https://youtu.be/0qmIPuqOk_o?si=lXVVoz27b6apfYo7
Are you ready to transform your booking workflow and capture more gigs effortlessly? Welcome to our comprehensive guide on creating an automated lead capture and follow-up system that works around the clock, even when you’re catching some Z's. As a seasoned bandleader with extensive live music experience, I've put together this tutorial to help you streamline your booking process and capture new opportunities with minimal effort.
Introduction: Building the Foundation
Starting today, we aim to turn potential gigs into confirmed bookings without the hassle. Our focus is on building robust lead forms and setting up an automatic follow-up sequence to increase your booking rates.
Step 1: Creating Your Lead Form
- Navigate to Leads > Lead Forms and Sequences. Click on "Create New."
- Name Your Lead Form: Choose a name that’s easily identifiable for you and your team.
- Client-Facing Title: Use a compelling title like "Check Our Availability" to create urgency.
- Instructions: Set expectations with notes like "We usually respond within 24 hours" to build trust.
- Form Essentials: The essential questions are preset, including client name, company, email, and event details.
- Service Options: Allow clients to choose from your services. Display price ranges to filter clients appropriately.
- Customization: Add fields sparingly. Keep the form simple to avoid overwhelming your clients.
- Post-Submission Message: Customize the confirmation message or redirect clients to another page.
- Lead Source Tracking: Automatically tag leads to track where they originated.
- Save Your Form: Once complete, hit "Save and Close."
Step 2: Setting Up Auto Follow-Up Emails
- Define Actions: Determine the sequence of actions once the form is filled out by clicking on "Actions" followed by "Edit Emails."