The sixth live session, and the best one to start with if you're new. Brian sets up a fresh Sam account from scratch — website, connections, business profile — then turns on a weekly business review, a morning briefing and an SEO check-in, and answers questions on scheduling posts, video and connectors. Brian Copperthite co-hosts. Just over an hour.
This is a recording from 15 October 2026, not a guide. Sam moves fast, so treat anything described as new, in beta or coming soon as a snapshot — the rest of this knowledge base is the current answer. Grouping pages into a site with navigation was in beta on the day and still rolling out. Use the timestamps to jump to the part you need.
Chapters
0:00 — Welcome, and what the call covers
5:45 — What shipped this week: post previews, TikTok posting, your real logo, Facebook posting fix
7:19 — Leads from Sam's pages into AWeber, HubSpot or GoHighLevel
9:09 — New automations, and pages grouped into a full site
11:04 — How much Sam can do inside Kajabi, WordPress and other tools
13:30 — Start here: give Sam your website and connect your tools
18:41 — Review and confirm your business profile
20:42 — Run "what should we do next"
23:33 — Set up a weekly business review
25:33 — The morning briefing playbook
27:06 — Run several specialists at the same time
30:03 — When Sam asks you to connect another tool
33:23 — Have Sam watch your SEO every week
36:27 — Videos of yourself, and using your own photos from Google Drive or Dropbox
40:54 — Send a feature or connector request
42:16 — Schedule posts you've already made
47:31 — Long-form YouTube and the YouTube video plan playbook
50:31 — Short-form video with the UGC video ad playbook
52:04 — Ask Sam what it can connect to, and find the knowledge base
54:12 — Done-for-you setup
58:05 — Recap: where to start
59:09 — What Sam did for the dance studio's ads and landing page
These timestamps are ours, not chapter marks on the video, so they won't show on the player scrubber.
Where to go next
Most of what comes up has a written answer here:
- →Set up Sam for your business
- →Get your first win in one session
- →Connect a tool to Sam
- →Review and correct what Sam remembers
- →Set up a morning ad-performance briefing
- →Get a weekly deep-dive on what's working
- →Keep your social feed full without logging in
- →Pause, edit, or stop any automation
- →Collect sign-ups with a form on your page
- →Run a campaign in one click
The earlier sessions
Live call #5 — SamCart actions, TikTok and Google Business Profile covers what Sam can do inside SamCart, the TikTok and Google Business Profile connectors, custom subdomains and automations.
Live call #4 — UGC video ads, lead capture pages and what's next covers the UGC video ad playbook, lead capture pages, Google connections and what was being built next.
Live call #3 — AI landing pages, new playbooks and multiple businesses covers the new playbooks, Google Search Console, the automated newsletter and the AI page builder.
Live call #2 — UGC video, lead magnets and comparison ads covers the eight new connections, UGC video, lead magnets, testimonial and comparison ads, and automations.
Live call #1 — new connections, credits and memory covers Sam's backstory, memory and importing, the business profile, and playbooks.