In today’s fast-paced digital world, automation is the key to scaling your business without losing leads. The Funnels, Websites & Leads Automation ⚡️ ensures that every prospect who enters your ecosystem is captured, nurtured, and engaged automatically. No lead falls through the cracks, and your team stays updated at every step.
1. Navigate to "Automations".
2. Open "3 | Scaling Pack 🏛️ | Advanced".
3. Select "02 | Funnels, Websites & Leads ⚡️".
4. What This Automation Does:
✅ Captures all new leads from your funnels, websites & forms.
✅ Ensures no lead falls through the cracks .
✅ Automates lead management, notifications & confirmations.
5. Review the Automation Triggers
Leads enter based on multiple entry points:
✔️ Forms & Surveys from your funnels and websites
✔️ Tags (manually or auto-applied)
✔️ Chat Widget Conversations on your website
6. Review the Condition Actions
Each trigger has its own branch, keeping the system organized and efficient.
7. Funnel & Form Leads Branch
This branch captures:
✔️ Funnels
✔️ Lead Magnets
✔️ Applications
✔️ Community Opt-Ins
✔️ Webinar Registrations
8. Contact Management: First Actions
When a new lead enters, the automation:
✔️ Tags them for segmentation
✔️ Updates their engagement score
✔️ Adds them to the pipeline
✔️ Logs Facebook Conversion Events (if applicable)
9. Lead Notification for Your Team
Your team gets an instant notification when a new lead enters.
💡 No Slack? Use the Internal Notification action instead!
10. Immediate Outbound Confirmation
The system sends messages to move the lead forward, including:
✔️ Booking a call
✔️ Purchasing a product
✔️ Educational content to warm them up
11. Long-Term Follow-Up: Auto Follow-Up Sequence
Finally, the lead is enrolled into the Auto Follow-Up Automation for further touchpoints.
12. Website & Chat Widget Leads Branch
This branch manages:
✔️ Website Opt-Ins
✔️ Chat Widget Leads
✔️ Quiz Applications
13. Organizing the Leads
The system branches into three categories, based on the trigger.
14. Contact Management Actions
✔️ Tags the lead
✔️ Updates their engagement score
✔️ Adds them to the pipeline
✔️ Logs a Facebook Conversion Event (if applicable)
15. Confirmation Messages
Just like in the funnel branches, outbound messages are sent immediately, and the lead is added to the Auto Follow-Up Sequence for continued engagement.
16. Launch Campaign Branch
This branch is perfect for new product or offer launches —tag engaged contacts and sending timely notifications.
17. Choose Your Messaging Channels
Decide how to notify your audience:
✔️ Email Only
✔️ Email + SMS + WhatsApp (for a multi-channel approach)
18. Pre-Launch Sequence
✔️ Warm up your leads ahead of launch.
✔️ Drip messages in batches to increase deliverability.
19. Purchase & Sign-Up Checkpoint
The system checks if the lead has taken action.
✔️ If they haven't purchased or signed up, they get a Launch Day Email.
20. 3-Day Launch Email Sequence
Launch emails run for three consecutive days to maximize sign-ups and conversions.
21. Post-Launch Follow-Up
✔️ Recap the offer
✔️ Send final invitations
✔️ Close out the campaign