Thread by @NeelBParekh

I’ve used Zapier for ~6 years

It makes my biz run on autopilot

Today, a buddy asked me how I use it

So, in graphic detail, I showed them every single zap I use in my business

It’s you…

You’re the buddy.

Here are the EXACT Zaps I use to make my biz run on auto-pilot:
👇👇👇

Before I start, I want you to notice something…

EVERY zap you’re about to see flows through to Slack to streamline comms in my business.

Every day my team gets 1,000+ different communications.

They’re talking to customers, vendors, other teammembers through channels like email, text, CRM, Slack, phone calls, etc.

That’s like 20 different communication channels.

Which is wayy too much to manage.

With running everything through Slack, you manage 1 channel instead of 20.

When I first implemented this, I found our team was much less likely to drop the ball or let anything slip through the cracks. Email is now only for formal external communication.

Okay, onto the zaps⬇️

1/ Lead follow up automation

Keeping track of each customer in our sales pipeline is exhausting.

And it doesn’t scale at all.

So I created a zap that automates 100% of our customer follow up process.

Here’s how it works:

When a customer calls in, we’ll often send them a quote before they book with us.

As soon as one of our sales people fills out a quote, this happens…

a) Customer is quoted in our booking platform (Launch27) ➡️

b) Customer is zapped into an email/SMS marketing funnel (via Active Campaign + Twilio) ➡️

c) If Launch 27 doesn’t get a booking on the quote after 7 days, our sales team gets a slack notif to call that customer.

When our rep presses “send” on the quote, this is one of the emails the customer gets.

And if the customer isn’t responsive or reading their emails, we send them automated texts.

If texts don’t work, we call them. Reminders are in the CRM for our sales team.

No one on my team spends 1 second of their time managing this process.

It’s 100% automated via zapier integrations, email/SMS templates, and time delays.

2/ New worker application

Filtering through hundreds of applicants on multiple hiring platforms is painful.

So I created a zap that automates the process.

Here’s how it works:

Before we interview any potential new hire, we have them fill out a Typeform with 5 simple qualification questions.

Usually, this Typeform is required in the first step of their application.

As soon as they fill out that Typeform, this happens…

a) Customer completes app with Typeform➡️

b) Typeform data and resume/cover letter from hiring platform is zapped to Trello (our custom recruiting process mgmt software)➡️

c) Slack Notification to Team in a Hiring channel. Triggers automated messages to workers in Trello.

This is an example from Facebook ads which is a little different.

Facebook wants you to collect customer data on their platform, so we just set up a Zap that tells us when a customer applies via Facebook.

The Zap pushes to Slack, so our team can call this new hire lead ASAP.

3/ Failed CC payment

If a customer’s card gets declined, we get an automatic email notification from our payment processor.

So, I created a zap that scrapes that email and notifies our team to call the customer and collect a better form of payment.

Obviously this saves time…

But it’s definitely saved us thousands of dollars over the years from customers who were hoping for a free service.

As a general note, this is a good operations process for any business.

4/ Missed call automation

Every call we miss is money slipping through our hands.

So, I created a zap that sends my sales team a slack notification every time we get a missed call so they can call the customer back.

Here’s how it works:

If we miss a call, it gets routed to our backup call center ReceptionHQ.

ReceptionHQ takes notes from the customer and tells them that we will call them right back.

Then, they send us an email with the customer’s notes.

As soon as they send that email, this happens...

a) Zapier is automatically scanning our email for keywords from ReceptionHQ ➡️

b) Zapier copies the data ReceptionHQ sends us ➡️

c) That data is pasted in our sales leads Slack channel

Here’s an example slack message we get from Zapier:

5/ Lead generation platform automation

This is a very similar automation like the one above.

Whenever we get a lead from a place like Thumbtack, HomeAdvisor, or Angies List, etc. they send us an email.

Once we get that email Zapier scrapes the data from those websites and copy/pastes them as a slack message to our sales team.

Here’s an example of what Zapier sends (a lot of customer-specific data is redacted)

6/ Website lead automation

There’s a few other places leads come from that we want to point to slack immediately…

- our website chat
- website forms
- Airbnb Intake Leads
- etc

Again, this is 100% automated, saves our team a TON of time.

Here’s another example.

A general rule of home service marketing I live by:

“He who talks to the customer first, wins.”

Simple automations like this let us be first.

These are the processes and systems that help you beat your old school competitors who still run their businesses with a fax machine.

If you enjoyed this write-up....

1) Re-tweet the first tweet
2) Follow me for more content like this 🏝️

https://twitter.com/381941239/status/1689651884444073984

If you want these Zaps automatically installed into your business so it can run on auto-pilot...

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