Ep 52: Pipeline Funnels Demo and SOG 30-day Follow-up
Today we're sharing some exciting new features we've been working on. Everything from Slenderiiz automations to customer follow-ups and integrations with PartnerCo and Shopify. I think you'll find it really helpful for staying organized and maximizing customer interactions.
Objective
To effectively manage customer interactions and follow-ups using Pipeline Funnels to streamline the process and ensure no customers fall through the cracks.
Key Steps
1. Adding Customers to Pipeline:
Add customers manually by entering their details in the Pipeline Funnels system.
Utilize the Contacts page to search for existing contacts and easily add them to the pipeline.
2. Automated Follow-Up System:
- Utilize the automation feature to set up follow-up sequences for new customers.
- Create a calendar for the month with pre-determined messages to be sent at specific intervals.
- Monitor responses and engage with customers as needed.
3. Maintaining Customer Relationships:
- Use tags, notes, and calendar events to organize customer information effectively.
- Monitor the pipeline regularly to identify new leads or customers ready to reorder or explore discounts.
- Utilize the app Lead Connector for seamless syncing between the app and website.
4. Utilizing Sales Funnels:
- Customize product funnels to facilitate direct sales from your website.
- Choose between self-shipping or partner co. shipping options based on your preferences.
- Ensure seamless integration with partner co. for subscriber and save options.
Cautionary Notes
- Ensure accurate data entry to prevent errors in customer information.
- Regularly monitor your pipeline to prevent customers from falling through the cracks.
- Double-check settings and integrations to ensure smooth operation.
Tips for Efficiency
- Use the automation feature to save time on follow-ups and customer engagement.
- Leverage the tagging system to categorize customers for easy tracking.
- Regularly update and optimize your sales funnels for maximum efficiency.
- Consider integrating with Shopify for automated customer additions and seamless syncing.
Let us know in the Telegram channel if you have any questions. We love to hear your thoughts on how this could benefit your PartnerCo business!
Link to Loom
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Episode #4
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Episode #3
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Episode #2
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