Sales Automation Secrets: Boost Leads & CRM for Agencies & Small Business

Unlocking Business Growth

Your CRM Automation Masterclass!

Ready to run a lean, profitable agency or business?

Discover how built-in automations can make your work appear like that of many, transforming your operations and sales.

• Boost Productivity & Sales Performance: Streamline processes and automate crucial tasks, freeing up valuable time.

• Centralize All Customer Data: Get a single source of truth for contacts, demographics, and purchase histories, accessible across your organization.

• Deliver Qualified Leads on a Performance Basis: Eliminate client risk and build trust by focusing on measurable outcomes like qualified leads and increased revenue.

• Scale Your Business Efficiently: Automation is crucial for staying lean and ensuring nothing slips through the cracks as you grow.

Join us for a deep dive into CRM automation, an all-in-one platform combining customer tracking and marketing. We'll explore how it centralizes customer data, manages interactions, and streamlines processes to boost productivity and sales.

Discover essential tools like GoHighLevel for integrated CRM and marketing, and ClickUp for organized pipelines and lead tracking. Uncover the power of automation builders such as Make.com, Zapier, and n8n to connect applications and build "if-then" workflows for seamless data transfer. Learn how AI and Language Models, like ChatGPT, can automate outreach, personalize emails, and even power AI sales qualifying agents for genuine communication.

We'll guide you through automating key workflows:

• Lead Generation & Intake Automation: Capture prospects via forms (e.g., Tally or Typeform) and automatically add them to your CRM, triggering immediate actions like welcome emails.

• Lead Qualification & Management: Filter leads based on criteria, directing them into specific pipelines for tailored offers, even using an AI agent to determine lead value.

• Automated Communication & Follow-ups: Implement email automation for personalized messages based on CRM events, and automated drip sequences via email and SMS for consistent engagement.

• Pipeline Management & Progression: Automate lead assignment to team members and update lead statuses as they progress through stages, ensuring all necessary data is collected.

• Payment & Client Onboarding Automation: Collect payments directly, sending invoices and contracts from one platform, then seamlessly transfer client information and initiate onboarding tasks upon deal closure.

Finally, we'll discuss strategies for success, emphasizing the importance of niche selection and a unique value proposition to stand out as an agency.

Learn about proof-based selling, focusing on delivering qualified leads where payment is tied to actual outcomes, eliminating client risk. We'll show you how to start lean, leveraging free trials and a willingness to learn without significant capital.

Embrace continuous improvement to refine your processes and ensure your business scales efficiently, always delivering results.