1/14/2024 0 Comments Sequences hubspotAn alert will appear in you account when you're within 100 minutes of your limit. The number of calling minutes in your HubSpot account depends on your subscription. "The HubSpot calling tool allows you to call contacts from your browser or phone and log calls on your contacts' timelines in HubSpot. HubSpot has a very detailed article in their knowledge base if you want more details. Want to learn more ways to i ncrease productivity and achieve the best ROI on your HubSpot investment? Great time-saver, great productivity hack! It's all done right here through your HubSpot CRM. You're making a phone call, you can add notes. Now once your phone number's been verified, all you have to do is go into that contact record, hit make a phone call, call from a browser, and great. Once it's in there, hit register and then they're gonna call and verify that phone number. So all you would do is add your phone number. So all you simply need to do is add your phone number. So if you're in your contact record and you go to see calls, you'll see make a phone call. Start with that, and then design the series of e-mails, phone calls whatever that might be to complete the sequence. Very useful, a great time-saver, and just remember, start with your specified goal, what is the outcome of the sequence? I would simply click one of them, and boom, I'm automatically put into that sequence, and that series of events triggers. So here, I'm gonna send an e-mail, Phil Wiseman, and what do I want to do? So, just go through these pre-mades to get some ideas on how to get started.Then, when you're ready, you and go and start a sequence. I think you're getting the big picture here.Īutomated steps over a short period of time focused on a defined outcome. Same thing is true for product or demo request. Then once again, it's a series of automated e-mails, phone calls, whatever it might be. Once again, personalize that subject line. So instead of just good to meet you, I would of course make it more personal, about the conference, or maybe you met them at a certain presentation or topic. So you have all these contacts that you've engaged with at this trade show or conference or some sort of meeting. You should get the scanner for the Hubspot's CRM and scan the business card right into Hubspot. Please, please, please don't tell me that you're still typing in business cards. So you go to a trade show, you scan everybody's badge, you have these e-mails when you get their business card. Then you create a follow-up task after that e-mail is sent.Īnd then, after that call, you can send another automated e-mail to send some more useful information.Īnd then you go, Do you have time for a meeting. Hey, you downloaded this content, what did you think? Did we miss anything, forget anything? So, spend some time, be creative on the subject line to make them want to open your e-mail. If you're like me, if you don't get me at the subject line, I will delete your e-mail. So, here's a good example of recent conversion. No need to keep sending e-mails when you've achieved your result. So, if you get a reply to your e-mail, if they book a meeting through certain behaviors you want, we take them out of the sequence. Think of a sequence as a mini automated workflow, over a short period of time with a specified outcome. Now the key thing about a sequence is to decide when someone will be taken out of the sequence. So just hit create sequence and you could start from just scratch, but if you're new to Sequences, I would recommend you look through some of the pre-mades and get some ideas. Now, I cleared all this out so you have a blank slate, and so we're gonna pretend that there are no sequences created and we're going to just create from scratch. In Hubspot, go into automation, and there they are Sequences. So exactly where you find these sequences? When you know there's a set series of events, an e-mail, a phone call, a task, something of that nature, a sequence is the best productivity hack, because it automates the behavior. If you're like me, you're always looking for a way to engage with the contact, to give them something meaningful.Īnd there's a bunch of ways to do that, you could use an Excel spreadsheet, and go back to 1990's marketing, that's a great thing to do, NO! Today we're gonna talk about a great productivity hack inside of Hubspot called Sequences.
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