Sep 18 in 🚀 Building Businesses
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.
• The system assigns the task of following up with this buyer to an agent on your team.
3. Task Assignment:
• The agent receives a notification to schedule a call or viewing appointment with the buyer. The automation can also provide the buyer with an available timeslot link for a viewing.
4. Viewing Scheduled:
• Once the appointment is confirmed, an automated email and SMS are sent to the buyer confirming the date and time of the viewing, along with a reminder 24 hours before the appointment.
5. Follow-up Sequence:
• If the buyer does not proceed after the viewing, a follow-up email is sent after 2 days, asking for feedback on the viewing and offering similar properties.
• After 7 days with no response, a final email is sent, offering to provide market insights and help them find properties that fit their criteria.
6. Conversion:
• Once the buyer expresses interest in making an offer, the system triggers an email with the necessary documents and next steps, along with follow-up reminders to ensure the paperwork is completed on time.
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How I automate my lead capture
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