Part 1: Sales 3.0 Automations Template Setup

1. Understand Your Sales 3.0 Pipeline

Sales 3.0 organizes your leads into follow-up stages:

• Day 1, Day 2, Day 3, Day 4, Day 5, Day 7, and additional stages through Day 30
• Won
• Lost

Each lead card gives you important information at a glance, including:

• Customer name
• Square footage
• Quote/job price
• Service type
• Revenue/value

💡 NOTE: You can also see the total potential revenue sitting within each pipeline stage.

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2. Sales 3.0 Now Has Automated Follow-Ups

One of the biggest updates in Sales 3.0 is automated customer follow-up.

Your sequence can automatically send:

• 📧 Emails
• 📱 Text messages

The sequence begins with Day 0, which is the immediate follow-up, and continues through the scheduled follow-up days.

🚨 IMPORTANT: These messages are being sent to your leads automatically based on the sequence. Make sure you know what your customers will receive!

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3. Review & Customize Your Sales Automations

Go to:

Menu → Branch Settings → Sales Automations / CRM Automation

Here you will see the follow-up sequence for Day 0, Day 1, Day 2, Day 3, and so on.

Pre-filled templates have already been provided to help you get started. You can edit these templates to fit your company and brand.

You can customize:

• Email wording
• Text message wording
• Logo or other images
• Header/footer information
• Signature
• Customer and quote information

📝 NOTE: You do NOT have to start from scratch. Use the provided templates as your starting point and customize what you need.

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4. Use Fields to Personalize Your Messages

You can insert available fields into your emails and text messages so information automatically populates for each customer.

Fields may include:

• First name / Full name
• Address
• Price
• Discount
• Service type
• Square footage
• Other quote/customer details

⚠️ PAY EXTRA ATTENTION: Be careful when editing or inserting fields. You want to make sure the correct customer and quote information appears naturally in the final email or text.

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5. TEST Everything Before Using It With Real Leads

Before relying on your automations, RUN TESTS!

Create a few fake/test quotes using your own business email and run them through Sales 3.0.

Check:

• What the email looks like in your inbox
• How the text message reads
• Whether the correct fields populate
• Whether your logo/images display correctly
• Whether the wording sounds like your company
• What happens when you move a lead to Won
• What happens when you move a lead to Lost

Won: You can have a confirmation email/text automatically sent when the customer books.

Lost: You can have a separate follow-up automatically sent when the lead is marked Lost.

🚨 IMPORTANT: Edit your templates FIRST, then run fake/test quotes through Sales 3.0. Do not wait until a real customer receives an automation to discover something needs to be changed.

⭐ REMEMBER

Review → Customize → Test → Then Use

Your automations are communicating directly with your customers, so make sure they represent your company the way you want them to.