Ultimate Business Automation Setup
Get your business automating on the platform!
A-101. New Leads Pipeline Automations
In this video were going to discus meeting status update form. Inside this snapshot we have built a meeting status update form to trigger when a meeting has been setup.
A-102. Nurture Campaigns (All Contacts > Active/New/Inactive)
In This video we will discuss how to use the small business universal niche snapshot and how it was built out to be universal and general to be able to fit any business to get started fast.
A-103. Lost/Inactive Contact > Promotional Sales Offers
In this video we will discuss how this snapshot reactivates Cold Leads after they've been cold for 12 months - 60 months. The CRM detects when a lead has had no activity for the set period & then sends emails to remarket to the cold leads.
Z-001. Calendars & Confirmations
In this video we discuss how the automation Sends Confirmation & Reminders for appointments Scheduled on the 30 min, 15 min & team user's calendars. The call status workflows send the Client Meeting Status Form to the assigned user & update the pipeline stage.
Z-002. Cancelled/No Show & Reschedule
In this video the calendar automation attempts to Reschedule when an appointment is cancelled or is a No Show. The system Informs all users of the No Show/Cancellation & creates a task for the assigned user to followup.
Z-003. Chat Widget & Contact Us Form
In this video we discuss how the system sends initial automated response after receiving the first message from lead based on business hours through the chat widget.
Z-004-A. Review Requests
In this video we will discuss how the system sends a review request 5-weeks after a sale has been made i.e after an opportunity is marked as sold or won. Asks if the customer had a positive or negative experience. Based on that response it either sends a message with a GMB review link (pos. exp. response) or asks for feedback to improve on the negative experience.
Z-004-B. Review Requests
In this video we will continue to discuss how the system sends a review request 5-weeks after a sale has been made i.e after an opportunity is marked as sold or won. Asks if the customer had a positive or negative experience. Based on that response it either sends a message with a GMB review link (pos. exp. response) or asks for feedback to improve on the negative experience.
Z-005. Twilio Numbers (Incoming Calls, Missed Calls, Text Messages Etc..
In this video we will discuss how the system Sends a missed call text back & sends the caller a 15 minute calendar link to schedule a call. Notifies & adds a task for the assigned user to call back
Z-006. Transition CTA Form Submitted - Email Opt-in Lead
In this video we will discuss the Features 4 lead opt-ins that are customizable. Great to use to split test different types of lead opt-ins/landing pages/email campaigns. Perfect for qualifying leads before entering them into the main leads pipeline
Z-008. Text (SMS) Marketing
In this video we will discuss the Workflow automation for Text Message Marketing Campaigns that send a text blast asking your contacts to text back the keyword "DEAL" to claim their offer.
Z-009. Holiday Messages Send To All Contacts
In this video we will discuss the automation for Sending 12 U.S. Holidays Campaigns and how these as a value add to your clients. Getting a holiday message is seen as a really nice gesture from a company
Z-015. List Clean Up/Unsubscribe
In this video we will discuss how the automation handles unsubscribes from emails & SMS campaigns.
Z-016. Re-subscribed to SMS by replying START
In this video we will discuss how the automation handles the keyword START the lead is taken off of DND
SMB-Z-17-Bonus Work Flow Hack
In this video we will discuss Tips and Tricks - Adding What If Condition to Check DND on top of your workflows
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