4 automations that save time and keep you organized

Automations for both marketing and sales can save you time, make sure no tasks are missed, and ensure that all information is sent out. Here are 4 automations you should have set up (available as ready-made templates in FunnelBud Flow).

Webinar registration

Setting up an automation for the entire webinar process is an easy way to save time. A good basic automation can look like this:

When someone registers for a webinar (for example by filling in a form), you send out a confirmation email. Then you send out a number of reminders, starting a few days before the actual webinar, then the same day and then 1 hour before and 10 minutes before. This can advantageously be combined with SMS, where the last two reminders are also sent out as SMS.

Appointment booking: Confirmation and reminder

This is an easy way to ensure that the contact does not forget about the meeting, that all the information for the meeting is sent out and that the contact can also reschedule if something comes up.

Automation is triggered by a meeting booking and then a confirmation email or text message is sent out. As the meeting approaches, you send out reminders. You can also add documents, instructions or preparations to the email or text message so that the contact gets all the information they need for the meeting.

Rebooking if they did not show up at the meeting

If you had a meeting scheduled but the contact didn't show up, you can send an automatic email or text message asking them to reschedule and a link to your calendar.

This way, you don't have to follow up manually and there is no risk of meetings falling through the cracks because you forgot to ask them to reschedule.

Missed calls: Follow up automatically

If you as a salesperson miss a call, were in another call or it went to voicemail, you can follow up automatically with a text message asking, for example, when it is convenient for you to call back.

You can also set a "task" for yourself to follow up to make sure you don't forget to call back if the contact doesn't reschedule on the link.