How to 10X Setting Appointments with Sales Outreach Automation: Step-by-Step Guide

Today I’m going to show you how to set increasingly appointments for sales meetings so you can increase your sales and revenue. And I’ll show you how to qualify those leads automatically.

With this system, you can leave Donkey Land in the dust. In other words, you can stop spending thousands of dollars a month on sales reps or SDRs who do transmission outreach to find and qualify leads and typesetting meetings for your sales team.

Wondering how much automation can really streamline sales outreach? With this system, our consumer booked $1M in new sales in six months using MobileMonkey for qualifying leads and booking appointments—all through automation!

That ways you can set your sights on Unicorn Land, where you can automate sales outreach and setting appointments to scale sales meetings at a fraction of the cost.

Grab your map to Unicorn Land and get our step-by-step guide to streamlined visit booking:

Never Miss a Lead with MobileMonkey FunnelPro

Leave no qualified lead behind! Use MobileMonkey FunnelPro to automatically track, qualify and follow-up with leads wideness the most popular consumer messaging channels. See FunnelPro’s powerful lead generation and funnel optimization capabilities today!

sms chat

You can get to Unicorn Land with a sales outreach automation tool like MobileMonkey that connects to email, Instagram, Facebook, Facebook Ads, website, SMS, and your other contact databases. Let’s swoop in.

Step-by-Step Guide to Setting Appointments With Sales Outreach Automation

Here’s your step-by-step guide to an automated, constructive way to typesetting increasingly appointments for your sales team.

Experience an visit setting sales outreach automation for yourself by commenting “XRAY” on this Instagram post from your Instagram mobile app.

Setting Appointments Step #1: Pick a starting point

First, segregate the triggers to connect prospects with your visit setting automation. MobileMonkey offers several automation starting points, including:

  • Instagram posts
  • Instagram stories
  • Instagram DM welcomers
  • Facebook posts
  • Facebook message welcomers
  • Facebook or Instagram ads
  • Website chat
  • Prospect or contact lists — whether your own consumer or prospect list or prospects from MobileMonkey RoboBDR B2C, Creator & Influencer database

To get started with one of these options, unshut your MobileMonkey dashboard and throne over to the Automations tab.

Click to create a new Ultimate Welcome Funnel and segregate the platform you want to use. For this example, let’s go with Instagram so you can see it in whoopee for yourself.

From the dropdown menu, you can segregate one or increasingly Instagram triggers. (Don’t worry: You can add increasingly starting points later.)

In this case, we’ll go with Comments on a Post, which automatically responds to comments with a series of DMs in Instagram Direct.

Setting Appointments Step #2: Ask qualifying questions

Once you segregate a starting point, the automation builder sets up the input trigger for you. Click on it to set up the streamlined sequence of messages you’ll use to qualify leads.

You could let the automation reply to comments on all Instagram posts. But since we want to find qualified leads for a unrepealable product or service, we’ll link this automation to a specific lead generation post.

Before choosing an Instagram post, it’s a good idea to set up the unshortened automation first. That way you can vivify it surpassing your Instagram post is live. When you publish it, all you have to do is go into your funnel and select the post.

Next, set up the qualifying questions you want to ask prospects. We typically start with collecting contact details so we have multiple options for connecting with potential clients.

Since this example shows sales prospecting for our sectional Unicorn Booker program, our next few questions focus on the potential buyer’s merchantry type, visitor size, and industry.

Note that you can leave questions open-ended or suggest wordplay options to alimony prospects on track. It’s helpful to provide options so you can use these answers as filters to qualify leads later.

What should you ask? If you’re a creator, you might ask well-nigh the prospect’s niche. If you’re a merchantry growth consultant, you might ask how long the prospect has been in business.

No matter what you sell, it’s unchangingly a good idea to ask well-nigh upkeep so you can make sure the prospect is a good fit. In this sample automation, we’ll ask a couple questions well-nigh ad spend and deal size.

Finally, wrap up your autoresponder with a unenduring thank you message. Then you can let the Unicorn Detector do its thing and set up a re-engagement automation.

Setting Appointments Step #3: Re-engage qualified leads

MobileMonkey’s Unicorn Detector automatically separates unicorn leads from donkey leads so your sales team doesn’t have to qualify leads manually.

All you have to do is tell the Unicorn Detector which qualifying factors you want to use. You can add multiple filters to make sure your leads trammels all the necessary boxes.

For example, say we’re seeking big businesses that are urgently razzmatazz and that have large stereotype deal sizes. We can set up a series of filters to qualify these prospects as unicorn leads.

First, we can filter by prospects who selected 150 as their visitor size. Then we can add filters for prospects who selected $1 /month for ad spend and $500 for stereotype deal size.

Next, set up automated SMS messages for both types of leads. For qualified leads, finish the booking workflow so you can set up sales meetings (no visit setter necessary).

In this example, we’ll send unicorn leads a link to Larry’s timetable and ask them to grab a good time for a phone call. Just like that, we’ve unfluctuating with visualization makers.

For unqualified leads, there’s no need to ask well-nigh a good time to talk—at least not yet. Instead, think well-nigh sending a helpful resource and fostering a relationship.

After all, leads who aren’t a good fit for one product could be perfect for flipside that you’re offering now or in the future. In this example, we’ll suggest they trammels out our free trial of MobileMonkey.

Now your sales outreach automation for visit setting funnel is ready to go and the Unicorn Detector is firing on all cylinders

Setting Appointments Step #4: Run a promotional campaign

The final step is creating an Instagram post that gets visualization makers to comment.

When you want to momentum a lot of potential clients to your automation, think well-nigh a limited-time offer for new customers. You could moreover create a giveaway to promote your new product.

In your Instagram caption, invite prospects to scuttlebutt to get your offer or enter your giveaway. To filter out spam, you can ask them to scuttlebutt with a specific keyword. (Just be sure to add that keyword to the input trigger at the very whence of your Instagram automation.)

To get people to start the process, we ask viewers to scuttlebutt “XRAY” on the Instagram post. Go here to scuttlebutt on the post and wits the automation for yourself.

How Setting Appointments Automatically Can 10x Sales Meetings

With this visit setting automation you can stave two worldwide donkey moves. You can stop wasting time on repetitive sales outreach tasks (like unprepossessed calls) and stave spending time in meetings with unqualified prospects.

Using your unique Unicorn Detector, you can typesetting increasingly qualified meetings for your sales managers by automating outreach and qualification. In other words, you can always be closing. By leveraging lead sources where you have the highest unification and engagement, you can take your sales process to the next level.

Ready to set up your own visit booking automation? Get started with a self-ruling MobileMonkey trial and start setting appointments automatically.

Frequently Asked Questions Well-nigh Visit Setting

Why is setting appointments important?

Booking calls helps you fill your sales pipeline and meet your merchantry goals. But that doesn’t midpoint you have to set appointments manually.

With MobileMonkey’s automation builder, you can create workflows that fill your timetable with qualified leads. That way you can spend increasingly time talking with qualified visualization makers and less time on repetitive outreach tasks.

What is it tabbed when you set appointments?

There are tons of other terms for setting appointments, expressly in a sales context. For example, booking sales calls and scheduling sales meetings both refer to setting appointments with visualization makers.

How do you set sales appointments?

You could manually reach out to potential buyers and try to schedule calls. But if you want visit setting tips that help you save time and reduce costs, take a squint at the workflow above.

Using MobileMonkey, you can learn how to create an online booking system self-ruling from repetitive tasks. That way you can fill your sales pipeline in less time and with fewer transmission tasks at a fraction of the cost.

How do I make an appointment?

You can test out our streamlined visit setting workflow here on Instagram. Leave a scuttlebutt on the Instagram post and follow the DM prompts to see if you qualify for our program.

Keep an eye out for a follow-up text. We may invite you to typesetting a undeniability with our team!

Find your Ideal Customers with RoboBDR™ Sales Outreach Automation and B2C Prospecting Data

Fill your sales pipeline and win increasingly deals faster at a fraction of the forfeit of human sales minutiae reps using the MobileMonkey RoboBDR™ database of 100 million B2C prospects and proven sales outreach automation cadences for email and SMS.

smbots

The post How to 10X Setting Appointments with Sales Outreach Automation: Step-by-Step Guide appeared first on MobileMonkey.