Overview of the Lead Intake Process
The first step in our process involves capturing essential information during customer interactions. Whether using our AI chat widget or filling out a form on our homepage, the details such as first and last names, email addresses, phone numbers, and specific interests are recorded. This comprehensive approach ensures that we know exactly how to follow up and market to each potential lead.
Automating Tagging with Lead Segmentation
The core of our lead management is segmenting contacts based on their expressed interests. Here’s how it works:
- SMS Opt-in Tags: When a conversation via our chat widget results in a contact opting into SMS, we automatically update their profile by adding a “SMS Opted In” tag. This enables targeted SMS marketing, but also adjusts should a contact opt out by replying with “STOP.”
- Solution-Based Tags: Once a contact expresses interest in certain solutions, whether through our chat widget or by completing a form, specific tags are applied. This method provides three options for tagging: via form submission, chat widget interaction, or manual system entry by our team when on a call.
Developing a Structured Follow-Up Workflow
After assigning tags, our focus shifts to nurturing these leads through well-structured follow-up sequences. The process kicks off with a ‘no links’ email aimed at reaching their inbox effectively.
- Solution-Specific Follow-Ups: Each tagged contact receives an email sequence focused on the solutions they showed interest in. If a contact hasn’t booked a demo, we keep engaging them with solution-specific emails and SMS messages that encourage bookings.
Handling Demo Booked Contacts
The journey is slightly different for contacts who have already booked a demo. Instead of promotional emails, we send personalized communication that prepares them for their demo, enhancing the chance for successful conversions.
- Pre-Demo Communication: Once a demo is booked, confirmation emails and questionnaires help us gather detailed information from the prospect, ensuring that the demo is as beneficial and tailored as possible.
Conclusion
Our sophisticated use of GoHighLevel to tag leads and automate follow-up communications exemplifies how technology can transform traditional business operations into efficient and highly personalized experiences. By understanding and targeting each lead based on their interests, businesses can significantly improve their conversion rates and overcome traditional marketing challenges.
If you have questions about our process or want to explore how Good Solutions.Tech can aid in your business growth, reach out in the comments or contact us at Stephen@goodsolutions.tech. Schedule a demo to see firsthand how these solutions can work for you. Thank you for joining us, and I look forward to our next discussion!
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