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The free version of our software provides new customers with the time and resources needed to master building lead conversion funnels, marketing by referral, and paid ad campaigns. To ensure success, we offer free pre-recorded and live classes that guide customers step-by-step in using the software to its full potential.

Our goal is to help customers establish a strong brand, engage their opted-in audience, and effectively deliver monthly emails, social media content, and run paid ad campaigns. By leveraging these tools, customers can grow their business and increase profits through consistent, targeted marketing efforts.

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Conversion and Lead Generation

We help businesses identify effective lead magnets for referral marketing and create compelling offers for ad campaigns to generate leads. Through both pre-recorded and live training, we teach you how to build and optimize sales funnels for success.

We are here to help.

Our target customer is an individual who hasn't yet achieved their closing and revenue goals, specifically a sales professional earning less than $100,000.00 in net revenue annually and is eager to enhance their performance.

If you find that your business is not currently profitable, it's essential to take strategic steps to identify issues, make necessary adjustments, and work towards improving profitability.

Establish realistic and achievable financial goals. Break down these goals into smaller, actionable steps that can be tracked and measured over time.

Our Software Help a Business to:

1. Optimize Lead Conversion:

We help you create a permission-based follow-up system that enhances lead conversion by engaging prospects who have consented to receive communications.

Opt-In Funnel
Monthly Message Funnel

2. Develop a Referral Marketing Strategy:

We assist in identifying effective lead magnets that encourage your existing clients to refer your services, helping you attract your ideal customer.

Post - Lead Magnet Funnel

3. Launch Targeted Ad Campaigns

We work with you to craft strong offers for targeted ad campaigns, designed to generate high-quality leads and expand your customer base.

Ad - Offer Funnel

Pipelines Establish a Clear Sales Process

How do you use a sales pipeline?

Using our software, pipelines become an essential tool for any sales department, providing a structured framework to track and manage every stage of the sales process, from acquiring new leads to closing deals. Our system helps organize crucial tasks like follow-ups, setting appointments, delivering presentations, managing commitments, setting expectations, completing paperwork, and securing referrals, ensuring no sales opportunity is overlooked. By mastering these key fundamentals with the help of our software, sales teams can seamlessly transition leads into paying clients. This critical transition marks the point where the sales process becomes consistently profitable, empowering businesses to scale and achieve sustainable growth.

Pipelines Maximize Marketing and Lead Conversion Strategies

What are your outbound and inbound marketing strategies?

With our software, pipelines become an invaluable tool for businesses to efficiently manage their referral marketing, prospecting efforts, and ad campaigns, all focused on generating new sales opportunities. Our system provides a clear structure to track and nurture leads through every stage of the buyer’s journey. It simplifies email campaigns and social media content sharing, ensuring consistent engagement with potential clients while building trust. This streamlined approach helps businesses maximize the effectiveness of their marketing efforts, converting prospects into loyal clients and driving long-term growth and profitability.

Lead Magnet

Why should a client work with you over a competitor?

A lead magnet is a valuable resource offered at a discount or for free to attract ideal customers by addressing a specific problem. It serves as a digital marketing tool to build trust and initiate relationships with potential leads, showcasing the business's expertise.

A lead magnet provides a low-risk entry point for the customer to experience the value of your product or service without a significant financial commitment. The goal is to create an accessible and attractive starting point that lays the foundation for building trust and demonstrating the effectiveness of your solutions.

STEP 1: Lead Magnet

We help our customers identify compelling lead magnets that provide solutions for their prospective clients, even before they commit to becoming clients themselves. These lead magnets not only offer value but also establish a foundation of trust between our customers and their potential clients. This trust forms the cornerstone for future transactions and fosters long-term relationships built on mutual benefit and reliability.

STEP 2: By Referral Script

We assist our customers in creating a concise marketing script centered around referrals for their lead magnet.

STEP 3: Core Offer Sales Funnel

We help our customers customize a sales funnel within their software to perfectly align with their lead magnet.

Calling Lists

If you’re struggling to use your CRM because you don't have business to call, remember that the software is here to help you create that business. Think of your CRM as the first step in setting the stage for success. Here’s how you can get started and build momentum:

Contacts, Lists, and Lead: One-to-One People that Don't Know You

Cold Calling

Investing in building lists of contacts, prospecting lists, and renter and homeowner lists is essential for real estate agents to call. While these may not always yield the highest quality leads, they are crucial for maintaining consistent outreach efforts.

1. Start with Who You Know:

Even if you don’t have leads yet, you have people in your network — friends, colleagues, past clients, or acquaintances. By adding these contacts to your CRM, you’re setting up a foundation for future calls. It’s less about who you’re calling right now and more about preparing for who you’ll call when the time comes.

2. Create Your Call Lists Now:

One of the biggest advantages of using a CRM is the ability to create custom calling lists. Start by organizing your contacts into categories: those you want to reconnect with, potential future clients, people in your business network, or even cold leads you plan to target. Each contact added to a calling list gives you a clear roadmap for when you’re ready to pick up the phone.

3. Set Yourself Up for Future Calls:

The CRM isn’t just about tracking leads; it’s about preparing to nurture relationships. When you add a contact to your CRM, you’re laying the groundwork for future outreach. This gives you the peace of mind that you have a system ready when you need it. When business starts coming in, you’ll be able to effortlessly pick up where you left off.

4. Daily Habits Lead to Consistency:

Success in sales comes from consistency. By using your CRM every day, even if it’s just to add a few contacts or review your pipeline, you’re building habits that will pay off. Setting aside 10-15 minutes a day to familiarize yourself with your CRM or refine your calling list will make the task less overwhelming and more productive when it’s time to start calling.

5. It’s About Creating Opportunity:

Don’t wait for business to fall into your lap — use your CRM as a tool to generate that business. Prospecting, following up, and maintaining strong connections can all start with simple, daily CRM tasks. When you’ve got your CRM organized and your contact lists set up, you’ll feel ready to jump into action as soon as the leads come in.

By embracing your CRM now, you’re not just preparing for calls, you’re setting the foundation for future success. Start small, build daily habits, and soon you'll be calling those lists with confidence.

Don't Forget the 4 Get's

Do you use a lead magnet in your calling scripts?

Sales Skills

No amount of training will be effective if the customer lacks prospects to call, lacks the skills to engage them effectively, fails to present solutions through lead magnets, and doesn't follow through with consistent calling efforts.

1. Get a List

2. Get a Lead Magnet

A compelling lead magnet is essential for successful lead generation. Provide your team with a valuable incentive designed to captivate potential leads. This tool grabs attention and addresses specific needs, guiding prospects toward an irresistible offer.

3. Get a Script

Effective communication is key to converting leads. Provide your team with a well-crafted script to guide conversations and address pain points. A clear script ensures consistent messaging and empowers your team to navigate discussions confidently.

4. Get to Calling

Bring strategies to life with proactive engagement. Encourage your team to make calls, applying their skills to turn prospects into customers. Emphasizing this step ensures decisive actions toward maximizing lead acquisition.

The most important support we offer our clients is to help them develop a systematic approach to generating sales. This begins with providing them a well-targeted list of contacts to call, ensuring that they have a strong pool of potential leads. Alongside this, we help them create a lead magnet—something of value that solves a problem for their target audience—giving them a compelling reason to engage. A winning script is then crafted, allowing clients to confidently approach leads with the right messaging. Finally, we stress the importance of discipline in scheduling a specific time every day to focus solely on calling, creating a daily habit that drives results. These foundational steps—building a list, offering valuable content, having a script, and committing to a daily calling routine—work together to create a sustainable sales process, ensuring that clients stay focused on activities that lead to tangible success.

Lead Management within a Pipeline

What does your lead management pipeline look like?

A lead management pipeline helps a sales department effectively organize sales opportunities by categorizing leads based on their initial interest, needs, or stage in the buying process. This structure ensures that no lead is overlooked, and each receives the appropriate attention and follow-up. Without a pipeline, tracking leads becomes chaotic, resulting in missed follow-ups, forgotten prospects, and lost opportunities. Leads that are not properly nurtured may lose interest or move to a competitor, significantly impacting potential revenue. A well-maintained lead pipeline prevents these losses by enabling the sales team to prioritize and engage leads strategically, increasing the likelihood of conversions.

Focus on High-Value Leads:

Prioritize follow-ups with contacts marked as “Qualified” to maximize closing potential.

Qualify Contacts:

During calls, use scripts to identify if the contact is financially ready and interested in your services.

Tag these contacts as “Qualified” and move them to the appropriate pipeline stage.

Automation and Follow-Up

Assign contacts to email sequences based on their interests or stage in the pipeline.

Use the software’s automation tools to maintain consistent communication.

Reminders for Follow-Up:

Set reminders for your team to follow up with specific contacts at scheduled intervals.

Sales Pipeline Management

What does your lead management pipeline look like?

Every business operates uniquely, and sales agents often have their own preferred methods for tracking a sales pipeline. While these approaches may vary, the core purpose remains the same: to efficiently manage and move opportunities through the sales process. Organizing a sales pipeline can take time as businesses refine their processes to fit their specific needs. However, once established, a well-structured pipeline simplifies tracking leads, follow-ups, and conversions. This streamlined approach not only saves time but also creates clarity, enabling sales agents to focus on high-priority opportunities. Ultimately, a well-managed sales pipeline becomes a powerful tool for driving consistent growth and increasing business profits.

Opt-In Permission Based Follow Up

What does your opt-in permission based follow up system look like?

Opt-In Pipeline and Stage

STEP 1: Prioritize Type of Leads

As customers compile a list of potential leads, they segment them into retargeting lists. This segmentation enables them to employ targeted lead magnets, which effectively steer prospects through the closing process by providing tailored solutions to their individual challenges.

STEP 2: Engaged Leads

An engaged lead goes beyond being merely contactable; they are individuals who actively express interest in a customer's products and/or services. The importance of engaged leads lies in their genuine interest and potential commitment to making a purchase. These leads are invaluable as their demonstrated interest aligns closely with the offerings, making them highly promising prospects for conversion.

STEP 3: Creating a Follow-Up Sales Funnel

As customers implement sales funnels integrating advertisements, landing pages, scheduling tools, and referral marketing scripts. Additionally, they conduct cold outreach to prospective client lists, share free content to engage their audience, and utilize paid advertisements.

Opt-In Landing Page

The opt-in follow-up funnel begins with an engaging landing page designed to capture interest.

Opt-In Web Form

The opt-in follow-up funnel begins with an engaging landing page designed to capture interest.

Opt-In Emails

Once submitted, personalized emails are sent to nurture the relationship.

Opt-In Automation

Automation is used to streamline follow-ups and ensure consistent engagement.

Monthly Content Message

What is your monthly content message?

Winning Message

Creating a clear message about why someone should work with you is one of the most important aspects of building a successful business. This clear message, often referred to as your value proposition, communicates your unique strengths and what sets you apart from competitors. It helps establish trust and credibility by answering the essential question: "What's in it for me?" A well-crafted value proposition directly addresses the needs and concerns of your target audience, making it easier to capture their attention and engage them in your offerings. Without this clarity, potential clients may struggle to see why they should choose you over others, which can lead to missed opportunities.

Clear Message

Sales Scripts

Once you have your value proposition in place, it's time to create sales scripts. These scripts are crucial because they ensure consistent and effective communication with prospects. A good sales script allows your team to address objections, highlight key benefits, and guide the conversation toward a successful outcome. By having a tested, structured approach to sales calls, you increase the likelihood of closing deals while ensuring that no important points are missed. Sales scripts also streamline the process for new salespeople, enabling them to follow best practices and gain confidence more quickly.

What are your Lead Magnets and Offers

Lead magnets and offers are also essential tools in attracting prospects and nurturing leads. A lead magnet is something valuable that you offer in exchange for a potential client’s contact information, such as an ebook, checklist, or webinar. This helps you build a list of engaged, interested leads who have already demonstrated some level of interest in your services. Once you have their contact information, you can follow up with them through email campaigns, offering more value and guiding them further down the sales funnel. Lead magnets not only draw in prospects but also help establish your expertise and build trust.

Content Message

Emails, social media posts, and ad campaigns are other vital elements in your outreach strategy. Regularly posting content on your website or social media channels keeps you top of mind with your audience, while email campaigns allow you to nurture relationships with both current and potential clients. Content such as blog posts, case studies, or video tutorials provides value to your audience and positions you as an expert in your field. When combined with targeted ads, you can reach an even wider audience, ensuring that your message gets in front of the right people. Ads can be particularly effective in reaching new prospects who might not otherwise discover you organically.

Email

How do you use emails to stay in communication with your opted-in audience?

SMS Texts

How do you use texts to stay in communication with your opted-in audience?

Posting Content

How do you use posting content to stay in communication with your opted-in audience?

Monthly Ad-Campaign

How do you use ads to generate new leads?

Email Campaigns

How do you use email campaigns to stay in communication with your opted in audience?

Email Campaigns: Opted-In Permission Based Follow-Up

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New Lead

Nurture

Convert

Social Posting

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Posting Free Content: One-to-Many People that Know You

Audience

Utilizing social media to post free content helps expand your audience and attract new opt-ins for your newsletter. It also allows you to actively engage with existing contacts who receive monthly updates from your newsletter.

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Paid Ads

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Run Paid Ads: One-to-Many People that Don't Know You

Run Ad-Campaigns

Running paid ads helps you generate your own leads while enhancing your reach and visibility in the market.

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Headline

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Our free pre-recorded videos and live training sessions are designed to help customers master our software and build a robust online presence. With clear, step-by-step guidance, these resources make it easy for anyone, from beginners to experienced users, to confidently leverage all the tools and features our platform offers.

Website (Sites, Ecommerce)

Domain
Landing Page Builder
Web Forms

CRM - Pipeline & Stages

Contacts
Triggers

Content Follow Up Automations

Emailing
Texting
Survey's
Posting

Conversion

Conversions
Book Appointments (Calendars)

Website (Sites, Ecommerce)

Create sales funnels, landing pages, and websites with customizable templates and a user-friendly editor.

Conversions
Book Appointments (Calendars)

Opportunity Tracking

Track new opportunities and assign them to team members or stages in the pipeline for better organization and focus.

Call Tracking

Log, track, and record calls with clients or leads. Assign call recordings to specific contacts for reference.

Workflow Automation

Automate repetitive tasks like follow-ups, status updates, and reminders. Streamline marketing and sales operations to focus on strategy.

Lead Management

Segment and prioritize leads by source, engagement, and potential. This ensures that the most promising opportunities receive focused attention.

Appointment Scheduling

Integrated calendar system for scheduling appointments, managing availability, and automating reminders for leads and clients.

Email Marketing

Design and send professional emails using a drag-and-drop builder. Track open rates, click-through rates, and engagement.

SMS Texting

Reach leads and customers instantly with SMS campaigns and two-way texting. Perfect for reminders, promotions, and quick responses.

Social Posting

Schedule, post, and manage social media content to maintain a consistent presence and engage with your audience across platforms.

Free Software Account

Step 1: Domain

We set up your free subdomain for your website. Custom domains are available with the paid full version of our software.

Custom Domain Benefits:

A custom domain in the software enhances your professionalism and branding, making your business appear more credible. It improves email deliverability, ensuring your messages reach your audience. With a custom domain, you have greater control over your website’s structure, providing a seamless experience for visitors and better integration with marketing tools.

Free Pipeline Management Software Domain

We will create a subdomain, such as www.name.monthlyfollowup.com, and connect it to your newly created software account. This subdomain will be linked directly to your account for seamless integration. However, to use a custom domain (e.g., www.yourbusiness.com), you would need to upgrade to a paid software account.

Paid - Full Version of Software

Custom Domain: Using a custom domain, such as www.yourbusiness.com, enhances your business’s professional image and strengthens brand identity. It directly reflects your brand and establishes credibility with your audience. A custom domain shows that your business is serious about its online presence and creates a cohesive, professional experience across all touchpoints, reinforcing trust and authority.

Free Software Account

Step 2: Landing Page Funnels

We connect your new subdomain to your landing page funnel, with one funnel linked to the subdomain. The free version of the software allows for the creation of a single website, while the paid full version enables you to build multiple funnels, websites, and e-commerce sites, offering greater flexibility and functionality for your business.

Landing Page Benefits:

The free version of the software allows businesses to build landing page funnels without upfront costs, offering a low-risk way to capture leads and drive conversions.

It helps organize and manage contacts within a pipeline, making it an ideal starting point for businesses looking to test and implement a funnel strategy.

We start by helping new customers create a homepage, which serves as their professional online business card. This homepage establishes credibility and provides a central hub for visitors to learn about their business.

Next, we guide customers through the development of essential pages. An opt-in page is designed to capture valuable leads, while a lead magnet page offers incentives to attract prospects. Finally, we help them create an offer page to showcase compelling opportunities, setting the stage for conversions and growth. Together, these foundational elements provide the building blocks for a successful digital strategy.

Free - Version of Software

Set-Up: Lead Conversion Landing Page

Do you have a opt-in landing page?

Set-Up: Marketing By Referral Landing Page

Do you have a lead magnet landing page?

Set-Up: Paid Ad Campaign Landing Page

Do you have an offer landing page?

Paid - Full Version of Software

The paid full version of the software unlocks advanced features like custom domains and subdomains for a professional, branded presence. Customers can create multiple sales funnels to boost conversions, websites to showcase their business, and e-commerce sites for seamless online sales. These tools provide the flexibility to scale and reach diverse audiences effectively.

Free Software Account

Step-2: Web Forms

The free version of our software allows you to create unlimited web forms that can assign contacts to stages within a pipeline. However, automations triggered by completing a web form are only available in the paid full version of the software.

Web Form Benefits:

Web forms in the software streamline lead capture, segmenting contacts and assigning them to specific stages in your pipeline. They are customizable, allowing you to collect precise information, and integrate seamlessly with other tools for better workflow.

In the free version of the software, forms can be used to add contacts to specific stages within an assigned pipeline, helping you effectively organize and track leads. These forms enable basic lead management by ensuring contacts are automatically categorized based on their interactions with your business.

Set-Up Folders

You can create customer folders for data fields of information you would like to collect about contacts in your software. This helps you track data that is related to contacts within your business. These folders and their fields will show up in each contact record.

Go to "Settings", "Custom Fields" then you will see the tab for "Folders". Click the three dots to the right to rename or delete a folder.

Within a document create a list of all the types of folders you would like to add in your software. We will help you get an idea of the types of folders you could add.

Add Custom Fields to Folders

Custom fields are very helpful when it comes to tracking data related to contacts within the software. What type of "data fields" would you like to collect about contacts in your software? These custom fields are able to be added to web forms. And show up in a contact record within the assigned folder.

Free - Version of Software

Set-Up: Lead Conversion Forms

Do you have a contact and opt-in forms?

Set-Up: Marketing By Referral Form

Do you have a lead magnet forms?

Set-Up: Paid Ad Campaign Forms

Do you have an offer forms?

Paid - Full Version of Software

However, automations, which allow you to trigger actions like follow-up emails or other processes based on form submissions, are a feature of the paid full version of the software. With automations, you can streamline your workflow and engage leads more efficiently, making it easier to nurture relationships and drive business growth.

Free Software Account

Step-3: Emails (Opted-In Email Campaigns)

In the free version of our software, we guide customers through creating emails and setting up their opted-in follow-up email campaigns; however, it does not include email-sending capabilities. The paid version unlocks the ability to send emails using a dedicated domain and IP address, enhancing deliverability and professionalism.

Email Benefits:

We help customers use their free account to create response emails for web form submissions, ensuring prompt, professional communication that builds trust and fosters lead engagement from the start.

Sending emails to an opted-in contact list is key to improving lead conversion. Monthly messages keep your business top-of-mind, nurture relationships, and build trust by delivering valuable and relevant content. These emails educate your audience, showcase your expertise, and include targeted calls-to-action, encouraging engagement and conversions. With a permission-based approach, your messages are more likely to be well-received, boosting engagement and reducing spam risks. It also helps maintain legal compliance with regulations like GDPR and CAN-SPAM.

Free - Version of Software - Response Email for Web Form Submission

Set-Up: Lead Conversion Emails

Do you have response emails for new leads and opt-ins?

Set-Up: Marketing By Referral Emails

Do you have emails for your lead magnet?

Set-Up: Paid Ad Campaign Emails

Do you have offer emails to convert leads?

Paid - Full Version of Software

The software requires a dedicated subdomain to send emails in order to ensure better email deliverability and maintain a professional reputation for your business. By assigning a subdomain, it helps distinguish your email campaigns from spam or generic marketing messages, improving the chances that your emails reach recipients' inboxes instead of being flagged as junk. A dedicated subdomain also helps to establish credibility with email providers and recipients, reinforcing your business's identity.

Email sending is charged at a usage rate of $0.001 per email—making it highly cost-effective. For example, sending 1,000 emails costs just $1.00, allowing businesses to scale their email marketing efforts while only paying for what they use.

Free Software: Pipeline (Opportunities)

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What Are Opportunities?

Opportunities are used to track potential sales and manage the sales pipeline. They help businesses monitor and control the progress of leads from initial contact to final sale, providing a structured approach to converting prospects into customers.

Free - Version of Software - Response Email for Web Form Submission

Key Features of Opportunities

Pipeline Management:

Opportunities are organized within sales pipelines, which represent various stages of the sales process. Pipelines can be customized to reflect the stages specific to your business, such as "New Lead," "In Negotiation," "Contract Sent," and "Closed-Won."

Automation:

Opportunities can be linked to automation workflows. For example, when an opportunity moves to a new stage, automated tasks like sending follow-up emails, scheduling reminders, or updating contact records can be triggered.

Set-Up: Opt-In Permission Based Follow Up Pipeline

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Set-Up: Set-Up: Lead Conversion Pipeline

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Set-Up: Paid Ad Campaign Pipeline

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Set-Up: Paid Ad Campaign Pipeline

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Set-Up: Lead Management Pipeline

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Set-Up: Sales Pipeline

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Paid - Full Version of Software

Free Software: Contacts

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What Are Opportunities?

A Contact Record in our software is a detailed profile for each individual or entity in your CRM system. This record serves as a comprehensive hub for all information and interactions related to a specific contact, helping you manage and nurture relationships effectively.

Add Contact Records and List Building

The purpose of our great software is to help a business build long-lasting relationships of trust with their sphere of influence. We will show you how to add and navigate contacts in the software.

1. Excel Top 25 Renters List Document

The initial action is to include 25 individuals you know who are currently renting onto your renters list.

2. Updating List

Regularly update your list by adding people you know, meet, from referred, lists on a daily, weekly, and monthly basis.

3. Add Quality Contacts to Software

After contacting someone on your renters list and understanding their property purchasing requirements, add them as a contact in your software and allocate them to a stage within your pipeline.

Selling and/or Buying Purchasing Power

Knowing the selling and/or purchasing power of prospective clients is crucial for several reasons. It enables targeted marketing and efficient resource allocation, focusing on high-potential clients likely to convert. Tailoring offerings to match clients' financial capabilities enhances satisfaction and trust. Additionally, it informs sales strategies, aids in revenue prediction, and helps build stronger relationships through personalized interactions and follow-ups.

Step 1: Make Daily Calls to Contacts and Leads.

Calling contacts and leads typically requires about 30 minutes to an hour per day. The goal of these calls is to determine the needs and interests of each individual, identify any challenges they may be facing, and provide tailored solutions to address those needs effectively.

Step 2: Assign identified prospective clients to a stage within the pipeline.

Contact and lead lists keep only unqualified prospects. Once needs are identified, leads are assigned to pipeline stages, prioritizing those most likely to convert.

Step 3: Daily Follow-Up Calls with prospective clients assigned to a stage within the pipeline.

Follow up with contacts regularly, adjusting timing based on their needs. Aim to connect with all prospects monthly and maintain consistent communication with highly interested leads via phone, text, email, and social media.

Key Features of Contacts

Basic Information

Includes essential details such as the contact's name, phone number, email address, and company. This foundational data helps in identifying and communicating with the contact.

Custom Fields

Allows you to capture additional, business-specific information tailored to your needs. Custom fields might include details such as customer preferences, purchase history, or other relevant data.

Tags

Tags are labels you can assign to contacts to categorize and segment them based on attributes such as interests, lead sources, or status. This segmentation aids in targeted marketing and personalized communication.

Notes and Attachments

You can add notes to capture important information or observations about the contact and attach files such as contracts or documents. This feature helps in keeping all relevant information consolidated in one place.

Segmentation and Lists

Contacts can be organized into lists or segments based on criteria such as demographics or engagement level. This organization helps in running targeted campaigns and managing different groups of contacts efficiently.

Integration with Automation

The contact record is integrated with the software automation workflows, allowing you to set up triggers and actions based on the contact’s behavior or status. This integration facilitates automated follow-ups and communication.

Free Software: Triggers

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What Are Triggers?

Triggers are predefined conditions that, when met, initiate a specific action or series of actions within the platform. They are essential for setting up automated workflows and ensuring timely and accurate responses.

Examples:

New Lead Trigger:

When a new lead is added to the system, automatically send a welcome email and assign a task to a sales representative.

Appointment Reminder Trigger:

When an appointment is scheduled, automatically send a reminder email or SMS to the client 24 hours before the appointment.

Lead Status Change Trigger:

When a lead’s status changes to “Interested,” automatically add them to a nurturing campaign and update their pipeline stage.

Free Software: Calendars

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What Are Calendars?

Examples:

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Settings: Adding Phone Number & Texts

The Problem with Unqualified Leads

A common issue businesses face is attracting leads that aren’t ready or willing to purchase. These unqualified leads waste valuable time and resources, leading to frustration and stagnation.

If you would like to use the phone features in the system you will need to purchase a number. The monthly fee for the number is listed next to the number selected. The standard monthly fee is $1.15.

Go to "Settings" then "Phone Numbers", then click "Add Number". Call us if you are not allowed to add a phone number. Your user roles might be set to user, not admin.

Then complete the fields and select "Search" and select the number you like. If you do not see a good number hit select again to pull up new numbers. And continue through the process. Once completed, click on the pencil icon too add your name and forwarding number to your cell phone.

Verified Caller Id's: This makes it so that when you call out it lists your mobile number as the number on the caller ID.

Add Phone Number

If you would like to use the phone features in the system you will need to purchase a number. The monthly fee for the number is listed next to the number selected. The standard monthly fee is $1.15.

Go to "Settings" then "Phone Numbers", then click "Add Number". Call us if you are not allowed to add a phone number. Your user roles might be set to user, not admin.

Verified Caller Id's: This makes it so that when you call out it lists your mobile number as the number on the caller ID.

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Section 2: Automations to Improve Lead Conversion

What is Lead Conversion Automation?

Lead conversion automation uses software tools to streamline and automate the process of turning leads into paying customers. Instead of relying on manual follow-ups or trying to remember every lead’s stage in the process, automation keeps track, sends timely messages, and nurtures leads at the right moment.

How Automation Helps:

Save Time: Automating repetitive tasks, like follow-up emails or text messages, allows your team to focus on high-value activities.

Improve Consistency: Automation ensures that every lead is followed up with promptly, increasing the chances of conversion.

Increase Conversion Rates: Personalized and timely communication through automated systems helps move leads through the sales funnel efficiently.

Benefits of Automating Lead Conversion: Automation saves time, ensures consistency, and increases conversion rates by delivering the right message to the right lead at the right time.

Section 3: Establishing a Marketing by Referral System to Generate Leads

Why Marketing by Referral Works:

Referral marketing relies on existing customers or connections to bring in new leads. Referrals are highly valuable because they come with a built-in level of trust and credibility. People are more likely to act on a recommendation from someone they know, which makes them more likely to convert.

How Automation Supports Referral Marketing:

Use referral tracking systems to monitor the effectiveness of your campaigns and ensure every lead gets the attention it deserves.

Benefits of Marketing by Referral: Referral systems help businesses tap into a network of pre-qualified leads, reducing acquisition costs and increasing the likelihood of conversion.

Section 4: Using Ad Campaigns to Generate Leads

Why Ad Campaigns Matter:

Paid advertising is a powerful tool for generating leads, especially when combined with strategic targeting. Ads allow you to reach potential customers who may not have found your business through organic methods but are actively searching for solutions like yours.

How to Create Effective Ads:

Craft clear and compelling messages that resonate with your target audience.

Use strong calls to action (CTAs) that drive prospects to your lead capture forms.

Test different ad formats, headlines, and images to see what generates the best response.

Integrating Ads with Automation:

Automatically capture leads from your ads and funnel them into your lead conversion automation system.

Use automation to send welcome emails, follow-up sequences, and personalized offers to leads generated from ads.

Section 5: Bringing It All Together – A Streamlined Lead Conversion Process

The Power of Integration:

Combining automation, referral marketing, and ad campaigns creates a seamless process for generating and converting leads. These strategies work together to attract, nurture, and convert prospects more efficiently.

How These Strategies Interact:

Ads drive targeted traffic to your lead capture forms, where prospects can opt in.

Referrals bring in leads who are more likely to trust your brand and convert.

Automation ensures that every lead is properly nurtured and followed up with until they become a customer.

This holistic approach not only generates more qualified leads but also increases conversion rates, saves time, and creates a consistent growth cycle for your business.

Part 1: Free Lead Management Software

You can streamline your client interactions and boost business growth with a free pipeline management software. Effortlessly add and organize contacts, segment them into targeted groups, and create prioritized calling lists to enhance your outreach. The software also allows you to build an opted-in list of contacts who have agreed to receive regular updates and valuable content about your business, ensuring you stay connected, nurture relationships, and foster long-term engagement.

Once your new software account is set up, start by adding contacts, segmenting them into groups, creating calling lists, and building an opted-in list for regular updates.

Create a Free Pipeline Managemnt

1. Add Contacts

Start by adding contacts that you’d like to receive monthly messages from your business. These can include potential clients, current customers, or anyone who has expressed interest in your products or services.

2. Segment Contacts

Once you've added your contacts, they will be segmented into different stages of an opt-in pipeline, such as "Not Opted In," "Opted In," and other relevant categories.

3. Calling Lists

This segmentation is incredibly valuable for your sales department, as it creates a clear calling pipeline for prospective clients.

4. Opted-In

Sales teams can prioritize outreach based on where each contact is in the opt-in process, ensuring that they focus their efforts on the most promising leads while nurturing others with targeted follow-up messages.

Part 2: Attract Your Ideal Clients with a Winning Lead Magnet and Offer

You can identify your ideal client and create a powerful referral-based lead magnet, along with a compelling offer, to effectively generate leads and grow your business. This strategy helps attract the right prospects and encourages valuable referrals, driving sustainable growth and success.

1. Ideal Client

Clearly define the characteristics of your perfect customer to target the right prospects.

2. Lead Magnet

Create a referral-based lead magnet that attracts interest and generates leads.

3. Offer

Develop a compelling offer that resonates with your audience and encourages conversions.

Part 3: Essential Funnels to Drive Business Growth: Lead Conversion, Referral Marketing, and Paid Ads

You can access a free pipeline management software account, along with pre-recorded and live training sessions, to help improve your lead conversion, marketing through referrals, and paid ad campaigns. These resources are designed to streamline your processes and support your small business in driving growth and success.

Phase 1

1. Lead Conversion Funnel

Start by establishing a lead conversion funnel to capture and nurture potential clients, turning them into valuable leads.

Opted-In Funnel

The goal is to create an opted-in contact list of individuals who have granted permission to receive monthly updates about your business via call, email, and text.

Monthly Message Funnel

Once you have this list, you can send a monthly message to keep your audience engaged.

Phase 2

2. Marketing By Referral Funnel

Next, create a marketing by referral funnel that leverages existing clients to generate new business through word-of-mouth and trusted recommendations.

Lead Magnet Funnel

What is the biggest challenge your ideal client faces, and which lead magnet can effectively solve that problem?

Phase 3

3. Paid Ad-Campaign Funnel

Finally, set up a paid ad campaign funnel to reach a broader audience and drive targeted traffic, converting them into customers through strategic ads.

Offer Funnel

What unique offer can you provide to attract your ideal client and differentiate yourself from the competition?

Part 4: Creating Content

Creating email, text, social posts, and ad content is essential for driving traffic to your lead conversion, lead magnet, and offer funnels because it enables you to reach your audience across multiple touchpoints.

1. Emails

Provide a direct line of communication, allowing you to nurture relationships and keep potential clients engaged with personalized content.

2. SMS Texts

Offer a more immediate, high-engagement way to reach your audience, increasing the chances of quick responses and actions.

3. Posts

Help you expand your reach and visibility, keeping your brand top-of-mind and engaging prospects who may not be actively searching for your services.

3. Ads

Allow you to target specific demographics and drive traffic from potential clients who are actively looking for solutions.

Part 5: Deliver Content

By integrating these three strategies, you can create a cohesive marketing approach that drives traffic, nurtures leads, and ultimately grows your business.

1. Email & Texting Automations

Using email and texting automations allows you to engage directly with your audience, delivering personalized content that nurtures relationships and guides them toward your conversion funnels. These direct communication channels ensure that your message reaches potential clients at the right time, increasing engagement and driving action.

2. Social Posting

Posting content across social media platforms helps expand your reach and keep your brand visible to a broader audience. Consistent posts engage both existing followers and new prospects, keeping your business top-of-mind and encouraging ongoing interaction, even from those who may not be actively searching for your services.

3. Ad-Campaigns

Targeted ad campaigns help attract high-quality leads by reaching prospects who are actively looking for solutions. Ads can be tailored to specific demographics, driving relevant traffic to your lead conversion, lead magnet, and offer funnels, helping you convert more visitors into customers.

Contact:

Jeffrey Carlston

Marketing Success Manager

Text (801) 548-2627

Call at (801) 548-2627

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