Top 10 Automations Every Business Needs!

The video outlines 10 essential automations for businesses to save time, streamline operations, and increase revenue. Starting with automated appointment bookings, it covers lead tagging, pipeline updates, and notifications. It addresses no-show scenarios with follow-up strategies and long-term lead nurturing. The script also details automation for post-appointment follow-ups, client onboarding, answering machine services, and ad campaign lead follow-ups. It introduces a Google review request system and a method for offering and onboarding users to a free SEO course. Additionally, it discusses a survey-based automation that notifies the business of new leads and helps in nurturing them. The video concludes by encouraging viewers to utilize these automations for efficient business management.

Takeaways

• 📅 Automating appointment bookings streamlines scheduling, assigns users, updates lead stages, and sends notifications and reminders to both parties.
• 🚫 No-show management automates follow-ups with missed appointments, updates lead stages, and attempts to reschedule or moves leads to long-term nurturing if no response is received.
• 📈 Long-term lead nurturing involves sending periodic emails to leads that have shown interest but not yet converted, aiming to re-engage them over time.
• 🛒 Post-appointment follow-up for those who showed interest but didn't buy involves a series of timed emails and texts to maintain contact and encourage reconsideration of services.
• 🎉 Onboarding automation for new paying clients ensures they are removed from other workflows, welcomed, and guided through the next steps efficiently.
• 📞 An automated answering machine can handle incoming calls, collect caller input, and route calls or messages accordingly, without personal involvement.
• 📱 Automated follow-up for paid ad leads, such as from Facebook, ensures immediate engagement with new leads to nurture them effectively.
• 📊 Google review request automation sends timely requests to new clients, encouraging them to leave reviews that can boost local business rankings.
• 📚 Offering a free SEO course can build an email and text message list, with automated onboarding messages to welcome and guide users through the course.
• 📝 Automating the response to website surveys with internal notifications and personalized messages can provide a quick and professional touch to potential clients.
• 🤖 Using automation software like Go High Level can help businesses implement these strategies, saving time and potentially increasing revenue.

Q & A

What is the first automation mentioned for streamlining business operations?

The first automation is for managing appointments. It involves assigning booked appointments to a specific user, tagging the lead, updating the pipeline stage, sending notifications and reminders, and providing the Zoom link to the client.

How does the automation handle no-show appointments?

The automation tags no-shows, removes them from the appointment workflow, updates their pipeline stage, and sends them a text message and email to check if they are late or need to reschedule. It follows up with additional messages and texts if they don't respond or reschedule.

What is the purpose of the long-term lead nurture campaign?

The long-term lead nurture campaign is designed to keep in touch with leads who did not convert after an appointment. It sends out generic emails about the business and its offers on a monthly basis over a year to potentially re-engage the lead.

How does the automation follow up with leads who showed up to an appointment but did not buy?

The automation tags leads who showed up but didn't buy, updates their pipeline stage, and sends them a series of emails and text messages over several days to keep them engaged and encourage them to consider the services again.

What happens when a new paying client is added to the system?

The automation removes the new client from other workflows, adds them to the paying client stage in the pipeline, and sends them a welcome email and text message to begin their engagement with the business.

Can you explain the automated answering machine feature?

The automated answering machine provides a welcome message to callers, collects their input by the numbers they press, and routes them to different branches based on their selection. It can also record a voicemail if needed and is pre-recorded with a choice of a male or female robotic voice.

How does the automation assist with Facebook ads lead follow-up?

The automation adds new leads from Facebook lead forms to the pipeline, sends them an automated email and text message, and if they don't respond within 2 minutes, it triggers a call to connect the lead with the business. It also manages the lead's response to book an appointment or send an internal notification if the response is negative.

What is the role of the Google review request automation?

The Google review request automation is triggered after a customer becomes a paying client. It sends a request for a Google review one day after their purchase to help boost the business's online reputation and search rankings.

How does the free SEO course automation work?

When someone accesses the free SEO course, the automation sends them a welcoming text message and an email with their login credentials, allowing them to start the course. This helps in capturing leads and building an email and text message list for future marketing.

What is the purpose of the survey automation on the website?

The survey automation is triggered when a person submits their information through a survey on the website. It sends an internal notification to the business and a text message and email to the person who filled out the survey, acknowledging receipt and indicating the next steps.

What software is mentioned for automating these processes?

Go High Level is the software mentioned for automating the described processes. It offers a 30-day free trial and helps set up the automations within the user's account.

Outlines

00:00

🔖 Appointment Booking Automation

This paragraph details the first automation process for booking appointments in a business. When an appointment is booked, the system removes the person from other workflows, assigns them to a user, tags them, updates their lead status to 'Appointment Book,' and sends internal and external notifications. It also includes sending a confirmation email and text message, as well as reminders 2 hours and 5 minutes before the appointment. The automation ensures the business owner is notified when an appointment is about to start and that the client is reminded with a Zoom link.

05:01

🚫 No-Show Appointment Management

The second automation is designed to handle no-shows. If a person books an appointment and then doesn't show up, they are tagged with a 'no-show' tag, moved to the 'No Showed' stage in the pipeline, and receive a text message and email checking if they are late or need to reschedule. After 2 hours, another follow-up text is sent. If there is no response or rescheduling, the lead is moved to a long-term lead nurture campaign, which involves periodic emails about the business and its offers.

Keywords

Automation

Automation refers to the use of technology to perform tasks with minimal human intervention. In the context of the video, it is about implementing systems that can handle various business processes such as booking appointments, sending reminders, and managing customer relationships. This is crucial for streamlining workflows, saving time, and potentially increasing revenue, which is the main theme of the video.

Appointment Booking

Appointment booking is the process of scheduling a meeting or service at a specific time. The video discusses an automated system that manages appointment bookings, assigning them to users, updating lead stages, and sending notifications and reminders to both the business owner and the client. This automation is a key component in efficient time management and customer service.

Lead Tagging

Lead tagging is a method of categorizing leads based on specific criteria or actions they have taken. In the video, tagging is used to organize and manage leads in different stages of the sales pipeline, such as 'appointment booked' or 'no-show'. This helps in tailoring follow-up actions and communications, ensuring that each lead is nurtured appropriately.

Pipeline Stages

Pipeline stages represent the various steps a customer goes through from the initial inquiry to the final purchase. The script describes how automation updates these stages, such as moving a lead from 'appointment booked' to 'no-show' if they do not attend. This helps in tracking the progress and status of each lead and aids in strategic planning for sales and customer engagement.

Internal Notification

An internal notification is a message sent within a company to alert relevant team members about specific events or actions. The video mentions its use to notify the business owner when an appointment is booked or when a lead has been tagged as a 'no-show'. This ensures that the business owner is kept informed and can take immediate action if necessary.

No-Show Policy

A no-show policy is a set of rules a business establishes to manage instances where clients do not attend scheduled appointments. The script outlines an automated system that tags clients as 'no-show', removes them from appointment workflows, and initiates follow-up communications. This policy helps in managing expectations, reducing loss of business due to missed appointments, and maintaining efficient scheduling.

Lead Nurturing

Lead nurturing is the process of engaging with potential customers to build a relationship and encourage them to make a purchase. The video describes a long-term lead nurture campaign that sends out regular emails to leads over a year, aiming to keep the business on their mind and potentially convert them into customers in the future.

Onboarding Process

Onboarding is the procedure of integrating a new client into a business's services. The script talks about automating this process once a sale is made, which includes removing the client from other workflows, updating their pipeline stage, and sending welcome communications. This ensures a smooth transition for new clients and a warm welcome to the business.

Answering Machine

An answering machine is a device that records messages from callers when no one is available to answer the phone. The video refers to an automated answering machine with a pre-recorded message that collects caller input and routes them accordingly. This technology enhances customer service by providing information and options to callers even when staff is unavailable.

Paid Ads Follow-up

Paid ads follow-up involves reaching out to leads generated from advertising campaigns. The video outlines an automation that contacts new leads from Facebook ads with an immediate email and text message, and if there's no response, an automated call. This strategy ensures prompt engagement with potential customers, increasing the chances of conversion.

Google Review Request

A Google review request is a prompt sent to customers asking them to share their experience on Google. The script mentions an automated system that sends out these requests to new paying clients, which is important for local businesses as positive reviews can enhance online visibility and reputation.

Highlights

Top 10 automations for businesses to streamline work, save time, and increase revenue.

Automated appointment booking system that assigns appointments, updates lead stages, and sends notifications.

Confirmation emails and text messages are sent to confirm appointments and provide Zoom links.

Two-hour and five-minute reminders are sent before appointments to ensure attendance.

No-show customers are tagged and sent follow-up messages to reschedule or inquire about delays.

Long-term lead nurture campaign involves monthly emails over a year to keep leads engaged.

Leads who show up but don't buy are followed up with a series of emails and texts to re-engage them.

Automated onboarding process for new paying clients includes welcome emails and text messages.

Robo-calling and voicemail system for collecting caller information and routing calls.

Facebook ad automation for immediate follow-up with new leads, including automated calls and text messages.

Automated Google review requests sent to new clients to boost local business rankings.

Free SEO course offered as a lead magnet with automated welcome texts and emails upon sign-up.

Automated onboarding for accessing free courses to build an email and text message list for future marketing.

Survey submission triggers an internal notification and automated welcome message to potential clients.

Use of a software platform for automating business processes, offering a 30-day free trial for new users.

Free website SaaS Master Class to teach building websites and implementing automations for business efficiency.