Rediscover CRM

– Create a plan for increasing your social media presence

– Connect your social media accounts in Marketing > Social Planner

– Utilize the benefits of the Social Planner: creating social media posts, scheduling posts on the planner for weeks ahead

– Determine if you are planing on sending mass emails and SMS
– Decide between using a personal/business email provider and a mass email provider such as Mailgun or SendGrid

– Setup texting and calling from VelvoCRM

– Select a phone number with the desired area code

– Setup Call Tracking and Reporting

– Determine if you want to forward incoming calls to a cell/office phone or to direct the incoming calls to voicemail and/or send a Missed Call Text Back

– Setup Missed Call Text Back and create an automation to notify of missed calls and SMS replies

– Design birthday templates and automation campaigns via email, SMS, voicemail or social media
– Design prospecting templates and automation campaigns via email, SMS, voicemail or social media

– Design relationship / follow up templates and automation campaigns via email, SMS, voicemail or social media

– Design unsuccessful prospecting templates and automation campaigns via email, SMS, voicemail or social media

– Create professional email templates, websites, funnels, surveys

– Target specific groups based on interest with related content

– Create the necessary automation(s) and pipelines

– Determine the automations’ timing and frequency

– Track Email Statistics – Response Rate, Bounced, Unsubscribed, etc.

– Setup Google Review, Yext or WordPress hosting

– Set realistic goals for your Google Review growth

– Design Google Review Requests

– Integrate Google Review Requests

– Review the benefits of utilizing Yext

– Utilize WordPress hosting

– Setup Website Chat bot

– Create automation to send SMS to the customer who contacted your business via Web Chat

– Design lead magnets that provide instant online quotation

– Design the lead magnet call-to-action (enter an email address and/or a phone number)

– Design automations based on the captured leads through the funnel/landing page/website

– Integrate the lead magnets into the prospecting process

– Create newsletter templates in the email builder

– Utilize the variety of pre-built templates

– Determine the target group, apply tags or use other filters to create a smart list

– Determine the automations’ timing and frequency

– Determine groups of interest and tag them accordingly

– Design a brand-specific promotional materials

– Distribute based on set criteria

– Setup the integration with Google My Business, Facebook, and/or Instagram
– Setup custom values (placeholders) for “Assigned User” in Emails/SMS

– Setup Email Signature

– Setup personal and team calendars integrated with Outlook or Google Calendar

– For larger teams setup round robin calendar appointments

– Setup the integration with Zoom

– Design Online Appointment Booking Process

– Create automation based on the online appointment booking process

– Decide which customer is assigned to which user, create appropriate automation

– Setup Unified Conversations – all SMS, emails, and social media messages flow into one place