How To Guides How To Videos Feature Requests Calendar Training Workshops

Transcript

0:00

I'm happy to have you guys here, though. What we're doing today, just whoever watches this recording in the future will kinda get this recap as well, but deals and pipelines. I'm gonna set up a pipeline and then show how the customer sales journey, the customer is the deal, how they work through the pipeline. And it's kind of an underutilized piece of Simplero, I've noticed. A lot of people use the pipelines to handle their support tickets, but it's also a sales pipeline as well.

0:29

And I just doing audits and stuff and looking at people's accounts, lots of people don't use the pipeline function. So that's kind of the goal of today is to get people to understand the power and maybe get them comfortable using something like that. So for this use case, today, what I built was, a method where you can start someone into a funnel, and that funnel will deliver them a freebie. The thank you page is gonna have, like, a little video mini webinar to encourage them to either purchase or book a Calvin. And those steps are gonna be integrated into the sales pipeline.

1:09

So when they first sign up to your list through the funnel, they're gonna enter as a deal. When they book a call, they're gonna be entered into that section of the funnel. Right? Hold on. People are coming in.

1:22

As the call finishes, then they're gonna be given some information. If they don't purchase at that point, we're gonna start an automation to try and get them to purchase. And then also this pipeline is gonna watch and see who actually purchased and put them in the one category. So you're gonna see category. So you're gonna see after they purchase.

1:41

So it's just gonna be a way to organize a particular campaign or funnel that you may be using. But there's a trillion ways that you could utilize this pipeline. So that's the goal for today. So it's 103. People are gonna be probably coming in and out, and I'm gonna be listening for the tings, but I'm gonna go ahead and just get started, if that's cool with all of you guys.

2:09

So first things first, we are starting from our demo account, and in this demo account, it's empty. There's not much going on here. This is a demo account that refreshes itself, like, every week, so it's good that I chose this. So now I just have a clean slate to work on, and what I'm gonna do is I am going to start to build out the pipeline. Hey, Emma.

2:33

Hey, Lucinda. We're we're started already, but I'm just gonna keep going, and the recording will be available, and we'll do a q and a at the end if you have any questions. So, here's where we go. We're gonna get started here. You're gonna start at the gear icon, and that's where you're gonna find the pipelines.

2:50

It's kinda hidden, and I'm gonna put some feedback. It'd be better if it was maybe inside these tabs somewhere, but here's where the pipelines are, and I'm gonna add a brand new pipeline. We're gonna call it, let's just call it pipeline workshop. And this is for deals. So first, I'm gonna build this pipeline.

3:13

All of this will make sense towards the end, but just for ease of this call and to not create too much confusion, I'm gonna build out each section and then show how they all come together. So pipeline is here. We're gonna add a stage. First stage I'm gonna add, as I'm gonna call it, a lead. So this is just your regular lead as they jump in.

3:36

I'm gonna give it a color just for fun, make it pretty. You don't have to add a tooltip if you don't want. The status is open on a lead because they're open. It's not won lost or abandoned. It's an open lead.

3:47

And then win probability is gonna be up to you. It's gonna be based on maybe some of your metrics, what you know about your customers, what you know, what happens when they usually enter some type of funnel that you've built or onboard into, like, your lists. So I'm just gonna call this 10%. This is the very beginning of the funnel, 10% probability of winning. It requires you to give a percentage.

4:09

If you don't know, just put 0 because it doesn't this is just information for you for now. So I'm gonna put 10. Here we go. We're gonna save. We're not adding an automation yet.

4:19

So that's my first stage. Next stage is going to I'm gonna call it call booked because they're booking a call with me. Give it a color, open, win probability. If they book the call, they're probably more likely to buy than someone who's just a regular lead because now they're interested. So I'm gonna leave it there at another stage.

4:39

Now we're gonna talk about tracking if they reschedule the call. This will just be useful to have because some people schedule and then reschedule, so you'll be able to just look at it and see. Still leave it at a 20. I'm gonna call this one call canceled. So this one is still open, but they canceled the call.

5:09

Not a great thing, but that's okay. I'll leave that there. That's the 4th color. Yeah. Yep.

5:17

One probability. I don't know. 3 and back down to 10, just for fun. Now, the next stage we're gonna add is sold. I'm gonna call this stage sold.

5:27

I'm gonna get solds. Let's give it a color. I'm gonna make it just a dark green, and this is 1. So now that it says 1, we're gonna remove probabilities because you won, like, the the sale is over. So now you can see where this that the sale is has been sold.

5:48

So save that guy. Now at these stages, for after the call or calls that have been lost, so this is not a good fit. I'm gonna call this one. We'll just make it red. And this is a lost a deal because they weren't a good fit.

6:10

We're at another stage, didn't buy, and we will call this open still because that doesn't mean that the dream is over. They just didn't buy yet. And you'll see later why. We're gonna add them into an automation if they didn't buy. We can call this 1 win weight probability 10%.

6:31

Just drop it down a little bit. And then the last one is not interested. And we'll Calvin this lost as well. I'll leave that as red. Cool.

6:50

So here's our stages. They're all saved. Now we can go to view it. There are no deals yet in this pipeline. Right?

7:00

So in order to see how this looks, I'm just gonna create a deal real quick just so you can see because then it'll it'll, it will show I'm just gonna create this contact. It'll show the whole pipeline. Initial stage lead. This is gonna be all my stages. So this is if you wanted to manually add someone.

7:26

We're gonna do this an automated way. Create this deal and boom. Now you can see all of our stages. Silas deal has now entered this pipeline. Alright.

7:43

So let me just check on everybody and make sure everybody's cool. Got 9 people here. That's great. The next step, you're gonna have to connect this is my opinion, but in order to in order to organize this campaign, I'm gonna give it its own list. Right?

7:59

Now you can have as many lists as you want within Simplero. We're gonna call this pipeline workshop. So now that we're within this list, we're gonna make it do some stuff. Under the Content tab, Content tab, Waiting. Okay.

8:32

Cool. What we're gonna do is we're gonna add a couple triggers. So the first trigger is we're gonna once the subscription is activated, we're gonna enter the pipeline. So create a deal in a pipeline. So we went when this happens, subscription activated, create deal in a pipeline.

8:55

Which pipeline? Pipeline workshop. And now what I wanna do is give it a name and use the smart thing to do would be to use these interpolation keys to grab the name from the contact record when they entered in their name and email. So you could do first name, last name, full name. I'm just gonna do first name.

9:17

Now once someone signs up for this list, it's going to create them as a deal in the pipeline we just created. I'm gonna add another trigger, and we're gonna add a tag, which is gonna come in handy later. We're gonna create a new tag, and it's gonna be called enter underscore pipeline. Now here's our list. We're on we're not done yet.

9:51

The list is here. We added our triggers. Now, in this fictitious campaign, we have a freebie, right, and we want the list to deliver that lead magnet. So under the auto responses tab, it's where we're gonna do that. I'm gonna add auto response.

10:08

Subject, here's your freebie. Again, it's gonna be whatever you want it to be. Remember, I'm just drafting this. Like, everyone's gonna have their own content, their own, you know, their own path. Right?

10:24

So don't don't copy this, but copy the setup, right, if if it's useful to you. So click on your freebie in the attachment, and then we're gonna attach a file. Let's see here. What should we give them? Chisos Mountain Lodge order confirmation.

10:45

That'll be good. That'll be interesting for them to read. So here's their freebie. Again, it can be a PDF, link to something, anything that you want. Just give them that that lead magnet opt in via the list auto response, and I'm gonna save those changes.

11:01

So now we have a pipeline that'll enter people as a lead if they join this list. You kinda see where I'm going here, right? You don't need a funnel to do this. I'm gonna show you how, but you don't need a funnel. But what we're doing is we're grabbing that contact when they join this list and entering them as a deal in a pipeline.

11:18

That's what we got so far. Now, we're gonna start scaffolding out the pieces of the funnel, but one of those pieces is a scheduling link. So let's go ahead and create that first because we're gonna get people to jump on a call with us because we can sell better if we get with them 1 on 1. Let's say it's high ticket or something. Maybe we wanna just we really wanna talk to them and and, you know, work out their objections and stuff.

11:43

So we'll call this pipeline workshop. And make these settings whatever you want. My duration is gonna be 25 minutes, individual. Who's this thing for? It's for me.

12:04

We're gonna create it. And I'm gonna it's already defaulted to overlay your calendar, but that may be what you wanna do, overlay your calendar. We wanna make sure that it's grabbing from Google, if you use Google, so you're not double booking. But then, yeah, there's just a few settings here. I won't go over them in detail because this will be up to you how you create this call.

12:27

But, yeah. So, availability is working hours. Easy. That's it. That's all I'm all I'm doing, just a a regular old scheduling link.

12:36

So now that that's built, we're gonna go back to scheduling links. And here's my link. I'm gonna add some triggers to this link. And these triggers are gonna move it around the pipeline. So if event is scheduled, what we're gonna do is we are going to move deal in a pipeline to a pipeline stage.

13:01

They're already in because they joined the list. That was the first step in the funnel, which I'm gonna create later. Which pipeline? Pipeline workshop. Which pipeline stage?

13:13

Pipeline workshop again. They call booked. They booked a call. Gonna save that. We're gonna add 2 more.

13:24

So event is scheduled. Oh, sorry. Event is rescheduled. We are going to move deal. Which pipeline?

13:36

Workshop. We're gonna go to reschedule. Now last one we're gonna do for now is we are going to do event is canceled. Move same thing. Oops.

14:00

Pipeline. Ball canceled. So now based on the action that they take with the scheduling link, it'll move them around our original pipeline. I'm gonna actually open a tab for that so you guys can just we can keep referencing that as we go. Let's duplicate this.

14:23

And go to let's go let's access it here. Right? So now we have call booked, call rescheduled, call canceled. So based on what they do with that scheduling link, it's gonna put them in this, in the Calvin column. So scheduling link is done.

14:43

Next, we're gonna create a product. You may already have a product that you wanna sell, but I'm gonna create one from scratch just so we can connect it. So we'll do products. I'm just gonna call it pipeline workshop, just like everything else. It's frozen.

15:08

Thinking, thinking. There we go. Not gonna mess with anything here. Let's just say it's $10. And, yep, create that product.

15:35

So there's one price. I'm going to create, just so you know, a secret price, another price for if they didn't book the book the or they didn't buy after the call, we're gonna send them an automated email later, with a discount just to really entice them to purchase. So we'll call it discount after pipelines. And there's a couple of ways we could do it. We could just make it a a cheaper cheaper price.

16:14

Let's just call it $7.50. Oops, that's not gonna work like that. Wow, now. And so access through a secret link. Cool.

16:33

Great price. So now we have our product. I'm not gonna add anything to the content tab. If you guys know Simplero, this is how you're gonna deliver your content. So we'll just leave this as it is for now, it's not relevant to what we're doing, but now we have our product.

16:50

Okay, next thing we're gonna do is start the funnel. Here's where it gets a little bit more complex, but what we're gonna do is we're gonna build a new funnel, so I'm gonna go to marketing, and then funnels, and create a new funnel, pipeline workshop, And we're gonna make it 3 steps. We're gonna have an opt in, a thank you page with a movie or a video, or it could be sales copy, whatever you want it to be, but a thank you page. And then the third step, which is gonna be linked from that thank you page, is a scheduling link to book a call. Now, that's just this particular pipeline.

17:30

You can do whatever you want once you start to learn how to use these pipelines, but that's what we're gonna do today. So first thing we're gonna do, we're gonna do an opt in. Let's just do the Cosmos opt in. We'll select that. I'm gonna add each of the stages, and then we'll edit them.

17:47

Next one, we'll do a page. And we will do the Cosmos sales page. I just chose this one because it already has a video that you can utilize. I mean, you're gonna have to upload your own, but and then the last one, we're gonna do a scheduling link, which is very handy to have just built into the funnel system. And we're gonna give it that one I created Calvin pipeline workshop.

18:17

Cool. So first one we're gonna edit, we're gonna go to opt in, and we will just edit the page. Now we have a couple ways we can do this, but I'm gonna leave it as is. The sign up is going to open a pop up. Right?

18:38

So just ignore all of this copy. Think about this as an opt in page. The copy is gonna say something like, hey. Glad you're here. Here's your free PDF.

18:48

Sign up for our newsletter. Right? So in this button, the setting is open pop up. So if you guys haven't used the new builder, if you're not familiar, you open the pop up from here, and here's where you affect the settings for the sign up. And this is the pop up settings as well.

19:07

It has its own colors, formats, advanced settings, all kinds of stuff. But I'm gonna go to this button, and this action is opt in already. I'm not gonna change that. That's our goal. We wanna get them to opt in, and the list we're gonna add them to is the pipeline workshop list.

19:26

So just to recap, once they get on that list, they're gonna get tagged, they're gonna get an auto response with a freebie, and they're gonna get started as a lead in our pipeline. K? They're gonna become a deal in our pipeline. So that's what we're doing there. We'll publish that.

19:47

What was this? There's another button here. Let's just do the same thing. Open pop up. So, yeah, we're good to go there.

19:54

It'll open the pop up, and the pop up's already edited, so that should be good. So there's our first page. You know what? Let me take a quick breather. Sorry, guys.

20:11

If anyone has a question so far about this flow, like, it's something that I'm not that I'm I'm passing over. Again, we're not done yet. But if if you're, like, completely lost in the weeds, go ahead and unmute, and you can ask me a question. I have a question. Please.

20:29

So let's say I have 10 people who are interested, but they're not on my list. I don't know their email. How is this gonna get to them? You can deliver this link to the funnel in any copy that you create, whether that's Facebook post, Instagram post, meta, you know, ad, anywhere that you can share a link, you can grab the link to this funnel and that's what they're gonna open when they open their web browser. That's gonna open that first page.

21:03

That first link. Link to the funnel. Okay. Link to the funnel. Yep.

21:07

Yep. That's how they're gonna get access. That's a great question. K. Yeah.

21:12

The goal of this is to grab people outside of your network. Right? Like, this is this is what we're trying to do here with this particular setup, which is awesome. Or not or, like, or not. Like, what would I did is I created a separate list.

21:25

You could deliver this link to people that are existing in your contact list, and it will add them into this very particular list and pipeline. I could do both. Right? It's it's it's a link. Yep.

21:38

Just a link. Yep. Cool. That's a good question. Sorry, miss Amanda, that it seems a bit complicated.

21:46

It's a lot of steps. Like, deals and pipelines are definitely a little bit more on the advanced side because what it's doing is it's pulling together other functions of Simplero and putting them in a place where you can utilize them and kinda watch the sales flow. So, yeah, a little bit of knowledge inside of the platform is gonna be required for this for sure. Okay. So cool.

22:12

I'm gonna keep jamming. We we did, we edited. I gotta share my screen again. Hold on. So we edited our opt in.

22:22

Next, we're gonna edit our sales page. Now this is gonna get a little bit more complicated, but it's important. So if we go to edit here, I'm gonna change this and we're gonna make this button, So, sorry, here's the next page. So this is a sales page. Think of this as the actual sales page.

22:44

Thank you slash sales. Your title might be like, thanks for signing up. Hey, guess what? I got a whole bunch more stuff to talk to you about. I have Go ahead.

22:54

I have a quick question. Please. If you've already built, like, a sales page for a product Mhmm. Is there a way to just put that page in this spot as opposed Yeah. You to the builder?

23:09

Yeah. Yep. You can so I'll show you that quickly, actually. If you have maybe I can't because I don't have any pages. Let's see here.

23:19

Let's go I'm just gonna show you our big mess of our demo site. If you just take any landing page that you've built, it could exist anywhere. If you click on it, this is already in a funnel. Let's go this one, not that one. Let's go this one.

23:37

One of your options is to move to a funnel or turn into a funnel or duplicate and then turn it into a funnel. So you start on the page you've already built as opposed to starting on the funnel? You can you can move it anywhere you want once it's in the funnel. It's a drag kinda function too. It doesn't have to start.

23:56

Right? Right. But when we're on the when we're on the build a funnel page, it's not gonna show us the pages that we've already built. It's only gonna give us the option to build a new one. Is that am I understanding that correctly?

24:08

Oh, you're talking about, like, if you were to to to wanna grab a bunch of stuff that you already have and turn it into a funnel. Yes. It's gonna have you build new pages. Let's just go back here. Okay.

24:25

Sometimes the order of operations of, like, which page you have to start on is where I get lost in in Simplero. As as far as the funnels are concerned? Or Like in like in general okay. So, like, in the scheduling, when when when we were we I'm I've been doing this with you alongside. Right?

24:44

So you're in the funnel page. We're in our pipeline. We click add. We add a scheduling link, and it shows me all the scheduling links I already have. But when you click add a page, it doesn't show you all the pages you've already built on your website.

24:58

It sends you over with a new page. So that's where I was feeling a little lost in that process. So let's just do one of these real quick. Like, if I were to turn this into a funnel or move to a funnel let's just move it to a funnel and see. I'm gonna move this page to Silas workshop.

25:15

We're not seeing your screen now. Oh, sorry. Thank you. K. So that one's already actually in that funnel.

25:29

Let's go it's this random opt in. Move to a funnel, stylus workshop. Now if I go to that funnel let's see. This is my other test. It just added that opt in to the end.

25:55

Right? So this was, you know, this is the same funnel that we're doing now. I tested it in this test site. I just grabbed a random page and it brought it into this funnel, but I should be able to move it around. Yeah.

26:11

So I haven't tested that, to be honest, Erin. A way that you could maybe there always has to be a beginning point. Right? So whatever the first step of your funnel is, you could either move it to or create a new funnel from it, or duplicate it and create a new funnel from it. And then as you go along, you would just go back to your landing pages and forms and move or duplicate other pages to it.

26:38

So, technically, no. You don't have to start a funnel with a new anything, but you have to start you have to grab a page first. Does that make sense? Sorry if that's making sense. I think so.

26:50

Can you just maybe do one more page so I can just watch you do it one more time? Sure. Let's let's, let's just grab one of these super old ones. We're gonna create a new funnel with it and add something random to it. So this is a full 2 point o opt in.

27:12

Oops. It's not what I wanted to do. Move to a funnel, create funnel, silos tests, 828. We'll call this create. So it created a funnel for me, at least it said it did.

27:34

So I just took a random page from my didn't move it there. Hold on. Let's go. Grabbing a page. Move to a funnel.

28:00

So that's just a random page. I think what I didn't do is I didn't turn it into the new funnel, so I'm gonna check on that. So random page, marketing, funnels. So here's that page. Now I can grab any other page now as well.

28:24

Go back to landing page and forms. With all this, this one's called sales. Move that to a funnel, and then go back to that funnel. Now I have that other page. So, yeah, if you were to start here, just marketing and then funnels, it's gonna create a new funnel, and there's gonna be nothing in it.

28:59

You can now move pages to it, or you can start fresh. But if you wanna start with the page itself, you're gonna have to turn it into a funnel. And then if you wanna bring other landing pages to it, you're just gonna do like I showed, and move them to the funnel. Does that does that help? Yeah.

29:20

Okay. Cool. Alright. Hopefully, that was clear. Yeah.

29:26

It's it's I'm saying funnel a lot. I apologize. But yeah. So we're gonna keep moving with this particular piece. Let me make sure I finish this correctly.

29:35

We'll go edit this sales page. Now what what I was saying was, like, this is a thank you page and a sales page. You can consider it like that. This is Calvin kinda taught this in one of our workshops a while ago. It's just having that intermediate page in the funnel that says thank you and then also offers a video or an opportunity to learn more.

29:58

So what I would do here is I would make this button say, book a call. So what we're gonna do is go to sorry. Go to next funnel step. That'll be the easiest way, and it'll take me directly to that scheduling link. We're gonna you can add a video here.

30:19

So this is just a video element or a media element, and you can replace it with whatever you want. And then down here, I'm gonna make this one just directly buy. Because they watched the video, they're sold, now they want my product. So for this, I am going to go to, and then link. We're gonna call it products.

30:45

Pipeline workshop is the product I created, and we can just send them straight to the order form. That's what this second call to action is gonna do. And then we don't really need this third one, just we'll make it do something. But I hope you guys are understanding. Like, this I'm just using template stuff just for ease.

31:05

You can build this however you want. We'll make this go to the next final step. We're gonna call this book a call. This one, we're gonna call as well. Book a call.

31:27

So they get to the second step. This is the thank you page. They watch your video. They book a call to learn more, or they just buy. Can I ask a question, Silas?

31:39

Please. Please. Please. Let's say I have a product, and I I was I was set up one time to talk to a 100 people who are interested. Instead of offering each of those 100 to book a call, how can I point them to join the webinar or join this on Awesome?

32:01

Awesome. Great question. So this what you would do is create the event first. Right? So you would go let's go I'm just gonna show you from our test account, but what you're gonna wanna do is actually create that event, create new event.

32:19

And when you do that, I'm not gonna create another one, but, like, because so I'm just gonna grab any of these events. There is a link to this event. Yep. So that's what you would deliver via the call to action button. Right?

32:33

You can either so let's say, instead of book a call for this use case, it would be go to the event. What you would do is you would go go to, and then you could add the hyperlink right here if you want. Or you can go to events and link directly to it because it's all it's smart enough to see what you got what got what you got going on. And then there's some settings you can change in the event, like automatic registration, manual registration. That's a whole another workshop.

33:01

But, yeah, you could get them on that webinar right there. And that would when I cleared the event and I haven't done this, it'll it can link to a Zoom link or something in the event? Yes. Absolutely. The event if you have the integration, it is a Zoom event.

33:17

So you're gonna wanna go to your settings. Here, this is a really simple integration to do. Settings, and then you're gonna go to, I can't read it when it's like that. You're gonna go to integrations. Why am I not seeing it?

33:32

Right here. So under the account integrations and then just make sure you link your Zoom. It's down here. Boom. Wonderful.

33:41

It syncs all your meetings. Yeah. That's a great question. Yeah. You could make this be a webinar.

33:46

Absolutely. Absolutely do that. Or just a live event. So now we're cooking with fire. We're almost there.

33:53

We're getting closer. Right? So what we got this thing doing is opting in, giving them a freebie, giving them a video, talking about your product, enticing them to book a call or an event, or just to buy right now. Right? So the next piece to this is an automation for follow ups.

34:17

Right? If you want, though, let's do this. I'm gonna enter this I'm going to enter this funnel. We'll just start testing it a little bit so you can see what's going on before I do the automation. So here's the link to the funnel.

34:35

Let's open a new incognito window. Here we go. So here's the beginning of our funnel. By sign up, username and email, silas test, We'll call it let's call it silas pipeline. Silaspluspipeline@simplero.com.

35:06

I agree. Submit. Boom. Bring me to the next step. But wait.

35:12

Let's just see what happened here. If I go to I'm gonna duplicate this. If I now go to my pipeline, Pipeline workshop. View deals. Oh, I need to I'm sorry.

35:36

I have GDPR, so let's go to Gmail. Open this to receive my mails. Confirm. Boom. Subscription confirmed.

35:48

Now let's refresh. There I am, silos pipeline. So I just entered myself into this pipeline via the funnel step, the first opt in step. Now let's go look at it, what it looks like when I book a call. So let's go back to this tab so I can see and do all this cool stuff.

36:12

I can just go book a Calvin. Brings me to the scheduling link. This is the last step in that funnel. I'm gonna just book this for 10:15. Schedule.

36:27

Awesome. So now let's go look. Refresh this. Call booked with Silas pipeline. It moved automatically because of the trigger on the scheduling link.

36:39

Right? So let's go that's just for for fun, funsies. Let's go back here. I'm gonna go back back. Let's say I just went to purchase.

36:53

Right? Go to the order form, Silas Johnson, silaspluspipeline@simpler.com. Oh, we're let's just say Florida. For payment taxes, $10. We're gonna go can't test this because we don't have Stripe set up.

37:24

That, I should have thought about. Let's see here. How can I test this now for you guys? It's probably gonna open a PayPal window. Yeah.

37:41

That's not gonna work. Alright. I got an idea. Yeah. Let's go back to the product.

37:56

Hindsight, man. I'm testing mine, and I'm testing that because I created a scheduling link with myself, and it wouldn't let me book that either. So That's why I always do the silos plus with my email. Right? Like I'm also hindsight.

38:17

We have G Suite, so if you guys don't know that hack, you can create a 1,000,000,000 aliases of yourself just by adding the first part of your email name and then a plus. So that's just a little quick tip. So when you test stuff, you can create aliases and it won't recognize you. I don't know if this is actually gonna work. You guys might have to trust me, but I'm gonna put the simple price at $0.

38:43

Hold on. I'm outside, and I'm getting eaten. Let's just create let's add it in. Why did it make it install? Hold on.

39:13

The best way to do this. K. Let's just start over with this price. Cool. What happens when I refresh this?

39:49

Yeah. Price is free. Alright. Get it. So if I go back to the pipeline now, I think I missed a step.

40:14

Hold on. Oh, hold on. Let's go to content. We have to go to the product, webin workshop, content. I missed this trigger, guys.

40:31

So participant activated first time only. You could do purchase activated or renewed. Let's do we'll do purchase activated first time only. Do this. Move deal and pipeline to a pipeline stage.

40:51

Pipeline workshop. Sold. Save changes. So it may not be retroactive, but let's see. Yep.

41:12

It's not gonna move it, because it I had made the trigger afterwards. Sorry. I forgot that, guys. We'll test another buddy another person, but I'm not done yet. I still wanna do this half, this good stuff.

41:24

They didn't buy or they're not interested or their call was canceled. So I wanted to build an automation to actually entice them to Calvin. Right? So we're gonna create an automation quickly, and what it's gonna do, let's see here. We will call this 1 pipeline nation, And the trigger for this, we're gonna say subscription activated for the list.

42:11

Which list? Pipeline workshop. So that's gonna be 1, but I'm gonna add to here. Now we'll wait. Save changes there.

42:25

That will do another one. Vent registration is canceled. So they got into the funnel, booked a call with you, then canceled the call. You're never hearing from them again. Hopefully, you hear from them again.

42:42

Which event we will do? See here. Actually, there's a better way to do this. Let's do this last one. Pipeline.

43:19

We're gonna grab so we're gonna do these other 2 from outside. So let's go to the scheduling link. Alright. We need to right. Sorry, guys.

43:48

Okay. Best way to do this. Again, it's in Simplero. There's a a 1000000 ways to do stuff. So we're gonna go back to the pipeline.

44:02

And in the stage, we can start an automation. So call canceled, if I go and edit these stages, right, I can add a trigger to call canceled, pipeline stage entered. What we're gonna do is start an automation and we're gonna start pipeline automation. So it makes sense in a second. And then the other way we're going to get a hold of them as if they enter the stage didn't buy.

44:43

So I'll add the trigger there. Cool. So now if we go back to this automation, there's our other triggers. No. We're gonna add a step, which is just gonna be a wait period.

45:20

The first thing we're gonna do is we are going to send them an email after that wait period. We're gonna call this, did you have a chance to check out the thing? Question mark. Sales copy. Cool.

45:45

Now we have to put a condition on here because we don't want them to get this email if within some period of time, after 5 days, they go ahead and purchase the product. So we gotta think of all of our use cases. So they join the list. 5 days later, they still haven't purchased. We're gonna send them this email.

46:03

Did you have a chance to to check out the thing? So only if contact, purchase product, or not purchase product. We're gonna do not purchase product and pipeline workshop. So it's gonna send them that email. Now we're gonna wait again.

46:31

You wait another 5 days, and then we can send him another email. Are you sure you don't want to buy? Again, guys, I'm a horrible salesman. Don't copy any of this copy. But this is just to give you the steps to kind of, you know, get get ahold of people and get them back into your world and get them to purchase.

46:60

So we can add even a link to purchase. Boom. We'll make that a link. And the URL, we can just go to our product, pipeline workshop, quarter form. It's free.

47:20

I don't know why they wouldn't buy it. We can even edit this and make it a button. Cool. So first email, did you check out the thing? Go check out the thing.

47:35

You can add a sales page here. Wait 5 days. Are you sure you didn't wanna buy it? Here's a button right in the email to buy it. And then the last step is going to be to wait again.

47:46

Give it some time. And then we're gonna add them to the deal or or into the pipeline stage, not interested. So do this. Move to a stage. Which pipeline?

48:07

Pipeline workshop. Not interested. So if the call was canceled, they're gonna enter this automation. If they didn't buy, they're gonna enter this automation. If the workshop or if they just joined the funnel and it waits 5 days, they still haven't booked a call or didn't buy, they're gonna enter this automation.

48:32

That's how this automation will work. And at the end of the 5, 10, 15 days, they're literally just gonna get moved to not interested because they've read all your copy, they didn't book a call with you, and they still didn't purchase. So you don't have to copy this, but it's this is just to show you the the possibilities. Possibilities. These wait steps could be whatever you want, you could have no wait steps, but this automation will get them into, or the funnel and the pipeline will get them into this automation and still entice them to buy.

49:02

So there's that. And then there's one more let's see. One more automation that moves them to this didn't buy step. Right? So we can build that one quick.

49:14

It's super small, super fast. And this is gonna be after they have completed the event with you and they didn't schedule. Right? So let's just make a brand new one. Okay.

49:42

So entered funnel and didn't buy. So that step, it's just gonna be based on the scheduling link. Pipeline workshop. Save changes. Now add a step.

50:14

We're gonna wait specific time. It's actually gonna be the event end. So 5 days after the event ends. Right? So they had that call with you.

50:28

They didn't book or they didn't buy, sorry, after after the call even. So they've been through your funnel, saw your free video, got your freebie, still didn't buy 5 days afterwards. This wait step happens, and we are going to move them to this other automation by putting under didn't buy. So we're gonna move them here. Didn't buy.

51:03

Okay. So to recap, let's open the other automation so you can see. Let's go to missions, pipeline automation. So we just did the didn't buy side. So an automation brings someone into another automation.

51:20

You can do that in Simplero. Call canceled. This is gonna send them emails. Pipeline workshop, they they started it, but they haven't purchased. It's gonna send them emails.

51:31

Right? So this is just this last piece to kinda grab anybody that made it through this pipeline and this funnel that still hadn't purchased from you. And that's it. Like, I'm gonna test it again for you, everybody. Let's just test it real quick because it and I have $0.

51:49

I wanna see you see it move through the funnel. So let's go back to our funnel. Let's do let's go. So just so I'm clear on the terminology, the funnel is the first step of the pipeline? Yes.

52:09

Funnel is first step of the pipeline. Exactly. But it doesn't it doesn't have to be a funnel. Right? Like, that's what I did is I made based on the list sign up, which is coming from the funnel, the trigger that gets them into the sales pipeline.

52:30

Right? So it doesn't have to be a funnel. I thought that this would be a good way to to to create some understanding. Hopefully, what I didn't do is create way more complexity, but this would be a use case that you could definitely use, like the funnel could track the sales pipeline. If you're not using a pipeline, you have this funnel that people are jumping into and jumping out of with no recourse.

52:54

Like you're having to follow-up or watch or see who's in it, where, when, why. This the pipeline is just a way to visualize that life cycle. Right? So the first step of a pipeline could also be sort of like a signing up for an email list that you already have or Absolutely. Pressing this button that you already have on your site.

53:16

Right. And all it was was a trigger. So anywhere sorry. Hold on one second. So yeah.

53:29

So any any trigger action can move them to a stage in a pipeline, and you can put those triggers everywhere. Does that answer that question? Yeah. Perfect. Cool.

53:45

Cool. Cool. Alright. So let's do this. Let's just test it again.

53:55

We'll grab a link to the funnel. Let's do a new incognito tab. Alright. Let's sign up. So that's pipeline 2, 2, agree, submit.

54:19

Now we go back to my Gmail. Firm. Subscription confirmed. And let's go back to pipeline. There's pipeline 2.

54:44

Now I'm gonna go back to the funnel. I'm gonna book a call because it brought me to the next step. Just grab a time on the Calvin. Schedule. Scheduled.

55:03

Let's do this. Let's let's reschedule. Test. Rescheduled? Cool.

55:20

Let's cancel it. Sorry, brother. Next time. Boom. Call of canceled.

55:36

Right? If I waited 5 days, it would enter me into the automation with the emails that I just showed. Now let's go just gonna use the back one here. It's gonna look really silly, but let's buy it. 3, silos, workshop, lifeline2@simpleror.commas.

56:09

Simplero. Pretty sure that's the name of the guy. I don't wanna Grab the wrong dude and then have this not work for you guys. Yeah. United States, Florida.

56:31

Just make sure that the product I'm gonna go back to this product. That's what I missed the first time. To make sure that the trigger is saved under the content tab. I'm clicking around fast. Sorry, guys.

56:44

So purchase activated first time only, moved deal to a pipeline stage, and it's gonna move it to sold. So I'm gonna hit get it. Cool. Now, sold, boom. Now, the not a good fit that, I haven't addressed this, the not a good fit is going to be a manual thing.

57:07

This is gonna be part of the Calvin where you got on a scheduling call with them or you got on the scheduling link call, you guys had a chat, you both came to an agreement that this really just isn't right for you. What you're gonna do is you're gonna just manually move that person there. Right? So now you got not interested, which is automated, and not a good fit, which is manual, but these two columns will tell you who's literally not gonna buy. And everywhere else inside of this pipeline, there's still a chance, right, until they're sold.

57:48

I hope this wasn't super complicated, and I apologize, guys. I didn't know a better way to make it less complicated. It just is complicated. That's all there is to it. But once it's built, depending on the use case, you're this is a hands off thing where all you're doing is tracking leads and figuring out what to do with them next.

58:10

Yeah. It seems super useful. Useful. Right? As a sales tool.

58:14

Yeah. Cool. I'm I'm glad. Because I missed the hi hi, Silas. Because I missed it, the didn't buy, is that an automated one?

58:23

Yeah. Yep. Well, I can show you that automation quickly. It's one of these tabs. So didn't buy is its own automation that brings you into this automation.

58:32

And all the didn't buy step does is wait until after the Calvin days. So there's an automation that shows, like, it's just a wait step. I'll show you real quick. Let's just do that. Entered funnel and didn't buy.

58:48

So pipeline workshop, that's the event. Oh, yeah. That's right. Jeez. Thanks, Aaron.

58:53

Got got my back. Alright. So, yeah, this is just a mini automation that all it's listening for is the event to finish, the scheduling link that you jumped on the call with them. Once it finishes, it waits till 5 days, checks to see if they purchased or not, and then puts them into the Calvin puts them into the new automation. This one, the follow-up with the emails.

59:20

And it'll enter them into that stage, and then that's what fires the automation. I you can see it in the recording, but I can go over it as well too. Anybody else? Megan, I know you got something. You know, Simplero like the back of your hand.

59:37

Can you, like, do that can you correct me, please? Is everything did everything look okay? Everything looked awesome. Like, honestly, this isn't a feature I've really ever used. And Right.

59:48

None of my clients have either. So when I saw you were doing the workshop, I was like, alright. Maybe it's time to start learning about it and seeing how, you know, it can be of use to people because I didn't really know its potential before. But it's a really powerful tool for sure. For sure.

1:00:05

Yeah. And I feel like the use case is gonna be especially important for people with high ticket and people that do 1 on 1 stuff. It could be super useful. Yeah. I've got yeah.

1:00:15

Few people in mind who I definitely think I need to talk about have a conversation only about this. Sure. Awesome. Yeah. Less useful is, like, kinda lower ticket stuff where, like, you just click, you know, send out the funnel through a Facebook ad, and, like, okay, they either bought or they didn't or whatever.

1:00:32

Like, it's not really for that. It's gonna be more for the the the bigger stuff, but, you know, if you if you see this video, watch it in its entirety, and you understand at it like a cursory, you know, level. You gotta have some understanding. You could chop this up into a 1000000 different ways. Cool.

1:00:53

Any questions? No, all right. That's good. I mean, that made some sense, at least. It's great.

1:01:04

Kendrick, I see you there. Hope everything's going well with you, buddy. I know you're pretty new to Simplero. Like, hopefully, this didn't just make you wanna run for the hills. But No.

1:01:14

I I wasn't able to watch very much of this, but I wanna make sure to get the recording. And, I was just in some different calls and meetings and so I'll come back and check it. And I'm I am getting started. I haven't had much time to devote to it, but, I did just yesterday was my, I I bought a year long subscription yesterday. So I'm in.

1:01:34

Now I better make some money on this because I'm now I'm in the hole. So I better make it work. Right? Nice. Well, you're you're in good company.

1:01:41

Right? Like Seems like Megan Megan's doing deals for all kinds of folks inside of Simplero. She's a certified expert. Steve and Aaron have an awesome business inside of Simplera. They've been using it for a while.

1:01:53

Emma, I'm sorry. I don't know who you are. I've maybe we've talked, but yeah. Cool. Glad to have you, Kendrick.

1:02:01

That's great. Appreciate you guys. Thanks for doing these things. They're very helpful. Awesome.

1:02:06

Keep coming to them q and a's too. I haven't seen you in a little bit, but we're gonna add another day too, everybody. We're adding Tuesdays. In the evening, so evening time, it's gonna be more just to break you know, we've seen the Mondays get kinda big, so we're gonna add another day. It's gonna not help our European folks too much unless they wanna wake up at, like, 2 AM, but cool.

1:02:29

Alright. Alrighty then. Hold on. Let me just check the chat. I completely ignored that.

1:02:37

I think everybody's cool. Awesome. Thanks, guys. Thanks, Silas. Have a great day.

1:02:47

Take care. Awesome. Bye.

Deals and Pipelines

Updated Aug 30, 2024

Bookmarks

Come learn about The Sales Pipeline feature in Simplero! In this workshop, we show you how to build the pipeline, add the deals, and track the sales journey.

We will incorporate a funnel, some automations, and a scheduling link as well. This is a powerful feature that you want to make sure you are using!

Complete

Comments

Atle Trodal

I agree with Elsa, I spent hour trying to build one and then I realised I could not use it :-( . But is it still of value to make the pipeline and funnel? Then later maybe upgrade to skyrocket?

Like 1

Reply 1mo ago