-set a custom tag inside your CRM (we're using GoHighLevel)
- we created a tag called "SEND BRICK"
- then set a trigger for when the "SEND BRICK" tag get's added that it will execute a webhook
- go into Zapier and set the trigger event as "Catch Hook"
- set the action to "send direct message on slack" to your assistant so she can place the order
- use something like Privacy . Com so that your assistants can have a dedicated virtual card that you can monitor
So now after our demos that we don't close and we think we can make them rethink
we just need to add a "send brick" tag within our CRM and everything else will be taken care of
If you enjoyed this thread and want to see the exact workflows that we're using to automate our agency - we'll be releasing a course @ 10 AM CST tomorrow
You will have 24 hours to purchase before we raise the price
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If you can follow this process, you'll find your ideal clients, warm them up and close at a higher rate👇👇
I always get asked why we split up our discovery calls and demos
- more time to warm them up with content which makes it easier to close
- demos takes 30+ mins and if we block out 30 mins and find out they're unqualified after 5 mins into the call than we are wasting time
This is how we nurture prospects
1. after booked discovery call -> confirmation email + video testimonials + podcast/social proof
2. after discovery call -> one pager to summarize our thesis
3. before demo -> VSL and high level training to further warm them up
⚡How To Book Meeting WITHOUT Personalizing Your Cold Emails⚡
Literally a roadmap on how I was able to get 17 clients with my first ever business in under 6 months using ONLY cold email
DISCLAIMER: This is more tailored toward businesses that are prospecting towards small to medium sized local businesses
This will not work if you plan to target Fortune 500 C - Level Executives
STEP 1) Have an actual skill that you can sell as a service
So my freshmen year in college I was growing Instagram pages and managed to get one to 50k organic followers. I eventually sold that page but ended up wanting to do this as a service for medical professionals.