- Hi guys.
In this video,
I will cover how you can set up an automated booking funnel
and generate high-quality leads without manually managing
and following up.
An automated funnel will save you time
and work in the background
while you focus on things you love.
This video will cover my five steps on how to build
an automated funnel from scratch.
Let's get started.
(upbeat music)
Let's first define what a funnel is.
A funnel is a step-by-step process
that brings your potential customers
one step closer to your product or service.
A funnel could have various touch points
where automated emails, videos, articles, and landing pages.
We want to build an automated appointment funnel.
In an appointment funnel,
the aim is to bring a visitor through your system,
with the aim to speak to or convert them into a prospect
and eventually into buying customers.
The appointment funnel is great for most consulting
or service-based businesses.
Wherein you need to speak to the prospect first,
before you sell them the actual service.
The aim of the appointment funnel is to get your prospects
to fill in dates in your calendar,
to speak with you on autopilot.
And yes, that's right,
without you having to chase them manually every time.
In order to build a successful appointment funnel,
you need five things.
Number one, you need traffic.
Number two, you need a landing page.
Number three, you need a thank you page,
number four, you need a meeting scheduler,
and finally, at number five, you need email automation.
Let's talk about them in depth.
There are different ways to generate traffic
to your booking landing page.
In my experience,
Google Ads work best for consulting business
as prospects type in their problem into Google search box.
This basically means these visitors have high intent to buy,
versus Facebook ads where people
are actually not looking to buy,
but they could buy if the product or service
is right for them at that moment in their life.
I would recommend using Google Ads
for driving high-quality traffic
for your consulting business.
Next up you need a landing page that visitors reach
when they click on the ad.
On the landing page,
the aim is to capture the visitor's name, email,
and phone number.
In order to achieve that, you need to do a few things.
Number one, relevancy.
You need to make sure that the landing page
is relevant to the product or service
your prospects are looking for.
Second, establishing trust.
You need to talk about the benefits of your product
or service and showcase social proof and show reviews
so prospects know that you are the expert
and can solve their problem.
I recommend capturing name, email,
and phone number on the landing page
so you have enough information to reach out to them.
To build a landing page,
I recommend using Unbounce, Instapages or Swipe Pages.
If you already have a website,
you can host the page directly via WordPress
or via your CMS.
Next up is the mighty thank you page.
Thank you pages are great as they will be visited
by all of your leads, who will fill out the form.
You can do a couple of things here.
You can establish trust and build up a connection
with your prospects, by embedding a video on the page.
You can also add a button and link it to your scheduler,
or in fact, embed the scheduler directly on the page.
I know you must be thinking,
why not show the scheduler on the main landing page?
Well, you might wanna test that, but most of the times,
prospects don't want to take the step of directly speaking
with someone straightaway.
Consider this as a foot in the door technique,
where prospects have already given you their contact details
and now they're taking the next step of booking a call.
The other advantage is that even if they drop off
at this point,
you still have their name, phone and email address.
For a booking scheduler,
you can use tools like Calendly, Book Like A Boss,
Chili Piper.
Honestly, there are tons and tons of them.
I like Calendly because of two reasons.
One, it integrates with ActiveCampaign,
my favorite email marketing automation tool,
and the best part is it integrates
without me hooking it up with Zapier.
Number two, I can pass URL parameters,
which means prospects don't have to fill out the form twice.
They simply pick the date and time
and then name and email is passed on
from the main landing page where URL parameter is.
No matter what tool you use,
you should look out for a way
that your scheduler integrates with your calendar
so prospects can easily pick a time when you're available.
The other benefit of using a scheduler
is that it will send out an automated email calendar invite
to both parties so it's marked in everybody's calendar.
That will save you a lot of time.
Finally, you can hook up your booking appointment scheduler
with an email automation tool like ActiveCampaign.
With ActiveCampaign, you can send automated emails.
As I discussed earlier,
there could be leads who fill out the form
and do not book a call where they schedule it.
At that moment, you have a couple of options.
Either you pick up the phone and call them directly,
or you can send out an automated email sequence
in which you send them a link to your scheduler
so they can book a slot in your calendar.
This saves a lot of back and forth
as prospects pick the date and time
based on their availability.
With tools like ActiveCampaign and Calendly,
you can automate this process.
So anytime your lead books a call in your calendar
via Calendly,
they will be automatically removed
from the email automation.
If you want to know more about this, please comment here,
and I will cover this topic in depth in the future.
One of the other benefits of an email automation tool
is to send out drip emails.
You can send out a welcome series to every lead
and introduce them to who you are and what you do
with an intention of building rapport.
This is extremely powerful and can happen in the background,
saving you time, energy,
and money to manually follow up every lead.
There you have it guys,
five things you need to know,
how to set up an automated appointment booking funnel.
If you would like to know more
on how to build this from scratch using Unbounce, Calendly,
and ActiveCampaign, please comment below.
Hope you got value from this video.
If you would like to watch more videos like this one,
please like this video and subscribe to my channel
so I can share more videos with you.
Bye for now and I'll see you next time.