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Need new automations, enhancements or features?

SCROLL DOWN FOR THE LIST OF AUTOMATIONS.

Streamline Your Business With Automations.

ELIMINATE REDUNDANT TASKS AND ACTIVITIES TO DRIVE PRODUCTIVITY.

Here are just a few—there are endless custom automations that could be done for your business!

STANDARD WORKFLOWS

Email/SMS Nurture Campaigns

The essential nurture frameworks that every business needs as an absolute baseline.

Objective & Features

• Forever follow up cadence follows up with contacts every 45 or so days to see what's in front of them and ask them what they need help with.

• 52 Weekly text messages provides you with a template that you can use to send contacts meaningful content each week for a year

• 12 monthly emails provides you with a template that you can use for checkins, educational content, objection handling, or anything else that helps you stay top-of-mind.

B-002

Request-A-Callback

Very fun and effective tool that you can deploy on your business customers website that enables end-customers to request a call back from the business.

Objectives & Features

• Customers can use an included form to request a call back from your business. (This can be embedded on a website.)

• Automations that facilitate a call between the business and the end customer after customers have completed the request a call back form.

B-006

Calendars*

Everything you need to calendars and appointments. These appointments can be pre-sale, post sale, or even service appointments.

Objectives & Features

• 5 Calendars

-- Request a Call Back

-- 15 Minute Quick Call

-- Team Member 1

-- Team Member 2

-- Team Member 3

• Appointment reminder automations

• Call status automations (if phone is being used for appointments)• Cancelation automations

• No-Show automations

B-007

Inbound Messaging*

All the automations you need to handle inbound messages coming in on any of the major channels. (This is included in Business Toolkit and Business Accelerator.)

Objectives & Features

• Inbound Facebook Message initial response automations

• Inbound Instagram DM initial response automations

• Inbound GMB Message initial response automations

• Inbound Webchat Message initial response automations

• Contact us form submission automations

• Adds the contact to a sales pipeline to track new leads

B-008

Reviews

Automatically ask customers for more information on their experience with your business. Solicit for reviews on Google or Facebook, and more effectively manage negative experiences before they become a problem.

Objectives & Features

• Customer experience survey

• How was your experience automations

• Nurture to review automations

• Internal notifications and tasks for managing negative experiences

B-009

Phone Administration*

Take control of the phone channel. Includes a form to use while taking phone calls to log all important and essential information to the CRM. Send automatic text messages to someone when you miss a call.

Objectives & Features

• Missed call text back automations

• Follow up with summary of phone call automations

• Record contact details to the CRM automations

B-010

Subscription Preferences

Manage all of your email unsubscribe events and provide contacts with a way to granularly opt of from specific message types within your system.

Objectives & Features

• Handle hard SMS opt outs

• Handle soft SMS opt outs

• Handle email unsubscribe events

• Handle Apple Mail unsubscribe events

• Handle email complaints (marked as spam)

• Allow contacts to granularly unsubscribe

B-015

A2P 10DLS Compliance

Manages SMS regulatory requirements. (This is included in Business Toolkit and Business Accelerator.)

B-018

ADVANCED WORKFLOWS

List Cleanup & Management

This module is designed to help you maintain a high quality list by ensuring you have the most essential contact information for each contact and providing contacts with a way to update themselves in your system.

Objective & Features

• Keep track of inactive opportunities over a timeline ranging from 3-60 months

• Handle bounced email events

• Handle unreachable SMS number events

• Reach out to contacts automatically when good information is missing from a contact record (First Name, Last Name, Email, Phone)

B-003

Database Reactivation

This module contains everything you need to build your own highly effective database reactivation campaign.

Objectives & Features

• Reach out to inactive contacts 3 times regarding an attractive offer using SMS or Email

• Automatically split outreach times across a variety of time boxes throughout the day

• Re-assess the value of a contact on each reply

• Manage contacts based on attributed importance using the built-in pipeline

• Send hot prospects an offer automatically

B-004

Payments

Everything you need to manage checkout payments, invoices, and refunds.

Objectives & Features

• Checkout page template that's easily configurable for selling products or services

• Successful purchase automations

• Abandoned cart automationsInvoice sent automations

• Invoice paid automations

• Refund request flow that allows for you to accept refunds, decline refunds, or request additional information.

B-005

Lead Forms

4 Lead Magnet funnels. Boost/FB/Tiktok forms, landing pages and followup workflows.

Objectives & Features

• Ingests leads into system

• Follows up with them

• A solid base for creating simple lead magnet systems with custom values

B-011

Seasonal Communication

Send holiday messages to your database!

Objectives & Features

• Multi-country support for contacts in different countries receiving different messages.

• USA and Canada holidays programmed in.

B-013

Referral Requests

Have customers that love you? Ask them to send your information to some friends and win the best kind of business. Referrals.

Objectives & Features

• Solicit referrals from contacts of your choice automation

• Reach out to nurture contacts that have entered the system as a referral

B-016

Link Tree

Extremely flexible Link Tree template that can be used for virtually anything.

Objectives & Features

• Adaptable custom values controlled Link Tree funnel template

• Light weight automation that outreaches and internally notifies on form pop submits.

B-017

Custom Automations

...and any other custom workflow automations that your business can think of!

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