Facebook Lead Ads Automation | Automated Lead Follow Up System

Summary

In this video, Armando demonstrates how to automate lead follow-up for Facebook ads, a process crucial for local business owners aiming to convert leads into booked jobs. He introduces 'High Level,' a tool that integrates with Facebook to automate responses and streamline lead management. The workflow includes tagging leads, sending notifications, emails, and text messages, and booking appointments, all designed to increase efficiency and close more deals without manual intervention.

Takeaways

• 😀 The video is a tutorial on automating follow-ups for Facebook lead ads to increase lead conversion.
• 🔍 The presenter, Armando, specializes in helping local business owners generate leads and close more business online.
• 📈 Armando uses a tool called 'High Level' for automating lead follow-ups, which is linked in the video description with a 14-day free trial offer.
• 📱 The process involves integrating Facebook and Instagram accounts with High Level for streamlined lead management.
• 📋 The script explains how to map Facebook form fields within High Level to automate data collection from lead generation forms.
• 🔗 Setting up automation workflows in High Level allows for systematic follow-ups including email and text notifications, quote requests, and calendar bookings.
• ⏰ The importance of quick follow-up is emphasized to prevent leads from going cold and to save time and money.
• 📆 High Level automates the process of moving leads through stages from 'new' to 'interested', 'booked', or 'closed deal' based on their responses.
• 📲 The tool offers mobile app access for managing leads on-the-go, including texting, calling, and emailing directly from the app.
• 🔄 The video demonstrates how to set up triggers and actions within High Level to automate the follow-up process for Facebook ad leads.
• 👍 The presenter encourages viewers to subscribe for more content and to use the provided link to access High Level and the automation workflow.

Q & A

What is the main purpose of the video?

The main purpose of the video is to demonstrate how to automate the follow-up process for Facebook lead ads to help close more leads into booked jobs.

Who is Armando and what does he do?

Armando is the presenter of the video who works with local business owners, helping them use the internet to generate leads and close more business.

What is the issue with manually retrieving Facebook leads?

Manually retrieving Facebook leads is problematic because it requires going to the Facebook page and the lead center, which can result in delayed responses and potentially losing leads that have gone cold.

What tool does Armando recommend to automate lead follow-up?

Armando recommends a tool called 'High Level' to automate the lead follow-up process, which is linked in the video description.

How does the High Level tool integrate with Facebook?

The High Level tool integrates with Facebook by connecting the user's Facebook account through settings and integrations, allowing it to access lead information from the ads manager.

What is the significance of mapping fields in High Level?

Mapping fields in High Level is crucial as it allows the tool to correctly associate and pull in data from the lead generation forms created within the Facebook page.

What is the first step in setting up the workflow in High Level?

The first step in setting up the workflow in High Level is to create a trigger that identifies when someone fills out a lead generation form from the Facebook ads.

What actions does the automation perform after the trigger is set?

After the trigger is set, the automation adds a tag for the lead, creates an opportunity, sends an email notification to the business owner, sends a text message with lead details, and follows up with an email and text message to the lead.

How does the automation handle leads that do not respond favorably?

If a lead does not respond favorably, the automation waits a day and sends a voicemail, followed by an additional text message. If there is still no positive response, the lead is noted as not interested.

How can leads be tracked and managed within High Level?

Leads can be tracked and managed within the 'Opportunities' section of the High Level dashboard, where they can be moved between different stages such as new leads, interested, booked, closed deal, or not interested.

Is there a mobile app for High Level to manage leads on the go?

Yes, there is a mobile app for High Level that allows users to view leads, have conversations, send texts, make calls, and manage everything in one communication stream.

How can viewers access the High Level tool and the automation workflow?

Viewers can access the High Level tool and the automation workflow through the link provided in the video description, which also offers a 14-day free trial.

Outlines

00:00

🚀 Automating Facebook Lead Ad Follow-Up

This paragraph introduces a video tutorial by Armando, who assists local business owners in leveraging the internet for lead generation and conversion. The video's purpose is to demonstrate how to set up an automated follow-up system for Facebook lead ads to increase lead conversion rates. The process involves integrating a tool called High Level with a Facebook account, mapping form fields, and setting up an automated workflow that includes tagging leads, creating opportunities, sending email and text notifications, and booking appointments. The goal is to streamline the lead retrieval process and reduce the time it takes to respond to leads, which is crucial for maintaining their interest and closing deals.

05:02

📅 Workflow for Lead Management and Appointment Scheduling

The second paragraph delves into the specifics of the lead management and appointment scheduling workflow. It explains the automated steps that occur once a lead is generated through a Facebook ad. The workflow includes an immediate email and text message to the business owner with lead details, followed by a prompt email to the lead with promised information. A text message is then sent to the lead to initiate a conversation about the service requested, such as a quote. If the lead responds positively, they are guided to book an appointment. If there is no favorable response, a voicemail is left, and a follow-up text is sent. The workflow is designed to be adaptable, moving leads through stages of interest, booking, and closure, or marking them as not interested. The paragraph also mentions the ability to manage leads and communicate with them through a mobile app, centralizing all communication channels for convenience.

Keywords

💡Automate

To automate refers to the process of making a system or process operate automatically. In the context of the video, it is about setting up an automatic lead follow-up system for Facebook lead ads. The script mentions automating the follow-up process to save time and improve lead conversion rates, exemplified by the use of a tool called High Level.

💡Facebook Lead Ad

A Facebook Lead Ad is a type of advertisement on the Facebook platform designed to collect user information such as their name, email, and phone number. The video script discusses automating the follow-up process for these ads to enhance the efficiency of lead generation and conversion.

💡Lead Follow-up System

A lead follow-up system is a method or set of procedures used to contact potential customers after they have shown interest in a product or service. The video script describes how to create an automatic system that follows up with leads, which is crucial for closing more deals.

💡High Level

High Level is the name of the tool mentioned in the video script used for automating the lead follow-up process. It integrates with Facebook to streamline the process of managing and responding to leads generated from Facebook ads.

💡Integration

Integration in this context refers to the linking of different systems or platforms to work together seamlessly. The script explains how to integrate a Facebook account with the High Level tool to automate lead follow-ups.

💡Facebook Page

A Facebook Page is a public profile specifically created for businesses, brands, or organizations to share information and interact with the public. The video script discusses accessing leads from a Facebook Page through the Lead Center and automating the follow-up process.

💡Lead Generation Form

A lead generation form is a type of online form designed to capture information from potential customers, typically used in marketing campaigns. The script describes mapping these forms within the High Level tool to automate data capture and follow-up.

💡Automation Workflow

An automation workflow is a sequence of automated actions that are triggered by specific events or conditions. The video script outlines a detailed workflow for automatically following up with leads, including email and text notifications, and tracking lead status.

💡Opportunity

In the context of the video, an opportunity refers to a potential sale or business deal represented by a lead. The script mentions creating opportunities in the High Level tool to manage and track leads effectively.

💡Email Notification

An email notification is an alert sent via email to inform the recipient of an event or update. The video script describes using email notifications as part of the automated lead follow-up process to keep business owners informed about new leads.

💡Text Message Notification

A text message notification is a message sent to a mobile device to alert the recipient of something. The script details the use of instant text message notifications to quickly reach out to leads with their contact information and further communication.

💡Calendar Booking

Calendar booking refers to the scheduling of appointments or events on a calendar. The video script discusses using calendar booking as a step in the automated workflow to secure appointments with leads, moving them closer to becoming customers.

💡Voicemail Drop

A voicemail drop is the act of leaving a pre-recorded message on a person's voicemail. The script mentions using voicemail drops as part of the automated follow-up process if a lead does not respond to initial contact attempts.

Highlights

Introduction to automating Facebook lead ad follow-up for efficient lead conversion.

Personal introduction of Armando, who assists local business owners in generating leads online.

Demonstration of the Ads Manager backend with an active ad generating leads at a specific cost per lead.

The problem of retrieving and responding to leads before they go cold, impacting business revenue.

Solution introduction using a tool called High Level for automated lead follow-up.

Offer of a 14-day free trial of High Level with a link in the video description.

Step-by-step guide on integrating a Facebook account with High Level for lead management.

Explanation of form field mapping within High Level to connect with Facebook lead forms.

Setting up automated workflows in High Level to follow up with leads and book jobs.

Use of triggers in High Level to initiate follow-up actions based on lead form submissions.

Automated tagging of leads and creation of opportunities for centralized lead management.

Instant email and text notifications to business owners about new leads.

Automated email follow-up with leads, providing promised content related to their inquiries.

Sending text messages to leads for immediate engagement and request for further information.

Waiting for customer response and conditional workflow actions based on their replies.

Scheduling appointments with leads through a sent link and moving them through the sales pipeline.

Handling unresponsive leads with voicemail drops and additional follow-up texts.

Closing leads as jobs and tracking their status through High Level's dashboard.

Mobile app access to High Level for on-the-go lead management and communication.

Invitation to check out High Level and other resources for business lead generation assistance.

Transcripts

in this video i'm gonna be showing you

guys how to automate the follow-up for

your facebook lead ad so that you can

have an automatic lead follow-up system

that actually works for you that can

help you close more of those leads into

book jobs if you're new here my name is

armando and i work with local business

owners helping them use the internet to

generate more leads and close more

business and if that's something you're

interested in click subscribe so you

don't miss any of the other videos now

this is the exact same process that i

use for all of my clients it's what i

use in my own business and the link to

any of the resources that i mentioned is

going to be in the description of this

video now what you're looking at here is

the back end of ads manager and as you

can see we've got an ad already running

we're generating about 20 leads so far

at about four dollars and 24 cents per

lead and we are getting leads here okay

the issue is retrieving these leads so

typically retrieving these leads means

that you have to go

onto your facebook page and you need to

click on the lead center so that you can

kind of see all the leads from the forms

that people are filling out and then

actually answer these people through

text or through email by copying pasting

this information or integrating into

some sort of crm now this becomes a real

problem if you can't automatically

follow up with them because by the time

you get to them most of the time they've

gone cold and you're losing money uh

every single second that goes by that

you haven't responded to these people so

here's how we actually fix this problem

i use a tool called high level and it's

linked in the description

of this video again if you guys want to

follow along or check that out you get a

14 day free trial of it and if you want

to snag it i'm gonna give you the actual

automation and workflow that i use so

that all you have to do is click it

install it and go from the very

beginning so let me walk you through how

this works

the very first thing is when you log

into high level what you're going to

want to do is integrate your account

your facebook account with the tool and

doing that is pretty straightforward

simply head on over to settings and

integrations and what you want to do is

find the icons for facebook and

instagram and click connect and it's

going to walk you through logging into

facebook and giving permissions to the

page that you're running advertising

from once you've done that portion of it

the next thing that you do is come on

over to the top navigation where it says

facebook form field mapping

and what you'll see here is a list of

all the forms that you've created within

that one um page that you've connected

you've connected your high level account

with and what's going to happen here is

that you have to actually map the field

so for example this one that says

locally converted form i'm going to

click on map fields and it's actually

going to pull in all the fields from the

lead generation form that you've created

now from here you're able to map the

fields by name and custom questions etc

once you do this you click on save and

then you're going to have this

this little blue button here that says

the form is active with a check mark

this is

all you have to do in order to connect

this tool to your facebook lead form now

i'm going to show you how to set up the

actual workflow that automates

everything else so you can have the

automated system ready to go so i am

inside of automations here and i'm going

to click on this folder that says local

business forum submission

and basically what this is is a series

of steps

that you set up so as the leads start

coming into your system from facebook uh

from the ads that you're running you

have a way to automatically follow these

people and book them on your calendar

now we start off with a what's called a

trigger this is the first domino

everything that happens after this step

happens because of this step okay so the

first domino is basically telling the

system hey we're running facebook ads

and it is a lead generation objective

and i want anybody who fills out that

form um that you know whatever form

you've gotten here that you've named

in here to do the following actions now

once you've selected this

we have a system in place that adds a

tag for the lead so that we know how to

identify these leads coming in

create an opportunity so that all these

leads now are put in a very centralized

location where you can easily get to

them from your mobile phone um or from

the desktop computer or your team can

actually get to them the next thing that

it does is it sends an email

notification

to myself as the business owner or to

your client as the business owner sends

them a notification with all the lead

details

then we say instantly send our client or

myself

a text message notification with all the

contact information all the leak details

that were filled from that facebook

contact form uh initially

once this is done

we instantly send an email to the lead

send an email following up with them

giving them the thing that that we

promised them we were going to give them

in our case if we're running ads for let

a local window washing or local junk

removal company we may be you know

and they may be asked for a quote and so

the email is going to be related to a

quote related to information that we may

need for them to give them the quote

then what we're going to do is actually

wait 30 seconds and actually send them a

text message we're going to send the

lead a text message

saying hey this is such and such from

you know abc junk removal um

i know that you requested a quote can i

call you or you know can you send me

some pictures of the project whatever

that case is right

once that text message goes out we are

actually going to be waiting for a reply

if the customer replies

to this text message or to that email

um in a favorable way

we're going to then ask them hey you

know we could do this for this this

amount of money or we want them to

schedule on a calendar uh and then we

ask them to schedule an appointment with

us on a calendar we send an appointment

link they click it and then they're

booked for us

on our book of business okay in the

event that the customer does not

respond or does not respond favorably

we're gonna wait a day and then we're

gonna send a voicemail basically this is

gonna be a voicemail drop um when they

get on what they're going to see on

their phone is just a little bubble that

says hey you've got a voicemail they're

going to listen to it and it's just

going to say hey this is you know

armando with abc junk removal i'm just

calling because you requested a quote uh

we sent you a text message and we wanted

to see if this is still something that

you're interested in okay once that

voicemail goes through we're also going

to follow up with an additional text

asking if they still need junk removal

services we're going to wait for a

response from them there

if they respond favorably again if they

respond favorably saying yeah you know

hey i do need a quote we're going to say

great can you send us a couple pictures

and can you book on our calendar here so

that we can get you a proper you know

estimate of the services for the

services that we're going to provide for

you if they don't respond negatively of

their response with something like no

i'm not interested anymore thank you or

i've already gotten taken care of we're

just going to respond back saying no

problem you know take care and this can

continue down the line this allows you

to free up a lot of your time so that

when you're on job sites

and you're busy you're not having to

stop and dealing with these leads every

single time they come in there's a

little bit of automation follow

following up with them all the way until

you close uh you close them as jobs now

i'm going to show you where the leads

are actually placed so if we go to

opportunities within this dashboard

we're able to see all the leads that

actually came in from a specific ad and

we're able to move them from one

location to the next from interested

some booked closed deal follow-up or not

interested and this can be done actually

automatically through the workflow that

i just

shared with you if somebody replies we

can tell the system hey if they reply

and they say that they're interested

please move them from new leads to the

interest in interested tab

if they are in the interested tab and

they go ahead and they book an

appointment with us to come to their

house moving from the interested tab all

the way to the booked or closed deal

section of this and this is how you're

going to be able to keep track of all

the leads that have come in where

they're coming in from and let the

automation take care of a lot of the

grunt work

that is going to cost you a ridiculously

amount of time and money trying to

respond to these folks right

the other thing you could do with this

is actually access it from your mobile

app you'll be able to see um exactly

what you're looking at here how many

leads come through and have

conversations with them you can text

them from here you can call them from

here you can email them from here and

keep everything in one communication

stream so that you're not having to go

and check your email in one place

facebook messenger in another place and

phone calls in a completely separate

location now again if you guys want to

check this tool out there is a link in

the description uh it's called high

level and if you use the link in the

description i'm going to go ahead and

give you this automation here so that

you can use it for your own business or

for your own clients there's also a

couple of other links in there that

shows you how we can work together if

you guys need help setting this up um

and if this video was super helpful give

it a thumbs up and consider subscribing

to the channel