Automate your workflows
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Pre-Assignment Email Series
How do you make sure contractors and team members are on the same page before an assignment begins ? Share information and set expectations…
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Project Management
Fitness : Weekly Workout Email Series
Lots of your fitness contacts are trying to build a regular weekly workout habit, and a lot of them likely run into the same big problem –…
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Project Management
Determine Best Sales Drip
How do you measure sales email performance ? How can you figure out which sales emails work best or which sales emails are better?The…
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Sales AutomationToutes les recettes
Affichage de 541-570 sur 963 Recettes d’automatisationPayPal : Thank you on Purchase
What communication do you send out when an order is made?Lots of companies send out a receipt with technical information about the purchase…
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Sales AutomationPersonal Outreach Trickery (To Generate Email Responses)
PURPOSE:Generate email responses by automating a personal-looking outreach emailHOW IT WORKS : This automation will send out a personal,…
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Marketing AutomationPhase 1 : Indoctrination Series (Import 4th)
This is one part of a 6 part automation series that all work together as a complete system. It is based on the « Invisible Selling Machine »…
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Marketing AutomationPhase 2 : Engagement Series (Import 5th)
This is one part of a 6 part automation series that all work together as a complete system. It is based on the « Invisible Selling Machine »…
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Marketing AutomationPhase 3 : Ascension Series (Import 6th)
This is one part of a 6 part automation series that all work together as a complete system. It is based on the « Invisible Selling Machine »…
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Marketing AutomationPhase 5 : Re-engagement Campaign (Import 1st)
This is one part of a 6 part automation series that all work together as a complete system. It is based on the « Invisible Selling Machine »…
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Marketing AutomationPipedrive : Create a record when a contact subscribes to your list
When should you start tracking deals?From the start of your contact’s journey with you. Your contacts are new to you and eager to learn all…
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Project ManagementPipedrive : Create a record when a goal is achieved
What qualifies a lead?In every industry, there are actions contacts take that let you know they are considering making a purchase. This is…
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Project ManagementPipedrive : Create a record when a lead score threshold is met
How do you know when a contact is ready to be a lead?Sending offers to your contact base at all times would negatively impact your list…
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Project ManagementPipedrive : Create deal on visit to specific page
What can a page visit tell you about a contact?Knowing which pages your contacts are going to on your site is vital information to have.…
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Project ManagementPipedrive : Create/Update a record when a form is submitted
When do you stop learning about a contact?The answer is never. Your contacts » needs and wants change over time. Having forms that capture…
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Project ManagementPipedrive : Opt-in Incentive Delivery And Deal Creation
When’s the best time to start tracking potential deals?The answer is from the very beginning. Keeping track of what qualifying actions…
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Marketing AutomationPipedrive : Update contact record when field changes
Contact information changes all the time. Are you keeping up with the changes?You’re always finding out new information about your contacts…
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Project ManagementPipedrive : Update record when contact becomes highly engaged
What’s one of the most valuable metrics to your sales team?Engagement. How often a contact is interacting with your communication efforts…
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Project ManagementPipedrive : Update record when contact becomes unengaged
What’s one of the most valuable metrics to your sales team?Engagement. How often a contact is interacting with your communication efforts…
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Project ManagementPipedrive : Update record when contact unsubscribes
What’s an embarrassing moment you’ve had?It could be the wrong thing said over dinner or perhaps a disagreement with family around the…
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Project ManagementPost-Beta Program Workflow
Why’s it always so hard to say goodbye?Instead, say thank you for your time to your contacts who have participated in your beta program.…
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Marketing AutomationPost-Project Feedback Request for Company
Asking for feedback can be hard – especially when you’re asking a client to give feedback on a contractor or temp. Collect post-project…
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Project ManagementPost-Project Feedback Request for Contact
How do you politely ask for a review after a project wraps up?Collect post-assignment feedback from contractors and team members with this…
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Project ManagementPostmark + Docusign : Send Signature Reminder
Do you hate having to keep track of who’s signed the paperwork they need to and manually following up with those who haven’t ? We all do. So…
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Project ManagementPostmark + Mollie : Payment Failed Notification
Payments failing are a real pain, for you and your customers. If your customers don’t know the payment failed quickly, then they’re left…
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Project ManagementPostmark + Mollie : Payment Received
Don’t you love when the platforms you use play nice with each other ? ActiveCampaign makes it easy – and automated too ! We combine our…
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Project ManagementPostmark + Mollie : Refund Processed Notification
Handling refunds correctly can go a long way in creating a great customer experience. If you frustrate a contact during this process,…
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Project ManagementPostmark + Mollie : Subscription Canceled
When running a subscription based company, it’s vital to track who’s canceled their subscription for your reporting and to communicate this…
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Project ManagementPostmark : Eventbrite Event Refund Notification
If you’re selling tickets to your event, then it’s smart to have a refund policy in place. Sometimes people sign up for an event and are…
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Project ManagementPostmark : Eventbrite Event RSVP
Once a contact signs up for your event or webinar, it’s common courtesy to send a small email confirming their attendance and including the…
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Marketing AutomationPostmark : Order Confirmation
You’ve got great marketing ads. Your check out process is clear and drives lots of conversions. You’ve got your bases covered, right ? Not…
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Project ManagementPostmark : RSVP confirmation
Once a contact signs up for your event or webinar, it’s common courtesy to send a small email confirming their attendance and including the…
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Project ManagementPostmark : Welcome Notification
We’ve all seen well-designed welcome emails from a marketing team, promising a coupon or roadmapping an entire onboarding journey for us…
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Marketing AutomationPre-Assignment Email Series
How do you make sure contractors and team members are on the same page before an assignment begins ? Share information and set expectations…
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Project Management
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