Digital Automations We Love

Imagine reclaiming hours of your day for what truly matters. Marketing automation isn't just a tool; it's your secret weapon. It handles repetitive tasks, freeing you to focus on growing your business and spending time with loved ones. Think of the money you'll save by reducing the need for a large marketing team.

Are you using marketing automations to increase efficiency? See a few of the digital automations that HBT Digital loves.

Calendar Booking Automations

Connecting to your business calendar has never been easier. For a while, we used Calendly at HBT Digital. This company was the gold standard, and for most users, the easiest to get up and running. If a meeting was scheduled, a trigger response could go to the user’s email or phone, and redirect to a specific URL. With HighLevel, we can go a step further using if/then triggers: If a user scheduled an appointment, but didn’t show, we can send follow up SMS messages to try and get the meeting back on track. Another automation that we like is creating a specific tag for a contact. If someone books a discovery call on our calendar, a tag is assigned to the user and we can easily identify that the prospect arrived at HBT Digital via booking a calendar meeting.

Automate Form Submission Workflows

One workflow automation we love is when a prospect submits a form on the HBT Digital website, specific actions are triggered. I want to know immediately who submitted the form, and an email and text is triggered to myself with the prospect’s details. After, an opportunity is created automatically in my sales pipeline, and I know the lead source and lead value (self-defined). Lastly, a trigger email response is sent to the prospect, with a nudge to book a discovery call.

Missed Call - SMS to Caller Automation

Ever miss a new business call? Hey, it happens. One thing I love about using HighLevel is that whenever I miss a call, an immediate SMS message is sent to the caller. This is huge! I mean, we would have returned the call, but it could be up to 24 hours. Instantaneous response is the way to go here, in my opinion. By the way, if the prospect responds in the SMS message, the CRM is automatically updated with notes and user data (if given).

Reputation Management Automation

Google Business Profile, aka Google My Business, stores all the essentials of a business: contact details, services offered, images, and most importantly, reviews. We all love 5-star reviews, but what happens when you get three stars? A 1-star review could literally kill a business. You’d want to respond to that one right away! With automation, when someone submits a review, you can use AI to respond accordingly with timeliness. A great reputation management automation solution is an easy win for any business. Even if you get the heralded 5-star review, you want to thank the responder for the kind words. Automate your response!

How could the automations above help your business? Not only would they assist, but the time saved on activities could lead to more opportunities, with the automations running in the background.

Isn’t it time that you scheduled your Discovery Call with HBT Digital to see how automations can help your business?