Use This To Double The Close Rate Of Calls You Book For Your Clients

TLDR An automated email forwarding workflow helps clients prepare for discovery calls by sending them prior communications with new prospects after a meeting is scheduled, using integrations with Calendly and the Smart lead API.

Key Insights

Integrate Calendly for Scheduling

The first step in streamlining your workflow is to integrate Calendly with your system. This integration allows you to access your client's calendar, which is crucial for scheduling calls with new prospects. By utilizing Calendly, you can ensure that only relevant events trigger your workflow, making the process more efficient. This setup not only saves time but also minimizes the risk of scheduling conflicts, enabling better preparation for discovery calls.

Set Up Filters for Effective Workflow

Once you have integrated Calendly, the next step is to establish filters to refine the triggers for your workflow. These filters ensure that only specific events related to your prospects prompt email forwarding to clients. By carefully setting up these parameters, you can focus on the most relevant communications, which enhances the productivity of both you and your clients. Filters are essential for preventing clutter and ensuring clarity in the communication process.

Utilize Smart Lead API for Data Retrieval

Incorporating the Smart Lead API is a crucial step that allows you to efficiently retrieve lead data. This API helps you set variables for both the prospect’s and the client’s emails, creating a seamless flow of information. By automating this data retrieval, you can focus on the more strategic aspects of client interactions while maintaining a comprehensive email trail that is both informative and actionable.

Construct Complete Email Chains

To ensure that your clients are fully prepared for discovery calls, it's vital to forward complete email chains. The workflow is designed to retrieve both sent and received emails, allowing you to construct a full narrative of the prior communications. This level of detail not only provides context but also aids in establishing rapport and trust between the client and the prospect during their discussions. Effective email communication can be a game-changer in building strong client relationships.

Extract Individual Email Values

As you move forward in your email forwarding process, focusing on extracting individual email values is important. This step involves filtering through replies to ensure that only the most relevant emails are forwarded. By selectively forwarding received emails, you can eliminate unnecessary noise and provide your clients with the most pertinent information. This targeted approach enhances clarity and effectiveness in your communication efforts.

Leverage Available Blueprints for Efficiency

One of the key takeaways from the video is the availability of a blueprint that you can easily import to streamline your workflow. By accessing this blueprint, you can replicate the workflow steps demonstrated in the video without starting from scratch. This resource is invaluable for saving time and effort in setting up automations for your client campaigns. Don't forget to follow the presenter on Twitter to gain ongoing access to similar tools and updates.

Questions & Answers

What is the purpose of the workflow explained in the video?

The workflow automatically forwards email conversations with new prospects to clients after scheduling a call, helping clients prepare for discovery calls by providing prior communication details.

What is the first step in setting up the workflow?

The first step involves integrating with the Calendly event, which requires access to the client's calendar.

How can filters be used in the workflow?

Filters can be set to ensure that only relevant events trigger the workflow.

What is the Smart lead API used for in this workflow?

The Smart lead API is used to retrieve lead data, setting variables for the prospect's and client's emails.

What types of emails does the workflow retrieve?

The workflow retrieves both sent and received emails to construct a complete email chain for forwarding.

How can users import the blueprint for the workflow?

Users can import the blueprint by clicking the three dots and pasting it exactly as demonstrated in the video for their own workflows, automations, and client campaigns.

Summary of Timestamps

This video introduces a streamlined workflow designed to automatically forward email discussions with new prospects to clients after a discovery call is scheduled. By doing this, clients receive relevant communications and can better prepare for their calls.

The initial step in this workflow involves integrating with the Calendly event scheduling tool. This integration requires access to the client’s calendar to ensure that the automation occurs at the right time, reinforcing the need for proper scheduling.

Key processes include setting up variables for both the prospect or lead’s email and the client’s email address. This step is essential for accurately directing the forwarded emails to the appropriate recipients, demonstrating how detailed workflows are built around specific needs.

Utilizing the Smart lead API is crucial for retrieving lead data efficiently. This capability allows the workflow to gather context and content, forming a complete picture of conversations prior to the discovery call.

The presenter discusses the importance of filtering replies to only forward received emails, thus ensuring clients are not overwhelmed with noise from emails they’ve already sent. This refinement helps maintain clarity and focus in client communications.

Viewers are informed about a free blueprint that can be imported for use, creating an easy way for anyone to replicate this workflow in their own systems. This encourages audience engagement and further exploration of workflow automation.

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