How to Set up a Lead Capture Workflow in Dubsado (Create an Amazing First Impression with New Leads)

Описание: In this video, I'll walk you through the steps to setting up your lead capture workflow to automatically follow up with your potential new clients. If you don't have something like this automated in your business, you're really missing out here. This is an amazing way to immediately follow up with new leads so you can connect with them right away and move them toward the next step of working with you.

Here's what we'll cover:
Steps to set up the workflow.
My recommendations for upping the impact of your automatic emails so you close more sales.
Tips for creating to-dos so you can help you (or your team) to know what to do when they're triggered.
Why I don't recommend the approve action in a workflow and what you can do instead.

WHAT TO WATCH NEXT
Want to avoid wasting tons of time setting up your Dubsado? Watch this quick video:    • How to Avoid Wasting Tons of Time Getting ...  

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In case you don't know me:
I'm Amy Gould, certified Dubsado Specialist, and your BFF if you hate systems and tech (even if you love it, we can still be friends... in fact, we might be even better friends. 😊 ) I love helping creative service-based business owners to work less, make more and WOW clients using systems and automation.
                                     
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