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5 | Automated Sales Calls 💰

5 | Automated Sales Calls 💰

A fully automated sales call system that books, tracks, and follows up—turning leads into conversions on autopilot.

Written by Champ

Updated this week

This training covers a powerful sales automation triggered by appointment status—scheduled, no-showed, canceled, or completed. It handles confirmations, reminders, internal alerts, post-call actions, and multi-day follow-ups without manual effort. Your pipeline stays clean, your team stays informed, and no lead gets left behind.

1. To start, click on "Automations".

2. Click on "3 | Scaling Pack 🏛️ | Advanced".

3. Click on "05 | Sales Discovery Calls💰".

4. Sales calls without automation = burning time and missing money.

Manual scheduling?

Following up yourself?

Leads ghosting you?

That’s what we’re eliminating. This system ensures that every call is scheduled, every lead is followed up with, and every opportunity is maximized.

5. Review the automation triggers.

Triggers are what make this system think for you. Get these right, and your sales pipeline moves like a machine.

6. Triggers operate based on Event Type, Appointment Status, and Calendar. The system tracks and moves leads automatically based on what’s happening—scheduled, canceled, showed, or no-show.

7. Review each trigger carefully.

Every lead falls into a structured system:

✅ Scheduled Calls → Confirmation & Reminder Sequence

✅ No-Shows → Follow-Up & Reschedule Sequence

✅ Cancellations → Alternative Offer or Follow-Up

✅ Showed → Pipeline Movement No lead gets left behind.

8. (Optional) Add a “No Show” tag.

A no-show doesn’t mean a lost sale. Tag them, track them, and let the system bring them back into the pipeline.

9. The automation splits based on appointment type.

Each appointment status follows its own workflow, keeping your process streamlined and predictable.

10. The “Scheduled” Branch—where conversions start.

Any newly booked Discovery Call, Follow-Up, or Setter Call enters this branch.

11. Identify which calendar triggered the automation.

Different calendars = different management. This prevents mix-ups and keeps your pipeline clean.

12. The first step is contact management.

Instead of wasting your time updating records, the system does it for you:

✅ Adds tags for tracking

✅ Updates contact notes

✅ Adjusts opportunity stages

✅ Assigns the right team member

✅ Creates any necessary tasks All of this happens automatically —so you don’t have to touch a thing.

13. Notify your team immediately.

Speed closes deals. The second an appointment is booked, your team is alerted.

14. Optimize lead tracking.

In addition to standard notifications, the automation:

✅ Adjusts the engagement score

✅ Removes duplicates from other workflows

✅ Tracks Facebook ad conversions This ensures every touchpoint is tracked, analyzed, and optimized.

15. Instant confirmation messages go out.

A booked call doesn’t mean a closed deal—yet. The system sends immediate confirmation messages to lock them in.

16. Automated reminders increase show rates.

If you’re relying on people to “remember” their appointments, you’re losing money. The system automatically reminds them:

📅 1 Day Before
⏳ 1 Hour Before
🚀 10 Minutes Before

Higher show rates = more closed deals.

17. 15 minutes into the appointment, the post-call sequence starts.

A task is created with two trigger links:

1️⃣ Contact Showed
2️⃣ Contact No-Showed

Your team clicks the right option, and the automation takes care of the rest.

18. The automation instantly updates the appointment status.

✅ If the lead showed, the system moves them into the next phase. ✅ If they no-showed, the follow-up sequence is activated.

19. The automation follows up based on the outcome.

✅ Showed? The system moves them forward in the sales process. ✅ No-Show? The automated recovery sequence begins.
✅ Canceled? The system follows up.

20. If the lead showed, they move into the next stage.

✅ Updates their appointment status

✅ Moves them to the correct opportunity stage

✅ Adds tracking tags

✅ Notifies your team This keeps the sales pipeline clean and optimized.

21. If they canceled or no-showed, the system follows up relentlessly.

✅ Adjusts their status

✅ Moves them into the right stage

✅ Assigns tracking tags

✅ Notifies your team Then, the system follows up to get them rebooked.

22. The first follow-up message is sent immediately.

Speed is everything. The moment a lead misses their call, the system re-engages them.

23. The follow-up sequence lasts for three days.

Most sales aren’t lost—they’re just not followed up on. The automation keeps reaching out over 72 hours to get them back on track.

24. If no new appointment is booked, a manual follow-up task is created.

At this stage, your team jumps in with a personal touch.

25. No more managing sales calls manually.

Every lead is tracked, every call is logged, and every opportunity is optimized—automatically.

No missed leads. No wasted effort. Just results.