Overview:
Pipeline automations in Spearhead streamline lead management by triggering actions at each stage of the sales process. This guide covers the first automation step: setting up automatic workflows when a new lead is created, ensuring timely communication and task assignment.
1. Pipeline Automations Overview:
Purpose: Automate key actions, like notifying staff and following up with leads, based on predefined triggers.
Stages: The pipeline includes 9 key automations that correspond to different stages of the lead management process.
2. Automation 1: New Lead Creation
Trigger:
Default Setting: The automation is triggered when a new contact is created in the database.
Custom Options: You can adjust this trigger to respond to different events, like form submissions or Facebook leads, depending on your preferred lead sources.
Automated Actions:
Notify Team:
Once the trigger is activated, the system immediately notifies all assigned users (e.g., office manager or owner) via email, providing the lead’s contact details (name, email, phone number).
Create Opportunity:
A new opportunity is created within your pipeline and assigned to a specific user. You can select the assignee through a dropdown box (e.g., yourself or a staff member).
Send Welcome Email to Lead:
The system automatically sends an email to the lead, acknowledging their quote request and informing them that they will be contacted soon.
Customization: The email uses Custom Values to autofill details like business name and contact info. You can edit the email copy, but the essential information is filled in automatically.
Send Follow-Up Text Message:
Two minutes after the email, the lead receives a follow-up text message, reinforcing the previous communication.
Assign a Task:
The assigned user (e.g., office manager) gets a task notification in the dashboard to follow up with the lead within one day.
Three-Day Follow-Up for Owner:
If no action is taken on the lead within three days, an email reminder is sent to the business owner (or designated person), urging them to ensure timely contact.
Focus on Speed: This system emphasizes "speed to the lead," ensuring leads are contacted quickly for a better conversion rate.
3. Automation 2: Lead Responded
If the customer responds to the email or text, the system automatically moves the lead to the next stage: Lead Responded.
At the same time, the previous workflow (associated with the new lead) is stopped to avoid sending redundant follow-up emails or texts.