This training covers a no-trigger follow-up system that activates through your lead automation, using tags to segment contacts. It includes personalized sequences for funnels, webinars, Instagram DMs, and more—with reminders, touchpoints, and pipeline updates. Flexible and scalable, it's your go-to for converting cold leads into hot prospects automatically.
1. Navigate to "Automations".
2. Open "3 | Scaling Pack 🏛️ | Advanced".
3. Select "03 | Auto-Follow Up ⚙️".
4. What This Automation Does
✅ Keeps leads engaged & moving forward
✅ Increases conversions with timely follow-ups
✅ Automates messages, reminders & pipeline movement
5. No Triggers? Here’s Why!
This Automation Has No Direct Triggers!
🚨 Instead, contacts are added automatically from your Leads Automation.
💡 If you haven’t set that up yet, check it out first!
6. Lead Segmentation: The Foundation of Smart Follow-Ups
✔️ The system branches leads based on their tags, ensuring personalized follow-ups.
✔️ Double-check your lead automation to confirm the correct tags are applied.
7. Reviewing the Website, Funnel, Lead Magnet, Applications & Community Follow-Ups
✔️ Each lead type follows a customized follow-up sequence.
8. Pipeline Progression: Moving Leads into Auto-Follow Up
✔️ Leads are moved into the auto-follow up pipeline stage for tracking.
9. First Follow-Up Touchpoint
✔️ The system sends the first follow-up message to re-engage the lead.
10. Adapting the Follow-Up Timeline
💡 Set your desired wait time before marking them as a Hot Lead.
💡 Need a longer sequence? Duplicate this steps above to extend follow-ups.
11. Webinar Follow-Up Sequence
✔️ This branch boosts show-up rates and nurtures leads post-event.
12. Pipeline Progression: Auto-Follow Up Stage & Event Tracking
✔️ Leads are tracked & a start time is set for the webinar sequence.
13. Webinar Reminder Sequence
✔️ Reminders are sent at:
📅 1 day before
⏳ 1 hour before
⏰ 10 minutes before
14. Post-Webinar Follow-Up
✔️ Wait 1 hour after the event.
✔️ Send thank-you messages & post-event offers to capitalize on engagement.
15. Instagram DM Lead Follow-Up
✔️ This branch follows up after capturing leads from IG automation.
16. Pipeline Progression: Moving DM Leads into Auto-Follow Up
✔️ Once a name, email, and phone number are collected, leads are moved into the follow-up sequence.
17. Initial Outbound Follow-Up Message
✔️ Sends the first follow-ups to keep the conversation going in multiple channels.
18. Converting DM Leads into Hot Prospects
✔️ Moves the contact to Hot Leads
✔️ Adds a tag to trigger AI Calling Sequence
✔️ Platinum Users: Activate Voice OS for AI-driven follow-ups