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foreign [Music] good evening good evening everyone today we are going to talk about how you can start scaling your automations how you can build more automations right and how you should you would be able to build High performing teams by getting more conversions so the way to build a high performing team is to train them on deals how to close more deals and obviously networking is going on side by side so these are the five stages okay so I will just open up my Ms Pane and then we are going to create the funnel again guys can you see uh the screen okay so again we will create the funnel because everything that we are doing everything that we are doing is based on our funnel loan okay so the stages lead Opti visits offers so this is the sales funnel okay now we will build the software Matrix that LHS uses of Lisa homes guys should you first use the tools or first you should build your funnel what should come first should you build your funnel your sales process and then you should go for the tools or you should go for the tools first and then the sales funnel which comes first very good funnel comes first because based on the funnel we will decide what kind of a tools we are going to use there are hundreds of the two there are hundreds of tools So based on the funnel we are going to decide which tool we will have to use well okay one important Point guys very important Point see when we were building the funnel we were building from the right hand side we first build the funnel thinking how much money we want to make then we put in how much deals we have to do then deals then offers then visits then Opti then lead and then marketing budget right everything went from the right hand side when we are automating the funnel everything will come from the left hand side right automation happens from the left hand side funnel build up happens from the right hand side got it yeah okay when you are building the funnel see when you're building the funnel then you first decide the amount of money okay to build the funnel for what is the first thing that I need to decide first thing before I start building the funnel what is the first thing that I need to decide goal very good Revenue goal very good so first thing is we need to decide the goal so that means my how much to earn very good so that part comes here right let us say my Revenue I want to make is 5 lakh rupees one deal is equal to 1 lakh then I will find out how many deals I need so I say I need five deals once I have got the deals then I will find out how many after that I will decide how many offer signing once we have decided offers then we will find out how many visits we need once we have found out visits we understand how many opt-ins we need once we have decided Optics we figure out how many leads we need right so the funnel is being built from right hand side clear okay but when we are doing the automation we will decide from the left hand side automation we do from the left hand side automations or tools automations tools we decide from the left hand side can anybody tell me the reason why we should start building the tools from the left hand side anybody can tell me why we should go from the left hand side uh that is partially correct generate lead first actually will tell you why because highest volumes are here highest volumes are here because lead are the highest and offers are the lowest lowest volume so that is how we will Define the funnel so let us start thinking about what are the lead generating tools lead generation tools what are the lead generation tools guys if you are only getting five leads or one lead or you are getting only 20 leads in a month then automation will not help you much right but if your volumes are high if you're generating 20 30 leads then your you need automations right yes so the tools are Facebook insta WhatsApp Google YouTube property portals very good LinkedIn very good LinkedIn your own website your own website it is very important your own website is very important okay So Lisa Home Solutions also uses emails Lisa Home Solution uses yeah that my business comes into Google only So Lisa Home Solution uses all these tools to generate leads right WhatsApp yeah I have WhatsApp and SMS campaign I will tell you where you can write SMS so these are the lead generating tools that Lisa Home Solution uses right now okay WhatsApp will come here why because see WhatsApp is used across the funnel yes or no we use WhatsApp across the funnel we use it for lead we use it for Opti we use it for offers we use it for visit right we use WhatsApp across the fund okay correct once the leads are generated we use some kind of a sales theorem I will show you both so once we use pipedrive pipedrive is used from lead to deal not post deal once the deal is done pipe drives value decreases or it kind of is you know eliminated let me just open up my website and pipe drive both it is one of the tools I will show you it is one of the CRM tools guys can you see the website so this is our website Lisa Home Solutions so we on our website we have put up what services we are providing we have put up all our trust generating uh images then we have put up what are the benefits of using Lisa Home Solutions Property Management Service we have given benefits of the service here again we have also talked about mobile app of lizom solutions so this is our website we have put up with the videos of our clients then we have also given them an offer of seven day free trial okay so this our website is one of the tools which keeps generating leads for us so whenever a customer submits a risk request it comes to my teams email ID okay so they pick up the leads from there once the leads are generated those leads are sent to portals so guys can you see the pipe Drive can you see the cases the funnel here can you see the funnel yes so see these are the stages of the funnel I have customized it for my team contacted landlord property visit scheduled visit done Engage The Landlord send proposal negotiation started this is a property management funnel so we we know how many cases are there right now there are 37 cases in the funnel okay and these are the cases which are in the negotiation so whatever my team is doing everything is documented here right whatever WhatsApp images of the premises whatever inspection that we have done all those images are also sent to the landlord okay then we also send them the proposal so the proposal email our proposal email goes and everything is we are also sending him the offer right everything is maintained here right and we have the person who's working on it we have how the fast the funnel is moving we have a you know expected close date everything is here so in case somebody else has to work on it people some the other person can quickly come and pick it up because everything is on this case itself right everything is on this funnel itself right similarly I have got all these cases so I don't need to take a sales review uh face to face I can just click on it I can see so this is pipe drive this is one of the tools that we use okay so coming back here so this is how we use pipedrive okay I will also put in Zoom here Zoom is again used across across the funnel we are using Zoom here okay then we use something called as Rolo CRM Rolo CRM is a software which tracks all the calls of my sales team and this is used across the funnel and after sales also so this part from here till here let us call it is service let us say this part is service and everything prior to our sales so we use Rolo CRM across the funnel and let me show you so I'm just opening up roller CRM give me a second so guys all the calls that are happening or who is whosoever is calling somebody whosoever is talking to others everything all the person all the call duration everything is here and I can also download the calls I can also listen to those calls right I can download foreign so how many calls how many calls were sent how many calls were received how many minutes my sales team was on air I can track all those efforts of my team okay so if you see there were 498 calls made today if I want to see from first till 27th February this whole month so today my team was on air for nine hours right and some 500 calls were made let us see how many calls were made in the month so everything is documented I don't have to my sales people also know that the calls are being tracked my sales people also know that if they miss the call of the customer you know my team can check and say your their TLS can check and say you're not picking up the calls so if any customer sends an SMS everything is tracked out so guys 2 000 contacts were added this month 7987 calls were inbound 13 390 calls were made we sent 811 SMS so you can see these are the number of contacts added this month 2000 people contacts were added 7987 calls were received people called my staff 13 390 calls were made so aren't these awesome numbers yes or no guys so if my team has made 13 000 calls I know my team is working right so that all is tracked here so all these calls are tracked there okay so now coming back to our funnel so Rolo CRM is used there right we also use a software known as Zoho Zoho projects are done because we do five six resale a month and for because paperwork is done by Lisa Home Solutions so we need to track them properly so these are the projects that are going on right all these projects so we have got all these you know these are the new deals that we have done so registration of the property bank loan process POA process right all these there are no major category so all these not all these no tickets or all these tasks are raised here right and all these tasks are then assigned to people and then they work on it so okay so all these tasks all these tasks are open all these tasks have to be you know worked upon and if I click on this thing I will understand what are the times what are the comments what are what is going on so these numbers have to be done by the team live and whenever we are so these are the one projects there are other projects also uh where you know we keep working on other projects like uh let us say so so these were the certain projects that we were working on so you know all those tasks are done and completed and timelines and everything is done so all these setups are done here and all the things that are related to that are put up here so I know what our tasks are done what are tasks are pending Okay so so this is another tool and I can keep getting the feeds who is completing what what is being done I can get a lot of reports right I can see how many hours of work is assigned how many hours of work is spending everything is assigned yet so number of projects right I can see all the dashboard how many tasks are open how many plans are going on how many you know uh project timelines everything is shown to me here right how many projects were initiated how many projects are going on everything is given here project grouping is also done so all these things are there you may not use it immediately we have also started using them slowly slowly so you may not use them right now but these are the things that you will use as you go forward automating your funnel do not get intimated by too many tools and softwares we are here to help you and support you so if you face any problem these are very very easy to set up no my team can do a zoom session with you my team can do any any desk with you and they can help you set up okay