How My Team Made $80,000 More Monthly With A 5 Minute Automation

Summary

In this video, Jono shares a powerful automation hack that significantly increased his company's revenue. By leveraging a 5-minute setup with make.com, businesses can automate lead follow-up, maximizing conversion rates. The strategy involves immediate lead capture through a web hook, CRM integration, and automated text notifications, culminating in swift call scheduling to engage potential clients within minutes of their inquiry, outpacing competitors and boosting sales by up to 400%.

Takeaways

• 🚀 Implementing an automation hack can significantly increase a company's revenue, in this case, by fourfold.
• 📈 The company generates around $100,000 monthly, and the proposed automation can be implemented in just 5 minutes.
• 📞 Calling potential customers within 60 seconds of their inquiry can increase the likelihood of closing a deal by 391%.
• 🔄 Sales reps often focus on stale leads, but the automation can help call fresh leads faster.
• 🤖 The automation process involves using a platform like make.com and setting up a webhook and HTTP steps.
• 🌐 Webhooks and HTTP steps are used to communicate with other platforms and process information.
• 📝 The example uses a WordPress website to capture leads and send information to make.com and then to a CRM.
• 📱 An automated text message is sent to notify the sales team of a new lead, aiming to call within 10 seconds of the inquiry.
• 📆 The automation process is detailed, including creating a webhook, setting up actions after form submission, and integrating with CRM.
• 📈 The automation sequence starts with a trigger and follows with actions, such as sending a text message and scheduling a call.
• 🔗 The CRM integration involves mapping form fields to CRM fields to create a new lead and trigger the subsequent automated actions.

Q & A

What is the main focus of the video?

The main focus of the video is to share an automation hack that significantly increased the company's sales revenue by fourfold.

How much money does Jono's company generate per month?

Jono's company generates around $100,000 every single month.

What is the key to increasing sales according to the video?

The key to increasing sales is calling potential customers faster, ideally within 60 seconds of their inquiry, which can increase the chance of closing a deal by 391%.

What tool does Jono use for automation?

Jono uses make.com for automation, which is free to get started.

What are the two main steps in the automation process described in the video?

The two main steps in the automation process are setting up a webhook and an HTTP step.

How does the automation process work with a website?

The automation process works by sending information from the website to make.com, which then processes the information and sends it to the CRM, followed by an automated text message and a call to the lead.

What is the purpose of the webhook?

The purpose of the webhook is to capture the lead information from the website and send it to make.com for further processing.

What is the role of the HTTP step in the automation?

The HTTP step is used to send the captured lead information from make.com into the CRM.

How quickly can the system notify a sales team member of a new lead?

The system can notify a sales team member of a new lead within approximately 10 seconds of the inquiry.

How does the automation system handle text messages and calls?

The automation system sends an immediate text message to notify the sales team of a new lead and can schedule a call between the salesperson and the lead within 10 seconds.

What is the expected outcome of using this automation hack?

The expected outcome is a significant increase in conversion rates and sales, allowing the business to beat out competitors by responding to leads much faster.

Outlines

00:00

🚀 Introducing a Sales Automation Hack

The speaker, Jono, introduces a sales automation hack that significantly increased his company's revenue. He explains that by implementing this automation, businesses, especially in service-based industries, can increase their sales by fourfold. Jono emphasizes the importance of calling leads quickly, citing a study that shows contacting a lead within 60 seconds of inquiry can increase the chance of closing a deal by 391%. He shares his team's previous focus on stale leads and the frustration of cold calling, proposing an automated solution that calls leads within 10 seconds.

05:02

🔧 Setting Up the Automation with Make.com

Jono demonstrates how to set up the automation using Make.com, a platform that allows for easy integration with various website builders like WordPress, Weebly, and Wix. He explains the process of creating a webhook and an HTTP step, which are fundamental to automating communication with other platforms. Jono uses an example of capturing lead information from a website form and processing it through Make.com before sending it to a CRM (go high level) and then triggering an automated text message to notify the sales team of a new lead. The goal is to streamline the process and ensure a call is made within 10 seconds of lead capture, maximizing conversion rates.

10:03

📝 Configuring the Webhook and HTTP Module

Jono provides a step-by-step guide on configuring the webhook and HTTP module within Make.com. He explains how to create a custom webhook, set up actions after form submission, and use the webhook URL to send form data. He then demonstrates how to send this data into the CRM using the HTTP module, detailing the process of choosing the correct method (POST) and formatting the data correctly. Jono emphasizes the importance of mapping the form fields to the CRM fields accurately and shows how to create a new lead in the CRM with the incoming data.

📱 Automating Notifications and Calls

In the final part of the automation setup, Jono explains how to send an automated text message to notify the sales team of a new lead and how to schedule an immediate call with the potential client. He details the process of setting up a call whisper, which is a message that prompts the salesperson to call the lead, and how the system will connect the salesperson and the client once the salesperson picks up the phone. Jono concludes by encouraging viewers to implement this system to increase sales and improve lead response times, offering a thank you and a call to action for subscribing and liking the video.

Keywords

💡automation

Automation refers to the process of creating systems that perform tasks with minimal human intervention. In the context of the video, it is used to increase sales by automating the process of contacting leads, which significantly improves conversion rates. The video outlines a specific automation hack that the speaker's company used to quadruple their earnings.

💡lead generation

Lead generation is the process of identifying and cultivating potential customers for a business. In the video, the speaker emphasizes the importance of calling leads quickly to increase sales, with a study suggesting that calling within 60 seconds of a lead inquiry can increase the chance of closing a deal by 391%.

💡sales conversion

Sales conversion refers to the process of turning potential customers into actual buyers. The video highlights that by automating the process of contacting leads promptly, businesses can significantly increase their sales conversion rates, which is crucial for business growth.

💡webhook

A webhook is a way for an application to provide other applications with real-time information. It is a simple HTTP callback that allows for the transfer of data from one service to another. In the video, webhooks are used to trigger actions in the automation process, such as sending data from a website form to a CRM system.

💡HTTP request

An HTTP request is a message sent by a client to a server, often in the context of web development. It defines the way in which data is sent over the World Wide Web. In the video, the speaker uses HTTP requests to send information from their webhook to their CRM, which is a critical step in their automation process.

💡CRM (Customer Relationship Management)

CRM refers to strategies, technologies, and processes that businesses use to manage and analyze customer interactions and data throughout the customer lifecycle. In the video, the speaker integrates their automation with a CRM system called Go High Level to manage and act on leads more efficiently.

💡text notification

Text notifications are messages sent via SMS to alert recipients of updates or important information. In the video, text notifications are used to inform the sales team of new leads, allowing them to act quickly and increase the chances of converting those leads into sales.

💡cold outreach

Cold outreach refers to the practice of initiating contact with potential customers or clients who have not previously expressed interest in one's products or services. It is a common sales strategy used to generate new leads and business opportunities. The video discusses the challenges of cold outreach, such as the reluctance of people to answer calls, and how automation can help overcome these challenges.

💡 Elementor

Elementor is a popular page builder plugin for WordPress, which allows users to create and design web pages with a drag-and-drop interface. In the video, the speaker uses Elementor to create a form on their WordPress website for capturing lead information.

💡Go High Level

Go High Level is a CRM system mentioned in the video that the speaker uses for managing leads and automating their sales process. It is used as the platform where lead data is sent and from where the automated text notifications and calls are triggered.

💡call scheduling

Call scheduling is the process of setting up and organizing phone calls, often used in business for lead follow-up and customer service. In the video, the speaker describes using the CRM's call feature to schedule immediate calls with new leads, enhancing the speed and efficiency of their sales process.

Highlights

The video shares an automation hack that increased the company's revenue by fourfold.

The company generates around $100,000 every month.

The automation process takes approximately 5 minutes to set up.

Calling leads within 60 seconds of inquiry can increase the chance of closing a deal by 391%.

The team previously focused on calling stale leads, which is frustrating due to low pick-up rates.

An automated system can call a lead automatically within 10 seconds.

The automation uses make.com, which is free to start with.

The process involves two steps: a webhook step and an HTTP step.

Webhooks and HTTP steps are fundamental building blocks of automated programs.

The automation involves communication between platforms, such as from a website to make.com.

The system can send an automated text message within 10 seconds of a lead inquiry.

The automation can set up an immediate call between the sales rep and the lead.

The video demonstrates the use of Elementor on WordPress to create a form capturing first name, last name, email, and phone number.

The importance of keeping form fields minimal to avoid drop-off rates and increase conversions is emphasized.

A walkthrough of creating a webhook and integrating it with the form submission process is provided.

The video shows how to send lead information from make.com to a CRM like go high level.

An example of setting up an automation sequence in the CRM with a trigger and actions is given.

The process of sending a text notification upon receiving a new lead is detailed.

The video explains how to schedule an automated call between the sales rep and the lead.

The call feature in go high level is described, including the call whisper and call connection process.

The video concludes by encouraging viewers to subscribe for more content and thanking them for watching.

Transcripts

what's up guys it's jono here and in

this video I want to share an automation

hack that allowed my company to increase

the amount of money we made by fourfold

now just for comparison's sake our

company does generate around

$100,000 every single month and with

this one little automation you can

effectively increase your sales by

fourfold and it's only going to take you

approximately 5 minutes to get started

now if you're like most businesses uh at

least in the service-based you know

Industries you're generating leads right

and one of the biggest things that you

can do right now to increase those sales

is just calling people faster right so

there is a study out there that shows

that if you call somebody within 60

seconds right of them inquiring you're

going to increase your potential of

closing that deal by 391 per. so in my

my my team you know we have sales reps

and sometimes they were focusing on

calling leads that were stale right and

if you done sales or or cold Outreach

you know that it can be super

frustrating calling people and they just

don't pick up right so um instead what

you can do is build an automation where

you can essentially call that person

automatically in 10 seconds so let's

dive in okay so in front of me I have

make.com now it's free to get started if

you guys don't use it essentially in

this um specific scenario there's

actually two steps so it's incredibly

incredibly simple there's a web hook

step and there's an HTTP step now these

are actually very similar steps and for

most people that are starting out with

automation it's a bit scary but they're

actually really simple and the the they

are the fundamental building blocks of a

lot of automated programs so with web

hooks essentially what happens is that

you're and and same with HTP actually

you're communicating with other

platforms so for example um in this

instance we have a lead that's coming in

from a website and we're using Wordpress

in this example example but you can use

Weebly Wix or whatever you want that

they're all going to work the same um so

we have information that's being sent

from your website to make.com and then

once it's captured make.com you may want

to process the information and then send

it somewhere else and then this example

we're sending that information from

make.com into our CRM which is go high

level and then from go high level we're

going to send an automated text message

to yourself or your team members just

notifying you have a lead and that's

going to be processed probably within 10

seconds of that person actually

inquiring and then you can actually set

up an automa call between you and that

person within 10 seconds as well so

that's going to maximize your conversion

rate and it's going to beat out all your

competitors because they can't call

somebody within 5 Seconds they can't do

it faster than something that would be

procedurally generated so let's jump in

and see how this works so I'm using

Elementor on WordPress I've built a page

here it's one of the sexiest nicest

Pages you'll ever see here it is it's

just a form no modification whatsoever

we're just capturing four pieces of

information first name last name email

and phone number now personally like for

me I like to uh I like to separate the

first name and the last name just

because we can use that in different

areas with automation if you guys aren't

familiar with setting and perform really

simple you can just go ahead you can add

your first name uh I like to put the

label and the placeholder as first name

and then in the advaned section here the

ID I uh you know first name uh separated

instead of Spaces by underscores just to

keep it simple here because this IDE is

going to be passed into uh make.com and

this is how you're going to understand

which piece of information you're

working with so it's better to keep it a

bit organized so you got first name you

got last name same kind of deal here

with the ID and then you have email and

phone number this is what I like to keep

it at any more information I find that

there is a drop off rate where people

are not wanting to fill out the

information um and you know every

additional step uh you know results and

and less conversions okay so we got this

form it looks absolutely amazing spent a

ton of time you know styling and making

sure it looks professional and now what

we're going to do is we're going to go

over to make.com and we're actually

going to create a new scenario and I'm

just going to you know call this uh test

video form and I'm going to go ahead and

create a web hook

here what this with this web hook we're

going to go ahead and create custom web

hook now we just got to create a name

here um test video oops test video web

hook and I'm going to click save and

then we can copy the address here okay

so we can copy this address and then

over back in our our form here what

we're going to do is we're going to make

sure that we have actions after submit

and you want to have the web hook here

accessible so that we can program with

that and in the web hook you're just

going to paste the URL and that URL you

can get from this web hook essentially

what's going on here is you're saying

when the form is submitted one of the

actions that I want you to take is going

to be and you can see all the actions

here collect the submission email it to

yourself and then one of them is going

to be your web hook so when the form is

submitted I want you to send this

information to this end point or to this

URL and that URL is located here so

we're going to click okay run the

scenario and we're going to go ahead and

fill the

form test4 gmail.com and

Sephora Okay cool so we're going to

click Send here and then we're going to

come back here

and

because an error the we hook okay so

we're just going to go ahead and got it

we're going to update this so what

happened was there's an outdated version

of the page on the preview mode so we're

going to go ahead same kind of deal

enter the information in once

again okay awesome form was successfully

submitted we can come back here we see

the information here once again those ID

strings are passed in is the keys this

is a key this is a value so we have the

information that we're looking for and

now what we want to do is send this into

the CRM so we're going to use the HTTP

module here to send into the into the uh

CRM you can also use something like uh

zapier.com if you guys are more familiar

with that and it is a bit easier it's

just that make um in my opinion is

significantly better we're going to go

into go high level here and we're going

to start an automation a new automation

from scratch I'm going to label this

test video and we have to have a trigger

so in automated sequences there triggers

and actions the trigger starts the

sequence and then the actions are what

happens after the trigger has started so

in this case we're going to do an

inbound web hook and same kind of deal

we have a URL here and we're going to

post it in the URL now for the method

this is quite important we need to

choose post essentially what this is is

it's it's jargon or lingo for coders um

there's quite a few different um

requests here but the most common are

like get post put and delete essentially

what that means is that with this URL

we're going to post information we're

going to send information so we're going

to send that uh form information we're

going to send the first name last name

email phone number in a in a get method

what you'd be doing is you'd be sending

something to this server and you'd be

requesting information to send back to

you could be maybe you're trying to find

something about that client but in this

case we're sending information we use

the post method and then a body type we

can go ahead and use application uh DX

www from URL encoded and then we're just

going to add all the fields that we want

so we going to go ahead first

name and last

name email and phone okay and then you

can see the uh form information here so

we're just going to correspond the key

with the value so first name is going to

equal first name which is jono last name

is going to equal last name which is

catli email is going to equal email

which is test1 2 [email protected] and then

phone is going be phone okay so we're

good to go this is pretty much done all

we have to do is Click run one more time

we're going to test this out once again

so jono catli test1 234 gmail.com

6045 okay form's done we're going to

click Send it's going to come in here

and we can see that the automation

worked we sent it to go high level we

can now fetch the sample and we can see

it's pulled in here with all the

information first name jonno last name

catl email and phone now typically when

you're dealing with leads in any CRM

you're going to have to create that lead

in the CRM through the automation so um

we're going to go ahead and do that and

just create a new lead with the

information that's passed through so

email is going to equal the inbound web

hook trigger email and this is going to

be slightly different if you're using

HubSpot or or Salesforce or or any other

CRM first

name is going to

be uh inbound web hook trigger first

name same kind of deal last name and

email as well so we'll just go ahead and

do

that okay last name's done and finally

we got the

phone okay so you'll notice that there

is quite a bit of like mapping certain

you know variables to to certain you

know um Fields but you only have to do

this once right and then you never have

to worry about it again okay so we're

pretty much done we've got the

information here this just two more

steps the first thing is is we want to

send a text message to ourselves right

to notify us that somebody has required

so we can just go to particular user and

we can send it to myself here and we can

say hey jono hurry the actually we're

not going to say hurry the we're going

to say hey jono we've got a new got a

new lead please call and then you can

say inbound uh web hook first name so in

this case it be like John Smith or John

please call John at phone number here so

it's going to be the phone number right

right so you're going to get a text

message right away and if you have a

sales team as well you can send this to

all of them it doesn't have to just be

yourself like what I like to do is have

a round robin system actually sorry not

a round robin system for Speed to lead

what I like to do is push out text

messages to every single person on our

team and then whoever claims it the

fastest gets late the next step and the

last step is a call so you can actually

schedule a call between you and the

person that just inquired how this

essentially works is with the call

feature and go high level what's going

to happen is when this action takes

place it's going to first call you and

then once you pick up the phone you can

press any key on the keypad and then

it's going to connect you into a call

with the client right so now you guys

are going to be talking together the

call whisper is essentially what will be

said when you pick up the phone in your

end so you'll pick up the phone you be

like hello it might be an unnumbered or

remembered call you don't know who it is

it's going to say you know hey you know

first name or who you know your name uh

you have a you have a new lead can you

please call this person and click any

key on the keypad to get started so in

this instance of program being like hey

jonno which just me um you have a new

lead please click any key on the keypad

to be connected to a call

with and we're going to go for S and

that's it as soon as um this action

takes place it's going to automatically

call the two of you uh it's going to

automatically connect the two of you

into a call together okay so that's

pretty much it I'll just assign it to

myself and we're all good to go so

that's essentially it that is how you

can create an automated system around

leads so if you want to increase the

sales if you want to make sure that you

spend full times CL uh having to call

people right just set up an automated

system like this in 10 seconds you can

be on the phone with somebody and you be

closing them on the service thank you

guys so much for watching the video I

hope this helped if you liked this

please subscribe to the channel for more

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time