CRM/Marketing Funnels

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CRM/Marketing Funnels

Evangalize

Onboarding

Starter Plans

Thank-you & Welcome Aboard

Pro or Enterprise Plan

Thank-you & Welcome Aboard

Website Template

People who select & register for a website template.

How to customize website

Integrating webforms

Fun add ons/plug ins

Bottom of Funnel

Get Started (MQL) or SQL

People who signup, hit paywall and need follow up to determine qualification.... SQL means BDR or Sales pre-qualified the lead.

Thank you & onboarding template

Case Study

Pre-built Workflows with automation

Proposal Sent

Demo Complete

Interested?

No

Send Thank you email

Yes

Send Thank you & Proposal

Weekly Reminder Email to E-sign proposal

Middle Funnel

Missed Demo

Reschedule Demo

Checking In

Demo Request

Demo Reminder

Top of Funnel (Lead gen)

Paid Search PPC

Free Trial Landing page

Digital Ads (WARM LEAD)

Get Started

Web Templates (digital ad)

Thank you link to gallery, ask- website only or CRM/LOS integration?

Registered- Yes

Registerd= No

Sample Web Sites completed

Last Follow up Email

10x Webinar (digital ad)

Thank you

SMS- Do you want to speak with AE?

Phone

Email

Lender List (digital ad)

Live Chat/Web Visit (WARM LEAD)

ABM (ABM COLD LEAD)

Newsletter opt in

Subtopic