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Automation 101 - Responding To Inbound Enquires For Agencies

86 viewsΒ· 1 likesΒ· 7:42Β· Sep 4, 2023

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🎯 FREE CLIENT PIPELINE TRAINING: 5 lessons on finding, winning and keeping clients. Plus templates, playbooks, and frameworks you can use straight away. πŸ‘‰ https://go.generatingpipeline.com/free-training πŸ‘‡ In this video, I share how I have set up an automation that allows me to automatically respond to incoming enquiries. I also explain why a calendar link/meeting booking link may not work for every business, especially service-based businesses with variables to consider. Using my photo booth business as an example, I demonstrate how I have automated parts of the inquiry process to save time. Zapier is the tool I've used to automate it all and the steps are: Elementor - Email - Google Sheets - Google Calendar - Email draft in Gmail I encourage agency owners and service-based businesses to automate as much as possible while still having the option to manually review the inbound enquiry before responding. 00:00 Introduction 01:40 Triggering an Automation via a Form 03:58 Using Zapier 04:56 Reviewing the Booking Spreadsheet 05:49 Checking the Calendar Details 06:46 Reviewing the Draft Email 07:11 Recap -- Sales Resources Comprehensive collection of guides, templates, and resources to help you build a successful outbound sales strategy: https://go.yellowo.co.uk/outbound-resources Recommended Prospecting Software & Tools Explore the tools I recommend for smarter, more efficient outbound: https://go.yellowo.co.uk/outbound-sales-tools Connect on LinkedIn Follow me for practical sales insights and outbound strategies: https://www.linkedin.com/in/outboundsalestech/ #AgencyGrowth #AgencyOwners #BusinessDevelopment #SalesStrategy

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