Top 10 Automations Every Business Needs!
TLDRThis video outlines the top 10 automations that businesses should implement to streamline operations, save time, and increase revenue. The first automation manages appointment bookings, assigning them to users, updating lead stages, and sending notifications and reminders. The second addresses no-shows, updating lead stages and sending follow-up messages. A long-term lead nurture campaign sends monthly emails over a year to re-engage potential clients. The fourth automation targets those who showed interest but didn't buy, following up with emails and texts. The fifth celebrates new paying clients with welcome emails and texts. The sixth uses an automated answering machine for calls, directing inquiries. Seventh, an automation for Facebook ads ensures quick follow-up on new leads. Eighth, a Google review request is automatically sent to new clients. Ninth, a survey submission triggers a notification and introductory message to potential clients. These automations aim to efficiently manage client relations and enhance business processes.
Takeaways
- 📅 Automating appointment bookings streamlines scheduling, assigns leads to users, updates stages, and sends notifications and reminders.
- 🚫 No-show automation tags non-attendees, removes them from appointment workflows, and follows up with messages to reschedule.
- 📈 Long-term lead nurturing involves sending periodic emails about business offers to leads that haven't converted, to keep engagement alive.
- 🤝 Follow-up automation for leads who showed interest but didn't purchase sends targeted messages to re-engage and encourage service uptake.
- 🎉 Onboarding automation for new clients includes removing them from other workflows, sending welcome emails and texts, and initiating service.
- 📞 An automated answering machine collects caller input and routes them to the appropriate service or agent.
- 📱 Automated follow-ups for paid ad leads, such as from Facebook, include immediate email and text messages, and prompt callbacks if needed.
- ✉️ Google review request automation sends an automated request to new clients after a purchase, encouraging them to review services.
- 📚 Offering a free SEO course as a lead magnet involves automating the welcome process with text messages and login information upon sign-up.
- 📊 A survey automation triggers a notification and sends an introductory text and email to clients who fill out a survey on the website.
- 🔧 Using automation software like Go High Level can help businesses implement these strategies and offers a 30-day free trial for new users.
Q & A
What is the first automation mentioned for managing appointments in a business?
-The first automation is for appointment bookings. When someone books an appointment, it removes them from other workflows, assigns them to a specific user, adds a tag, updates the lead to the 'appointment book' stage, sends an internal notification to the business owner, and sends a confirmation email and text to the client. It also includes reminders via email and text 2 hours and 5 minutes before the appointment.
How does the automation handle no-shows for booked appointments?
-For no-shows, the automation tags the client with a 'no-show' tag, removes them from the appointment workflow, updates their status to 'no-showed' in the pipeline, sends them a text message checking for their status, and an email. If there's no response after further attempts, they are moved to a long-term lead nurture campaign.
What is the purpose of the long-term lead nurture campaign?
-The long-term lead nurture campaign is designed to keep in touch with leads who did not convert after an initial interaction. It sends generic emails about the business and its offers on a monthly basis over the course of a year, with the aim of re-engaging the lead and potentially converting them in the future.
How does the automation support clients who showed up to an appointment but did not buy?
-For clients who showed up but didn't buy, the automation tags them accordingly and sends them a series of follow-up emails and texts over several days, aiming to rekindle their interest in the services offered.
What is the onboarding process automation for new paying clients?
-When a client becomes a paying customer, the automation removes them from other workflows, adds them to the 'paying client' stage in the pipeline, and sends them a welcome email and text message to start their engagement with the business.
How does the automation assist with handling incoming calls?
-The automation features a robotic answering machine that provides a welcome message, collects input from the caller, and routes them based on their response. It can list services, ask for a voicemail, or transfer the call to a specific agent.
What is the process for following up with new leads from Facebook ads?
-The automation adds new leads from Facebook lead forms to the pipeline, sends them an automated email and text message, and if they don't respond within 2 minutes, it triggers an automatic call to connect the lead with the business. Based on the lead's response, further actions like booking an appointment or sending an internal notification are taken.
How does the automation help with requesting Google reviews from clients?
-After a customer becomes a paying client, the automation, triggered by a 'paying client' tag, sends a Google review request one day later, prompting the client to review the services they received.
What is the automation for offering a free SEO course?
-When someone accesses the free SEO course, the automation sends them a welcome text message and an email with their login information to access the course. This helps in capturing leads and building an email and text message list for future marketing efforts.
How does the survey automation on the website work?
-When a person submits their information through a survey on the website, the automation sends an internal notification to the business owner and sends an introductory text message and email to the person who filled out the survey, indicating that their information is being reviewed.
What software is mentioned for automating these business processes?
-The software mentioned for automating these processes is called Go High Level, which offers a 30-day free trial.
What additional resource is offered to help build websites and streamline businesses?
-An additional resource offered is a free Website SAS Master Class, which teaches how to build websites for businesses and use various automations to streamline operations.
Outlines
📅 Appointment Booking Automation
The first automation is for managing appointment bookings. When a booking is made, the system removes the client from other workflows, assigns them to a specific user, tags them with an 'appointment booked' tag, updates their stage in the pipeline, and notifies the business owner. It then sends a confirmation email and text message to the client, followed by reminders 2 hours and 5 minutes before the appointment. There's also a personal notification for the business owner 5 minutes before the appointment starts. If a client doesn't show up, they are tagged as a 'no-show', removed from the appointment workflow, and sent follow-up messages to reschedule.
📈 Lead Nurturing and Client Onboarding Automations
The second automation is a long-term lead nurturing campaign for clients who don't book after an appointment. They are sent monthly emails about the business and its offers for over a year. The third automation is for clients who show up but don't buy; they are tagged and sent follow-up emails and texts to engage them again. The fourth automation streamlines the onboarding process for new paying clients, removing them from other workflows and sending welcome messages. The fifth automation is an interactive voice response system for phone inquiries, guiding callers through options and capturing their input. The sixth is for Facebook ad leads, with an automated follow-up system that includes text messages, calls, and emails to engage new leads. The seventh is a Google review request automation that sends an email to new clients after a day of purchase. The eighth is a welcome and access provision automation for a free SEO course, triggered when someone registers, providing them with login details. The ninth is a survey submission follow-up that notifies the business owner and sends an introductory text and email to the respondent.
Mindmap
Keywords
💡Automation
💡Appointment Booking
💡Lead Nurturing
💡Pipeline
💡No-show
💡Onboarding Process
💡Answering Machine
💡Facebook Ads
💡Google Review Request
💡Free SEO Course
💡Survey
💡High-level Automation Software
Highlights
Automating appointment bookings streamlines workflows and improves business efficiency.
Leads are tagged and updated to specific stages in the pipeline upon appointment booking.
Internal notifications and confirmation emails/text messages are sent to both parties post-booking.
Reminders are automated 2 hours and 5 minutes before the appointment via email and text.
No-show appointments are managed with a specific tag and follow-up communication strategy.
Long-term lead nurture campaigns involve monthly emails over a year to maintain engagement.
Post-appointment follow-ups target leads who showed interest but did not purchase immediately.
Automated onboarding processes for new clients include welcome emails and text messages.
Robo-calling and voicemails are used for collecting information and routing calls efficiently.
Automating follow-ups on Facebook and Google ad leads ensures timely engagement with potential customers.
Google review requests are automated post-purchase to enhance local SEO and business reputation.
Free SEO courses are offered as lead magnets to build an email and text message list for remarketing.
Surveys trigger internal notifications and personalized outreach to potential clients.
Using automation software like Go High Level can help set up and manage these business processes.
The presenter offers a 30-day free trial and setup assistance for using the automation software.
A free website SaaS Master Class is available to learn how to build websites and use automations.
These automations aim to save time, increase revenue, and enhance the overall business workflow.