01When a form comes in
A rep's phone rings within fifteen seconds. The lead is already tagged with the ad it came from.
How to build it
Trigger: form submitted. Add tags for the ad and the angle. Ring the rep. No answer, ring the next rep.
LPs go cold between your calls.
For sponsors raising on GoHighLevel or HubSpot. If a lead fills your form at 2 p.m., what time does a person call them? Every hour without an answer is where they go cold.
Ten rules keep LPs warm from the form fill to the wire. Each one is a when and a then, built as a workflow you can set up this week in either CRM. The eleventh is a person.
The ten rulesrule one in full
- 02When nobody answersin the playbook
- 03When the first call endsin the playbook
- 04When the meeting is bookedin the playbook
- 05When the meeting is an hour awayin the playbook
- 06When the meeting is confirmedin the playbook
- 07When the update goes outin the playbook
- 08When someone shows or fundsin the playbook
- 09When a wire landsin the playbook
- 10When it's Monday or Thursdayin the playbook
- 11When they clickA person calls. Fifteen seconds. Never automated.