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.

• 8 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.
  

• 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 the request for an estimate and the estimate being sent.

• 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.

• Contact Ahead/Contact Behind: This automation reaches out 1 day before the job visit date is scheduled. It will send either a text message or an email, depending on how the client’s account is tagged. It then reaches out one hour after the job is marked as “complete.” To make this automation function, you have to have your clients’ accounts tagged with either the “text,” the “call,” or both the “text” and the “call” tags. If a client account has neither, they will not be notified. The automation starts when a job’s status is set to “dispatched.” We DO NOT recommend setting this automation to trigger off of all your services. While a client is waiting to receive a notification, they cannot enter the automation again--if you dispatch a whole month’s worth of work, the automation will only remember the first service that you set to dispatch, and will not notify the client for the other services you dispatched. Don’t dispatch too far in advance if you want this automation to work. Best practice is to dispatch no more than 1 week ahead!

• 5 Star Review Automation: This automation sends an email to clients on both an On Demand basis (i.e. you can apply a tag to a client to send them the survey whenever you wish) and on an annual basis (i.e. once a year, surveys are sent out to current clients) or after specific services have been completed. It sends a simple survey asking how many stars out of 10 they would give your company and an area for notes. The form does not require a client to put their name in. Their responses are collated in an analysis that accompanies this automation. For people who give a 9 or 10, they are sent an email with links to Facebook, Google, Yelp, or Angie’s List (or whichever social media you opt to use for review aggregation--we have included four links, but they can be repurposed as necessary). Those who give a 7-8 are listed as Neutral and an email is sent thanking them for their time. For those who give a 1-6, they are listed as Detractor and both receive a thank you email and have a ticket created internally for someone to follow up and address the issues outlined in the survey.

• Satisfaction & Cancellation Risk Report: This report collates the information from the 5 Star Review, showing you who is a detractor, who is a promoter, and who is neutral. It also provides their responses, so you can see whether there are common complaints or common praises in a particular batch of surveys.

• Overdue Invoice Automation: When an invoice is 15 days late (after the actual due date), it is eligible to enter this automation. The automation waits an additional 15 days to see if the invoice is paid, and then begins the process of emailing and/or creating a ticket for someone in the office to follow up. These emails culminate in a notice that the account will be sent to a collection agency--if this is not your workflow, you must edit the documents to remove these references or opt not to use the emails.

• Crew Upsell Automation: This form allows crews to identify upsell opportunities and report them automatically to the sales team. The automation generates a ticket with a summary of the crew’s findings. While a number of standard options have been included, the form can be edited at your leisure; simply do not remove the custom field mapping.

• 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.

• 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.

General Automation Support: help@simplegrowthsystems.com