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How I Automated My Entire Business in 90 Minutes: Step-by-Step Guide for 2025

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This content provides a comprehensive, step-by-step guide on how to automate a service-based business using two primary software tools: GoHighLevel and Make.com, aiming to significantly improve efficiency and return on investment.

in this video we're going to be going

from a to zed into how you can automate

your entire business it's not

theoretical it's practical we're going

to be building out this whole system

together and by the end of this video

you should be on track to making a 5x

return on your investment don't just

take my word for that though take a look

at this this is just one study that says

marketing automation provides an Roi of

$544 for every dollar spent the next

model ALS Al says the exact same thing

I'm assuming these probably reference

the same study the next article suggests

that the average marketing automation

exceeds 500% and you got to think this

is the average which means that

literally 50% of people out there got

less than this so if you're in the top

10% of people you should be getting probably

probably

a,x Roi and I'm going to be telling you

guys exactly how to become in the top

10% I've invested personally $2 million

into building a system and everything

I've learned along the way all the

mistakes I've made I'm going to pack

into or as much as I can into this video

so that you guys can take those lessons

apply it to your own business circumvent

my mistakes so that you can see success

really really quickly now there's a

couple things that people struggle with

when it comes to automation first of all

54% of people have uh trouble mapping

out complex processes no problem done in

this video we're going to be doing this

together so you don't even have to worry

about that 39% % of people have uh no

access to external data that's not going

to be a problem either 37% struggle with

implementation costs the total of this

whole thing everything I'm talking about

today you can get done for approximately

$120 USD it's going to it's going to be

two software applications both come with

free trials so even if you want to build

this out with me step by step you're not

going to pay a dime until you actually

see very high value from what we're

building out together and the last thing

here is 24%

uh lack integration which absolutely

sucks I've been there before in the past

when I first started my my my businesses

long long time ago and I only choose

software that has integration into tens

of thousands of other applications so

this is never going to be a problem this

is one of the biggest barriers that

people pige andhole themselves into by

choosing the wrong software now let's

just break down practically what this

looks like this is a service-based

business right specifically a

service-based business typically they

all have the same style or process right

and you can really break it down into

two fundamental Parts part number one is

that every service-based business has

some sort of sales process and typically

speaking all of these sales processes

kind of act more or less the same way I

mean obviously there's going to be

slight nuances slight differences but

more or less most of the sales processes

are the same like you're going to have

to find leads from somewhere maybe SEO

or Google ads or bark or social media

you're going to drop D them to a website

you're going to they're going to become

a new lead because they inquired on your

website you're going to jump on a sales

call have some follow-up meetings with

them and then if they decide to move

forward you're going to have to get them

to sign a contract and pay you so that's

the first part is sales and then the

second part here is fulfillment or

customer automation so once that person

come becomes a paying customer instead

of a lead then you actually have to

fulfill the services to the person and

luckily most of this stuff can be

automated as well however this is less

standardized it will vary depending on

the business and I can give you some

best use cases and best practices that

you can go off and Implement into your

own business and we'll be building this

out together in this video not just

theoretically but also like practically

step-by-step module by module what that

looks like is once they've paid in signs

then you have to probably onboard them

get more information to do your job uh

successfully and then you might have to

set up a project management system so

that you can delegate responsibilities

to people on uh on team so that you know

they're actually doing their job you can

track it make sure that everything's

going according to plan nothing's swept

under the rug and then maybe assign

specific team members send out

notifications just reminding people uh

to actually do their jobs and reminding

clients to maybe you know do things like

the onboarding if they haven't done so

already and then once that's done you

render the service the contract's

complete maybe some revisions take place

and then you have reviews after that and

then referrals back into coming becoming

a repeat customer or referring you to

their friends and their so in a nutshell

this is what business automation looks

like and we're going to be going through

practically speaking this whole thing in

this one video and how we're going to do

that is using two softwares the first

one is um go high level okay so this

software in a nutshell rep is like a

sales and marketing CRM it replaces like

the need for 15 other applications so in

the past and what I see a lot of people

do is they'll have like one software for

their CRM another for maybe a website

builder another for forums another for

email marketing and it's just messy

because you're like trying to integrate

dozens and dozens of applications

together the thing that I like about go

high level is the automation Builder is

world class I think it's one of the best

in the world I absolutely love it and

the cool thing is is yeah they like

practically speaking they might not have

the best web Builder they might not have

the best you know um of every single

class because when you're a master or

when you spee when you do everything

you're not a master in in all categories

right but consolidating under one

platform and also having the ability to

automate every single facet of your

business is an absolute GameChanger this

is $97 a month for their starter plan

they do have an unlimited plan but

unless you're a marketing agency that

wants to White Label their software and

sell it to your customers this is going

to be plenty for the duration of you

using their software and then lastly the

only other software that we're going to

be using is make.com this is about $10 a

month and this is what allows you to

integrate go high level into to tens of

thousands of other applications

practically speaking here we can go to

Solutions and uh where is it okay I

can't seem to um let's just uh do slash

Integrations and we'll take a look and

see what Integrations they have so you

could connect for example um go high

level into LinkedIn or webflow or

HubSpot typ form Cana Gmail Google Drive

air table Pinterest slack and list goes

on for like another 10,000 applications

so you are never going to be

bottlenecked into one software because

even if something like go high level

didn't have the certain functionality

that you needed all you have to do is

connect it in a two-way fashion meaning

data can be sent out of go high level

and into go high level so you can send

data to make.com Connected into whatever

you want and then send that data right

back into go high level itself now the

blueprints that um I'm making today with

you are going to be free in the

description however if you guys want the

absolute maximum out of this I have

spent months or well precisely probably

like seven years to be honest but then

two months like consolidating and making

it perfect um so that I could duplicate

it for other people so I've spent about

seven years building out this snapshot

it's free in the description as well but

you do need a uh a membership with go

high level so you just sign up through

my affiliate link if you already are

part or if you already are using go high

level then I'm going to be releasing a

community in January 2025 and you can

find the blueprints in there if you do

decide to get them and lastly if you

guys look at this and you're like this

seems way too complicated and I just

want something easy you can inquire with

uh my agency here automatable .o and

what we do is we act as fractional CTO

we go into people's businesses we find

areas that they could optimize and then

we essentially just automate every

single thing to increase your um

profitability and also just save a ton

of time so you can focus on higher

leverage activities that are going to

make you more money so with that being

said let's dive into it right [Music]

now okay so the first thing that we're

going to want to do is sign up for go

high level you can do it on their

website I highly recommend signing up

through my Snapshot because that way

I'll send over all the blueprints that I

spent seven years building it does not

cost you anything extra and you get a

free trial in either instance now just

keep in mind with go high level I have

an entire course I'll link up to the top

here I'm not going to be going through

how to use go high level I'm going to

assume that you have some basic

understanding of it but we'll be

breaking down every step that I do step

by step so you should be able to easily

understand what's going on inside go

high level all we have to do is create a

sub account for you now essentially um

you can just think about this as you're

building an account within go high level

practically speaking what happens is

that go high level is catering also to

marketing agencies those marketing

agencies have the option to White Label

go high level and then sell it to their

uh the business businesses that they're

servicing and in your case if you're a

landscaper you're not servicing other

businesses you just need an account for

yourself so you can go ahead and add a

sub account just for your personal

company this is a one-time thing once

you get this done you're not going to

have to do it again so we're going to go

ahead and we're just going to add you

know random test data um in here just to

to kind of set up so we're going to do

test two test2 test 2@gmail.com

and this all looks good to me I'm just

going fill this out as quickly as

possible of course you're probably going

to want to put in your actual

information here but just for me

um I'm just going to delete this account

afterwards okay sounds good so I've

saved this and now what I'm going to do

is I'm actually going to enter into this

account here so in order to enter into

the account I'm just going to switch to

the sub account here and now we're in a

blank go high level um account okay so

the first thing that we want to do is we

want to take a look and see you know how

are we going to automate um new leads

coming in right and essentially this

video is not about how to get leads on

SEO Google ads or bark or whatever this

lead is how we can automate these Pro

automate the the leads that come in once

we've acquired them so chances are you

have a particular website right let's

take this website for example here's

mine you have a website you're getting

leads here and when somebody fills in

the first name name last name email

phone number and so on and so forth your

goal is to call that person as quickly

as possible because if you call that

person within 60 seconds you increase

your conversion rate by up to

391 per. that's four times the amount of

sales there's I I don't know anything

else in business that you can get four

times the amount of sales by doing like

a quick five minute tweak right it's

just almost unheard of so that's the

first thing we're going to build out is

making sure that when somebody inquires

we're on the phone with them literally

within 60 seconds so in order to do that

we're going to go over to the um to the

uh sites tab on the side here okay so

we're going to officially create our

first ever form in go high level

together I'm so honored uh to be a part

of this journey with you so we're going

to add a form in here and this looks

pretty good out of the box we're going

to ask the person for their first name

last name phone number email the only

other things that I'd really consider

adding in here is maybe the city um I

always like asking the city especially

if you're offering services in multiple

cities anytime you have the ability to

frontload data collect it immediately

upfront rather than having to deal with

it later is probably a good idea

especially if it can be automated right

um or have having the the client

manually insert it in and the only other

thing that I like to collect as a

service based business is the actual

service that the person is looking for

so we can come into custom Fields We'll

add a custom field and I want to choose

a dropdown meaning that they can only

access one answer at a time they have to

choose what the exact Services they're

looking for so I'm going to to call this

service and I'm just going to say

Landscaping we're going to go with a

landscaping example here and snow

removal okay sweet so and then we'll

just uh add in the group this is where

it appears under the contact Section uh

in this herum

and we're going to go ahead and load

this in right so now we have a form

right and this can live on whatever

website it is that you're building um

for the purpose of this demo I'm not

going to actually build out the website

all we really need to get this rocking

and rolling is the form and this

practically speaking is what that form

looks like so essentially what we want

to do is we want to make sure that when

somebody um you know inquires with this

form they become a new lead and we

follow up with them with the in intent

of getting them onto a sales call

because if you call within 60 seconds

you increase your conversion rate by 300

and 91% so we have our form and all we

need to do is come back in go high level

and go to the automation tab on the left

side here and we're going to create a

new workflow and start from

scratch in a nutshell if you guys are

not familiar with automations there's

two parts to every single automation

there's a trigger which is what starts

the actual workflow like when does this

actually start and then afterwards the

trigger what are the actions that you

want to take what do you actually want

to do do you want to call somebody do

you want to text somebody do you want to

email somebody do you want to update

somebody's information on file or

whatever the options are are are endless

really honestly in this so it it's just

a the only limitation I feel like is

your imagination so we're going to call

this the new lead so in order to get

somebody from this form into a new lead

workflow we need to add a trigger here

and this trigger is going to be when a

form is submitted okay but we don't just

want it to be any form because if we

just kept it like this it's going to be

that any form you ever create whenever

it's submitted it's going to trigger

that right so instead what we want to do

is have a filter and make sure that it's

only starting this particular new lead

workflow when the form which is titled

form zero which is this form right here

only when that form is submitted then we

start this workflow right so that in a

nutshell is how we start this and

there's a couple things that we want to

do now naturally you might think hey

let's update the contact field but in go

high level when somebody fills out a

form it automatically updates the

contact Fields so you don't have to do

that so what I like to do first of all

is I like to assign a particular user

right and the reason I like to assign a

particular user is because um anytime

you're dealing with emails and text

messages you're going to need to attach

somebody to that to be like hey it's

jono from ABC company uh would love to

schedule a meeting otherwise it's just

going to leave a blank or default right

so I'm going to go back out of this

workflow and we actually need to add a

user into the account here so I'm going

to go ahead and go to

settings and we're going to go to staff

here and I'm just going to add an

employee so it's going to be jono catli

and it's going to be I'm just going to

give myself one of my emails here and

that looks good to me so I'm going to

save this and now we have our first

official uh person in this account so

that looks good to me now all we have to

do is come back in here and we might

have to refresh the page one more time

uh okay sweet so there's the user so

first things first we have assigned a

user so when form is submitted we're

going to assign

myself to that particular contact right

so awesome we've assigned somebody now

the next step is is that we want to set

up a phone call right now practically

speaking lead comes in and we're going

to schedule a call between me and

whoever that lead is we have connected

their collected their phone number so

this is going to schedule a call right

away now in this call whisper section

here this is essentially saying hey when

you pick up the so the the system is

going to call you as the sales rep first

it's going to give you a call whisper

that call whisper could be any message

you put here but it what I like to say

is hey jonno you have a new lead please

press any key on the keypad to connect

into a call with this person when you

click that key then it's going to

automatically collect connect you into

the call with the person who just filled

out the form in a matter of like 5

seconds so I'm just going to say here um

you have a new lead uh please press any

key on the

keypad to connect into a

call a call with and we can even put in

custom variables here which is the

person's name so if it was John Smith

that inquired it would say you have a

you'll be connected into a cult with

John Smith so we'll go ahead and save

this now and what we can do is the next

step is we can send off a text message

to John Smith now I think it's important

to note here that this text message is

only sent if this call is not answered

and the reason that is is under the

settings here um we have this stop on

response here right so um essentially

this is going to end the workflow for a

contact if they reply to a message so if

we check this off or on what that means

is that if you call somebody and you

pick up and you have a sales call it's

going to remove them from the workflow

but if you call that person and they

don't pick up then it's going to

continue on with the workflow and if at

any point in time that person replies

back to any messages they're going to be

removed right now that this I think the

saying goes it takes eight uh contact

attempts to close a deal right so the

more texts and emails obviously with

taste that you put in here the more

likely you are going to be at closing a

deal so most businesses only reach out

like one time which is really honestly a

freaking tragedy because they end up

losing out on a lot of business and

inevitably that almost leads to just

being poor in general right so um we

want to add in as many follow-ups as

possible so in here I'm just going to

say hey uh contact first name and this

is going to say Bob if it's Bob Smith

replying to me it's and I'm just going

to put in a custom variable here and uh

oops I'm going to go back and this time

I'm going to put the user's first name

which would now be me because I'm the

assigned user here so it's jono from ABC

company um uh I just saw

that you

inquired on our website looking for and

I can put in here

services and oops let's try that one

more time custom Field Services keep in

mind the custom Field Services is the

service they just inquired for if they

put Landscaping it's going to say

landscaping services here if they

selected snow removal services it's

going to say snow removal services here

instead right um and we could say I hope

your and custom Fields we'll go uh close

out of this we're going to go to right

now and day of the week this could be

like Tuesday or Wednesday I hope your

Tuesday is going well um are you free to

jump on a call right now and we will

save this action problem is let's say

that person inquires at 2 a.m. well you

probably don't want to send a text

message out at 2 a.m. so we'll go back

to the settings here and we're going to

specify time window which means that

texts calls emails they can only be sent

out within a specific time range

somebody inquires at 2 a.m. it's going

to wait until 10: a.m. to actually start

this workflow and then it's going to

initiate the call and then it's going to

initiate the text and then it's going to

initiate the emails that you send out

right so 10 to to 5:00 p.m. that sounds

good to me and then maybe we want to

wait here for 1 minute and then we're

going to send out an email right so we

can send out an email to the person and

honestly ly I'm just going to kind of

Breeze over the communication here

because at this point in time I think

you get the point with the custom

variables we've done it three or four

times now um and the purpose of this is

not how to write a good email so all I'm

going to say here is you can put in from

user equals email here and the from name

can be user equals name and depending on

whoever you assign here it's going to

give their email and their name right

and you can also assign multiple people

here I'm just going to put this subject

line and whatever blank for now you can

assign multiple people here and you can

do around Robin as to who gets assigned

the lead okay sweet so that looks good

for this particular workflow that's

pretty much more or less uh as barebones

as possible what you could add in to the

new lead workflow um and then you can

just play around with it from there and

see what else you'd want to add in I

mean you can see here there's literally

a million and uh and one things that you

can do here right so this is obviously

super super powerful stuff in that email

you probably want to get them to

schedule a call or whatever and maybe

give them a calendar Link in there as

well um just for this text message you

can say here's my calendar link and then

we'll go in here and do

um user and we can do calendar link

there and then they will be able to book

on your calendar right now from here on

out with the eight touch points you're

just going to put cadences here I like

to initially message people right away

then wait a day and then for the second

wait I like it to be at a Cadence of an

additional day every single time so I do

one day then I do two days and then I do

three days and then I do four days and

so on and so forth until um you know

it's been about a month or so right

that's kind of you know more or less

what I like to do here so that is the

new lead workflow now let's move on to

the second step which is okay they pick

up that call or they call you back or

you call them

and now you're actually on a sales call

right so how do we navigate through this

scenario here so then that brings me to

the next stage here we're going to back

out of this and um I'm actually just

going to activate this workflow as well

and then publish it and save

it okay sweet we're good to go the next

workflow is going to be the sales call

workflow right so when you actually get

off a sales call now um there's a lot of

different triggers here that we could do

so like for example it could be like

call status is complete um that might be

your initial thoughts when dealing with

this but I would highly recommend not

doing that what I'd recommend doing is

having a form being submitted to start

this new uh this sales call workflow and

practically speaking what I like to do

and what I get my sales reps to do is I

standardize the sales cycle with my team

I like to have one standardized script I

like to have one standardized everything

so that when my team is getting on calls

with clients representing my company

they're doing so in a way that I

pre-approved I think is best that way

you can also just see you can also you

know have a standardized approach you

can split test that approach to see you

know if we for example change or tweak

this part of the sales process or the

sales call and we swap it out with this

you can have control variables tested

and get and optimize that sales call

script over time to get the best results

right but also it acts as a trigger for

the rest of the workflow so what that

looks like is we're going to have a form

here so we're going to go back to sites

and we're going to create a uh another

form here and we're actually going to

create a folder and this is going to be

the sales call folder and there's going

to be two forms specifically that we

need to do to set this up properly and

I'm going to break this down um so that

you guys understand what is actually

going on here because I think that this

is really really powerful stuff if you

get this right so firstly um I I like to

have an inator step on my sales call

where essentially all I do and keep in

mind when I when I say these sales forms

this is not something like this is a

form forms are intended primarily for

clients this is an internal form this is

not something that you're sharing with

the c this is only something you're

sharing with your sales team okay so um

with that being said we have this email

form here so this is like literally just

um client I'm going to call this client

check now what's going on here is you um

you are going to want to create a

two-step where you enter in the client's

email because this is going to depend on

the functionality of everything else

it's just easier to do it this way I'm

going to leave it at that that's all I'm

going to say for this for now we're

going to backpedal onto this in

approximately 5 minutes from now because

for me to explain it without giving you

a visualization of what it actually

looks like is practically meaningless so

we're just going to circle back to this

a later point in time and then we're

going to create another form here and

this form and I promise I'll tie this

all together I I can't explain this

without tying it together and you should

understand this very clearly at the end

this is going to be the sales call form

so um for example oops I just deleted

that in here we can do first name in

here this is whatever you know you can

put in whatever it is that you want in

this form now what I like to do and what

I've done and that I found tremendous

success with my business is the sales

call is where you want to frontload all

of the data because if you collect as

much data on the sales call Process here

right then it's going to be easy it's

going to be freaking easy for you to

automate the rest of the stuff because

appointments like what information do

you need uh to send emails and text

messages and do this properly everything

that you've collected on the sales call

is good enough for the appointments it's

good enough for the contract signed you

should be asking for things like price

and date and all that kind of stuff

hashing that on the sales call that way

you can automatically generate a

contract um and so on and so forth right

like there's once you frontload the data

by asking at one time you don't have to

go back call Stacy up two weeks from now

and be like hey Stacy can you provide me

with additional context that I forgot to

ask you on the initial sales call once

you hammer it down it's going to

streamline everything in your business

so I would highly recommend spending the

time and making sure that this is right

this is probably where you're going to

spend the majority of your time

automating your business because this is

the most important step so for example

we could have in here like service maybe

we had another field in here here and

this is like I don't know the date

picker and I'm just going to put in here

service date and click save this will be

in the additional info tab under the

client section here and I'm just going

to do one more and it's going to be a monetary

monetary

field where is it monetary and this is

going to be service I don't know service

price something like that I'm just going

to keep this super Bare Bones just to

kind of give you a good depiction of

what this looks like and all we we have

to do now is just add in the service

date and we're going to add in the

service price here okay

so more or less that's a good start what

we can also do here is we can add in um

multi-line text here I like to add it

onto the form and this way I can just

pretty much put in whatever actually

sorry this is not the right this is this

is not what I want customized I think

it's here text here perfect so this is

it I just want to create a sales script

for my employees to be able to to go

through right so I could say um first um

ask how their day is right um uh maybe

you ask like you know what

are what are the client's needs I don't

know I'm just making this up on the Fly

um but obviously you know you you need

to customize this to your business tell

them uh about our business you could be

like this is our social proof SE here

and then after telling them about the

business you can say why we the best fit

um all that kind of stuff right this is

your sales script in a nutshell here so

you get on the phone you talk to them

and you don't have to do it this way and

then you build rapport and then you

eventually go through the whole sales

call grab the questions and then this is

going to help frontload the data so that

moving forward um we just have all the

information right so let's move back

from here now we've created two forms

we've done that the the client email

check and then we've done the uh sales

call form and we're going to go into

funnels here now you could do websites

funnels doesn't really matter but for

the purpose of this tutorial we're going

to use funnels that's just what I've

been doing funnels are like essentially

the exact same thing as a website but

the only difference is is that um it is

a multi-paged website with the intent of

bringing somebody from page one to page

two to page three to page four and so on

and so forth right so it's a One

Direction essentially uh website that

rides the or sends them down a specific

page this is all internally right so

we're going to call this email check and

then uh we'll just add in the path here

it doesn't really matter we'll create

the email check path and then we're

going to create the um sales call Path

here sales call okay sweet so we have

two stages in here and all we have to do

is just take those forms and add them

onto this website so that when somebody

fills out the email check then they go

on the sales call so let's go ahead and

let's do this so we're going to create

from blank

and you can you know style this however

you want but I'm just going to keep it

really simple here we just are going to

add in some elements here and the

element is going to be a form okay so oh

we need to add in a row one column and

this is going to be a form so first

things first we have the client check

and we can save

this and the only other thing we want to

do is we go to the next step in the

workflow so when they do the client

check then we go into the second step

and that we Circle back to why we do

this email check so we put in the

client's email here right and that is

because on the sales call step there's a

lot of fields that we have already um

had the client fill in so we'll add that

form in here again and this is going to

be form number three right and if you

recall on our initial new lead form we

the client already filled in the first

name last name phone number email City

service so these um particular forms

they can be sticky forms meaning that it

will pull in the person's information so

if you enter in the email on the first

thing it's going to be like oh this is

Bob Smith okay yeah we've encountered

Bob Smith before okay let's go ahead and

pull in the rest of his data right and

it can pre-populate his first name his

last name his phone his email and the

reason why that's also important is

because if you were to misspell the

email here for example and you had a

typle in here it's going to create a new

contact so you want to be very careful

with the email you put in I always copy

and paste it in so let's go ahead and

let's just uh first demo this whole

thing so you guys can see real hand what

this looks like firsthand what this

looks like so I'm going to put in my

information and

five 5545 and then we're going to just

out

uh I'm going to do landscaping and done

okay sweet so looks good to me we've

submitted the form what we can do is we

can actually come back in here and take

a look and see that first of all this

client has been created in the serum

just by filling out that form right just

by somebody entering in that information

we already have first name last name

email phone number all of that kind of

stuff and if we go into the automations

tab here it looks like they have entered

into the automations tab here and it's

just um going to be processing the

information which should take a couple

seconds let's actually just take a look

here so it looks like we've executed the

person uh or assigned it to somebody and

now it's just waiting to call now the

reason why it's waiting to call is

because we don't actually have a phone

number in the account yet and if you

don't have a phone number then you're

not going to be able to call on text

people so we're going to go into the

settings at the bottom left here my face

is cutting off uh the screen and we're

going to go into phone numbers here and

I'm just going to go ahead and I'm

actually just going to buy a phone

number so that we can walk through the

rest of this together so I'm going to

add a phone number straight through go

high level and um I'm going to choose

something because I live in Canada in

Canada and this looks good to me I don't

know where the hell that is but I'm

going to go ahead and I'm going to buy

that one proceed to buy it costs $115

USD per month to have this in your

account okay sweet

and we have successfully purchased and

if we come back into the contact Section

now let's take a look and we're going

to we're essentially going to restart

this we're going to um I'm going to copy

this phone number just so that it's

easier for me to type in I'm going to

remove them from this workflow okay and

we're going to redo this whole thing

just because the first time I didn't

have the phone number built out so

practically speaking what that looks

like is I'm going to uh enter in this

form one more

time oops you can see here I misspelled

the email which is

important and we're going to choose

landscaping and submit okay now let's go

here and let's see if we have uh

successfully enrolled him so I'm going

to go into that workflow enrollment

history and it's going to say waiting

for time window now what I'm going to do

is I'm just going to force the contact

to The Next Step here because I actually

want to

uh uh push it through and you can see

that it's not going to work so I'm just

going to do like 11:45 p.m. and whatever

right and unfortunately test this one

more time but I think it's also really

important too that you guys see how this

works because if you um get to the stage

and you can't make it work then it's

going to take you a lot of time so we're

going to go back into the contact and

we're going to remove him from the

contact now if you guys want to see

where he's at in the contact you just

have to click this button here and then

it's going to take you to this kind of

screen here with the enrollment history

and you can see who's enrolled but this

is like a one by one pain of who's

enrolled but if you want to see every

action that's happened you go to

execution logs and you can see

everything play byplay what's going on

so we're going to remove them from the

uh workflow here and we're going to try

this one more time so we're going to

come through refresh the page and add in this

oops okay gmail.com Toronto Landscaping

I consent and I just want to make sure

that we set this up properly with the

time zones uh with the uh Windows okay

perfect so looks good to me now we're

going to circle back and see if the

person has been entered into the

time okay so now oh that's super super

weird um waiting for the the right time

window okay I'm just going to remove

completely and I mean yeah I guess for

whatever reason I'm on some weird ass

time zone right now um so that's that's

my bad I guess I just randomly chose

something I thought I was an Eastern

Standard Time so clearly I was mistaken

so we're g to unfortunately have to do

okay okay

Toronto and landscaping and I consent

and just before doing that I'm going to

remove this contact from the workflow so

that we can enter them in properly so

they've been removed we've also removed

the time window here so that's not going

to block us anymore from entering this

person in and now we're going to submit

and fingers crossed for the fourth time

it should

work okay there we go so we have the

call was unsuccessful because um I guess

that's just not an actual number in

service and then we uh also sent out the

text message as well so hey jonno it's

jono from ABC company blah blah blah

blah blah right and if you looked out

far enough on the time Horizon there'd

be multiple emails text messages if the

person never replied they did reply then

they would be removed from this particular

particular

workflow okay so that's where we're at

so far now I want to move past this onto

the sales call section here right so um

practically speaking what I like to do

is anytime I get a new lead coming in

here to our CRM I just like to hit this

clipboard here which is the email I I

tell our sales reps hey don't actually

uh use the don't try and manually type

in the email because chances are 20% of

the time you're going to get it wrong

and um they can just come into like

sites for example and go to the sales

call for they would just have like a

link to this so it's like nice and easy

and they're going to enter this in and

just before I actually go ahead and do

this I want to um

I want to go back to these forms here

right so we're going to go to builders

here and we're going to go to the two

sales call forms that we selected and

remember how I said that when you submit

this it should autofill the rest of the

information in here it didn't autofill

the rest of the information in here and

that's because I missed one step and

that is that in this form number three

here if we enter this in we need to go

into the settings options and go to form

settings and choose sticky contact in a

nutshell sticky contact will autofill

contact information previously entered

so you don't have to entered in twice so

this is important that it's checked off

however um it's also equally important

that you make sure that on the client

check that this is not checked off so

for the client check form okay the

option stick with me here because I know

this is it's a bit overwhelming but this

should not be checked off and it should

be checked off for the the second form

so let me explain why that is the case

okay so you come in here you enter this

email in now you click button and or the

next step and we have the sticky form

here so the sticky form is autoloading

this information that is why we have the

two-step process step number one is so

that you enter in the email you get more

bang for your buck so that you don't

have to manually enter in all this other

information that you've already

collected on the client is already done

out of the way easy okay that's a nice

little modification there and then

um the reason why you also don't want

this to be sticky contact is because if

you came in here and it was sticky

contact that means that it's sticking to

that current contact so you have Bob

let's say you fill out Bob's form and

then you go to Sandy you would overwrite

Bob with Sandy if you had that uh that

sticky contact for the second part this

would the reason why they're uh on this

particular first form there is no sticky

contact checked off is because when you

start the workflow now it's going to

reset right it's going to reset the

contact and then you can enter in

whatever email and then you can always

go onto the next person right but if you

had this as sticky contact it would

overwrite Bob with Sandy with Rachel

with Dylan with Francis or whatever

right and by having the uh first form

not have the sticky contact checked off

but having the second form have the

sticky contact checked off then that

means you reset on the first form it

goes to the second form on the second

form you don't have to enter in the

details now you're on the call right and

let's say this is Dylan that you're

talking to you're like hey Dylan it's J

from ABC company what's up like how's it

going man like it's great to meet you um

talk about why you know ABC company is

the right fit for you and then you just

enter in all the details okay you're

looking for landscaping services you're

looking for the 27th of December and

maybe maybe snow removal services for

December and the the price is going to

be ,000 okay sounds good

so we have now front-loaded this data

and we click submit here okay and

essentially that is where this next

workflow starts right so if you recall

we've already uh we created this sales

call workflow right and if you're

struggling on where to find that all you

have to do is come back into automations

and then just create another automation

right so this is you know the next stage

now I'm going to create a trigger as the

uh form submission right so we have a

form that form was the sales call that

we just submitted right but when this is

submitted it's going to start the next

section of the automation Journey which

is keep in mind form three right which

is this main sales call Page and that's

going to start this second part of the

workflow which is the sales call portion

right here okay so we're on we're on to

the next step here right um now

essentially there's a couple things we

want to do here if you finish a sales

call with somebody you do not want to

send out messages being like hey do you

want to jump on a sales call I saw that

you inquired with our business hey uh

Sandy do you want to jump on a sales

call it would be great to chat with you

on the phone right you don't want to do

that because you already had the sales

call with Sandy so the first thing we

need to do is remove Sandy from that

workflow right so coming back in here

we're going to choose um remove from

workflow and we're just going to choose

another workflow that we're removing the

contact from and this is going to be the

new lead workflow okay done second thing

is is I want to assign that lead to

somebody else right and the reason why

is like sometimes in in instances like

um and I think this is really important

somebody fills out that new lead form

right they they inquire on your website

but some people they don't and then you

manually enter somebody in and if you

don't like every single step you should

always be assigning a user to that

person because the last thing you want

to do is send out a text message being

like hey blank or hey Bob it was it's

blank from ABC company it was nice

meeting you today because you forgot to

assign yourself as the user right um so

just making sure that every single step

along the way you're always canceling

out the last step in the Automation and

you're assigning somebody to that

automation so that essentially you're

never going to send emails or text

messages where it blanks out on your

name or whatnot

so that is essentially The Next Step

here right um now let's let's move on

past this you could like wait for

example I don't know five minutes and um

we could send a text message to that

person right and we could say Hey you

know whatever uh it was nice chatting

with you today right I've sent an email

with the details we spoke about right

I'm just not I'm not going to over

complicate this this is practically all

I'm going to do you can send out emails

afterwards I'm just going to put in a

bunch of BS here because it ultimately

doesn't matter for the purpose of this

tutorial oops okay gmail.com

sweet awesome and more or less that's

really the second part of this workflow

is just sending out additional

communication with the person at the

right Cadence um and also the other

thing that we probably want to do as

well is we want to create a contract for

the person right and an invoice I like

pairing these up together some

businesses they have estimates or they

do proposals or they do contracts or

invoices for me I just like like and it

may be I'm biased that it's just my

particular industry but I like coupling

contracts and invoices together as a

two-in-one document I don't like sending

off one thing and then waiting and then

sending off another thing and then

waiting and then sending off another

thing it's just every piece of every

step you add in to the process just adds

more friction and that literally makes

more people drop off and you make less

money right it's like like if you for

example have a form and every question

you add on that form increases friction

and um reduces the amount of people that

inquire the more steps you have the more

friction the less people you you will

get through the the the door at the end

of the day obviously it's subjective to

the industry that you're in but that's

just the way I see it so from here we

can literally go ahead and create a

contract and automatically send it so we

can just uh do uh

send document right so we can send a

document immediately to that person

you'll just choose from yourself who

you're sending it to and then we have to

go ahead and actually create this this

document so going back into to go high

level we have this payments tab here

that's where we're going to come in here

and we're going to go to contracts and

or documents and contracts and we're

going to create a new template to send

off to somebody so in this template I'm

just going to start from scratch there's

really you can customize it really

however you want it it doesn't really

matter the I'm not going to go into

styling this at all I'm just going to

point out one or two or three things

here first thing is is that you want to

enable direct payment right because this

will allow it to become a two-in-one

document where they sign and then they

pay right and on this part you're just

going to want signatures both probably

from you and also you're going to want a

signature probably from yourself as well

or or the the client or or whatnot so

this will be the contact and then this

could be like me for example and then I

could add in here some text right so

it's like uh I don't know Landscaping

Landscaping

contract for and then I can put in the

person's name right so Landscaping

contract for uh jono for example and

this will literally just populate the

contacts first name you can add in all

your your legal requirements everything

you want to add to the contract and then

have two signature boxes for somebody to

be able to co unsign right um and then

that's really more or less it right you

have your contract in here you can

customize it however you want other than

that I guess the only other thing that I

would want to add in here is a pricing

table so we're going to do uh product

list we're going to add that in here

right with signatures at the bottom here

okay sweet

so the only downside to go high levels

contract Builder and personally I don't

use it keep in mind it's just that the

amount that you can customize with the

line itemps is very limited and I think

this will change as time goes on but and

I use pandadoc and I I can link in the

description how I do contracts but it's

just so it's it's it would takes so much

extra time to explain that that it's

just not worth including in this video

so I can link it as a second video but

essentially um the only problem is is

like you can add like you can't from

their automation Builder select a

template and then be like hey I want to

add in this product but not add in that

product have this discount or um so on

and so forth edit the quantity for this

to be five instead of four have this as

an optional upsell all of those things

you cannot do automatically through here

you have to manually do here which kind

of blows that's why I use panad do

because pan can do all of that kind of

stuff all by itself but if you're a

business and you're just offering you

know package a b and c for landscaping

services and you just have three price

points and that's it then this is

perfect and that's all you need is go

high level is going to do it for you

right so we can add in a a product here

and this can be like package a right and

uh this can be like

$1,000 and we'll just call this package

a and

uh this will be a service that we're

rendering for the client so here we go

we could have like three contracts for

example if you had three agreements or

three different pricing tables package a

package B Package C right we'll save

this and I'm just going to call this

package a here and um we need to send

off package a in the um automation so

when somebody fills out that particular

um sales call form we want to

automatically send them off package a

here so we'll go ahead and do that we're

going to go send document and contracts

and we're going to do from user and it's

going to be package a right so done but

the problem is is what happens if you

have package B and you have Package C

and so on and so forth well what we're

going to do here is we're going to add

that as a question that's a perfect

question to add on the sales call form

so in form three I'm going to title this

uh sales call form and we'll save this I

want to add in another question here

right and this question will be a single

dropdown and it's going to be uh package

and it's going to be package a or

package b or Package C we're going to

click save here well oh sorry we're

going to add this into the additional

info section here and then save it okay

now that we've created uh oh we didn't

even add it in here my apologies so

we're going to do package add it the

bottom here and you can just like have

your sales rep be like hey do you want

package a do you want package B do you

want Package C another thing you could

ask in here as well is do you want to

send the contract immediately do you

want to manually send it off and then if

you send uh you know it immediately then

it obviously fires if you set it

manually then you create it you send it

yourself so that's another question you

can have here circling back to our

automation here I'm just going to

refresh the page because we just created

a new variable that we're going to have

to load in here and um because it's a

static page it probably hasn't loaded

the variable we created

um yet so we're going to add something

before this send document and contracts

section here and I'm going to do an if

statement here okay and this if

statement is going to be like package

and um more or less this is going to be

package a and we're going to do contact

details and we're going to type into

this package is a so what we're

practically doing here is we're doing

conditional logic so we're checking

which package did the sales rep select

on the sales call if they selected

package a then it's going to go down

package a route if it's package B it's

going to go down package B route if it's

Package C then it's going to go down

Package C rad and then it's going to

automatically send the right package to

the client right so we have package a

done we have package B here as well and

this is going to go down uh this is

going to check for the dependency that

package is B that the client ask for and

then we have C as well okay perfect so

we have three different packages here

and all we do now is we just copy this

protect potential document over and um

send the right deal to the right person

right now obviously you'd go ahead and

you create a package B You' create a

package C and then you'd send that

properly to the person but that's just

kind of like how I would go about it

once again the only downside is is that

this logic depends on having predefined

packages here that you can send to

people if you have um units and the

units are going to change the price and

all that kind of stuff then what you

could do here is you could just make

sure that first of all you have to uh

you you change the signing Authority so

essentially in this um you have uh I

don't actually know if you can do it in

go high level here or not on the

document page but you may just want to

manually create based on a predefined

template and just change the quantity

you once and then send it off right so

that's the only downside but once again

it's like when I say downside I say it

Loosely because it's like oh man I got

to spend 10 seconds doing something it's

not going to take very long to do and

it's still going to save you a boatload

of time doing it this way anyways so

that's practically speaking um we've

we've done the the sales call section

here we've sent off the uh the the

agreements and all that kind of stuff

now the thing is is like you know you

get off the sales call with somebody and

what I like to do is um I like to book

follow-up calls with people so I find

that the best strategy on sales calls is

to book a follow-up sales call or book a

follow-up meeting on that sales call at

the end of the call so you're like hey

Randy great chatting with you today

thank you so much um are you when when's

a good time you know that we can we can

schedule another calls the same time

next week work for you and usually

they'll be like yeah this time works

right so you come into the contacts

details right and then you just book

that appointment right through here to

have a follow-up call at whatever the

time is that you're looking for now

you'll notice that we don't have a

calendar so we can't even do this yet so

we just come into settings here and I

would just come into calendars uh which

is on the sidebar here and we can just I

don't know create a calendar it's going

to be a personal calendar I'm just going

to call this whatever I'm going to

select myself I'm going to give it a

random name

here and that looks good to

so nothing too crazy essentially we have

our calendar set up right and more or

less we just need to create workf flows

to deal with the c the booking of

calendars right and you'll know that

there's notice that um you know with

when you're dealing with meetings um

there's nothing worse than somebody no-

showing or canceling or whatever right

the cool thing is is that all of this

like this whole system can be automated

and I'm just going to kind of go over

the high level over of how you can do

this but essentially um you'd create a

new lead workflow you'd create or sorry

you'd create a new workflow multiple

workflows and you'd create one for every

single um stage that a client can go

through in the appointment booking

process so I'm going to call this

appointment confirmed and this is going

to be triggered when this uh appointment

status is set to be confirmed so we'll

add a filter here and the appointment

status here is confirmed now we're going

to have to do this and I'm going to

Breeze over this quickly but for

canceled and no showed uh are the two

main ones and you can do invalid as well

so circling we have our trigger set up

right and the first thing that we're

going to want to do is when it's an

appointment confirmation sequence we

want to make sure that this is unchecked

it's not soften response if somebody

says hey great I'll see you tomorrow you

still want to send a text message 30

minutes before being like hey can we

chat tomorrow so first things first you

send off an email right this email is

going to essentially say um you know

once again I'm just going to type in

random BS here because this doesn't

matter but you're just going to want to

say like here's our confirmed

appointment you can use the uh variables

here so customer values you can do

appointment you could do like the start

time which is going to be like 2m on and

then you could do like the date of the

uh the the uh appointment that you're

meeting on 2: p.m. on uh June 13th or

whatever right it actually formats it in

a way that's user friendly so you're not

looking at that with sass in your eyes

being like is this automated completely

or is there a possibility that this

person didn't automate this so obviously

you want the lad right so you can add in

like additional cont content like that

and then there's other cool variables

and here you can say hey if you want to

cancel you can cancel through this link

if you want to reschedule you can

reschedule through this link and and if

you want to um if you want to add this

to your Google calendar ey calendar you

can go ahead and do so here right so

you're giving them a lot of options to

work with um the reschedule link is

essentially going to reconfirm the

meeting and it's going to enter them

right back into the same workflow just

at a later point in time and for the

cancellation workflow this will trigger

the um the other workflow which would be

a cancellation workflow so client come

somebody comes in books an appointment

they're like CP I can't make it they

cancel the appointment they answer the

cancellation workflow tries to re-engage

with the person to book another call so

there we have it we have a first email

that comes out and we just confirm the

appointment when it's confirmed and then

we can add a weight step in here and I'm

not going to go super in detail on all

the nitty-gritty details of how to best

set this up but essentially we need to

change the wait for it's not a time

delay it's an event slappointment time

and what we're going to do is we're

going to wait let's say 30 minutes

before the appointment okay so it's say

the appointment's in 7 days from now

it's going to wait 6 days 23 hours and

30 minutes and then it's going to let's

say send off a text message to the

person just being like I'll give you a

call in 30 minutes or whatever right

done so that's essentially more or less

how you can structure this type of

workflow the most important things are

that it's not a stop on response and you

just drip out notifications I like to

have an email immediately email day

before and then text message 30 minutes

minutes before um a meeting usually I

find that that results in the best um

the best chance of somebody showing up

um you think that more reminders is a

good thing but honestly speaking like a

lot of people just get really annoyed

with this kind of stuff and I just like

keeping it to three that's like kind of

the sweet spot where people don't get

too annoyed but they also get the

message and they end up showing up so

that's the appointment confirmed

workflow we'll go ahead and we're going

to create one more workflow here and

cancelled slash

um uh canel SL noow right so we can

actually bundle these together so we're

going to do appointment status is um for

example canceled let's just say and

we're going to do another one where the appointment

appointment

status is

uh no showed sweet and all we have to do

to make this simple is we could do a

conditional step here if and we're just

going to say hey was this canceled let's

go down the cancel path if it's snowshow

we go down the Nosh path so we can call

this canceled and we're going to look

for the workflow trigger is uh okay

that's convenient it just doesn't show

because we just made these so we have to

unfortunately refresh I'm glad I'm

running into issues like this because um

this is really important like if you're

going to start debugging this you're

you're going to run into the same

problemss guaranteed 100% And it's

important to know how to deal with these so we're going to do

so we're going to do um uh if SL else and yeah so this will

um uh if SL else and yeah so this will be cancelled and then um the workflow

be cancelled and then um the workflow trigger

trigger is appointments oh man okay I just took

is appointments oh man okay I just took a shot in the dark there I named them

a shot in the dark there I named them both the same thing so I'm just going to

both the same thing so I'm just going to say no show and workflow

say no show and workflow trigger is the bot

trigger is the bot appointment status here of course we'd

appointment status here of course we'd just come in and change this name so

just come in and change this name so we'd click on it and the workflow

we'd click on it and the workflow trigger name is going to be changed to

trigger name is going to be changed to canceled in this instance and this one

canceled in this instance and this one is going to be no show and then

is going to be no show and then hopefully that updates okay perfect so

hopefully that updates okay perfect so we got it right awesome same kind of

we got it right awesome same kind of deal here we're just essentially saying

deal here we're just essentially saying hey this person canceled or they didn't

hey this person canceled or they didn't show up to the appointment let's try and

show up to the appointment let's try and re-engage them so we can send off an

re-engage them so we can send off an email here and this email is going to be

um just trying to get them to rebook the only thing I want to show you in this

only thing I want to show you in this email is that they have in the um in the

email is that they have in the um in the appointment section here you have a

appointment section here you have a rescheduling link right so you just send

rescheduling link right so you just send them off this link in case they uh they

them off this link in case they uh they want to book another appointment with

want to book another appointment with you and this will automatically confirm

you and this will automatically confirm it again now some of you guys out there

it again now some of you guys out there might be thinking why the hell would I

might be thinking why the hell would I give people permission to cancel

give people permission to cancel appointments I don't want to give them

appointments I don't want to give them permission I just want to have like the

permission I just want to have like the call or whatever and that's that's it

call or whatever and that's that's it and um I think that's somewhat of a

and um I think that's somewhat of a valid point I don't agree with it but I

valid point I don't agree with it but I think it's a valid point maybe I agree

think it's a valid point maybe I agree with it for certain industries but the

with it for certain industries but the reason I like having the cancellation

reason I like having the cancellation workflow in there is because if somebody

workflow in there is because if somebody wants to cancel they're just going to

wants to cancel they're just going to no-show and if I'm taking a call and

no-show and if I'm taking a call and maybe I have to step out for dinner to

maybe I have to step out for dinner to take that call and they no show I sit

take that call and they no show I sit there for 10 minutes I try and recall

there for 10 minutes I try and recall them back or whatever that's just a

them back or whatever that's just a massive pain in the ass and I don't want

massive pain in the ass and I don't want to do that and I'm sure you don't want

to do that and I'm sure you don't want to do that so if somebody's going to

to do that so if somebody's going to know show anyways i' just give them the

know show anyways i' just give them the option to cancel so that either I can

option to cancel so that either I can enjoy that dinner or I can book another

enjoy that dinner or I can book another call at that time to talk to somebody

call at that time to talk to somebody who actually does want to talk to me and

who actually does want to talk to me and actually does want to close a deal and

actually does want to close a deal and that way you get paid more money so

that way you get paid more money so that's just my perspective on this um so

that's just my perspective on this um so that's more or less the appointment

that's more or less the appointment workflow after the sales call happens

workflow after the sales call happens you book an appointment and then after

you book an appointment and then after every single other appointment you keep

every single other appointment you keep booking appointments until that person

booking appointments until that person either says yes hell yeah I want to move

either says yes hell yeah I want to move forward and I want to pay you money now

forward and I want to pay you money now or um or no I don't I I don't want to

or um or no I don't I I don't want to move forward right so now we've gone

move forward right so now we've gone through the process of actually going

through the process of actually going from new lead to sales call to

from new lead to sales call to appointments and then we have contract

appointments and then we have contract signs right so practically speaking

signs right so practically speaking what's going on here is we have this

what's going on here is we have this stunning contract here right now the the

stunning contract here right now the the issue is that um not everyone who signs

issue is that um not everyone who signs pays right it would be a a perfect world

pays right it would be a a perfect world of everyone who signed paid most people

of everyone who signed paid most people do pay that sign but it's not always the

do pay that sign but it's not always the case and we need to follow up with these

case and we need to follow up with these people in case they sign but they don't

people in case they sign but they don't pay and a lot of people like dragging

pay and a lot of people like dragging their feet too I mean there is nothing

their feet too I mean there is nothing more annoying in my opinion uh sorry I

more annoying in my opinion uh sorry I can think of a lot more annoying things

can think of a lot more annoying things but there's few things that are more

but there's few things that are more annoying than uh somebody signing and

annoying than uh somebody signing and being like sure no problem I'll pay how

being like sure no problem I'll pay how does six months sound how does 10 years

does six months sound how does 10 years sound is that okay with you I'll pay you

sound is that okay with you I'll pay you you know in the afterlife or whatever

you know in the afterlife or whatever and you're just sitting there being like

and you're just sitting there being like man like why did you even sign in the

man like why did you even sign in the first place um so anyways how we combat

first place um so anyways how we combat that is we create another workflow here

that is we create another workflow here and this workflow is essentially more or

and this workflow is essentially more or less going to be contract signed

less going to be contract signed workflow and first things first we need

workflow and first things first we need to have a trigger here right and um this

to have a trigger here right and um this trigger is going to be documents and

trigger is going to be documents and contracts and it's going to be that the

contracts and it's going to be that the status oops my bad there status equals

status oops my bad there status equals or is and signed slash accepted now if

or is and signed slash accepted now if you recall the last thing that we did

you recall the last thing that we did and what I mentioned earlier is the

and what I mentioned earlier is the first thing we got to do is remove um

first thing we got to do is remove um the user from the sales call from the

the user from the sales call from the new lead workflow I always like doubling

new lead workflow I always like doubling down and removing people from all the

down and removing people from all the previous workflows like canceled no

previous workflows like canceled no showed sales called new lead sometimes

showed sales called new lead sometimes abnormalities happen like for whatever

abnormalities happen like for whatever reason they still might be in the new

reason they still might be in the new lead and then they get to this and I

lead and then they get to this and I just like being safe rather than sorry

just like being safe rather than sorry um so I'll just remove them and then

um so I'll just remove them and then I'll also make sure that to assign

I'll also make sure that to assign somebody as the user to that particular

somebody as the user to that particular workflow so I'm going to sign myself to

workflow so I'm going to sign myself to this and then yeah the next thing is is

this and then yeah the next thing is is we can just send out an email right um

we can just send out an email right um and we can say please pay now thanks bye

and we can say please pay now thanks bye and and that seems like a totally

and and that seems like a totally reasonable email to send to somebody um

reasonable email to send to somebody um and then of course the first thing

and then of course the first thing they're going to be like is oh my gosh I

they're going to be like is oh my gosh I have a revelation of course why didn't I

have a revelation of course why didn't I pay earlier forget six months from now

pay earlier forget six months from now I'm going to pay right now and they pull

I'm going to pay right now and they pull their credit card and pay anyways that

their credit card and pay anyways that was my that was a dad joke I apologize

was my that was a dad joke I apologize um but uh but yeah so now we have this

um but uh but yeah so now we have this this deal going on here right and

this deal going on here right and essentially we can just drip this out

essentially we can just drip this out over time I like to follow the Cadence

over time I like to follow the Cadence of we wait uh one day for the second two

of we wait uh one day for the second two days for the third three days for the

days for the third three days for the fourth progressively gets longer and

fourth progressively gets longer and longer and longer the further out you go

longer and longer the further out you go now moving on to the next step is

now moving on to the next step is essentially The Layover the crossover

essentially The Layover the crossover between when somebody uh is changing

between when somebody uh is changing from being a lead into being a uh into

from being a lead into being a uh into being a paying customer right and this

being a paying customer right and this comes down to when somebody has paid

comes down to when somebody has paid this contract now keep in mind they sign

this contract now keep in mind they sign and then they can Past St it through the

and then they can Past St it through the document as well and um just one other

document as well and um just one other thing in this uh

thing in this uh where the hell did it go um I'm just

where the hell did it go um I'm just going to back out of this I think this

going to back out of this I think this is an old tab Circle back

is an old tab Circle back in let's see if it's there now contract

in let's see if it's there now contract signed workflow perfect um in this email

signed workflow perfect um in this email we can also include in there a link to

we can also include in there a link to pay so we can do like um where where is

pay so we can do like um where where is it um attributional phone call right now

it um attributional phone call right now count message calendar appointment

count message calendar appointment contact

contact um hm

um hm invoice let's just see signed accepted

invoice let's just see signed accepted uh yeah

so let's just see here it's not showing the invoice section so what I'm going to

the invoice section so what I'm going to do is I think I'm going to change the

do is I think I'm going to change the filter here or the uh the trigger here

filter here or the uh the trigger here so that instead of it being a document

so that instead of it being a document and contract I'm going to do invoice

and contract I'm going to do invoice status is sent yeah I think that that

status is sent yeah I think that that looks good to me and practically

looks good to me and practically speaking these are the exact same right

speaking these are the exact same right invoice sent is going to happen when the

invoice sent is going to happen when the contract signed because when the

contract signed because when the contract signed the invoice will

contract signed the invoice will automatically be sent and that's going

automatically be sent and that's going to open up the ability to provide a link

to open up the ability to provide a link to the invoice so we'll come back in

to the invoice so we'll come back in here we'll go to custom values and now

here we'll go to custom values and now we have access to this invoice tab here

we have access to this invoice tab here that we didn't have before and all I

that we didn't have before and all I want to do is I just want to send the

want to do is I just want to send the URL of the invoice so that they can

URL of the invoice so that they can actually pay through that email you're

actually pay through that email you're not sending an email being like hey can

not sending an email being like hey can you pay and they're like uh yeah but I

you pay and they're like uh yeah but I don't have the link can you please send

don't have the link can you please send that over um it's just going to kill two

that over um it's just going to kill two birds with one stone right so that uh

birds with one stone right so that uh that's going to really help out now the

that's going to really help out now the next thing here is the actual deposit

next thing here is the actual deposit has been paid they have become a

has been paid they have become a customer right so this is going to be

customer right so this is going to be deposit paid slash customer and this is

deposit paid slash customer and this is going to be triggered so the uh the the

going to be triggered so the uh the the new trigger is going to be um more or

new trigger is going to be um more or less

less invoice and and the status is going to

invoice and and the status is going to be paid okay sweet so you have got money

be paid okay sweet so you have got money the client has paid you we're good to go

the client has paid you we're good to go next step here is that we want to

next step here is that we want to essentially um there's a lot of

essentially um there's a lot of different things like I will um pardon

different things like I will um pardon me I will uh usually have project

me I will uh usually have project managers or customer success managers

managers or customer success managers that take over at this point in time um

that take over at this point in time um but it's just ultimately up to you how

but it's just ultimately up to you how you want to proceed um first things

you want to proceed um first things first I mean we could we could do a lot

first I mean we could we could do a lot of different things here we could update

of different things here we could update the cont contct right we could update

the cont contct right we could update any fields that we want we could do um

any fields that we want we could do um let's

let's say type contact type is now changed

say type contact type is now changed from lead to customer you can update any

from lead to customer you can update any custom fields that you want on them and

custom fields that you want on them and we could let's just say wait a minute

we could let's just say wait a minute and what I like to do is say uh send off

and what I like to do is say uh send off a text

a text message and in this I'd be like thanks

message and in this I'd be like thanks for paying whatever uh our customer rep

for paying whatever uh our customer rep is going to take over they'll reach out

is going to take over they'll reach out in 2 minutes right and then we just put

in 2 minutes right and then we just put a weight step on here again for 2

a weight step on here again for 2 minutes and meanwhile the customer's

minutes and meanwhile the customer's like wow they're super responsive I

like wow they're super responsive I can't believe how fast they're getting

can't believe how fast they're getting back to me like this is fantastic

back to me like this is fantastic customer service I'm like you absolutely

customer service I'm like you absolutely damn right it is um it just happens to

damn right it is um it just happens to be all 100% automated and we'll just

be all 100% automated and we'll just change over to a different user save

change over to a different user save that obviously I just have one user

that obviously I just have one user programmed in here so it's not going to

programmed in here so it's not going to work and then we just send out another

work and then we just send out another SMS being like hey uh first name you

SMS being like hey uh first name you know it's uh it's uh you know user first

know it's uh it's uh you know user first name oops user first name anytime I get

name oops user first name anytime I get stuck there at the top you can just

stuck there at the top you can just scroll down and it'll change it's user

scroll down and it'll change it's user first name from ABC company super happy

first name from ABC company super happy to be working with you so on and so

to be working with you so on and so forth you guys can figure out how you

forth you guys can figure out how you want to message this but the only

want to message this but the only important thing here is that we include

important thing here is that we include The Next Step which is the onboarding

The Next Step which is the onboarding what this means is like look somebody

what this means is like look somebody signs they pay and um that's great and

signs they pay and um that's great and we front loaded most of the sales data

we front loaded most of the sales data with the sales call but there might be

with the sales call but there might be additional information that we still

additional information that we still need from that client right so we need

need from that client right so we need to send them over a form for them to be

to send them over a form for them to be able to fill that information out

able to fill that information out properly so what we're going to do is

properly so what we're going to do is we're going to um we're going to create

we're going to um we're going to create an onboarding form for them right and

an onboarding form for them right and I'm not going to get fancy with this I'm

I'm not going to get fancy with this I'm just going to show you guys how I'd set

just going to show you guys how I'd set this up and then you guys can do it

this up and then you guys can do it however you want but in the Builder here

however you want but in the Builder here we're going to add a form and we're

we're going to add a form and we're going to start from scratch and this is

going to start from scratch and this is going to be the um the onboarding form

going to be the um the onboarding form right so let's just retitle this

right so let's just retitle this onboarding form and we can do options uh

onboarding form and we can do options uh if you want you can have it sticky it's

if you want you can have it sticky it's up to you it's optional and any

up to you it's optional and any additional questions you need from that

additional questions you need from that person you can get them to fill out here

person you can get them to fill out here right so I don't know like let's just

right so I don't know like let's just say

say um you know we add in a custom field

um you know we add in a custom field here which is a multi-line and we just

here which is a multi-line and we just say how do you want

say how do you want your Hedges and trees to be trimmed I

your Hedges and trees to be trimmed I don't know something like that and uh I

don't know something like that and uh I don't know what landscaping companies

don't know what landscaping companies ask on these forms um but I'm just going

ask on these forms um but I'm just going to go with with something like that it's

to go with with something like that it's just like customer service questions to

just like customer service questions to to ensure the highest quality possible

to ensure the highest quality possible right so say that we have our onboarding

right so say that we have our onboarding form whatever that's good to me right

form whatever that's good to me right and all you want to do here is you just

and all you want to do here is you just want to pass in um this form here to

want to pass in um this form here to this uh text message or email or

this uh text message or email or whatever can you please send or can you

whatever can you please send or can you please

please complete our onboarding forms right and

complete our onboarding forms right and like look this is like not perfect you

like look this is like not perfect you can obviously you would never send that

can obviously you would never send that in a million years but um the whole goal

in a million years but um the whole goal here is by taxt message by email we're

here is by taxt message by email we're just trying to move them on to another

just trying to move them on to another step this I wouldn't have it as like a

step this I wouldn't have it as like a form I would have this on a website

form I would have this on a website right and then the whole goal here is

right and then the whole goal here is just to get them to fill this out so now

just to get them to fill this out so now we've kind of done the onboarding thing

we've kind of done the onboarding thing now if you guys are struggling to ask

now if you guys are struggling to ask questions you can just go into Google

questions you can just go into Google and you can do landscaping onboarding

and you can do landscaping onboarding form or Landscaping you can just put

form or Landscaping you can just put your service in here onboarding form and

your service in here onboarding form and then you can do file type equals PDF and

then you can do file type equals PDF and then there's going to be bunch of like

then there's going to be bunch of like PDF files from other companies that tell

PDF files from other companies that tell you their questions that they ask people

you their questions that they ask people so this is a good good way for you guys

so this is a good good way for you guys to just find like additional questions

to just find like additional questions you can ask especially if you're new to

you can ask especially if you're new to the game and you're not too sure what to

the game and you're not too sure what to ask that's that's a great place to start

ask that's that's a great place to start so now we have the onboarding kind of

so now we have the onboarding kind of done right it's out of the way we' sent

done right it's out of the way we' sent off onboarding forms to the person and

off onboarding forms to the person and um the thing is though is that just

um the thing is though is that just because you send it to somebody doesn't

because you send it to somebody doesn't mean they're going to fill it out most

mean they're going to fill it out most people don't fill it out right away and

people don't fill it out right away and you have to follow up multiple times and

you have to follow up multiple times and that's where essentially the team

that's where essentially the team notifications come into play here so I'm

notifications come into play here so I'm actually going to move past project

actually going to move past project management and assigning team members

management and assigning team members for now um and then we're going to

for now um and then we're going to circle back afterwards because I think

circle back afterwards because I think that because these are so heavily tied

that because these are so heavily tied together I want to talk about these at

together I want to talk about these at the same time

the same time essentially um we have uh okay I'm just

essentially um we have uh okay I'm just going to exit off with that we have uh

going to exit off with that we have uh completed this onboarding form right and

completed this onboarding form right and we've added it into that particular

we've added it into that particular workflow so that's great now what I want

workflow so that's great now what I want to

to do now is um I want to send follow-up

do now is um I want to send follow-up notifications so if you

notifications so if you guys um so if you recall in the deposit

guys um so if you recall in the deposit page we sent off that that uh text

page we sent off that that uh text message or email or whatever to include

message or email or whatever to include the uh onboarding form right we're going

the uh onboarding form right we're going to create another workflow here okay and

to create another workflow here okay and this other workflow is going to

this other workflow is going to be um essentially

be um essentially notifications and I'll put like client

notifications and I'll put like client and I'd also do the same thing for team

and I'd also do the same thing for team or your your your internal team or your

or your your your internal team or your contractors or your employees for the

contractors or your employees for the purposes of this tutorial I'm just going

purposes of this tutorial I'm just going to do one so you kind of get the point

to do one so you kind of get the point here but essentially what we need to do

here but essentially what we need to do is two things I'm actually going to back

is two things I'm actually going to back out of this and just create one

out of this and just create one additional step here so uh actually let

additional step here so uh actually let me walk you through this logic just so

me walk you through this logic just so in real time it makes sense at the same

in real time it makes sense at the same time so um

time so um when the uh when the contracts won right

when the uh when the contracts won right we can just also have a simultaneous

we can just also have a simultaneous workflow working at the same time so

workflow working at the same time so this is going to be the trigger is going

this is going to be the trigger is going to be when the invoice here has been

to be when the invoice here has been paid as well so these are concurrent

paid as well so these are concurrent workflows working at the same time and

workflows working at the same time and more or less what we want to do is we

more or less what we want to do is we want to dri out notifications leading up

want to dri out notifications leading up to their service date so if you recall

to their service date so if you recall on the the initial sales call we asked

on the the initial sales call we asked hey what day do you want us to do the on

hey what day do you want us to do the on or the Landscaping on and they're like

or the Landscaping on and they're like whatever the 27th of this month or or

whatever the 27th of this month or or whatever and what we can do is we can

whatever and what we can do is we can have this start event start date and we

have this start event start date and we can enter in a custom field here and

can enter in a custom field here and this is going to be the service date

this is going to be the service date okay and more or less we're just

okay and more or less we're just programming in this workflow the actual

programming in this workflow the actual date that a client has their services to

date that a client has their services to be rendered on and what we're going to

be rendered on and what we're going to do is we're going to set set a weight

do is we're going to set set a weight step here and this weight step is not

step here and this weight step is not going to be a time delay but it's going

going to be a time delay but it's going to be a event delay and we're going to

to be a event delay and we're going to do let's say 14 days before the um

do let's say 14 days before the um landscaping services and we're going to

landscaping services and we're going to do an if statement here okay and this if

do an if statement here okay and this if statement is going to be onboarding

statement is going to be onboarding complete

complete or onboarding

or onboarding not complete okay those are more or less

not complete okay those are more or less the two options and we need to check if

the two options and we need to check if that form has been completed and this we

that form has been completed and this we haven't created yet so I'm literally

haven't created yet so I'm literally just going to put in a a blank for now

just going to put in a a blank for now and we have to create a way to Market is

and we have to create a way to Market is complete and how we do that is we're

complete and how we do that is we're going to create another workflow here

going to create another workflow here for when that onboarding form is

for when that onboarding form is finished so when somebody fills out this

finished so when somebody fills out this onboarding form we need to have a way

onboarding form we need to have a way for us to know that that form is been

for us to know that that form is been completed so we'll add we'll create

completed so we'll add we'll create another workflow here we're going to

another workflow here we're going to start from scratch and in this workflow

start from scratch and in this workflow it's going to be onboarding form

it's going to be onboarding form complete okay and the uh trigger here is

complete okay and the uh trigger here is going to be uh form submitted and this

going to be uh form submitted and this form submitted is going to be that

form submitted is going to be that onboarding form so in a nutshell

onboarding form so in a nutshell onboarding form submitted all we have to

onboarding form submitted all we have to do is just do two things we're going to

do is just do two things we're going to add a tag onto the person tag is just a

add a tag onto the person tag is just a piece of text that you add onto somebody

piece of text that you add onto somebody to segment them later on and this is

to segment them later on and this is going to be onboarding form complete and

going to be onboarding form complete and we're good to go right that looks good

we're good to go right that looks good to me me and we can just send off an

to me me and we can just send off an email saying hey thank you very

email saying hey thank you very much thank you for

much thank you for filling out the form while the writing

filling out the form while the writing there is atrocious okay sweet so a

there is atrocious okay sweet so a gmail.com and uh good we got our we got

gmail.com and uh good we got our we got our email we have our tag now um just

our email we have our tag now um just circling back here we have the

circling back here we have the onboarding form right we sent that off

onboarding form right we sent that off client success manager reaches out the

client success manager reaches out the person they like hey thank you so much

person they like hey thank you so much for working with us here's the

for working with us here's the onboarding form you need to complete

onboarding form you need to complete this particular form right we need to

this particular form right we need to know things like how you want your

know things like how you want your Hedges and trees trimed whatever the

Hedges and trees trimed whatever the questions are if and then we need to

questions are if and then we need to know when uh in this workflow we need to

know when uh in this workflow we need to know when clients have filled out that

know when clients have filled out that form because depending on the actions

form because depending on the actions they've T taken either they fill out the

they've T taken either they fill out the form or they haven't it's going to

form or they haven't it's going to change the way we interact with the

change the way we interact with the person if they haven't filled out the

person if they haven't filled out the form we're going to say hey can you

form we're going to say hey can you please fill out the form if they have

please fill out the form if they have filled out the form then we either say

filled out the form then we either say nothing at all or we ask them to we just

nothing at all or we ask them to we just skip over that right but in these emails

skip over that right but in these emails you might Jam in like one or two or

you might Jam in like one or two or three different notifications you want

three different notifications you want to send the person being like hey can we

to send the person being like hey can we jump on a call hey can you complete the

jump on a call hey can you complete the planning form hey do you have any

planning form hey do you have any questions for me right we're asking all

questions for me right we're asking all three at the same time but just because

three at the same time but just because they've completed the form doesn't mean

they've completed the form doesn't mean that we still don't want to jump on a

that we still don't want to jump on a call or follow up and see if they're

call or follow up and see if they're they're being taken care of if they have

they're being taken care of if they have any questions right we still want to

any questions right we still want to reach out uh show face you know talk to

reach out uh show face you know talk to them and all that kind of stuff right so

them and all that kind of stuff right so we just need to determine whether or not

we just need to determine whether or not they filled out this particular form and

they filled out this particular form and how we know that is when they fill out

how we know that is when they fill out the form they get a tag added on that

the form they get a tag added on that tag is the onboarding form complete and

tag is the onboarding form complete and then in this workflow all we're going to

then in this workflow all we're going to check for is we're going to say do they

check for is we're going to say do they have the tag so onboarding for complete

have the tag so onboarding for complete includes the tag onboarding form

includes the tag onboarding form complete so if they filled out the form

complete so if they filled out the form they're add they have the tag added on

they're add they have the tag added on and then we're going to take a look and

and then we're going to take a look and see is this tag added on and if it is

see is this tag added on and if it is added on we're going to send a different

added on we're going to send a different email than if it's not added on we're

email than if it's not added on we're going to say uh know I'm just going to

going to say uh know I'm just going to kind of go through this pretty quick

kind of go through this pretty quick here but we're going to say hey um do

here but we're going to say hey um do you want to jump on a call would be

you want to jump on a call would be great to chat and

great to chat and finalize I don't know details and then

finalize I don't know details and then the second thing that you're going to

the second thing that you're going to want to say is let me know if you have

want to say is let me know if you have any questions so on and so forth

any questions so on and so forth obviously the probably the mo the

obviously the probably the mo the world's most I could win a record a

world's most I could win a record a Guinness world record for the most

Guinness world record for the most atrocious email I ever sent um hands

atrocious email I ever sent um hands down but you kind of get the point the

down but you kind of get the point the purpose is not the emails here and then

purpose is not the emails here and then the next thing here is like uh hey uh

the next thing here is like uh hey uh just wanted to follow up to see if

just wanted to follow up to see if you're able to finish our onboarding

you're able to finish our onboarding forms the more information we have the

forms the more information we have the better we'll be

better we'll be it providing work uh providing the best

it providing work uh providing the best outcome for you or whatever something

outcome for you or whatever something like that and then here's a link to that

like that and then here's a link to that uh form right so we'll do onboarding

uh form right so we'll do onboarding form whatever okay awesome and then you

form whatever okay awesome and then you can just drip this out over time it

can just drip this out over time it doesn't have to just be you know waiting

doesn't have to just be you know waiting 14 days before we could go ahead and we

14 days before we could go ahead and we could copy this right so that instead of

could copy this right so that instead of it being 14 days before now we have a

it being 14 days before now we have a followup at 7 days before we send off a

followup at 7 days before we send off a different message and we can hook these

different message and we can hook these back up together by doing a go-to and

back up together by doing a go-to and then adding it to the next weight step

then adding it to the next weight step here and you can just go down this logic

here and you can just go down this logic Branch all the way to the bottom same

Branch all the way to the bottom same kind of deal with Team if you have team

kind of deal with Team if you have team members and you want to send them

members and you want to send them notifications leading up to the uh uh

notifications leading up to the uh uh you know the the service you can do it

you know the the service you can do it that way now this is going to obviously

that way now this is going to obviously change depending on the service model

change depending on the service model that you have this is not going to be

that you have this is not going to be perfect for everyone and there's other

perfect for everyone and there's other ways to go about doing that and that

ways to go about doing that and that actually brings me into the next step

actually brings me into the next step here which is the the project management

here which is the the project management right because sometimes have a defined

right because sometimes have a defined date where you have you can send

date where you have you can send notifications leing up to that other

notifications leing up to that other times it's like task based notifications

times it's like task based notifications so it's like hey draft is created Hey

so it's like hey draft is created Hey second milestone is completed third

second milestone is completed third Milestone is completed and when those

Milestone is completed and when those Milestones are completed then you send

Milestones are completed then you send off the next notification for whatever

off the next notification for whatever your team has to do right so those are

your team has to do right so those are the one of the two ways I see it kind of

the one of the two ways I see it kind of working for the majority of businesses I

working for the majority of businesses I could be wrong there because I've only

could be wrong there because I've only like I haven't done every single

like I haven't done every single business model there I've done a lot of

business model there I've done a lot of six seven and eight figure businesses

six seven and eight figure businesses and this is typically they fall under

and this is typically they fall under under one of those two categories here

under one of those two categories here so um let's talk about project

so um let's talk about project management here go high level up until

management here go high level up until now we've done everything at go high

now we've done everything at go high level right um but go high level is not

level right um but go high level is not the perfect solution for dealing with

the perfect solution for dealing with project management systems so that is

project management systems so that is where we need to talk about make.com

where we need to talk about make.com because make.com can connect us into

because make.com can connect us into tens thousands of other applications and

tens thousands of other applications and specifically what we want to connect

specifically what we want to connect into is clickup you can use whatever you

into is clickup you can use whatever you want it can be clickup it can be

want it can be clickup it can be monday.com it could be a Santa but these

monday.com it could be a Santa but these are all I would say probably the three

are all I would say probably the three most popular uh project management

most popular uh project management systems that I see on the marketplace

systems that I see on the marketplace today you can also use notion to I guess

today you can also use notion to I guess that's a really popular one as well

that's a really popular one as well whatever floats your boat they're a

whatever floats your boat they're a onetoone substitute for each other and

onetoone substitute for each other and they all essentially more or less do the

they all essentially more or less do the exact same thing right so what we're

exact same thing right so what we're going to do here is we are going to um

going to do here is we are going to um Circle back into our deposit paid

Circle back into our deposit paid workflow here okay and we want to create

workflow here okay and we want to create a project management system for that

a project management system for that client in clickup so how we go about

client in clickup so how we go about doing this is we're going to add

doing this is we're going to add something called a web hook now a web

something called a web hook now a web Hook is essentially more or less just a

Hook is essentially more or less just a fancy way of sending data between

fancy way of sending data between applications right so we send data from

applications right so we send data from go high level into our connector app

go high level into our connector app which is make.com and make.com connects

which is make.com and make.com connects the data into um clickup right but how

the data into um clickup right but how we send data from uh go high level to

we send data from uh go high level to make.com is through something called a

make.com is through something called a web hook so let's break this down so

web hook so let's break this down so it's a bit more applicable first things

it's a bit more applicable first things first if you haven't done so already

first if you haven't done so already you're going to need to sign up to uh

you're going to need to sign up to uh make.com to make this work if you're not

make.com to make this work if you're not interested in the project management

interested in the project management side of things you can just switch over

side of things you can just switch over to um to the next uh part or the next

to um to the next uh part or the next module in this video so we're going to

module in this video so we're going to um create a new scenario here and this

um create a new scenario here and this is going to be like I don't know

is going to be like I don't know test

test ghl um project management okay and we're

ghl um project management okay and we're going to choose web hook here sweet and

going to choose web hook here sweet and specifically we're going to choose web

specifically we're going to choose web hook response which means that we're

hook response which means that we're going to receive information from here

going to receive information from here oops that is not correct at all we're

oops that is not correct at all we're going to delete that module and we're

going to delete that module and we're going to do web hook um custom web hook

going to do web hook um custom web hook which just receives inform information

which just receives inform information so we'll do test ghl you can just name

so we'll do test ghl you can just name it whatever it is you want here this

it whatever it is you want here this doesn't matter this is just for you to

doesn't matter this is just for you to reference later on and then it comes up

reference later on and then it comes up with this URL here so if I was to copy

with this URL here so if I was to copy this okay paste that into a new tab

this okay paste that into a new tab there's two parts this there's the

there's two parts this there's the unique identifier which is unique to

unique identifier which is unique to your account and it's also unique to uh

your account and it's also unique to uh this particular workflow so anytime you

this particular workflow so anytime you you you go to this website it's going to

you you go to this website it's going to start this particular workflow so if we

start this particular workflow so if we just run this right and I just go to

just run this right and I just go to this right it says accepted here and

this right it says accepted here and this workflow has started but there's no

this workflow has started but there's no data that was added on to it right so

data that was added on to it right so now we need to add the data and let's go

now we need to add the data and let's go ahead and do that um so in essence we're

ahead and do that um so in essence we're going to copy this URL here and we're

going to copy this URL here and we're just going to go into this deposit paid

just going to go into this deposit paid customer workflow and we're going to add

customer workflow and we're going to add in that URL practically speaking what

in that URL practically speaking what happens here is go high level will send

happens here is go high level will send you all the information it has on a

you all the information it has on a client so if Stacy pays you have a

client so if Stacy pays you have a client her name is Stacy she pays you

client her name is Stacy she pays you have all the information about her so

have all the information about her so far everything all the information you

far everything all the information you have about Stacy name phone number email

have about Stacy name phone number email tags um service date service all of that

tags um service date service all of that kind of stuff it's all going to be

kind of stuff it's all going to be included in this web hook it's all going

included in this web hook it's all going to be sent to her right so we can we can

to be sent to her right so we can we can test this out let's go ahead and let's

test this out let's go ahead and let's receive the information in make.com how

receive the information in make.com how we do this is on the sidebar we go to

we do this is on the sidebar we go to contacts and go high level we enter into

contacts and go high level we enter into the contact that we have created

the contact that we have created together okay and um I'm just going to

together okay and um I'm just going to click okay and behind my face there's

click okay and behind my face there's this massive well not so massive I guess

this massive well not so massive I guess but this purple run once button and

but this purple run once button and that's going to turn the the scenario

that's going to turn the the scenario into test mode in make.com now it's

into test mode in make.com now it's waiting to receive data any data that's

waiting to receive data any data that's sent to it it will be received here okay

sent to it it will be received here okay and in uh go high level we're going to

and in uh go high level we're going to add the dummy client into an automation

add the dummy client into an automation here so we're going to do add and I'm

here so we're going to do add and I'm going to do deposit paid and click add

going to do deposit paid and click add now it's going to uh start that workflow

now it's going to uh start that workflow manually right so it started this

manually right so it started this workflow it updated the contact it sent

workflow it updated the contact it sent the web hook and now we've received that

the web hook and now we've received that information in this particular web hook

information in this particular web hook we've received the service and the date

we've received the service and the date and the price and the contact ID and all

and the price and the contact ID and all of the information alongside that person

of the information alongside that person right which is fantastic so now we have

right which is fantastic so now we have that contact all we have to do is use

that contact all we have to do is use something like click up all we have to

something like click up all we have to do is essentially create a project

do is essentially create a project management system and click up for that

management system and click up for that client right and this is where you'd

client right and this is where you'd host all the tasks everything that you

host all the tasks everything that you need to do you can assign it to whatever

need to do you can assign it to whatever team member it is that you wanted to

team member it is that you wanted to assign uh the project to so we're going

assign uh the project to so we're going to do click up here and um you can

to do click up here and um you can there's a lot of different ways to set

there's a lot of different ways to set up boards and clickup um you can have

up boards and clickup um you can have like a folder for every client I just

like a folder for every client I just like having the one list and I dump all

like having the one list and I dump all of my projects onto that list that way I

of my projects onto that list that way I don't have to if you have 500 clients

don't have to if you have 500 clients you don't have to list look through 500

you don't have to list look through 500 folders to find the right client you

folders to find the right client you just have to go find that you know

just have to go find that you know search list for the client if that makes

search list for the client if that makes sense right so um for me I just prefer

sense right so um for me I just prefer having one list with all the information

having one list with all the information as opposed to one folder for every

as opposed to one folder for every client it's just a AR data architecture

client it's just a AR data architecture preference for my from my perspective so

preference for my from my perspective so because of that I'm just going to model

because of that I'm just going to model it after how I usually build this kind

it after how I usually build this kind of stuff out and um we're just going to

of stuff out and um we're just going to simply just create tasks and how you'd

simply just create tasks and how you'd go about doing this is creating a task

go about doing this is creating a task for everything that needs to be done for

for everything that needs to be done for that client so for example task number

that client so for example task number one could be schedule a phone call call

one could be schedule a phone call call with the person task number two could be

with the person task number two could be get a remaining balance payment from the

get a remaining balance payment from the person task number three is um you know

person task number three is um you know reach out to contractor and see if they

reach out to contractor and see if they have any questions number four is make

have any questions number four is make sure that the onboarding form has been

sure that the onboarding form has been completed before the services are

completed before the services are rendered all that kind of stuff right so

rendered all that kind of stuff right so you'll go in and you'll just connect an

you'll go in and you'll just connect an account in here it's just going to you

account in here it's just going to you click save and you log into the click up

click save and you log into the click up and and you're pretty much good to go

and and you're pretty much good to go and then you just choose the workspace

and then you just choose the workspace and and we're going to Simply um add

and and we're going to Simply um add everything in here that we want to add

everything in here that we want to add so I'm going to go ahead and select

so I'm going to go ahead and select jono's tasks for where this uh gets

jono's tasks for where this uh gets created and I'm going to

created and I'm going to say yeah we're going to do here and we

say yeah we're going to do here and we can just go ahead and and drill down and

can just go ahead and and drill down and keep adding tasks so I have this um

keep adding tasks so I have this um space called Jal jal's tasks here's the

space called Jal jal's tasks here's the folder and here's the list and this is

folder and here's the list and this is where all the tasks are going to be

where all the tasks are going to be added I'm going to say um call the

added I'm going to say um call the client right and um

client right and um um it could be like here's the person's

um it could be like here's the person's phone number to call right and I'm going

phone number to call right and I'm going to assign it to myself and uh maybe you

to assign it to myself and uh maybe you have tags and click up you can assign to

have tags and click up you can assign to that and the status is going to be to-do

that and the status is going to be to-do and the priority is going to be normal

and the priority is going to be normal let's say and the due date is going to

let's say and the due date is going to be um we're going to have to customize

be um we're going to have to customize this and let's say that we wanted to

this and let's say that we wanted to call that client 2 weeks before the

call that client 2 weeks before the event right um what we could do is we

event right um what we could do is we could have have a Time function here

could have have a Time function here functions are just ways to manipulate

functions are just ways to manipulate data in make.com so coming up to the uh

data in make.com so coming up to the uh calendar icon here we have this function

calendar icon here we have this function called add days right and it takes two

called add days right and it takes two parameters it takes the date and then it

parameters it takes the date and then it takes the amount of days you want to add

takes the amount of days you want to add or subtract from that date so how we can

or subtract from that date so how we can schedule this call two weeks or the t

schedule this call two weeks or the t two weeks before the actual service date

two weeks before the actual service date is we add in the service state here so

is we add in the service state here so we're looking at the service state which

we're looking at the service state which is is uh December 27th

is is uh December 27th 2024 okay and we're going to do minus 14

2024 okay and we're going to do minus 14 this is going to change it's going to

this is going to change it's going to manipulate the date it's going to remove

manipulate the date it's going to remove 14 days and now instead of it being

14 days and now instead of it being 2024 uh December 27th it's going to be

2024 uh December 27th it's going to be December 13th right so that is the

December 13th right so that is the deadline for this task and then you can

deadline for this task and then you can add an estimated time in minutes maybe

add an estimated time in minutes maybe five I don't know World here oyer you

five I don't know World here oyer you get to decide on that whatever floats

get to decide on that whatever floats your boat and then you can just do

your boat and then you can just do duplicate this over and over and over

duplicate this over and over and over again for all the tasks that you would

again for all the tasks that you would want to create and if you want to Circle

want to create and if you want to Circle back into the workflow right um maybe

back into the workflow right um maybe instead of having like time based

instead of having like time based notifications being sent out you have

notifications being sent out you have Project based notifications first draft

Project based notifications first draft uh completed Milestone completed showing

uh completed Milestone completed showing the project to the client completed you

the project to the client completed you could instead in uh make.com you could

could instead in uh make.com you could have like another scenario this is this

have like another scenario this is this whole thing is a scenario Tesco high

whole thing is a scenario Tesco high level project management scenario you

level project management scenario you could have a different one where you

could have a different one where you have watch tasks in here and when that

have watch tasks in here and when that particular task with that particular

particular task with that particular name is completed then it sends that

name is completed then it sends that data back into go high level I'm not

data back into go high level I'm not going to talk about that just because um

going to talk about that just because um that's not how I do it and and I'm just

that's not how I do it and and I'm just G to I was just kind of show casing one

G to I was just kind of show casing one other way to do it but essentially more

other way to do it but essentially more or less that's exactly how you do it and

or less that's exactly how you do it and um and yeah so and and also go high

um and yeah so and and also go high level has like a built-in functionality

level has like a built-in functionality right in here so if you wanted to add

right in here so if you wanted to add them back in you could just do go high

them back in you could just do go high Lev lead connector and update a task or

Lev lead connector and update a task or update a contact or whatnot so more or

update a contact or whatnot so more or less that's how you can do project

less that's how you can do project management and then assigning team

management and then assigning team members I mean we kind of already talked

members I mean we kind of already talked about that with assigning the customer

about that with assigning the customer sales rep when the deposits been paid um

sales rep when the deposits been paid um so I think I'm just going to skip over

so I think I'm just going to skip over this one um but the reason I added that

this one um but the reason I added that in there is because I run a a wedding

in there is because I run a a wedding business in Canada that actually happens

business in Canada that actually happens to be the biggest one and we have about

to be the biggest one and we have about 120 to 150 contractors that do all

120 to 150 contractors that do all different types of services for us and

different types of services for us and we just automate the process of

we just automate the process of assigning people so that we don't have

assigning people so that we don't have to always you know um we don't have to

to always you know um we don't have to always manually do that because

always manually do that because obviously when you're dealing with like

obviously when you're dealing with like five six 700 events it becomes quite a

five six 700 events it becomes quite a burden to do that so we just have a

burden to do that so we just have a system that's that automatically does

system that's that automatically does this but I don't think that's

this but I don't think that's necessarily applicable to most

necessarily applicable to most businesses and for that reason I'm going

businesses and for that reason I'm going to skip over it so we we have completed

to skip over it so we we have completed everything up until the contract

everything up until the contract actually being completed now at this

actually being completed now at this point in time we can just create um the

point in time we can just create um the last couple workflows here I'm going to

last couple workflows here I'm going to skip over revisions because I also don't

skip over revisions because I also don't think this is super important but these

think this is super important but these are these two are tied together the

are these two are tied together the contract completed and the reviews so

contract completed and the reviews so what we're going to do is we're going to

what we're going to do is we're going to have another workflow here at the

have another workflow here at the end and this workflow we're going to

end and this workflow we're going to start from scratch is going to be

start from scratch is going to be contract complete okay and how this

contract complete okay and how this starts is it's going to be a custom

starts is it's going to be a custom date so in other words what we want to

date so in other words what we want to do is we want to add a filter here and

do is we want to add a filter here and when the service

when the service date uh oops custom date field and when

date uh oops custom date field and when the service date has passed so when it

the service date has passed so when it is the service date right so if we

is the service date right so if we service the client on let's say February

service the client on let's say February 27th when February 27th rolls around

27th when February 27th rolls around then this workflow starts right and

then this workflow starts right and we're going to match on the year along

we're going to match on the year along with the day and the month will save

with the day and the month will save this right just because if you don't

this right just because if you don't click this off in the year 2024 2025

click this off in the year 2024 2025 2026 2027 is going to add the same

2026 2027 is going to add the same person to the same workflow so you just

person to the same workflow so you just want to make sure that this is uh only

want to make sure that this is uh only starting at one time for one particular

starting at one time for one particular year so we have started the trigger

year so we have started the trigger right issue here is is this is going to

right issue here is is this is going to start for anyone that you have the

start for anyone that you have the service date for you're getting the

service date for you're getting the service date on the call uh the sales

service date on the call uh the sales call but that person that doesn't mean

call but that person that doesn't mean the person's going with you so the first

the person's going with you so the first thing we have to do is we have to have a

thing we have to do is we have to have a conditional statement here and we have

conditional statement here and we have to take a look to see if uh the contract

to take a look to see if uh the contract is in fact one so how we do that

is in fact one so how we do that practically speaking is contact details

practically speaking is contact details we're going to uh search for the tag

we're going to uh search for the tag here and the tag has to include uh I

here and the tag has to include uh I like calling it contract one right

like calling it contract one right that's just the way I do it here um

that's just the way I do it here um contract one sweet so there we go we

contract one sweet so there we go we have this and if they don't have that

have this and if they don't have that contract one then they're automatically

contract one then they're automatically removed from this current workflow but

removed from this current workflow but right now we just need to Circle back

right now we just need to Circle back here because we never added the contract

here because we never added the contract one on the C the deposit paid customer

one on the C the deposit paid customer uh workflow so when somebody pays and

uh workflow so when somebody pays and signs the agreement and they become a

signs the agreement and they become a customer from a lead we also need to

customer from a lead we also need to make sure to add that tag so that by the

make sure to add that tag so that by the time the contract is one this workflow

time the contract is one this workflow can be successfully started and they can

can be successfully started and they can be routed down the path of actually

be routed down the path of actually doing something with them at this point

doing something with them at this point in time so all we have to do is circle

in time so all we have to do is circle back back into that deposit paid

back back into that deposit paid workflow here and we'll just add a

workflow here and we'll just add a contact tag so tag add contract one

contact tag so tag add contract one there we go save action save perfect

there we go save action save perfect okay so with this all we have to do is I

okay so with this all we have to do is I I like to wait two days so it's like I'm

I like to wait two days so it's like I'm not messaging them on the morning of the

not messaging them on the morning of the services I'll wait two days and uh I'll

services I'll wait two days and uh I'll just send off an email right so email

just send off an email right so email and this is going to be just random

and this is going to be just random stuff again and I'm going to say hey

stuff again and I'm going to say hey thanks so much for um working with us

thanks so much for um working with us can you please give us

can you please give us feedback here and this is going to be a

feedback here and this is going to be a link to a form for them to give you

link to a form for them to give you feedback so I'm going to go ahead and

feedback so I'm going to go ahead and save this and we're going to move back

save this and we're going to move back here um just to get a a new t a new

here um just to get a a new t a new window open here we need to give them a

window open here we need to give them a place to give us feedback right because

place to give us feedback right because we want to collect feedback but let me

we want to collect feedback but let me let me let me take a step back here so

let me let me take a step back here so service date happens okay and um we send

service date happens okay and um we send them off an email saying thanks for

them off an email saying thanks for working with us can you give us feedback

working with us can you give us feedback and the issue is is I don't want to send

and the issue is is I don't want to send somebody to Google to give me a review

somebody to Google to give me a review right away because if that person had a

right away because if that person had a terrible experience um with your service

terrible experience um with your service which hopefully almost never happens but

which hopefully almost never happens but if you're dealing with enough customers

if you're dealing with enough customers it's inevitably going to happen at some

it's inevitably going to happen at some point in time that even the best

point in time that even the best providers in the world have bad ratings

providers in the world have bad ratings here and there um and you can't stop the

here and there um and you can't stop the fact that some uh customers are Looney

fact that some uh customers are Looney bins a lot of the time too so just take

bins a lot of the time too so just take that with a grain of salt too I mean

that with a grain of salt too I mean it's just inevitable as well right so

it's just inevitable as well right so you don't want to always ask people to

you don't want to always ask people to give you a review what I like to do is I

give you a review what I like to do is I like to have a page where I say hey can

like to have a page where I say hey can you provide us feedback and then I just

you provide us feedback and then I just ask them like out of you know five How

ask them like out of you know five How likely would you be to recommend us to

likely would you be to recommend us to your friends and family if it's a five

your friends and family if it's a five if it's for I ask them to leave me a

if it's for I ask them to leave me a review on other platforms um that I'm

review on other platforms um that I'm looking to collect reviews on right so I

looking to collect reviews on right so I need a form to to to send them to to

need a form to to to send them to to collect their feedback and then only if

collect their feedback and then only if it's good then I ask them to leave a

it's good then I ask them to leave a review on Google so uh or whatever

review on Google so uh or whatever platform you're you're asking for a

platform you're you're asking for a review on so in order for us to do that

review on so in order for us to do that we need to have another form here and

we need to have another form here and this form is going to be feedback so I'm

this form is going to be feedback so I'm going to add form start from scratch and

going to add form start from scratch and this is going to be called

this is going to be called feedback okay

feedback okay and simply put like I don't really care

and simply put like I don't really care about anything here except for the email

about anything here except for the email field here okay and that's it and all I

field here okay and that's it and all I want is a form here or another question

want is a form here or another question here which is a radio select question

here which is a radio select question and it says out of five How likely are

and it says out of five How likely are you to refer us to your friends and

you to refer us to your friends and family and I'll just give them options

family and I'll just give them options one through

five and five okay perfect so we have this uh question filled out for us right

this uh question filled out for us right and this will

and this will determine if that person later goes on

determine if that person later goes on to receive an email ask them to leave us

to receive an email ask them to leave us a review on our review platform of our

a review on our review platform of our choice this is a required question now

choice this is a required question now just a couple things about this if I

just a couple things about this if I preview this form and I should have

preview this form and I should have mentioned this with the onboarding form

mentioned this with the onboarding form too so it's one of the same this and the

too so it's one of the same this and the onboarding form and any form quite

onboarding form and any form quite frankly that you send a client outside

frankly that you send a client outside of the new lead form this is going to

of the new lead form this is going to apply to all of them you do not want to

apply to all of them you do not want to include the email uh here right and the

include the email uh here right and the reason why is let's say they uh send it

reason why is let's say they uh send it to their business partner and their

to their business partner and their business partner enters in their email

business partner enters in their email that's going to create another client

that's going to create another client it's not going to match it to the

it's not going to match it to the existing client if the person has a typo

existing client if the person has a typo it's going to create a new client it's

it's going to create a new client it's not going to match it to the other

not going to match it to the other client um you do not want to give them

client um you do not want to give them permission to Ed their own email so how

permission to Ed their own email so how we go about doing this is um quite

we go about doing this is um quite simply something called URL parameters

simply something called URL parameters so URL parameters are providing

so URL parameters are providing additional context to a website page and

additional context to a website page and practically speaking what Ur parameters

practically speaking what Ur parameters look like is if I just open this up

look like is if I just open this up question mark uh key equals value this

question mark uh key equals value this is what it looks like right and you can

is what it looks like right and you can have multiple Keys equal multiple values

have multiple Keys equal multiple values so on and so forth as many as you would

so on and so forth as many as you would like right so we'll just come back and

like right so we'll just come back and we'll add this in here now the thing is

we'll add this in here now the thing is is you can I'm just going to delete one

is you can I'm just going to delete one of these but you can essentially have

of these but you can essentially have email equals test

email equals test gmail.com and you're Pro providing

gmail.com and you're Pro providing additional context to this form what

additional context to this form what that looks like is because we added in

that looks like is because we added in email equals test gmail.com we're

email equals test gmail.com we're actually populating automatically this

actually populating automatically this email field so now all of a sudden email

email field so now all of a sudden email equals test atgmailcom

equals test atgmailcom right and you could also populate this

right and you could also populate this out of five How likely would you be to

out of five How likely would you be to refer us to your friends and family just

refer us to your friends and family just as an example I wouldn't do this but you

as an example I wouldn't do this but you could be like this equals five and all

could be like this equals five and all of a sudden that's going to be

of a sudden that's going to be automatically populated too so all of

automatically populated too so all of these um Fields they have this query key

these um Fields they have this query key here that you can change and you just

here that you can change and you just need to pass that in as the URL key and

need to pass that in as the URL key and then assign a value to it and then it

then assign a value to it and then it will add that in and the reason why I'm

will add that in and the reason why I'm saying this is because what you really

saying this is because what you really want to do is provide the person's email

want to do is provide the person's email okay and uh you want to change this oops

okay and uh you want to change this oops to uh hidden field so instead of them

to uh hidden field so instead of them being a see it like this and changing it

being a see it like this and changing it you enter in the email at the top and

you enter in the email at the top and then you hide the field so they can't

then you hide the field so they can't change it right and then when they go to

change it right and then when they go to submit the form then you know who to

submit the form then you know who to assign that form submission to so you

assign that form submission to so you know the exact client and that's how you

know the exact client and that's how you can always maintain forms to the right

can always maintain forms to the right person so that you can track which

person so that you can track which person it is at their stage to the

person it is at their stage to the customer Journey now that looks good to

customer Journey now that looks good to me let's go ahead and actually roll this

me let's go ahead and actually roll this form out so how You' want to do this is

form out so how You' want to do this is in this email from the contract complete

in this email from the contract complete so contracts is complete um you wait two

so contracts is complete um you wait two days as long as they went with you they

days as long as they went with you they signed and they paid then you send them

signed and they paid then you send them off an email thanking them for their

off an email thanking them for their time and you ask them for feedback then

time and you ask them for feedback then you provide the link for them to fill

you provide the link for them to fill out that form on but obviously you don't

out that form on but obviously you don't want to hard code the exact email that

want to hard code the exact email that uh that they have because you can only

uh that they have because you can only do that for one client at a time so what

do that for one client at a time so what you do is you delete that and you have

you do is you delete that and you have the key value pairs which is question

the key value pairs which is question mark equals question mark email equals

mark equals question mark email equals and then you go to custom values you go

and then you go to custom values you go to contact an email and now with this

to contact an email and now with this link it doesn't matter who you send it

link it doesn't matter who you send it to it's always going to rotate the email

to it's always going to rotate the email out to be the exact client email and

out to be the exact client email and this is how you can always 100% of the

this is how you can always 100% of the time pair that form submission back to

time pair that form submission back to the exact client that you sent the email

the exact client that you sent the email to right okay perfect so now we have

to right okay perfect so now we have contract complete email sent off with

contract complete email sent off with form asking them to submit information

form asking them to submit information on how good their experience was and you

on how good their experience was and you also want to do this with the uh

also want to do this with the uh onboarding form as well now onto the

onboarding form as well now onto the last step

last step here which is going to be um another

here which is going to be um another email here and this is going to be

email here and this is going to be uh review right and the trigger here is

uh review right and the trigger here is going to be the form submission right so

going to be the form submission right so form submission

form submission is that review form that we just created

is that review form that we just created so feedback and then we can filter

so feedback and then we can filter people out so if somebody was like up in

people out so if somebody was like up in arms and they're like super upset with

arms and they're like super upset with your services obviously you don't want

your services obviously you don't want to ask them for riew hey I know you had

to ask them for riew hey I know you had like a really really terrible experience

like a really really terrible experience with us but do you mind just quickly

with us but do you mind just quickly leaving us a five star review on Google

leaving us a five star review on Google or whatever that wouldn't go over too

or whatever that wouldn't go over too well um so we'll do like four to five

well um so we'll do like four to five star rating here and the uh condition is

star rating here and the uh condition is going to be that the uh out of five

going to be that the uh out of five right it's going to be either is a

right it's going to be either is a four or so we're going to change this

four or so we're going to change this from and or so there's two conditions

from and or so there's two conditions here the uh out of five once again we're

here the uh out of five once again we're going to find this out of five this is

going to find this out of five this is going to be a five right sweet so even

going to be a five right sweet so even if it's a four or a five now a lot of

if it's a four or a five now a lot of you guys out there might be likew why

you guys out there might be likew why would you include a four in there like

would you include a four in there like don't you just want Perfect reviews and

don't you just want Perfect reviews and I uh can confidently say no I don't want

I uh can confidently say no I don't want just perfect reviews I think four

just perfect reviews I think four fourstar reviews are some of the best

fourstar reviews are some of the best reviews because I think a lot of people

reviews because I think a lot of people look at reviews and they're like okay BS

look at reviews and they're like okay BS BS BS BS BS friend wrote that family

BS BS BS BS friend wrote that family wrote that friend wrote that family

wrote that friend wrote that family wrote that and they look for the real

wrote that and they look for the real genuine reviews if you don't have

genuine reviews if you don't have four-star reviews then it's going to

four-star reviews then it's going to look like it's it's BS in my opinion

look like it's it's BS in my opinion that's how I see it it's easy to get

that's how I see it it's easy to get reviews nowadays online I know Google's

reviews nowadays online I know Google's cracking down heavily but it's still

cracking down heavily but it's still quite easy on other platforms so for

quite easy on other platforms so for that reason I like to include fourstar

that reason I like to include fourstar reviews because people when they read it

reviews because people when they read it they tend to associate that with them a

they tend to associate that with them a real genuine review and if you have a

real genuine review and if you have a mixed bag of four and five star reviews

mixed bag of four and five star reviews then it just seems more genuine as OPP

then it just seems more genuine as OPP post only five star reviews so we can

post only five star reviews so we can send off an email being like um you know

send off an email being like um you know I I don't know I'm just gonna uh um just

I I don't know I'm just gonna uh um just type out hey thanks so much for leaving

type out hey thanks so much for leaving ask a and we can uh actually find that

ask a and we can uh actually find that variable like this out of five How

variable like this out of five How likely would you be to give us a a

likely would you be to give us a a rating and we'll do like five so this

rating and we'll do like five so this would practically look like four star or

would practically look like four star or it would look like five star when this

it would look like five star when this is actually filled in with the uh field

is actually filled in with the uh field that they submitted on this question

that they submitted on this question right here so we're going to say hey

right here so we're going to say hey thanks so much for the festar uh rating

thanks so much for the festar uh rating would you uh have two seconds to leave

would you uh have two seconds to leave us a review on this platform uh and then

us a review on this platform uh and then link to platform here okay save and

link to platform here okay save and we're good to go so that is how you can

we're good to go so that is how you can do reviews and then lastly speaking I

do reviews and then lastly speaking I mean yeah you can just wait like I don't

mean yeah you can just wait like I don't know 365 or 63 days let's just say most

know 365 or 63 days let's just say most people end up leaving that review on the

people end up leaving that review on the uh actually you know what I'm just going

uh actually you know what I'm just going to keep it like that save this and we're

to keep it like that save this and we're going to do referrals this will be the

going to do referrals this will be the last official workflow that we're doing

last official workflow that we're doing so we're going to start from scratch

so we're going to start from scratch here and we're going to do the last

here and we're going to do the last stage here which is like referrals like

stage here which is like referrals like turning clients that had a good

turning clients that had a good experience with your customer or with

experience with your customer or with your business into uh recurring

your business into uh recurring customers and uh brand ADV basters for

customers and uh brand ADV basters for you so we'll do referrals here and we're

you so we'll do referrals here and we're going to make sure that the trigger here

going to make sure that the trigger here is the service date so uh custom date

is the service date so uh custom date reminder and this is going to once again

reminder and this is going to once again have match on the exact date it's going

have match on the exact date it's going to be custom date feeld field service

to be custom date feeld field service date and we're going to wait 365 days so

date and we're going to wait 365 days so exactly 1 year after the initial service

exactly 1 year after the initial service date you can you know work around with

date you can you know work around with the numbers and play it by ear whatever

the numbers and play it by ear whatever you want you could do seasonal campaigns

you want you could do seasonal campaigns uh Christmas you know uh New Year Black

uh Christmas you know uh New Year Black Friday Thanksgiving that kind of stuff

Friday Thanksgiving that kind of stuff you could also do like birthday if you

you could also do like birthday if you have the birthday you can do oneye

have the birthday you can do oneye anniversaries in this example it's a

anniversaries in this example it's a one-year anniversary and we're going to

one-year anniversary and we're going to do an if or El statement here and first

do an if or El statement here and first thing is is they have to have a four to

thing is is they have to have a four to five star rating right so as long as um

five star rating right so as long as um contact details let's do out of five is

contact details let's do out of five is A4 right and the other one

A4 right and the other one is out oops we got to go into contact

is out oops we got to go into contact details here out of five it's either a

details here out of five it's either a four or five star rating then we can

four or five star rating then we can just say you know so we wait a year as

just say you know so we wait a year as long as they have that rating which

long as they have that rating which means they were a client and they gave

means they were a client and they gave us a review then we can uh send them an

us a review then we can uh send them an email just being like hey can you give

email just being like hey can you give us a review so a a gmail.com whatever

us a review so a a gmail.com whatever subject client a um a person's full name

subject client a um a person's full name or first

or first name can't believe it's been a

name can't believe it's been a year since we worked

year since we worked together time flies

together time flies um are you interested in getting your

um are you interested in getting your Hedges trimmed I don't know whatever and

Hedges trimmed I don't know whatever and then you could do like a referral

then you could do like a referral campaign to to bring in additional

campaign to to bring in additional clients maybe their friends or family

clients maybe their friends or family members and all that kind of stuff so in

members and all that kind of stuff so in a nutshell I mean that's that's really

a nutshell I mean that's that's really it I mean Bare Bones of course but I

it I mean Bare Bones of course but I just gave you the logic there to really

just gave you the logic there to really go through and automate more or less

go through and automate more or less your entire business if you're a service

your entire business if you're a service based business this is uh you know that

based business this is uh you know that alone that alone is going to save you um

alone that alone is going to save you um probably like an hour every single

probably like an hour every single client and increase the amount of

client and increase the amount of Revenue that you gener R but more than

Revenue that you gener R but more than just that right you can add on to that

just that right you can add on to that perfect it all of that kind of stuff

perfect it all of that kind of stuff make it as good as it can possibly be

make it as good as it can possibly be and it's going to save you even more

and it's going to save you even more time but that's essentially how you can

time but that's essentially how you can go through every single life cycle stage

go through every single life cycle stage of a business and just automate the hell

of a business and just automate the hell out of it right get the best freaking

out of it right get the best freaking results possible best part is is your

results possible best part is is your competitors won't even be able to

competitors won't even be able to compete with you I mean just imagine it

compete with you I mean just imagine it if if you and I are competing and I have

if if you and I are competing and I have a system like this that works Around the

a system like this that works Around the Clock 24/7 always does the tasks

Clock 24/7 always does the tasks immediately that need to be done I AB

immediately that need to be done I AB test everything I get the best results

test everything I get the best results and I deliver that to the clients and

and I deliver that to the clients and then you have to do that manually you

then you have to do that manually you have to send off emails at 12 you're

have to send off emails at 12 you're missing things all the time you're not

missing things all the time you're not going to be able to compete and then if

going to be able to compete and then if I can replace like the equivalent to 15

I can replace like the equivalent to 15 people full-time with automation then

people full-time with automation then that's even another Edge that most

that's even another Edge that most people can't get and keep in mind most

people can't get and keep in mind most service-based businesses they just don't

service-based businesses they just don't have the cash flow to stay to to hire 15

have the cash flow to stay to to hire 15 extra people right so something like

extra people right so something like this is just freeing up so much time and

this is just freeing up so much time and going above and beyond what they'd have

going above and beyond what they'd have the the capacity to do in the first

the the capacity to do in the first place I think that this is the

place I think that this is the differentiating factor between people

differentiating factor between people having a lot of success and dominating

having a lot of success and dominating and crushing in the industries and not

and crushing in the industries and not obviously you need to be good at sales

obviously you need to be good at sales and marketing everything else but if

and marketing everything else but if you're if if somebody else is also good

you're if if somebody else is also good at sales marketing and they have this

at sales marketing and they have this then uh I'd be pretty scared personally

then uh I'd be pretty scared personally so that in and nutshell is essentially

so that in and nutshell is essentially everything you need to automate your

everything you need to automate your business the blueprints for this are all

business the blueprints for this are all going to be down below in the

going to be down below in the description uh and those are all going

description uh and those are all going to be free by the way and then of course

to be free by the way and then of course if you guys do want to take this to the

if you guys do want to take this to the next level and you want to be serious

next level and you want to be serious about go high level on automation all

about go high level on automation all that kind of stuff like I would just

that kind of stuff like I would just sign up for my uh my blueprints here

because it costs you Z more right you get everything that I just showed you

get everything that I just showed you and it's going to be 10 times more than

and it's going to be 10 times more than everything I showed you once again I did

everything I showed you once again I did spend like the equivalent of I don't

spend like the equivalent of I don't know $2 million at least on perfecting

know $2 million at least on perfecting this made a lot of mistakes along the

this made a lot of mistakes along the way and uh yeah instead of you guys

way and uh yeah instead of you guys going through this and having to perfect

going through this and having to perfect it over the next weeks and months you

it over the next weeks and months you can just get uh you can get it out of

can just get uh you can get it out of the box that's pretty much good to go so

the box that's pretty much good to go so thank you guys so much for watching this

thank you guys so much for watching this video really hope you enjoyed this you

video really hope you enjoyed this you found value in it if you did please

found value in it if you did please leave a comment down below just saying

leave a comment down below just saying thanks if you found this useful because

thanks if you found this useful because it really helps me uh by letting me know

it really helps me uh by letting me know if I'm doing a good job or not and

if I'm doing a good job or not and serving you guys the right content to to

serving you guys the right content to to to help you guys out and uh if you're

to help you guys out and uh if you're new to the channel make sure to

new to the channel make sure to subscribe down below as well because

subscribe down below as well because I'll be releasing content just like this

I'll be releasing content just like this all the time and I'll see you guys in

all the time and I'll see you guys in the next one thank you and bye-bye

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YouTube Transcript:How I Automated My Entire Business in 90 Minutes: Step-by-Step Guide for 2025