ZAPIER AIRTABLE MAILCHIMP PDF

When new leads complete the funnel, they can book a consultation on my calendar. Step6: Automated consultation with Calendly Now you can select your templates, choose trigger options and the schedule of your emails.Įmail 1: Introduction Trigger: ImmediatelyĮmail 2: Link to calendar Trigger: 1 day after the previous emailĮmail 3: Follow-up Trigger: 2 days after subscribers do not open previous email On Mailchimp > Automate > Email > Create a custom automated email. Once all your templates are ready, you can create you automated sequence of emails. Protip: Don't forget, 1 email equals 1 call to action. The typography-design-tools allowed are italic or bold. Over the years, I learned that plain emails not only save time but work better. Open Mailchimp > Brands > Templates and create a new email without any design. Email 3 (optional if no click on the email 2): Reminder to my calendar.Email 2: Follow-up with a link to my calendar.Email 1: Introduction with a call to action to a video.I designed this simple automated sales funnel: Le'ts do some marketing automation with email nurturing. A platform for sending emails to your audience (identified with the tag lead).A landing page with some questions to filter your leads.You can check the data on Mailchimp > Audience When a new lead completes the Airtable form… If everything is correctly setup, the 2 platforms are connected. You can copy my zap workflow: Freelancing Sales Funnel with this link. Protip: Double Opt-in value should be false (otherwise you can't send them direct email) and you need to add a tag (for multiple newsletters on the same account) This tool allows us to connect our new leads -coming from Airtable- and sending them emails thought Mailchimp.Ĭonnect your differents account and create a new Zap like this: We need a way to connect Airtable and Mailchimp together. Protip: If you don't have time to create a Mailchimp account, Zapier has a solution to send outbound emails. I need to send them some follow-up emails. I don't have time to follow if leads have completed the forms. On my case, I added a good old iframe on my landing page Step4: Working as a plumberĪll the information about our cold leads are stored in Airtable.ĭuring the week, I am working on my client's projects. 💥 You have instantly a form to collect some data, accessible to an url We created the database structure in the Step2. Here is an example of the schema of my leads database. Created time for the date of new records.Long Text to collect answer to questions.Protip: Take some time to dig on the existing field's type.Why did I choose this solution? Because you can connect a bunch of different API's on it.Īnd API means automation, with another tool called Zapier.īut let's focus on building our sales workflow.Īfter creating a new account, Add a new base and select Start from scratchĪdd your first field, you can start by the Budget of your lead. If you don't know the product, think of Airtable as a spreadsheet on steroïd. I am using Airtable because I built my custom CRM for all the things related to my freelance. They are plenty of solutions available like Typeform, or Google form. We can use a simple email, but it's not really efficient and scalable if we want to collect our leads information. But we want to collect some data from our leads. You will be the first informed when I’m available again. If you want to keep in contact, I created a small website for our next collaboration. In terms of timeline, I am currently accepting new projects for. I am working remotely as a freelance developer. If someone sends me an email or a request on LinkedIn, I use this template:

ZAPIER AIRTABLE MAILCHIMP PDF

Call to action with something valuable like a free consultation, a pdf with an infographic poster.What? The product/service you are selling.Why? Why did you create this service to help customers in their life?.We need to create a relevant and impactful speech: Let's start with a landing page as an entry point to generate new leads.

Mailchimp (you need a paid account for the automation funnel).

Let me introduce you to all my automation protips.īut first, you need to create some accounts on several services.

These pieces of advice are nice but how can I work on my client's projects and sell my services in the meantime? Never stop selling (almost half of my time).Always pitching my freelancing services.To anticipate this problem, I have a mindmap to remember my sales routine:

Zapier airtable mailchimp