A pre-built prospecting automation walkthrough.
Please watch the video below to learn more about the pre-built prospecting automation. This automation was originally designed for Rocket Station, a virtual assistant company. Their virtual professionals are trained to utilize this automation and carry through the sequencing. All you have to do is monitor their conversions and performance.
This automation may be requested and used by anybody that is a customer of WolfPack.
In today's business world, automation is key to maximizing efficiency and productivity. At Wolfpack Advising, we've developed a robust prospecting automation specifically designed for virtual assistants. This article will walk you through the key features and functionality of this automation, making it easy for you to implement and utilize.
Overview of Prospecting Automation
Our prospecting automation is a pre-built system designed to streamline the prospecting process. It integrates seamlessly with virtual assistants, ensuring that every step is managed efficiently.
Key Components of the Automation
1. CRM Integration: The automation is integrated with your CRM, specifically requiring the Plus Plan to manage deals effectively. Everything in green within the automation relates to deals, ensuring a clear and organized workflow.
2. Start Trigger: The process begins when the tag "prospecting" is added to a contact who has never worked with you before. This initiates the automation and ensures that only new prospects are targeted.
3. Deal Creation: A deal is automatically created for each new prospect. The deal title is the contact's full name, and the initial deal value is set at $500. This value is updated with the inspection fee once an inspection is completed.
4. Task Assignments: Various tasks are assigned throughout the automation. The first task involves finding the agents on social media and interacting with them. Following this, a series of touchpoints are scheduled, including social media interactions, emails, and cold calls.
5. Cold Call Tracking: Custom fields in the CRM track the outcomes of cold calls. After each call, the caller records the result, whether it went well, left a voicemail, or requires a retry.
6. Conditional Branches: The automation includes conditional branches to manage different outcomes of the initial cold call. If the call goes well, the contact is moved to the "in contact" stage. If not, follow-up tasks are scheduled until successful contact is made.
7. Follow-Up and Looping: The automation includes a series of follow-up tasks to ensure consistent contact with the prospect. If a prospect is contacted 20 times without a response, they are moved to a follow-up stage and monitored for six months.
8. Inspection Completion: If a prospect completes an inspection, the deal is marked as won, and the contact is removed from the follow-up stage. This ensures accurate tracking of successful conversions.
9. Reporting and Monitoring: The automation provides detailed reporting to monitor performance. You can view assigned tasks, completed tasks, and overall sales performance. The goal reports show how many contacts met the prospecting conversion step, providing clear insights into the effectiveness of the automation.
Using the Automation
This automation simplifies the prospecting process and allows virtual assistants to manage tasks efficiently. By following the steps outlined above, you can ensure that every prospect is contacted, followed up, and monitored effectively.
Contact Us
If you have any questions or need further assistance with this automation, please reach out to us. We're here to help you get the most out of your virtual assistant and streamline your prospecting efforts.
This automation is designed to make your life easier, allowing you to focus on what matters most – growing your business. With the right tools and support, you can achieve your prospecting goals and see real results.