Sales Contact Blueprints
This article provides an overview of the available blueprints for sales contact-based automations. Blueprints are prebuilt automation templates that help you get up and running quickly without needing to start from scratch. Each blueprint can be customized to suit your specific workflows and business needs. For details on blueprints for other entities, visit the Blueprints Landing Page.
Attract
Blueprints in the "Attract" category are ideal for managing early interactions with sales contacts, ensuring no opportunity is missed. These blueprints streamline initial interactions, organize data, and prompt follow-ups, setting the foundation for productive relationships.
Follow Up on Sales Contact Cold Call
Remind sales team members to follow up on cold calls with sales contacts.
How it Works: When a sales team member logs a note about a cold call, the system automatically sets a reminder for them to follow up at a later time.
Why it Matters: Helps maintain consistent communication and ensures no potential opportunities fall through the cracks.
Bounced Email Notification - Sales Contact
This blueprint sends an immediate or daily internal notification when a sales contact's email results in a hard bounce, signaling the contact is no longer reachable via email.
How it Works: When an email sent to a sales contact hard bounces, indicating that the address is invalid or inactive, the system triggers an internal notification. You can choose to receive these alerts either immediately or as part of a daily summary, enabling your team to address invalid contact details promptly.
Why it Matters: Accurate and active contact information is crucial for maintaining productive relationships with sales contacts. By automatically notifying the team of hard bounces, this blueprint helps ensure sales teams can quickly update contact details, reducing the risk of missed opportunities and maintaining a professional line of communication with clients.
Engage
Blueprints in the "Engage" category are designed to build meaningful, ongoing communication with contacts throughout the sales lifecycle. These automations help maintain engagement at crucial points, ensuring sales contacts stay connected.
Confirm Appointment with Sales Contact
Send appointment confirmations automatically when a sales meeting is scheduled.
How it Works: Notify sales contacts about upcoming appointments, confirming the details.
Why It Matters: Ensures clear communication and reduces missed meetings.
Connect with Engaged Sales Contacts
Follow up with sales contacts who are actively engaging with your system.
How it Works: Use automation to nurture these relationships with timely emails and follow-ups.
Why It Matters: Ensures no opportunities are missed with highly engaged contacts.
Connect with High BHA Score Sales Contacts
Engage highly active sales contacts interacting with your emails or website.
How it Works: Automate outreach to nurture engaged contacts through a series of follow-ups.
Why It Matters: Builds strong relationships and keeps contacts warm for future opportunities.
Connect with New Sales Contacts
Engage newly added sales contacts to build relationships early.
How it Works: Set up automated cadences to introduce your team and services.
Why It Matters: Establishes early touchpoints, ensuring new contacts are aware of your offerings.
Nurture
Blueprints in the "Nurture" category are designed to help sales teams maintain ongoing engagement with contacts by automating key touchpoints and ensuring strong relationships throughout the sales lifecycle.
Capture Sales Contact Satisfaction
Send recurring surveys to measure the satisfaction of your sales contacts.
How it Works: Sends recurring satisfaction surveys to sales contacts to gather feedback and measure service levels.
Why it Matters: Provides valuable insights into the quality of service, helping your team improve interactions and strengthen relationships.
Re-engage Passive Sales Contacts
Reach out to sales contacts who have not been engaged recently.
How it Works: Sends follow-up communications to sales contacts who have not been engaged recently, encouraging renewed interaction.
Why it Matters: Helps maintain relationships with sales leads, ensuring your team stays topofmind and open for future business opportunities.
Sales
Blueprints in the "Sales" category are designed to help you engage sales contacts with timely, targeted marketing campaigns. These automations support stronger relationships and keep your firm top-of-mind with key decision-makers.
Client Marketing
Send personalized marketing campaigns to client prospects with targeted content and blog articles.
How it Works: This customizable automation targets a defined segment of clients and sends a tailored series of marketing emails over time.
Why it Matters: Keeps your clients engaged with relevant content, helping to strengthen relationships and build brand trust, all without adding to your daily workload.
