Automated selling system for Planning

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foreign [Music] I work with assembly and today I want to ask you a question as a busy high level agency owners what do you do when your clients immediately need a system or process built out in high level you know that building things out in high level can often take hours to perfect and you may not even know where to start in delivering exactly what they need and I know we've all done it where you've spent hours in the middle of the night kind of tweaking around with the high level workflows and it's just exhausting and a Time suck it's not moving your business forward but it is something that's essential for you to do to keep your customers happy right and when you get into it it's not just about building a workflow it's also about designing the funnel writing the emails creating the forms the fields the values to make it all work oh and not to mention after you're done developing it you still have to spend hours in tweaking testing and fixing everything to truly make it a seamless stuff so that's why at extendedly we've built our modular snapshot system for you to be able to provide your customers exactly what they're looking for right when they need it all you have to do is simply load update and go so these snapshots are small systems that are focused on nailing in a particular process within a high level such as Sales reviews conversation management and list management so in this demo I'm going to show you around extend Lee's sales system snapshot it's a revolutionary sales snapshot that comes with an automated booking process it simplifies the purchasing experience and even automates the refund management afterwards so let's take a look at how the sales system snapshot can transform your sales workflows and help you provide value like never before to your clients with our Advanced appointment workflows and funnels you can effortlessly turn high level into an automated online appointment booking software let's start by taking a look at the funnels you get four different design and calendar funnels that are easily customizable to match your customers brand colors logo name and even their headshot image that means whenever you load this in for a new client the setup is a breeze there's one centralized calendar called the general calendar funnel think of this as your sales or Discovery call calendar you can add multiple teammates and have the appointments round robin between different sales reps you can also provide your customers pre-built individual calendars meaning each person in your organization can have their own unique booking link this is a huge Time Saver and Game Changer when trying to find time to book an appointment with another person there's not going to be any more emails back and forth asking about availability when you pitch this to your clients they're going to be amazed at how easy it's become to schedule an appointment simply shoot out your calendar link whenever somebody needs to grab a call with you that's how we do it at assembly even when we need to grab a call with another teammate and it saved us so much time and energy and not having to do that back and forth about what's your availability lastly we have our status update so when someone is a no-show isn't interested or they actually do want to move forward simply fill out this form and it puts the prospect into the correct follow-up workflow automating the follow-up is every sales rep's dream and now you're solving a huge pain point for your customers to make it even better when the customers are on sales or consultation calls the prospect may ask a question that you don't have the answer to right away or they may want to send the prospect additional resources afterwards one way or another you're gonna find yourself saying I'll follow up with you on that now as the agency owner you can actually make the follow-up easier for your clients on our status update form there is an area called conversation recap this sends out an automated follow-up message with exactly the information you want to deliver simply take a minute or two to grab the resource sources you want to send paste it and watch the a nicely written templated email automatically send out your prospects are going to be amazed at how fast that was and the quality of the customer service you're already able to deliver this in particular is something your clients will love and also something you should use in your agency as well we use it in extendedly and it has made our jobs easier in following up with the customers that we talk to our sales system Snapshot not only automates appointment bookings but also provides a seamless purchase experience with our pre-designed checkout Pages all your customers have to do is attach their products and now they can easily begin selling their products or services online if you've ever had a customer who just wants a simple checkout page well now you can provide that and more it starts with the checkout page which has an opt-in if the purchase is completed then awesome they'll go to this workflow right here to be tagged as a customer and sent a confirmation of their purchase but if someone does not complete the purchase you don't want those hot leads to go dead they were so close that's why we have an abandoned cart sequence in place as well to automatically and naturally follow up with the lead the goal with these messages is to engage the lead in a conversation and the best part is that they don't even sound like they're automated text messages are really naturally written to sound like you're just trying to engage in a conversation if only we could apply something like this to every aspect of Our Lives high level also has the ability to send invoices for payment collection so to elevate this feature a bit more we've added in invoice reminders so nobody has to hunt down customers for payment the reminders go out at a preset frequency but can easily be adjusted if needed so when someone pays an invoice the users within that sub account are notified so that they can take the next steps with this customer we understand that refunds and cancellations are an inevitable part of any business it's essential and a process you want to get right but not spend tons of time on it which is why we've built an easy system to manage refund and cancellation requests with just a few clicks your users will be able to initiate and track refunds saving them tons of time and effort our sales system keeps everything organized and ensures seamless communication for both the users and their customers it comes with a pre-written email template to initiate the request then the customer is directed to a landing page to submit details of their request and when the user gets these details back they simply submit the refund status update form to submit the appropriate communication regarding the request a process that previously would have been manual and taken a bunch of back and forth emailing is now solved all with pre-written emails so your users can respond professionally every single time without even thinking about it so now you can offer this entire sales system to your clients as The Ultimate Sales solution that simplifies appointment booking simplifies purchases and even automates refunds the best part is that you didn't have to spend hours building this so finally say goodbye to your headaches and hello to efficiency with each of our snapshot systems you also get three months of assembly's agency level tech support where you as the agency owner can ask us any questions that you have about the snapshot or about high level you also receive full documentation of the snapshot build so you can build upon the snapshot as you need next you get a training course and video library so you know exactly how the snapshot functions and of course our snapshot onboarding forms to make onboarding a new client onto each snapshot a breeze no more looking at a daunting list of custom values you'll also get to test out our white label knowledge base white label videos and high level product tours for three months fully included this will eventually also be fantastic to provide to your customers lastly I want to show you exactly what the snapshot looks like so let's get into it when you open up the automation you'll see four workflow folders and you can see how clean and organized it is everything is coded with a particular naming convention so there's no confusion on what belongs to what and that in the same naming convention is carried throughout every single asset within the snapshot so to start off our foundation workflows this is what helps us make sure that the pipelines are fully automated and then when we go into payment automation you'll see our invoice automations here as well as the abandoned cart and the checkout page workflow when somebody completes the checkout next let's head over to calendars so first you're going to see our confirmations and reminders as well as the status update workflow which when a appointment status is selected here this workflow helps with the subsequent follow-up and you'll see our no show and cancellation work flows as well as reminders and confirmations specific to a 15-minute call calendar and the individual team calendar so you can customize each of the messages that go out relating to those calendars and lastly you'll see the refund and cancellation automation so first we start off with the request that is when somebody requests for a refund and then for the status update this is used internally this ties to our refund as request form to Route the correct action based on what is required with inside seal similarly see our funnels that tie to the payment automation such as the checkout page you'll see all of our different calendars as well as the appointment status update within the calendar automations and you'll see our refund status update and the refund slash cancel request form as well so that is to say that these snapshots are beautifully organized and easy to follow so you or your users are not going going to have a problem working in and around them at any point so in a nutshell the sales system snapshot empowers you to provide tons of value to your users with minimal effort from you what could be better than that [Music] foreign [Music]