SimpleGrowth Automations included in your Sales Level 3 Package

SimpleGrowth Automations included in your

 Sales Level 3 Package

• 20 Days To Close: This automation follows up with clients and leads who receive an estimate from you. There is a mixture of texts, internal call reminders, and emails that go out. There are 9 touch points over 20 days. When the estimate that triggered 20 Days to Close has a status of either WON or LOST, the automation will stop. Because the automation is looking for these statuses, you SHOULD NOT delete an estimate that triggered 20 Days to Close. If you do, 20 Days to Close will not stop, even if other estimates are set to WON or LOST.

• 20 Days To Close Control Form: This form allows you to hit the emergency brakes on 20 Days to Close, in case an estimate is deleted. It also allows you to send your clients into a delayed sequence, which causes them to wait between 1 to 4 weeks before getting a follow up email and phone call.

• Website Lead Capture & Short Nurture: This automation comes with a form, called the website lead capture form. This form gets the basic information required to create an estimate for a lead--name, address, email address, phone number, and which services they would like, along with a paragraph field for comments. Once the lead submits the form, it creates a lead in Service Autopilot. It then waits a day, and sends an email depending on which service the lead indicated they were interested in. If they were interested in multiple services, then it sends one email per day until each email they indicated interest in has been sent. It never sends more than one email in a day, but it will send as many as the number of services requested by the lead. Once an estimate is sent and 20 Days to Close starts, no additional emails are sent from the Short Nurture automation. The point of this automation is to bridge the gap between request for an estimate and the estimate being sent.

• 5 Service Upsells: These automations are each a series of three emails. Each email contains a pair of email links that allow your clients/leads to request an estimate for the service or to say no thanks. If they click either link, they will be removed from receiving any remaining emails for that run of three upsell emails. Whenever an estimate is requested, a ticket is created and an internal email is sent to alert you to that the request has come in.

• Daily/Weekly Sales Pipeline Report: This automated report shows you a running tally of who is currently in 20 Days to Close, and which stage they’re in, and lets you track at a glance who is in the sales pipeline at any given moment.

• Welcome & Wow: This automation sends a welcome email to new clients. Once they receive their first recurring service, it starts a 30-60-90 day follow up. Additionally, whenever an estimate is set to the “won” stage, if a card is not on file, then the automation can send an email with a credit card capture form from SA to automatically update the client’s file. The purpose of this automation is to proactively get in front of concerns. Because you are so communicative in the sales process, this automation tries to continue the conversation and ensure the client doesn’t feel you don’t care about them after they hit accept.

• Happy Holidays: This automation sends a happy holiday greeting 1 day before the following holidays: New Years Eve, Memorial Day, the 4th of July, Labor Day, Veterans Day, and Thanksgiving. It also sends out a Season’s Greetings on the 8th of December, to cover Hanukkah and Christmas.

• Newsletter Automation: This automation sends out an email on the 5th of each month to clients and leads. The newsletter documents require custom content to be added to each email in keeping with the time of year and your specific services.

General Automation Support: help@simplegrowthsystems.com