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
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
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
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
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
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
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
Manages SMS regulatory requirements. (This is included in Business Toolkit and Business Accelerator.)
B-018
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
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
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
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
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
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
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
...and any other custom workflow automations that your business can think of!
Copyright© 2023. All Rights Reserved.