Chilling out with Pipeline Automations

I’ve got to tell you this story about a client of ours… A CEO of a large coaching and marketing company, he paints his working day as follows…

“Well, first thing in the morning, I get myself a cup of coffee, just turn on my automation software and reflect on my sales pipeline… it visually lays out where my business stands at that moment and shows me each opportunity at a certain pipeline stage. That helps my mental state straight away, because each pipeline stage has a running total of how much potential income is due to my business - too little income in the pipeline and I’ll need to focus on marketing initiatives, too ‘many’ leads about to become clients and I need to get my fulfilment staff ready for a busy time or maybe hire some new coaches. 

But the real ‘chilling’ happens when I start to manually drag n’ drop the opportunities - you see my software includes automations that trigger when an opportunity is manually moved. One second of drag n’ drop ‘effort’ can send an entirely automated flow of personalised nurture emails, SMS reminders, notifications for staff to call the lead, even adding the client to an external spreadsheet, as if by magic. Or maybe I’ve just had a lead become a client, one drag n’ drop and the terms and conditions get sent to new client with built-in e-signature capability. The communications to the lead are automatically personalised depending on where the lead is on their customer journey or pipeline stage. I’m regularly adding more pipeline automations and can literally run my entire business from my pipeline - I spend the first hour or two of each day reflecting and dragging n’ dropping.”

Want to know what affordable automation software our CEO friend is using?  Find out here https://box.clickmovements.com 

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