4. The Builders 6 Steps Setup Training -Automation

Summary:

This training provides a detailed training session on setting up and managing automation within the Builders' 6-Step Sales Pipeline in the AutomationWorx platform.

Details of what’s in the video: 

Here’s a summary of the key points:

Overview:

The automation section allows users to automate various tasks within the sales pipeline, ensuring that each step in the Builders' 6-Step Sales Pipeline is managed efficiently, reducing manual intervention.

Key Features of Automation:

1. Triggers:

   • Triggers initiate the automation process based on specific actions, such as form submissions or pipeline stage changes.

   • For example, when a contact fills out a form (like a "Contact Us" form), it triggers an automatic creation of an opportunity and moves the contact through the pipeline.

2. Automated Communications:

   • SMS and email automations are set up to contact the lead based on the actions taken. These communications can be personalized using custom fields, ensuring that the messages include the recipient’s name and details.

   • Users can also receive internal notifications (via email) to remind them of tasks such as following up with a potential client.

3. Questionnaire Automation:

   • Once the lead is in the “Send Questionnaire” stage, an automated email is sent with a link to a custom-built questionnaire. The system then tracks whether the questionnaire is completed, moving the lead forward in the process when the form is submitted.

4. Customization:

   • Users can customize workflows, add additional notifications, and even modify forms or questionnaire fields to fit their business needs.

   • Editing custom fields is a critical step when tailoring the questionnaire to ask relevant questions, and AutomationWorx allows users to easily update and adjust these fields.

5. Calendar and Audition Automation:

   • When the pipeline moves to the “Audition” stage, the system attempts to book an appointment with the lead. If the appointment isn’t booked after a set time, the automation sends follow-up messages to encourage scheduling.

6. Site Visit and Final Stages:

   • Automation continues through the site visit stage, where reminders and agendas are automatically sent before the appointment.

   • If the lead is deemed “Not a Fit,” an email is automatically sent, politely closing the loop on the opportunity.

Final Thoughts:

This training emphasizes the flexibility of the AutomationWorx platform, allowing businesses to automate repetitive tasks, personalize communications, and streamline their sales process. Users are encouraged to test their automations thoroughly and adjust workflows to best suit their business needs.