The Optimised Enquiry Process

Optimized inquiry process for increased conversions and reduced sales objections.

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Step 1. Introduction to the Optimized Inquiry Process:

  • The optimized inquiry process generates more traffic, converts leads at higher price points, and reduces objections on sales calls compared to the simplified process.
  • The simplified process is effective initially, but as your business grows, a more streamlined system is essential for handling increased workload efficiently.

Step 2. Importance of Systemization

  • A single lost lead due to lack of systemization represents lost revenue, often amounting to several thousand pounds.
  • Optimizing the process can significantly improve your close rate, with even small percentage increases having a substantial impact on overall revenue.

Step 3. Overview of the Inquiry Process Funnel

  • The funnel includes various pages: booker chat application, booker chat confirmed, consult application, and consult confirmed.
  • Steps to connect your domain to the funnel: go to settings, click domain, select your domain, upload and link your favicon.

Step 4. Customization and Publishing

  • Customize funnel pages by editing text, background images, and adding popups (e.g., calendars or surveys).
  • Steps to add your logo and publish the funnel: upload the logo file, get the link, paste it in the settings, and save.
  • Your domain structure will follow the format: [yourdomain.com]/[funnel-step] (e.g., app.systemizedtoscale.com/consult).

Step 5. Editing and Managing Funnel Elements

  • Edit funnel elements by clicking on sections, changing background colors, and uploading images.
  • The framework is built to be intuitive, with a clear distinction between desktop and mobile versions for better perspective.
  • Sections (green), columns (purple), and elements (orange) can be tweaked without altering the layout unless you are confident with website builders.

Step 6. Creating and Managing Products

  • To add products: go to payments, create a product, set pricing (one-time or recurring), and save.
  • It's recommended to create separate products for each price point rather than multiple price points within one product.
  • Steps to add products to the funnel: go to websites and forms, select the inquiry process, click products, and add the created products.

Step 7. Setting Up Payment Pages

  • Customize payment pages by editing text, background images, and order sections.
  • Enable terms and conditions to ensure clients agree before payment.
  • Upload your terms and conditions file, get the link, and hyperlink it in the payment section.

Step 38 Streamlining the Inquiry Process

  • Duplication of payment pages for different products: clone the funnel step and follow the setup process.
  • Ensure the correct redirect URLs for onboarding pages to streamline the entire inquiry and onboarding process for new clients.

By implementing and optimizing these steps, you ensure a smooth, efficient inquiry process that maximizes lead conversion and revenue potential for your business.