Cleaning Business Agency - Funnel and Marketing Automation
A cleaning-business coaching agency (Liam's team) runs a high-conversion funnel with onboarding and contract automation across its DWY and DFY programs, saving 74 hours a month.
Project Overview
Description
Liams team needed funnel, onboarding and contract automation for his coaching business within DWY and DFY programs
The following tech stack was used to automate
Monday.com
Hubspot CRM
Google Forms for the business
Zoom
Aloware
RingCentral
PandaDoc
Testimonial.to
Process
Facebook leads would become leads in HubSpot CRM
TikTok leads would become leads in HubSpot CRM
The contact call would be scheduled using RingCentral and later Aloware
The Zoom call would take place
Google Drive folder would be created for the new lead
Zoom call recording would be saved in Google Drive
Monday.com entry was created
PandaDoc contract triggered customised with payment information
Contract would be signed using PandaDoc
Completed file would be saved to Clients Folder
Client would be enrolled into Onboarding email automation sequence
Client would be enrolled into Kajabi learning
The testimonial collection message would be automated using testimonial.to
Project Details
Technology Stack
Processes
- Customer Contact Automation
- Marketing
- Onboarding
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