Automated Lead Follow Up | Setup An Automated Lead Follow Up System

Summary

This video offers a comprehensive guide to setting up a lead follow-up system for local businesses, ensuring no opportunities are missed. It covers the importance of automation in handling leads from various sources like SEO, Google PPC, Facebook ads, and lead purchasing platforms. The script introduces High Level, a tool that streamlines lead management, automates responses, and integrates with sales and marketing processes. It also highlights the significance of immediate follow-ups and the use of missed call text back automation to maximize lead conversion.

Takeaways

• 📝 The video discusses creating a lead follow-up system for local businesses to maximize opportunities and convert leads into customers.
• 🔍 It emphasizes the importance of a system that works for businesses of all sizes and stages, regardless of their lead acquisition methods like SEO, Google PPC, Facebook ads, or lead purchasing platforms.
• 📞 The script highlights the common issue of missed opportunities due to unanswered calls or delayed follow-ups, which the proposed system aims to address.
• 🛠️ It introduces 'High Level' as a tool for automation that serves as a bridge between sales and marketing, handling all lead management on the backend.
• 📝 The system can replace existing forms on a business's website to ensure all leads are captured and processed through its automations.
• 🚫 The script mentions the system's ability to filter out spam leads and ensure that genuine leads are followed up on promptly.
• 🔔 It discusses notifications for the team when a new lead comes in, allowing for immediate action to be taken, which can be sent via email, text, or app notifications.
• 📲 The video talks about the benefits of instant follow-up via email and text message for form submissions, ensuring no lead slips through the cracks.
• 📵 The script addresses the issue of missed calls and how the system can send a text message back to the caller to capture their interest and ensure a response.
• 📈 It explains how the system can organize leads from various sources, providing a clear dashboard view of lead generation per medium.
• 📲 The video introduces a text widget for websites that allows potential customers to text the business directly, integrating seamlessly with the lead follow-up system for immediate responses.
• 🔄 The script concludes by stressing the importance of quick response times to leads from various sources, including ads and website inquiries, to improve conversion rates.

Q & A

What is the main purpose of the lead follow-up system discussed in the video?

The main purpose of the lead follow-up system is to maximize all lead opportunities for local home service businesses, ensuring none of the leads slip through the cracks and converting more leads into paying customers.

Is the lead follow-up system suitable for businesses that have been established for a long time?

Yes, the lead follow-up system is suitable for businesses that have been in operation for 10 to 15 years, as well as for those that are just starting out.

What types of lead acquisition methods can benefit from the lead follow-up system?

The system can benefit businesses using search engine optimization (SEO), leads from the map pack, Google PPC, Facebook ads, or those buying leads from platforms like Angie's List or HomeAdvisor.

How does the lead follow-up system handle leads that come in through a form on a business's website?

The system captures the lead information, verifies its legitimacy, checks for existing contact in the database, and then sends notifications to the team via email, text, or app, while also sending an automatic follow-up email and text message to the lead.

What is the issue with missed phone calls in local home service businesses?

Missed phone calls represent missed opportunities, as a good percentage of calls get missed due to being on a job or on another line, which can result in the potential customer moving on to the next service provider.

What tool is recommended in the video for automating the lead follow-up process?

The tool recommended in the video is called High Level, which offers a 30-day free trial and helps automate lead handling and follow-up processes.

How does the lead follow-up system differentiate between spam and legitimate leads?

The system has a verification process that tags and removes spam leads, ensuring that only legitimate leads proceed through the follow-up process.

What is the importance of instant follow-up for leads that fill out a form on a website?

Instant follow-up is crucial as it acknowledges the receipt of the lead's information and informs them of the next steps, increasing the chances of converting the lead into a customer.

How does the system handle missed call scenarios to ensure no opportunities are missed?

The system uses a missed call text back automation that sends a text message to the caller immediately after a missed call, and if a response is received, the system follows up with the appropriate next steps.

What additional feature can be added to a website to increase conversions and handle text messages from potential customers?

A text message widget can be added to the website, allowing potential customers to text the business and enter the sales process, with the system automatically following up with them.

How does the system ensure that leads coming in through various paid advertising channels are addressed promptly?

The system creates an opportunity for each lead and sends an immediate notification to the team, along with the lead's details, prompting a quick response to engage the lead and move them through the sales process.