Tier 2 Automation

$500.00

Scope: Two 2–3 Step Automation Workflow

Timeline: 2-3 Weeks

Description:

This package is built for businesses where Revenue is Tied Directly to Speed & Follow-Up. Instead of just moving data, this system creates a "Fast Response" bridge between your lead sources and your sales process. It ensures that every potential customer is engaged the moment they show interest, preventing "dropped balls".

Typical Workflows:

Lead-to-CRM-to-Email: Lead Form → Create Record in CRM → Send Automated "Welcome" Email.

Booking-to-Calendar-to-SMS: Appointment Booked → Update CRM Status → Send SMS Confirmation.

Payment-to-Folder-to-Onboarding: Stripe Payment → Create Client Folder in Google Drive → Send Onboarding Intake Form.

Scope: Two 2–3 Step Automation Workflow

Timeline: 2-3 Weeks

Description:

This package is built for businesses where Revenue is Tied Directly to Speed & Follow-Up. Instead of just moving data, this system creates a "Fast Response" bridge between your lead sources and your sales process. It ensures that every potential customer is engaged the moment they show interest, preventing "dropped balls".

Typical Workflows:

Lead-to-CRM-to-Email: Lead Form → Create Record in CRM → Send Automated "Welcome" Email.

Booking-to-Calendar-to-SMS: Appointment Booked → Update CRM Status → Send SMS Confirmation.

Payment-to-Folder-to-Onboarding: Stripe Payment → Create Client Folder in Google Drive → Send Onboarding Intake Form.

What’s Included:

Multi-Step Workflow Logic: A 2-to-3 step sequence using your Locked Tech Stack (e.g., Make or Zapier).

Standardized Integration: Seamless connection between your primary Lead Intake tool and your CRM (e.g., Zoho or HubSpot).

Instant Engagement: One automated outbound action (Email or Text) triggered immediately upon lead submission.

Archive Documentation: A full entry in your Automation Archive, including the logic, tools used, and setup steps for future reference.

Ideal For:

Real Estate Agents: Instant notification of new Zillow/Website leads with an immediate "I'll call you in 5 minutes" text.

Coaches & Consultants: Moving discovery call bookings directly into a CRM while sending a pre-call questionnaire.

Local Service Businesses: Ensuring that every "Get a Quote" request gets an instant confirmation so the customer stops looking at competitors.