Automatically Qualify & Schedule Sales Calls

Evielyn Chapman

Brennan Dunn shared his system for automatically qualifying and scheduling new project leads on his blog here

This automation follows the same system except only using ActiveCampaign, Acuity Scheduling & Zapier. It is a completely hands off process for managing website leads. It starts with someone filling in a form on your website. 5 minutes later your contact is sent an email asking them to answer a few short questions. Once they have done that, an email is sent to them asking them to schedule a time for a phone call on your calendar (again, all hands off till this point). Once they have scheduled the appointment you are notified of the appointment time & lead details.

Completely eliminate the back and forward of trying to find a time to catch up or even trying to qualify a lead. This automation does it all for you!

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