How I automate my lead capture
Everyone always asks me how I’m able to bring in $25-50k every Christmas season while working a full time job. This is pretty much how. I don’t have to deal with the time sucking repetitive processes for the dozens and dozens of leads I get. I used to spend my evenings doing all the follow up. 1. Lead Capture: • A potential client visits your website and fills out a contact form requesting a quote for Christmas light installation. 2. Automation Trigger: • The form submission triggers an automated email thanking the lead for their interest and letting them know someone will reach out with a quote soon. • The system assigns the task of creating the quote to your team. 3. Task Assignment: • Once the task is assigned, the estimator receives a notification to create the quote and uploads it into the system. 4. Quote Sent: • Once the quote is completed, an automated email and SMS are sent to the lead with the quote attached. The lead is also sent a link to book an installation date. 5. Follow-up Sequence: • If the lead doesn’t respond within 2 days, a follow-up SMS and email are automatically sent, reminding them about the quote and offering to answer any questions. • After 7 days of no response, a final email is sent, offering a limited-time discount to encourage action. 6. Conversion: • Once the lead books a service, the automation triggers a workflow to schedule the installation, notify the crew, and send a confirmation email with the booking details. • Post-installation, an email is automatically sent requesting a review or testimonial. Here’s an example of how a realtor or any other service business could apply this to their workflow: 1. Lead Capture: • A potential buyer submits an inquiry on your real estate website regarding a home listing they’re interested in. 2. Automation Trigger: • The form submission triggers an automated email thanking the lead for their interest in the property, providing a link to the property details, and setting an expectation that you will contact them soon.