0% found this document useful (0 votes)
49 views38 pages

SaaS Agency Snapshot Documentation

The document outlines the features and functionalities of a white-label GoHighLevel SaaS agency snapshot, including custom values, sales pipelines, calendars, website customization, affiliate management, funnels, and nurture campaigns. It emphasizes the importance of personalization and automation in enhancing user engagement and streamlining business processes. Each section provides detailed descriptions of tools and strategies designed to optimize client interactions and drive conversions effectively.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
49 views38 pages

SaaS Agency Snapshot Documentation

The document outlines the features and functionalities of a white-label GoHighLevel SaaS agency snapshot, including custom values, sales pipelines, calendars, website customization, affiliate management, funnels, and nurture campaigns. It emphasizes the importance of personalization and automation in enhancing user engagement and streamlining business processes. Each section provides detailed descriptions of tools and strategies designed to optimize client interactions and drive conversions effectively.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
You are on page 1/ 38

SaaS Agency Snapshot

Documentation
1.Custom Values
2.Pipelines
3.Calendars
4.Website
5.Affiliate Manager
6.Funnels
7.Nurture Campaigns
8.Database Reactivation
9.Birthday Workflow
10. Referral Campaign
11. Incoming Lead Follow Up
12. Missed Call Text Back
13. Holiday Emails

1. Custom Values
Custom values are like personalized settings that you can adjust to make your
experience with our snapshot uniquely yours. They give you the power to tailor how the
snapshot behaves, ensuring it fits your needs perfectly. Whether it's tweaking
configurations or fine-tuning outputs, custom values empower you to make the
snapshot work just the way you want it to.

If you go to Settings, then Custom Values, you will see the values we have for you. For
each value, you can simply click the three dots on the side of each section to add your
own value to the custom values.

Whatever you add to these values will update the entire snapshot with that information,

whether it pertains to your website, funnels, automations, emails, and more.

White Label GoHighLevel SaaS Business: Custom Values


Custom values are integral to tailoring your white-label GoHighLevel SaaS business to
meet the specific needs and preferences of your clients. These values enable you to
offer personalized experiences, drive engagement, and maximize the effectiveness of
your marketing efforts.
Abandoned Cart Checkout Link

● This value represents the link that directs users to complete their checkout
process after abandoning their cart. It helps recover potentially lost sales by
providing a convenient way for users to finalize their purchases.

Birthday Offer

● The birthday offer is a special promotion or discount offered to users on their


birthdays. It adds a personalized touch to your marketing strategy and
encourages users to engage with your platform on their special day.

DR Campaign Offer

● The DR campaign offer is a customizable value associated with specific


marketing campaigns aimed at generating direct responses from users. It may
include special promotions, discounts, or incentives to encourage immediate
action.

Demo Call Calendar Link

● This link provides users with access to your calendar for scheduling demo calls
or consultations. It streamlines the process of booking appointments and
facilitates lead generation and conversion for your business.

Exclusive Offer

● The exclusive offer is a unique promotion or discount available only to select


users or subscribers. It creates a sense of exclusivity and urgency, motivating
users to take advantage of the offer before it expires.

Exclusive Offer Link

● This link directs users to the landing page or checkout page where they can
redeem the exclusive offer. It ensures seamless access to the special promotion
and facilitates conversions for your business.

Intro Call Calendar Link


● Similar to the demo call calendar link, this link provides users with access to your
calendar for scheduling introductory calls or consultations. It serves as a
valuable tool for nurturing leads and converting them into customers.

Mobile App Link

● The mobile app link directs users to download or access your white-label
GoHighLevel SaaS platform via a mobile application. It enhances user
accessibility and convenience, allowing users to engage with your platform on
the go.

Referral Offer

● The referral offer is an incentive or reward offered to users for referring new
customers to your white-label GoHighLevel SaaS platform. It encourages word-
of-mouth marketing and promotes user engagement and loyalty.

These custom values empower you to customize your white-label GoHighLevel SaaS
platform, drive user engagement, and optimize your marketing strategies to achieve
your business objectives effectively.

2. Pipelines
White Label GoHighLevel SaaS Business: Sales Pipelines
Documentation
Sales pipelines are essential frameworks that guide the journey of leads and prospects
through various stages of the sales process, from initial contact to conversion and
beyond. In our white-label GoHighLevel SaaS business snapshot, we offer several
specialized pipelines tailored to manage different aspects of the sales and customer
lifecycle effectively.

DR Campaign Pipeline
Stages:
1. Offer Sent: The initial stage where prospects receive the offer from your DR
(Direct Response) campaign.
2. Interested: Leads who express interest in the offer and show potential for further
engagement.
3. Not Interested: Leads who decline the offer or indicate disinterest in proceeding
further.

Purpose: This pipeline is designed to manage leads generated from your DR campaigns
and track their responses to the offers provided. It helps identify promising leads for
further nurturing and conversion.

Free Trial Pipeline


Stages:

1. 14 Day Free Trial Started: Leads who have signed up for the 14-day free trial of
your SaaS platform.
2. Customer (Trial Ended): Leads who have completed the trial period and either
converted into paying customers or cancelled their subscription.

Purpose: This pipeline focuses on managing leads who are exploring your SaaS
platform through the free trial offer. It tracks their progression through the trial period
and their subsequent actions, such as conversion or cancellation.

Main Pipeline
Stages:

1. New Lead: Initial stage where new leads are added to the pipeline.
2. Lead Responded: Leads who have responded positively to your initial outreach or
communication.
3. Intro Call: Leads who have scheduled an introductory call to learn more about
your SaaS offering.
4. Demo Booked: Leads who have booked a demo or consultation session to
explore your SaaS platform in detail.
5. Canceled: Leads who have canceled or postponed further engagement at any
stage.
6. Follow Up - Not Ready: Leads who require additional follow-up but are not yet
ready to proceed.
7. Purchased (Won): Leads who have converted into paying customers.

Purpose: The main pipeline serves as the central hub for managing all stages of the
sales process, from initial contact to conversion. It tracks lead interactions, facilitates
communication, and guides leads towards conversion.
Onboarding Funnel
Stages:

1. Paid: Customers who have completed payment and subscribed to your SaaS
platform.
2. Onboarding Form Completed: Customers who have filled out the onboarding
form to provide necessary information.
3. Success Call Booked: Customers who have scheduled a success call for
onboarding assistance.
4. Success Call Canceled: Customers who have canceled or rescheduled their
success call.
5. No Show: Customers who fail to attend the scheduled success call.
6. Onboarding Completed: Customers who have successfully completed the
onboarding process.

Purpose: This funnel focuses on managing the onboarding process for new customers,
ensuring a smooth transition and successful integration of your SaaS platform into their
workflows.

Support Tickets Pipeline


Stages:

1. New Ticket: Newly submitted support tickets requiring attention.


2. In Progress: Tickets that are actively being addressed or worked on by support
staff.
3. Closed: Tickets that have been resolved and closed after successful resolution.

Purpose: The support tickets pipeline facilitates the management of customer support
inquiries and issues, ensuring timely resolution and efficient communication with
customers.

These specialized sales pipelines are designed to streamline lead management,


facilitate customer engagement, and drive conversions effectively in your white-label
GoHighLevel SaaS business.

3. Calendars
White Label GoHighLevel SaaS Agency: Calendars
Documentation
Calendars play a crucial role in scheduling and managing various interactions and
activities within your white-label GoHighLevel SaaS agency. They help coordinate
appointments, consultations, and support sessions, ensuring efficient communication
and engagement with clients. Here are four specialized calendars designed to
streamline your agency's operations:

Intro Phone Call Calendar


Purpose: The Intro Phone Call calendar is dedicated to scheduling introductory phone
calls with potential clients or leads. During these calls, you can provide an overview of
your services, understand the client's needs, and assess their fit for your agency's
offerings.

Key Features:

● Scheduling Flexibility: Allows clients to book introductory phone calls at their


convenience, streamlining the process of initiating communication.
● Reminder Notifications: Sends automated reminders to both clients and agency
representatives to ensure punctuality and attendance for scheduled calls.

Success Call Calendar


Purpose: The Success Call calendar facilitates scheduling of success calls with clients
who have recently onboarded or subscribed to your SaaS services. These calls focus on
ensuring clients' satisfaction, addressing any concerns, and providing additional
support or guidance as needed.

Key Features:

● Post-Onboarding Support: Provides clients with an opportunity to discuss their


experiences, ask questions, and receive further assistance after onboarding.
● Feedback Gathering: Enables agencies to gather feedback from clients, identify
areas for improvement, and enhance the overall customer experience.

Demo Call Calendar


Purpose: The Demo Call calendar is used for scheduling product demonstrations or
consultations with potential clients interested in your SaaS offerings. These calls aim to
showcase the features, benefits, and capabilities of your products, helping prospects
make informed decisions.

Key Features:

● Product Showcase: Allows agencies to present live demonstrations of their SaaS


platform, highlighting key functionalities and addressing specific client needs or
requirements.
● Customized Presentations: Enables customization of demo sessions based on
the prospect's industry, business size, and objectives, enhancing relevance and
effectiveness.

Support Call Calendar


Purpose: The Support Call calendar is dedicated to scheduling support sessions or
troubleshooting calls with existing clients. These calls assist clients in resolving
technical issues, addressing concerns, and maximizing the value of your SaaS
solutions.

Key Features:

● Issue Resolution: Provides clients with direct access to support resources,


facilitating prompt resolution of technical challenges or inquiries.
● Knowledge Sharing: Allows agencies to share best practices, tips, and resources
with clients during support calls, enhancing their product knowledge and user
experience.
These specialized calendars empower your white-label GoHighLevel SaaS agency to
effectively manage client interactions, provide tailored support, and drive customer
satisfaction. By streamlining scheduling processes and facilitating meaningful
engagements, you can foster strong relationships with clients and drive business
success.

Appointment Confirmation, Reminders, no-show, & Cancellation Automation

Understanding Appointment Automation

Automated appointment management systems streamline the process of scheduling,


confirming, and managing appointments for businesses. By leveraging automation,
businesses can enhance efficiency, improve customer communication, and reduce no-
show rates, ultimately maximizing productivity and customer satisfaction.

Snapshot Appointment Automation

In the SaaS Agency snapshot, we offer comprehensive automation for appointment


confirmation, reminders, no-shows, and cancellations. Here's how it works:

● Appointment Confirmation: When someone books an appointment on either


calendar, they will receive an automated confirmation email or text message,
ensuring that their appointment is successfully scheduled and confirmed.
● Appointment Reminders: Prior to the scheduled appointment, automated
reminders will be sent to the customer to minimize the risk of no-shows and
ensure that they are prepared and ready for their appointment.
● No-show Management: In the event of a no-show, the system will automatically
tag the customer accordingly, allowing you to follow up and reschedule as
needed to minimize disruptions to your schedule and workflow.
● Cancellation Handling: If a customer cancels their appointment, the system will
update their status accordingly. For example, if someone books an appointment,
they will be updated as "appointment booked" in the pipeline. If they cancel, their
status will be updated to "canceled," and if they fail to show up for the
appointment, they will be marked as "no show" in the pipeline.
After Demo Call Recap Automation

The After Demo Call Recap email/sms Automation is a powerful tool designed to
streamline post-demo communication with potential clients. Following a demo call, this
automation automatically sends a recap email or SMS to the prospect, summarizing key
points discussed during the demo, highlighting the benefits of the product or service
demonstrated, and reinforcing the value proposition. It serves as a helpful reminder for
the prospect, keeping your brand top-of-mind and nurturing the relationship established
during the call. By providing a concise recap of the demo's highlights, this automation
reinforces the prospect's interest, encourages further engagement, and moves them
closer to conversion.
4. Website

Snapshot Website Customization

When you go to "Sites," then "Websites," you will find a SaaS website that can be easily
customized to your liking.
1. Add Your Logo: Easily upload your logo to give your website a personalized touch.
Your logo will seamlessly integrate into the design, enhancing brand recognition and
professionalism.

2. Customize Brand Colors: Make your website truly yours by changing the brand colors
to reflect your unique style and aesthetic. Choose from a wide range of color options to
create a cohesive and visually appealing design.

3. Edit Content: Tailor the content on your website to suit your specific business needs
and messaging. Whether it's updating text, adding images, or modifying layouts, our
user-friendly editor makes it easy to create compelling and engaging content.

4. Auto-populated Business Information: No need to manually update your business


details on the website. Thanks to custom values, essential information such as your
business name, phone number, email address, and physical address will automatically
populate throughout the site, ensuring accuracy and consistency.

With these powerful customization options, you can create a professional and polished
website that effectively represents your brand and attracts potential SaaS customers.

Website Contact Us Form

Easily collect leads by utilizing a SaaS website form that will help you gather
information about customers, including their name, email, phone number, and the type
of services they are looking for.
Website Automations

If you navigate to the Automation tab, you will find a folder titled "Website Automations."

Inside the "Website Automations" folder, you will find two website automations.
Whenever someone interacts with your website form, webchat, or live chat, these
automations will trigger. They will tag the lead, update their information in your pipeline,
send them text and email follow-ups, and notify the SaaS business that a new lead has
been generated.
5. Affiliate Manager

Signing up as an affiliate for our software is a seamless process designed to empower


individuals to join our network and start earning commissions. Prospective affiliates can
easily sign up on our website through the dedicated Affiliate Sign-Up page. Upon filling
out the form with their details and submitting it, they will promptly receive an Affiliate
Sign-Up email containing their unique affiliate link.
In addition to receiving their affiliate link, automated processes will be triggered as soon
as the form is submitted. These automations efficiently add the new affiliate to our
Affiliate Manager system and affiliate campaign. This ensures that the affiliate is
seamlessly integrated into our affiliate network, enabling them to access resources,
track their performance, and start promoting our software effectively.
By streamlining the sign-up process and automating key tasks, we aim to provide a
frictionless experience for affiliates, empowering them to maximize their earning
potential and contribute to the success of our software.

6. Funnels

1. 4 Step Onboarding Funnel


This funnel facilitates the manual onboarding process for clients, initiated at the end of
a demo call. It guides prospects through payment collection, onboarding information
submission, and booking a success call. Fully automated, it includes a dedicated
pipeline to track prospect progression.
Automations

2. Customer Support Window (Menu Link For Clients) 🔧


Description: Added as a custom menu link for clients, this funnel provides access to
support resources. Clients can watch support videos, book a support zoom call, or
submit a support ticket. Fully automated, it includes a pipeline to manage support
tickets.

Automations
3. Lead Magnet (eBook) 📚
This two-step opt-in funnel offers a free eBook on marketing and sales in the digital age.
Prospects receive the eBook upon opt-in and enter a nurturing sequence to foster
engagement.

Automations

4. VSL Funnel
A four-step funnel comprising opt-in, sales video viewing, appointment booking, and
thank-you page. This funnel is automated and incorporates dedicated automation
sequences.

Automations
5. No Free Trial Checkout Funnels (Essential, Standard,
Professional Plans)
Three checkout funnels tailored for Essential, Standard, and Professional plans for
clients opting out of the free trial. After sign-up, clients receive a sequence of getting-
started emails to aid setup.

6. 14 Day Free Trial Checkout Funnels (Essential, Standard,


Professional Plans)
Similar to the previous set, but designed for clients opting into the 14-day free trial.
Alongside setup emails, clients are tracked in the 14-day free trial pipeline.
7. Dynamic Pricing Table Funnel
A Dynamic Pricing Table for a SaaS business is a flexible and responsive pricing
structure that adjusts prices based on various factors such as customer behavior,
usage patterns, market demand, and competition. This approach allows SaaS
companies to offer tailored pricing plans that meet the specific needs of different
customer segments, optimizing revenue and enhancing customer satisfaction.

These funnels are strategically designed to cater to various stages of the client journey,
from onboarding and support to lead generation and conversion. Each funnel is
meticulously crafted to maximize efficiency, engagement, and ultimately, client success
within our software ecosystem.

7. 52 Week Nurture Campaigns

In our snapshot, we offer comprehensive 52-week email and text SaaS nurture
campaigns designed to cultivate relationships with your leads and keep your SaaS
business top-of-mind. Here's what you can expect:

1. 52-Week Email Nurture Campaign: This campaign consists of a series of weekly


emails delivered to your SaaS leads over the course of a year. Each email
contains valuable tips, industry insights, and exclusive offers tailored to their
needs and interests. The goal of this campaign is to keep your SaaS business
front and center in the minds of your leads while providing them with ongoing
value and engagement.
2. 52-Week Text Nurture Campaign: Similarly, the 52-week text nurture campaign
delivers weekly text messages to your SaaS leads, keeping them informed and
engaged with your SaaS business. These texts may include quick tips, special
promotions, or reminders about upcoming events or services. The goal is to
maintain regular communication with your leads through a convenient and
accessible channel, fostering a sense of connection and trust.
Benefits of SaaS Nurture Campaigns

● Long-Term Relationship Building: By delivering consistent value and engagement


over an extended period, nurture campaigns help to build strong relationships
with your leads, positioning your SaaS business as a trusted and reliable partner.
● Increased Engagement: Regular communication through emails and text
messages keeps your SaaS business top-of-mind and encourages ongoing
interaction with your leads, increasing engagement and retention rates.
● Customizable Content: You have the flexibility to customize the content of both
the emails and text messages to align with your branding, messaging, and
marketing objectives. Whether it's sharing educational content, promoting
special offers, or inviting leads to events, you can tailor the campaigns to suit
your unique business needs.

With our 52-week email and text SaaS nurture campaigns, you can stay connected with
your leads, provide them with valuable insights and offers, and nurture them towards
conversion over the long term.

Abandoned Cart Workflow Documentation


The Abandoned Cart Workflow is a vital component of our SaaS snapshot, designed to
recapture potential sales from users who abandon their carts during the checkout
process. This automated workflow aims to re-engage with these users, remind them of
their pending purchase, and encourage them to complete their transaction.

Workflow Steps:

1. Abandonment Detection: The workflow begins by monitoring user activity on the


checkout page. If a user adds items to their cart but fails to complete the
purchase within a specified time frame, they are identified as having abandoned
their cart.
2. Abandonment Email/SMS Trigger: Once abandonment is detected, the workflow
triggers an automated email or SMS to be sent to the user. This message serves
as a gentle reminder of the items left in their cart and encourages them to
complete their purchase.
3. Personalized Content: The email or SMS includes personalized content, such as
details of the abandoned items, enticing product descriptions, and a clear call-to-
action prompting the user to return to complete their purchase.
4. Incentives or Offers: To further entice users to return, the workflow may include
incentives or offers, such as discounts, free shipping, or limited-time promotions,
to sweeten the deal and incentivize completion of the purchase.
5. Follow-Up Sequence: If the initial reminder does not result in a conversion, the
workflow may include a follow-up sequence of additional reminders sent at
strategic intervals. These follow-up messages may vary in tone and content to
maintain user interest and urgency.
6. Recovery Tracking: Throughout the workflow, user interactions and responses
are tracked and recorded. This allows for analysis of the effectiveness of the
workflow and provides insights for ongoing optimization and refinement.

Benefits:

● Increased Conversions: By targeting users who have already expressed interest


in your products or services, the abandoned cart workflow has the potential to
significantly increase conversion rates.
● Improved Customer Experience: The timely and personalized reminders sent
through the workflow demonstrate attentiveness to the user's needs and
preferences, enhancing their overall experience with your brand.
● Automated Efficiency: Once set up, the abandoned cart workflow operates
autonomously, saving time and resources while consistently working to recover
lost sales.

The Abandoned Cart Workflow is a valuable tool in our SaaS snapshot, helping to
recover potential revenue and optimize the user experience for increased conversions
and customer satisfaction.

8. Database Reactivation
Understanding Database Reactivation Campaigns

Database reactivation campaigns are strategic marketing initiatives aimed at re-


engaging with inactive or lapsed leads in your database. These campaigns help
revitalize your contact list, rekindle interest in your products or services, and ultimately
drive conversions. In our snapshot, we offer two types of database reactivation
campaigns: a basic version and an advanced version, each offering unique features and
functionalities.

Snapshot Database Reactivation Campaigns


1. Basic Database Reactivation Campaign: The basic campaign provides a
straightforward approach to reactivating dormant leads in your database. You
have the flexibility to customize the offer for this campaign using a custom value.
This campaign aims to reconnect with inactive leads, remind them of your value
proposition, and encourage them to re-engage with your business.
2. Advanced Database Reactivation Campaign (DR Campaign): The advanced
campaign takes database reactivation to the next level by incorporating dynamic
lead management features. Similar to the basic campaign, you can customize
the offer using a custom value. However, this campaign goes a step further by
updating leads in a dedicated DR campaign pipeline. If a lead responds positively
to the campaign, they will be moved to a "responded" status in the pipeline,
indicating active interest. Conversely, if they indicate disinterest, they will be
moved to a "not interested" status, allowing you to focus your efforts on more
promising leads.

9. Birthday Campaign Workflow

Understanding Birthday Offer Campaigns

Birthday offer campaigns are special marketing initiatives aimed at celebrating


customers' birthdays and incentivizing them to engage with your business. These
campaigns not only foster goodwill and strengthen customer relationships but also
drive sales and boost loyalty. In our snapshot, we offer a birthday offer campaign that
allows you to customize the offer using a custom value, ensuring flexibility and
relevance to your customers' preferences.
Snapshot Birthday Offer Campaign

● Customizable Birthday Offer: Our birthday offer campaign enables you to create
personalized offers tailored to your customers' birthdays. By utilizing a custom
value, you can easily customize the offer to align with your promotional
strategies and business goals. Whether it's a discount, a freebie, or a special
promotion, the birthday offer campaign allows you to delight your customers and
drive engagement on their special day.

10. Referral Campaign Workflow

Referral campaigns are powerful marketing strategies designed to leverage the existing
customer base to acquire new customers. By incentivizing customers to refer friends,
family, or colleagues to your business, referral campaigns can rapidly expand your
customer network and drive growth. In our snapshot, we offer a comprehensive referral
campaign feature that enables you to easily create and manage referral programs
tailored to your business needs.

Snapshot Referral Campaign

● Customizable Referral Incentives: Our referral campaign feature allows you to


customize the incentives offered to customers for referring new business. By
utilizing custom values, you can tailor the incentives to align with your
promotional strategies and budget. Whether it's offering discounts, freebies, or
exclusive rewards, the referral campaign feature empowers you to create
compelling incentives that motivate customers to spread the word about your
business.

Benefits of Referral Campaigns

● Expanded Customer Base: Referral campaigns tap into the power of word-of-
mouth marketing to attract new customers. By leveraging the networks of your
existing customers, you can rapidly expand your customer base and drive growth
for your business.
● Enhanced Trust and Credibility: Recommendations from friends or family
members are highly trusted by consumers. By encouraging referrals, you can
capitalize on this trust and credibility to attract high-quality leads and convert
them into loyal customers.
● Cost-Effective Marketing: Referral campaigns are a cost-effective way to acquire
new customers compared to traditional advertising channels. Since referrals
come from satisfied customers, the cost per acquisition is typically lower,
resulting in a higher return on investment.

With our customizable referral campaign feature, you can harness the power of word-of-
mouth marketing to drive growth and success for your business.
11. Incoming Lead Follow Up Workflows
Incoming lead follow-up workflows are automated processes designed to promptly
respond to inquiries and messages from potential customers across various
communication channels. These workflows ensure that every lead receives a timely and
personalized response, increasing the chances of conversion and providing exceptional
customer service. In our snapshot, we offer four incoming lead follow-up workflows
tailored to different communication channels: Google My Business (GMB) message,
email, Facebook message, and Instagram direct message (DM).

Snapshot Incoming Lead Follow-Up Workflows

1. GMB Message Workflow: This workflow is triggered when someone sends a


message through your Google My Business listing. The workflow automatically
tags the lead, updates their status in the pipeline as responded to, and notifies
the SaaS. You can easily customize the messaging and actions of this workflow
to suit your preferences and brand voice.
2. Email Workflow: The email workflow is activated when a lead reaches out via
email. Similar to the GMB message workflow, it tags the lead, updates their
status, and notifies the SaaS, ensuring a prompt and efficient response to email
inquiries.
3. Facebook Message Workflow: When a potential customer sends a message to
your Facebook page, the Facebook message workflow springs into action. It tags
the lead, updates their status, and alerts the SaaS, enabling seamless
communication and follow-up through Facebook Messenger.
4. Instagram DM Workflow: The Instagram DM workflow handles incoming direct
messages on your Instagram account. It automatically tags the lead, updates
their status, and notifies the SaaS, facilitating quick and effective engagement
with potential customers on Instagram.
With our incoming lead follow-up workflows, you can effectively manage
inquiries and messages across multiple communication channels, providing timely and
personalized responses to potential customers.

12. Missed Call Text Back


The Missed Call Text Back Automation is a proactive response system designed to
engage with potential leads who have attempted to contact your SaaS business but
were unable to connect via phone. This automation sends a text message to the missed
caller, providing them with an opportunity to book a consultation or appointment with
your business. By leveraging this automation, you can effectively follow up with missed
leads and encourage them to take the next step towards becoming customers.

Snapshot Missed Call Text Back Automation

1. Engagement Text Message: When a call goes unanswered or is missed, the


automation triggers a text message to be sent to the caller's phone number. The
message is crafted to be engaging and inviting, encouraging the caller to
consider booking a consultation or appointment with your SaaS business.
2. Call to Action: The text message includes a clear call to action, such as a link to
your online booking system or a phone number to call back, making it easy for
the recipient to take immediate action and schedule a consultation.
3. Personalization: To enhance engagement and relevance, the text message can
be personalized with the caller's name or other relevant details, creating a more
personalized and tailored experience for the recipient.

15. Holiday Emails


Holiday email campaigns are an essential component of your marketing strategy,
allowing you to connect with your audience during festive seasons and capitalize on
seasonal opportunities. Our snapshot offers a collection of 13 beautifully designed
holiday emails, each crafted to engage and delight your subscribers during special
occasions. With customizable offers using custom values, you can tailor the content of
each email to align with your promotional strategies and capture the spirit of the
holidays.

Snapshot Holiday Emails

1. Beautifully Designed Templates: Our holiday email campaign features a


collection of 13 professionally designed email templates, each showcasing
festive themes and imagery to capture the holiday spirit and captivate your
audience.
2. Customizable Offers: With the flexibility to customize the offer of each email
using custom values, you can tailor the content to suit your marketing objectives
and promotional strategies. Whether it's promoting special discounts, limited-
time offers, or holiday-themed promotions, you have the freedom to customize
the content of each email to resonate with your subscribers.
3. Engaging Content: Each email is crafted to deliver engaging and relevant content
to your subscribers, including holiday greetings, exclusive offers, seasonal tips,
and festive inspiration. By providing value-added content, you can strengthen
relationships with your audience and drive engagement and conversions during
the holiday season.

You might also like