Thread by @NickAbraham12

How you can automate your agency using Zapier

A thread

The 5 parts to every agency

1) internal lead generation
2) sales
3) onboarding
4) fulfillment
5) retention

INTERNAL LEAD GEN AUTOMATIONS

- use @blackhatwizardd CEM method with Mailshake to send hyper personalized cold emails

- create a slack channel for your lead gen

- have all responses get routed into that slack channel

- have a VA call anyone who has an interested response

"why a slack channel"

the VA can get notified quicker and once you start an omni channel sequence, it becomes easier for them to handle responses when messages are all in one central spot rather then them having your email, linkedin, and CRM all open

- have a calendar booking bot
- call recordings sent to slack
- all responses from email, text, linkedin into slack

ALL INTO SLACK

INSTANT NOTIFICATIONS FOR THE TEAM

SALES LEAD GENERATION WORKFLOWS TO HAVE

- leverage your case studies and if you don't have any then create some POWERFUL content that can nurture them

This is the workflow that we use that helps us shorten our sales cycle and close a lot quicker

⚡prospect books a call -> confirmation email with case studies and video testimonials -> 24 hour reminder email before discovery call with our content library

⚡Once they're qualified -> send them a one pager + more content

⚡24 hours before the demo -> VSL

@THETYFRANKEL has a Cameo video of LaVar Ball he sends prospects after they book a call with him

get creative like this so you STAND OUT to your prospects

cost him $500ish for the video and has brought well over $20-40k for his agency

great now you closed the demo, what now?

Create a subdomain page for these three things so you can collect all their information on the call

- payment form
- contract page
- onboarding form

save this as an email template within your CRM & send

that simple

ONBOARDING AUTOMATIONS

- everyone onboards differently so to figure out the best way to automate it, you should create a checklist of all the things that need to be created

- go on Zapier and start looking at the actions/triggers of anything on the checklist

- you'll notice that 30% to 40% of everything on that checklist can be auto created from the information that they give you within the onboarding form

everything else should be delegated to a VA

⚡onboarding form submitted -> message sent to VA -> etc

FULLFILLMENT

- ask your employees to write down what they do daily, weekly and monthly

- hop on Zapier and you'll see that a majority of the recurring tasks can be completely automated

- now you're saving money because they don't have to spend time on those tasks

RETENTION

- systems and automations will help you create CONSISTENCY

- create a spreadsheet with the most critical KPIs for your clients campaigns

- export data from all tools that you use and have them displayed into a spreadsheet

If you want to see the exact workflows we use in our agency

gumroad.com/l/OutboundOnAu…

Prices go up in exactly 24 hours