BEST PRACTICES
START BY WATCHING THIS
VIDEO BELOW!
BEST PRACTICE #1 - COMMUNICATION
Monitor all communication (text messages, phone calls, chat widget, contact form).
BEST PRACTICE #2 - RESPONSE TIME
Do your best to respond to messages and phone calls within 10 to 60 minutes during business hours because that will increase the likelihood of converting the contact into a sale.
If a message comes in outside of business hours, please respond at the beginning of the next business day.
BEST PRACTICE #3 - RESPOND DIRECTLY THEN ADD TO NURTURE
Asses what question(s) your lead has and respond accordingly if necessary. If you don’t get a response back, before you leave the “Conversations” page, manually add the opportunity to a Nurture Workflow by finding “Active Workflows” and
1. Click “+ Add”,
2. Under the Workflow dropdown, select “1. Initial Nurture and the best suited Nurture for that particular lead”
3. Click “Add” for it to start immediately (or indicate a specific date and time if needed prior to clicking “Add”).
Optional: There is also a Wait 1 Day nurture you can use so the nurture will wait 1 day before it fires.
BEST PRACTICE #4 - CALL TO ACTION
When responding to a message, follow up your answer with a call to action (i.e. share the next 2 available appointment times for a consultation or send them the link to your calendar to book directly).
