Step 1. Understand the Importance of Personalization:
Ensure that the messaging in SDS Chat mimics your business’s tone and phrases, making it feel like a real conversation rather than an automated response. This helps leads feel like they are speaking directly with you.
Step 2. Consistency Across Platforms:
Make sure that the tone and content of your messages are consistent across all platforms (Instagram, Facebook, SMS, WhatsApp). This consistency helps in maintaining a clear brand message and seamless flow for leads from social media interactions to sales calls.
Step 3. Setup and Manage Automations:
Access the automation section in the admin panel to view and manage different automations.
General automations for lead management and account performance can be left running in the background.
Adjust specific automations labeled as “adjust” while leaving those labeled “live”.
Step 4. Integrate WhatsApp (Optional):
To add WhatsApp integration, go to supercharged CRM, click on “automate WhatsApp,” and follow the prompts.
This allows automated messaging on WhatsApp, with the ability to send unlimited messages.
Ensure staggered messaging to comply with WhatsApp’s policies.
Step 5. Set Up Call-to-Action (CTA) Sequences:
In the automation section, customize sequences for different platforms.
Example: For a Facebook CTA, use trigger words like “results” to start a sequence leading to a sales call booking.
Customize the messages within the sequence to reflect your tone and style.
Step 6. Manage Long-Form Chatbot Sequences:
Use long-form chatbots as virtual assistants to take leads through the funnel, from initial contact to booking a sales call.
Customize trigger words and follow-up sequences.
Ensure the collection of necessary contact details (e.g., email addresses) during the process.
Step 7. Utilize Multiple Lead Magnets:
Set up various lead magnets with unique trigger words for different resources.
Customize each lead magnet sequence to collect contact details before providing the resource.
Ensure trigger words are distinct to avoid overlap between different sequences.
Step 8. Calorie Calculator Sequence:
Integrate a calorie calculator as a lead magnet.
Customize the messaging and forms for each platform (Facebook, Instagram, SMS, WhatsApp).
Follow up with leads and collect necessary details before providing the calorie information.
Encourage interaction with open-ended questions to facilitate further engagement.
Step 9. Update Custom Values:
Go to settings, select custom values, and update average lead value.
Set your country and time zone to ensure correct currency display.
Step 10. Download the Systemized to Scale Lead Connector App:
Download the app to receive notifications and manage conversations on the go.
