Getting Started with FEXmagnet

Welcome to FEXmagnet! This guide walks you through everything you need to get from sign-up to your first compliant dial session — account, lead import, phone number, and dialer.

1. Create Your Account

Head to fexmagnet.com and create an account with your email or sign in with Google. You'll receive a confirmation email — check your spam folder if you don't see it within a minute.

2. Complete Onboarding

After signing in for the first time, you'll go through a quick onboarding flow:

• Profile: Enter your full name so we know who you are.
• Phone Verification: Add and verify your phone number via SMS code. You can skip this and add it later in Settings.
• Choose Your Plan:Plans start at $29/mo for the Starter tier — CRM, power dialer, and compliance screening included. Pick the plan that matches your call volume.
• Payment: Complete your subscription through Stripe. You can upgrade, downgrade, or cancel anytime.

3. Import Your Leads

FEXmagnet works with leads from any vendor — Facebook leads, direct mail responders, aged lists, live-transfer callbacks, or your existing book. Here's how to get them in:

• Upload a CSV. Export your leads from your vendor or old CRM and import them in one step. FEXmagnet maps names, phone numbers, states, and tags automatically.
• Tag by source and vertical.Tag leads as FE, IUL, or mortgage protection — and by vendor — so you can compare contact and close rates per source later.
• Compliance screening is automatic. Every imported number is checked against DNC lists and known TCPA litigators before you ever dial it.
• Your data stays yours. Export your contacts as CSV anytime.

4. Buy a Local Number & Start Dialing

With your leads imported, the last setup step is your dialing number:

• Pick a local number.Choose an area code that matches the market you work — local caller ID meaningfully lifts answer rates.
• Start a dial session.The power dialer works your list one call at a time (single-line preview dialing), so every connect starts with you already on the line — no dead air, no abandoned-call risk.
• Compliance runs on every call. DNC and litigator blocking happen automatically before each dial. Learn why that matters in our guide to TCPA-compliant power dialing.
• Log dispositions as you go.Every call ends with a one-tap outcome — no answer, callback, appointment, sale — that keeps your pipeline current.

5. Your CRM Workspace

Everything lives in your FEXmagnet workspace:

• Pipeline: Track every lead from new to closed with statuses, notes, and full call history.
• Callbacks: Scheduled callbacks surface automatically at the right time, so follow-ups never slip through the cracks.
• Goals: Set daily dial, connect, and premium targets and watch your progress in real time.
• Settings: Manage your profile, numbers, and billing through the Stripe portal.

Tips for Success

• Speed to lead matters.Import new leads the same day you receive them and call fast — contact rates fall off sharply after the first 30 minutes.
• Dial in blocks.Two or three focused 60–90 minute dial sessions beat scattered calls all day.
• Schedule a callback for every “maybe.”Most policies are written on the 3rd–5th contact — let the CRM remember so you don't have to.
• Tag every lead by sourceso you can see which vendor's leads actually convert and spend accordingly.