Business Automations
Want To Automate Your Business?
Lead Nurturing Automations
Automated Follow-Ups: Send a sequence of emails, texts, or voicemails to leads who interact with your campaigns.
Missed Call Text Back: Automatically send a text message to leads who call and don’t get through, keeping the conversation alive.
Appointment Reminders: Schedule automated text or email reminders to reduce no-shows.
Lead Scoring: Automatically score leads based on their engagement levels, such as clicks, form submissions, or responses.
Client Onboarding Automations
Welcome Sequences: Automatically send clients onboarding materials like guides, videos, or account setup instructions.
Task Assignment: Automatically assign tasks to team members when a new client is added to the pipeline.
Document Requests: Trigger automatic requests for contracts, forms, or documentation from new clients.
Sales Funnel Automations
Pipeline Management:
Automatically move leads through your sales pipeline based on their actions, such as signing up or attending a consultation.
Upsell Campaigns:
Send targeted offers to customers after they’ve made a purchase.
Deal Closing Triggers:
Notify your sales team when a lead is highly engaged or meets specific conditions, like completing a demo.
Review and Reputation Management Automations
Automated Review Requests:
After completing a service, automatically ask clients for reviews via text or email.
5-Star Filter:
Encourage 5-star reviews by redirecting satisfied clients to review platforms and addressing negative feedback privately.
Reputation Monitoring:
Automatically alert your team about new reviews for timely responses.
Marketing and Engagement Automations
Drip Campaigns: Set up sequences of emails or texts to nurture leads over time.
Social Media Post Scheduling: Automate your social media content distribution across platforms.
Event Registration: Automate RSVP confirmations, reminders, and post-event follow-ups.
Billing and Subscription Automations
Invoice Reminders:
Automatically remind clients about upcoming or overdue payments.
Subscription Management:
Trigger notifications or actions when a subscription is nearing renewal or cancellation.
Upsell Offers:
Send automated offers for additional services based on client billing history.
Analytics and Reporting Automations
Custom Dashboards: Automatically pull metrics like lead sources, pipeline stages, or campaign performance into visual dashboards.
Weekly Reports: Send automated summaries of business metrics to your team or clients.
Call Tracking: Automatically track and log calls, attributing them to specific campaigns or sources.
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