4 Opportunities for Automation
Tech continues to evolve. With this evolution, our ability to automate formerly manual tasks improves.…
Inbound web leads can be crafty.
One minute, they’re on your website asking for information. A few minutes later, you can’t get them to pick up the phone or reply to your emails.
In this post, I’ll share a nifty process to help you reduce frustration and increase the number of booked appointments.
The first step of the process is to select a form template. The Jotform form builder makes this rather easy. Choose from a variety of prebuilt (free) templates with a few clicks. Or, if you’d like to get creative, you can build a custom form with minimal effort.
Embedding the form is also easy. Simply click on the “Publish” icon and grab the embed code. I prefer to use the script as pictured below (sensitive information was blurred.), but there are also a number of integration options.
Once you’ve embedded your form, you’ll want to enable an autoresponder. An autoresponder is an automatic email that is sent to the inquiring party. In otherwords, an autoresponder saves you a few steps by following up on your behalf.
To set this up, click on the “Emails” icon for that specific form. You’ll then see the option to add an autoresponder.
The most important part of using an autoresponder is crafting the right message. Put yourself in the shoes of a person requesting information on your website. You want to sound as personal as possible and still drive the person to the desired action. Below is the autoresponder that I send to SaasBlogger.com leads.
Be sure to include a link to your public calendar. In the example above, I am trying to get people to schedule a free consultation. Putting your YouCanBook.Me calendar link front-and-center is a wise idea. Make it easy for people to take the next step.
With every new lead, you can now rest easy knowing that a nurture email is immediately being sent. Leads will be impressed with the rapid response and enjoy booking a time that’s convenient for their schedules. No more setting tasks, calendar reminders, and trading emails trying to coordinate. Instead, you’ll get something that looks like this (again, sensitive info is blurred):
Isn’t it time you automated your lead appointment scheduling?
*Jotform, the Jotform logo, and product images are trademarks of Jotform Inc.
*YouCanBoook.Me, the YouCanBook.Me logo, and product images are trademarks of YouCanBookMe Limited.