360 Connect Quick Start Guide (Individual Users)
360 Connect Quick Start Guide (Individual Users)
Welcome to 360 Connect, your personal digital business card and connection platform designed to help you share, capture, and convert every interaction.
This guide will walk you through setting up and using your profile effectively.
Step 1: Access Your Account
Check your email for your 360 Connect invitation
Click the link to create your password
Log in to your dashboard
If you do not have access, request an invitation from your company administrator.
Step 2: Build Your Profile
Your profile represents your digital identity.
Complete the following:
Upload a professional headshot
Add your name and title
Add phone number and email
Add company website
Include relevant social media links
Your profile serves as your first impression.
Step 3: Add Key Links
Enhance your profile by adding:
Scheduling or booking links
Landing pages or offers
Portfolio or media content
Downloadable resources or lead magnets
This transforms your profile from contact information into a conversion tool.
Step 4: Set Your Call-to-Action
Choose a clear primary action for visitors:
Book a call
Visit your website
Request information
View services
A strong call-to-action increases engagement and response rates.
Step 5: Share Your Profile
You can share your 360 Connect profile using:
QR code
Direct link
Apple Wallet or Google Wallet
NFC-enabled sharing
This replaces traditional business cards and allows for immediate connection.
Step 6: Capture Leads
When someone interacts with your profile:
Their information can be captured automatically
Data is stored within the system
You can follow up without manual entry
Every interaction becomes a potential opportunity.
Step 7: Track Engagement
Depending on your access level, you may be able to view:
Profile views
Link clicks
Engagement activity
This helps you understand who is interacting with your profile.
Step 8: Keep Your Profile Updated
Regularly update your profile with:
Current offers
Updated links
New content or services
Your digital profile should always reflect your current positioning.
Step 9: Best Practices
Use a clear and professional photo
Keep messaging concise and direct
Focus on one primary call-to-action
Use consistently across all interactions
Share across events, email signatures, social media, and direct outreach
Strategic Note
Most users treat this as a digital business card.
High performers use it as a tool to drive traffic, capture leads, and convert conversations into business opportunities.