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Gurjeet Sohal

@gurjeetsohal Tasks: 2
🛠️ 1 tool 🙏 16 karma
Apprentice
Joined: August 2024

Gurjeet Sohal's tools

  • Jack
    Create custom AI assistants with ease.
    Open
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    5.0
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    Released 1y ago
    100% Free
    **Sales Funnel Leads Automation from Contact Form** Here's a step-by-step guide to create a sales funnel leads automation from a contact form: **Step 1: Set up a Contact Form** * Create a contact form on your website using a form builder like Gravity Forms, Formidable Forms, or Contact Form 7. * Add fields for name, email, phone number, and any other relevant information you want to collect. **Step 2: Connect to a CRM or Email Marketing Tool** * Connect your contact form to a CRM (Customer Relationship Management) tool like HubSpot, Salesforce, or Zoho CRM. * Alternatively, connect it to an email marketing tool like Mailchimp, ConvertKit, or ActiveCampaign. * This will allow you to store and manage leads generated from the contact form. **Step 3: Define Lead Qualification Criteria** * Identify the criteria to qualify a lead, such as job title, company size, or industry. * Set up a lead scoring system to assign points to leads based on their behavior, such as downloading an eBook or attending a webinar. **Step 4: Create a Sales Funnel** * Design a sales funnel that outlines the steps a lead will take from initial contact to becoming a customer. * Identify the specific actions and behaviors that will trigger each step in the funnel. **Step 5: Automate Lead Follow-up** * Set up automated email sequences or workflows that will trigger based on a lead's behavior or movement through the sales funnel. * Use marketing automation tools like Drip, Autopilot, or Infusionsoft to create customized email campaigns. * Assign tasks to your sales team to follow up with leads at specific stages in the funnel. **Step 6: Analyze and Optimize** * Track key performance indicators (KPIs) such as conversion rates, lead volume, and sales closed. * Analyze the data to identify bottlenecks in the sales funnel and optimize the process to improve results. **Tools to Consider** * Zapier or Integromat for automating workflows and integrating tools * Calendly or ScheduleOnce for scheduling meetings with leads * Lead scoring and sales analytics tools like LeadIQ or Leadboxer By following these steps, you can create a sales funnel leads automation system that will help you generate more leads, convert them into customers, and grow your business.
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