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Learn How We Automated Our Sales Process for 10x Efficiency
In this video, I walk through how we leveraged automation to streamline our sales operations and free up countless hours for our team.
I'll show you how we automated lead follow-up when a prospect fills out our cost calculator form, including:
Triggering a Slack notification to alert the sales team
Adding the lead to our newsletter platform
Using OpenAI to generate a draft response email
Populating the draft in our email client
Now our team simply reviews the draft, personalizes it, and sends it off - the busy work is handled automatically.
We've also set up automated follow-up emails to leads who don't respond right away, saving even more time.
While nothing can replace human interaction, the right automation allows us to focus on high-value activities like building relationships and delivering an incredible customer experience.
I'll walk through real examples and show you how YOU can leverage automation to streamline operations in your business too!
This video will show you:
The automation tools we use
How we've set up workflows to handle repetitive tasks
Examples of automated emails and notifications
The time and efficiency gains we've seen
Level up your business operations with smart automation!
Subscribe and watch the full video to see how it's done.