Consistently following up with new leads and past customers can be time-consuming. Podium’s new Leads Funnel and Drip Campaigns features make it easier than ever to manage your leads and automate follow-ups, saving you time, ensuring no opportunities slip through the cracks, and helping you convert more leads into paying customers.
Introducing Leads Funnel
The Leads Funnel provides a comprehensive, bird’s-eye view of your workflow, empowering you to manage leads like a pro. This feature maximises lead conversion by helping you prioritise new leads and ensuring you never lose track of any prospect. Here’s how Leads Funnel can elevate your workflow:
- Maximised conversion: Maintain a complete, up-to-date view of every lead, ensuring new leads receive the attention they deserve.
- Integrated actions: Take immediate actions within the Funnel — send a text, make a call, or update contact details with a single click.
- Easy-to-use interface: Effortlessly drag and drop contacts between statuses to reflect progress.
- Customisable workflows: Tailor statuses to align with your unique sales or service process.
- Automated processes: Save time by automating the movement of contacts through the Funnel based on their activity.
Introducing Drip Campaigns
Drip Campaigns allow you to automatically nurture leads and re-engage past customers with customised follow-up cadences. This powerful tool ensures that every lead and customer receives timely follow-ups without manual intervention. Here are the key features of Drip Campaigns:
-
- Unlimited follow-ups: Set up as many follow-ups as you need.
- Customisable timing: Define when follow-ups are sent.
- Event-based triggers: Automate follow-ups based on actions like “contact created,” “appointment completed,” or “payment submitted.”
- Date-based triggers: Use specific dates like “last appointment date” or “membership expiration date” to send follow-ups.
- Automatic cancellation: Drip Campaigns stop follow-ups when a contact responds or their status changes.
- Status updates: Automatically update contact statuses within Drip Campaigns.
Designed for Your Workflow Needs
Let’s explore a real-world scenario where Leads Funnel and Drip Campaigns work together to streamline your operations and close more opportunities.
Imagine you run a Medspa and want to streamline your lead outreach process. Here’s how Leads Funnel and Drip Campaigns can help:
-
-
-
- Day 1:
- A new lead inquires about appointment availability and automatically appears under the “New” status in your Funnel.
- You reply with your availability for the next two weeks and drag the lead to the “Nurturing” status.
- Day 2:
- No response yet.
- Your Drip Campaign for Nurturing Leads sends the first follow-up.
- Day 4:
- Still no reply.
- The Drip Campaign sends a second follow-up.
- Day 7:
- The lead is non-responsive.
- The Drip Campaign sends another follow-up, this time including a promotional offer.
- The lead books an appointment, and the Drip Campaign stops sending further follow-ups.
- You confirm the appointment and move the lead to “Servicing” status.
- Day 1:
-
-
- Day of Appointment
-
-
- The lead comes in for the appointment and has a pleasant experience.
- The lead is automatically moved to the “Won” status upon collecting a Podium payment.
-
-
Optimize Your Workflow with Leads Funnel and Drip Campaigns
No more manual work or missed opportunities. With Podium’s Leads Funnel and Drip Campaigns, you can focus on building customer relationships while we handle the heavy lifting.
-
-
- Visualise and manage your pipeline: Use Leads Funnel to efficiently track and act on your leads.
- Automate follow-ups with precision: Set up Drip Campaigns to nurture leads and re-engage customers effortlessly.
-
Whether you’re handling a busy sales pipeline or building lasting customer relationships, these tools provide everything you need to streamline your workflow and close more deals.
Ready to get started? Watch the video to learn more, or check out our help center to set up your Leads Funnel or your first Drip Campaign.