James from Total Reach Marketing walks through a CRM workflow that automatically tags leads from TikTok, Facebook, LinkedIn, and website forms, then sends them timed text sequences with a booking link. The system pauses messages when prospects reply and moves them to a "hot lead replied" pipeline.
This is our lead in workflow. So you can get a lead from any of these sources, TikTok, a survey from your website, a form from your website, Facebook lead or a LinkedIn lead. And what we're going to do is we're going to create an opportunity, put them in the new lead in stage, add the tag to them. We're going to wait a minute and then we're going to send them our first text. Hey, this is James with Total Reach Marketing. Thanks for reaching out to us for information. When is a good time to connect with you? Okay, then a double text or if it's more convenient for you, book a slot on my calendar here for us to game plan together. You can adjust any of this stuff just by coming in here, editing, clicking, save, action. We've got some different, different text messages that go out to nurture these leads. But since you guys are doing stuff that's a little more referral based, we'll probably want to cool this system down a little bit like we talked about last time and we'll show Zach what we've got and see what we want to do. But I just want to show you like how this mechanism, how all this works. And yeah, it just works on a timeline. So you've got your text, wait X amount of time. Here's your second text, Wait X amount of time. And then what you do is you turn on this feature back here in settings called Stop on response. So that way when somebody responds to the text, that campaign will stop trying to get in touch with them. And then what we have is when somebody does respond, we have an automation where customer replied, we're going to add them into the opportunity pipeline for hot lead replied. So we have this ecosystem of automations and manual actions that can be placed all through the CRM.
