free marketing from real customer voices

When to Ask for Raves

• Immediately after closing a deal
• After a successful project delivery
• When a client expresses satisfaction
• After solving a problem or exceeding expectations

How to Request Raves

1. Use the 'Invite to Rave' feature to send a personalized request
2. Or share your rave link in email, text, or in person
3. Make it easy - the link takes them directly to the rave form

Best Practices

• Be Genuine: Ask for honest feedback, not fake endorsements
• Time It Right: Ask when satisfaction is highest
• Make It Easy: Offer a quick video or text (1-2 sentences)
• Be Grateful: Thank people for taking time to leave a rave
• Follow Up: Remind satisfied clients a few weeks after engagement

Video Rave Tips

• Keep it short (30-90 seconds)
• Focus on results and impact
• Speak naturally, not scripted
• Good lighting and clear audio matter
• Mobile phones work perfectly

Why Video Matters

Video is the most engaging content type online. Profiles with video content see:

• 2x longer visit duration
• 3x higher contact form submissions
• 5x more social shares

RaveRep makes it easy to add video throughout your profile.

Video Introduction

Your video introduction is a featured video that appears prominently on your profile—think of it as your elevator pitch.

How to Add

1. Go to My Profile
2. Navigate to Photos & Branding
3. Upload a video file or paste a URL (YouTube, Vimeo)
4. Save your profile

Best Practices for Video Intros

• Length: 30-90 seconds (60 seconds is ideal)
• Opening: Hook viewers in the first 5 seconds
• Content: Who you are, what you do, how you help
• Closing: Clear call-to-action
• Format: Landscape mode, 1080p quality
• Audio: Clear voice, minimal background noise

Video Gallery

The Video Gallery showcases multiple videos in a beautiful grid format.

Adding Videos

1. Go to Your page, then Sections, and open Your videos
2. Click Add Video
3. Upload a file (MP4, MOV, WebM) or paste a URL
4. Add title and description
5. Upload a custom thumbnail (optional)
6. Toggle visibility settings

Video Options

Video Raves (Pro)

Video testimonials are 10x more convincing than text. RaveRep makes collecting them effortless.

How It Works

1. Enable video recording in your Rave settings
2. Share your rave request link
3. Recipients record directly in their browser—no app downloads
4. Video raves appear automatically on your profile

Recording Tips for Your Raves

Share these tips with people recording testimonials:

• Lighting: Face a window or use a ring light
• Background: Clean, uncluttered space
• Framing: Center face, eyes at camera level
• Script: Prepare key points but stay natural
• Energy: Smile, be enthusiastic
• Specifics: Mention specific results or experiences

Ideal Video Rave Structure

1. "Hi, I'm [name] from [company]"
2. "I worked with [your name] on [project/service]"
3. "What impressed me most was [specific detail]"
4. "The result was [specific outcome]"
5. "I'd recommend them because [reason]"

Technical Specifications

Supported Formats

• MP4 (recommended)
• MOV (Apple)
• WebM

Limits

• Maximum file size: 500MB
• Recommended resolution: 1080p or 720p
• Video rave maximum length: 2 minutes

Hosting Options

RaveRep hosts your videos automatically. You can also:

• Upload to YouTube and paste the URL
• Use Vimeo and paste the URL
• Use any direct video file URL

Video Analytics (Pro)

Track how your videos perform:

• Total views per video
• Average watch time
• Completion rate
• View timestamps and trends

🎯 Pro Tip: Video raves are your secret weapon. They're dramatically more convincing than text and get shared far more often. Make collecting them a priority!

📍 Two Places to Manage Goals

✨ Creating a Goal

🎨 Goal Visibility Options

❤️ The Power of "Whys"

📊 Tracking Progress

🎯 Goal Examples by Profession

🔥 Pro Strategies

📈 Analytics for Goals

Automate Your Workflow

RaveRep integrates with thousands of apps through Zapier, webhooks, and native integrations. Connect your favorite tools and automate repetitive tasks.

Available Integrations

Popular Zapier Connections

• CRM Systems — HubSpot, Salesforce, Pipedrive
• Email Marketing — Mailchimp, ConvertKit, ActiveCampaign
• Project Management — Asana, Monday.com, Trello
• Communication — Slack, Microsoft Teams, Discord

Available Triggers

Triggers fire when something happens in RaveRep: New Contact, New Booking, Booking Confirmed, Booking Cancelled, New Rave, Rave Approved, New Referral, Link Clicked, Profile Viewed.

Automation Ideas

• Add new contacts to your CRM automatically
• Create follow-up tasks when leads come in
• Send Slack notifications for new bookings
• Share new raves to social media automatically

🎯 Pro Tip: The most valuable automation? Adding new contacts to your CRM and triggering a welcome email sequence.