Learn how to operate your business on autopilot.
From this checklist, you will learn how to:
Close more sales online by automating your closing process.
Utilize Video Sales Letters to compellingly convey product details, highlight benefits, address concerns, and persuade customers to make a purchase. Through storytelling, emotional appeals, social proof, and testimonials, Video Sales Letters engage viewers and establish trust, offering an effective means of communication to drive conversions.
Facilitate seamless payment collection for prepared leads with a tailored Proposal-to-Payment system. If your virtual storefront already has an E-Commerce setup, this feature may not be necessary. However, for customized pricing or if E-Commerce functionality is lacking, a comprehensive Proposal-to-Payment system becomes vital. We can create a customized system aligning with your existing closing process, including steps like sending proposals with eSign links, emailing invoices with ePayment links and automating monthly payment processing. This ensures a smooth and efficient payment collection process for your business.
Nurture your potential leads by automating communications that allow you to stay at the top of your customers’ minds throughout the buying timeline.
A tripwire is an extremely low priced offer, providing prospects a preview of what your business offers, while offering standalone value regardless of their decision on whether to purchase your main offer. This strategy can serve dual purposes. First, it guides more interested buyers deeper into your sales funnel and makes them more likely to make a purchase. If your tripwire is priced right it can cover or reduce your net cost per lead, increasing your profits overall. Tripwire examples include DIY Step-by-Step Guides, Fillable Worksheet Templates, Video Courses, Sampler Products, and low-cost trials or memberships.
A Drip Email Campaign is a strategically crafted series of emails designed to build trust and cultivate interest in prospects, ultimately driving them towards purchasing your products and services. Each series is designed based on where they are in your sales funnel. Common types of drip campaign series encompass promoting a Tripwire, highlighting a Core Offer, encouraging follow-up purchases for new customers, introducing new product promotions, sending repeat purchase reminders, and issuing abandoned cart notifications. Drip emails help nurture leads and guide them through various stages of your sales funnel and increase conversions.
Retargeting Ad Campaigns aims to recapture the attention of past website visitors and leads, guiding them back into your sales funnel so they make a purchase. Leveraging advanced visitor tracking features, personalized ads are created based on each prospect’s position in your funnel, from their first visit to claiming a lead magnet, or making a purchase. This targeted approach helps convert lost opportunities into actual purchases, offering a cost-effective and higher-conversion rate compared to targeting new visitors. Retargeting Ads are a crucial component of your overall marketing strategy with their lower cost and higher conversion rate.
Send visitors to your virtual sales funnel through the various online traffic sources available.
Pay-Per-Click (PPC) advertising is recommended when customers are actively looking to make immediate purchases. Through PPC advertising, we can get your business on the first page of Google and other search engines within 24 hours. Leveraging the most relevant keywords for your target audience ensures effective visibility for your business. This strategy maximizes your chances of capturing potential customers who are actively seeking your products and services now.
Video & Social Media Ads are typically recommended when customers need more time to make purchasing decisions. With this approach, we strategically target individuals interested in your products and services across popular platforms such as YouTube, Facebook, Instagram, TikTok, and LinkedIn. Captivating their attention through engaging videos allows you to nurture their interest over time, making these platforms effective for reaching potential customers who are in the consideration phase of the buying process.
Organic SEO is a powerful long-term strategy with sustainable benefits. Beyond targeting the first page of website searches, it now extends to various search “verticals” and platforms, including Standard Search Engines, Local/Map Search, YouTube/Video Search, and Amazon Shopping Search. Our approach begins with thorough keyword research and planning, followed by the development of an effective strategy to secure high rankings for these keywords. This comprehensive strategy ensures visibility across diverse search platforms, maximizing the impact of your organic SEO campaign.
Social Media Marketing offers a powerful, long-term strategy, particularly effective for visually appealing products and services. This approach involves establishing brand identity, sharing quality content, engaging with customers online and collaborating with influencers to attract new customers. Our assistance includes implementing posting strategies, content calendars, post boosting, engagement and direct messaging strategies, and influencer selection/management. To kickstart your campaign, we start by identifying your target audience and determining their preferred social media platforms.
Attract your target audience with a free sample, either as a product or content, to get them interested in your business.
A Magnetic Offer is designed to captivate your ideal customer and draw them into the sales process. It should offer such valuable benefits that customers willingly share their contact information in exchange for it. Common types of magnetic offers include free samples, discount offers, and educational content like eBooks, video series and webinars. Crafting compelling offers of this nature can significantly enhance customer engagement and drive further exploration into your sales funnel.
After creating your Magnetic Offer, a dedicated Landing Page with a user-friendly sign-up form is essential for visitors to easily claim it. This form automatically adds new leads to your Email List and CRM, facilitating seamless integration for future marketing efforts. This strategic approach not only ensures a smooth process for users but also enables efficient lead management, setting the stage for effective and targeted marketing campaigns.
Organize staff training processes professionally and seamlessly with automated onboarding.
Streamline the time-consuming process of building your growing team. Candidates are guided to your careers portal to create an account and submit their application. They can also complete competency tests and other required steps in your hiring process. This customizable workflow aligns with your existing recruitment procedures, allowing optimization or division into multiple stages as needed. Simplify and enhance your hiring process for efficient team growth.
As your business expands, the need for ongoing training of new recruits becomes crucial. The great news is that a substantial portion of this training, typically around 80-90%, can be automated. With our system, you can design a straightforward and clear process for new recruits to complete automated training components. We assist you in creating a customized flow that encompasses reading instructions, training videos and competency tests, ensuring a seamless and efficient onboarding experience.
Automate customer communications, whether one-on-one or one-to-many, with no human involvement required.
Minimize the time spent on customer onboarding by eliminating manual processes. Traditional onboarding involves meeting with customers, inputting data into ordering and customer management systems, and dealing with the time-consuming task of collecting missing information. The solution lies in Customer Onboarding Automation to streamline these processes. We assess your current onboarding procedures, create a straightforward workflow in your customer portal, and once required information is submitted, it’s automatically sent to relevant third-party business tools. Simplify onboarding for efficiency and a seamless customer experience.
Customer segmentation is the practice of categorizing customers into distinct groups based on various criteria such as age, gender, location, purchase history, profession, income, and more. This process is crucial as it enables your business to tailor messages specifically to each group, increasing the likelihood of these messages being opened and responded to. By understanding the unique characteristics and behaviors of different customer segments, you can implement targeted and personalized communication strategies, ultimately increasing the conversion rate of your marketing campaigns.
Streamline and manage key operational processes automatically with the Automator™ Project Manager Add-Ons.
Efficiently streamline your project management process by utilizing project workflow templates. Upon receiving a new order, your Project Manager automatically generates a project, creating essential tasks, milestones, and deadlines in alignment with established workflows. This automated system ensures consistency across projects, saving time and facilitating seamless coordination. Moreover, you have the flexibility to specify team members assigned to each task, enhancing organization and collaboration within your team.
For businesses charging by the hour or working with remote workers, automated time tracking is indispensable. Our system allows your team to effortlessly record project hours with a few clicks, ensuring accurate timekeeping. Additionally, it captures random screenshots to verify focused work on designated projects. With Time Tracking, you can avoid spending hours on manual project assignments and time report generation, maintaining team organization and consistency for faster, more efficient results.
Automate seamless communication between systems by entering new leads and sales data into your Project Manager, CRM, Email List, and over 10,000 other third-party cloud-based systems.
Efficiently manage new leads by creating automated actions triggered when new leads take action. Key action triggers include New Lead Submission, New Appointment Scheduled and Lead to Customer Conversion. Leveraging these triggers, you can automate actions like adding leads to your CRM, integrating them into your email system, sending introductory emails, recording details in a spreadsheet or document, and notifying the sales team for follow-up. Streamlining this process ensures a swift and organized approach to Lead Processing.
Ensure the swift and efficient processing of orders by automating multiple follow-up actions through a simple order submission. Common triggers involve New Order Requested, Payment Received and Order Completed. Leveraging these triggers enables the automation of actions like generating new order tickets, creating tasks in your Project Management system, sending notifications to the production team, and providing updates to the customer. This automated approach streamlines the order processing workflow for a more organized and responsive system.
Give your customers better access to you just like you would in-store, by giving them the ability to report and resolve any issues related to their orders online.
Empower your customer support with our cutting-edge ticketing system for swift and efficient issue resolution. When customers send requests through email or a website form, our system instantly notifies your support staff. This ensures a prompt response and active engagement until the issue is seamlessly resolved, providing an unparalleled customer experience.
Enhance your online reputation on platforms like Google Maps, Facebook and Yelp with our Reputation Management feature. Encouraging customers post-purchase to share positive reviews or provide private feedback for negative experiences. This proactive approach allows you to address concerns swiftly, ensuring a positive online image and improved customer satisfaction.
Accept multiple modes of payments, record purchases and maintain receipts and records with The Cashier Add-Ons.
Every business needs to accept payments online, even ones without fixed prices. Our Make a Payment Form allows customers to submit payments of any amount and for any invoice or purpose. Customers enter their contact info, invoice number, details, payment amount, and are then directed to a secure checkout process, with automated email receipts and workflows available for seamless operations.
Single Product Forms allow you to sell your top selling products and services with a quick and easy checkout process. These forms instantly calculate the total price, and can include shipping and taxes, to provide customers the exact amount to pay. You can also include extra fields for details like product upgrade options, quantities, file uploads, and any other fields you need. This ensures a smooth purchase process, gathering all needed information to deliver your final product or service and meet or exceed customer expectations.
Our Full E-Commerce system is the ideal solution for businesses with a wide range of products and services. It includes essential features of e-commerce platforms, allowing customers to add to cart, automatic shipping and tax calculations, inventory management, and order handling. Secure payment options like credit cards, Apple Pay and Google Pay are available with automatic email receipts.
Give your customers the ability to communicate and schedule directly on your site, just like you would in-store.
Facilitate seamless booking of appointments and consultations for you and your staff with our online scheduling system. Enjoy real-time calendar integration with Outlook, iCloud and Google Calendars, efficient appointment booking, management, and automated reminders. Fully customizable you can set multiple locations, agents and service types both free and prepaid.
A website chatbot offers instant customer support, guiding purchase decisions like an in-store receptionist. With a live attendant and scripted AI messaging, it ensures 24/7 availability. Scripted sequences can direct customers, gather information or guide them to your scheduling page. Its beauty lies in complete customizability to suit your needs.
Welcome online visitors with updates on store promotions, new products, events, deadlines, and more – just like you would in-store.
Welcome customers on any webpage with pop-ups, just like a greeter in your physical store. Use this opportunity to highlight the latest promotions, including sales, special offers, new products, special events, loyalty programs, and more. Our user-friendly Pop-Ups Feature requires no coding and provides customizable templates for your convenience.
Utilize videos on any page of your Virtual Storefront to match the in-store experience, delivering information and engagement comparable to your staff. Capture attention and effectively convey your brand’s culture. Consider creating videos for company commercials, product demos and lead magnet promotions.