(This article is part of the MicroConf 2015 Recap. Want to explore more talks from the event? Go back to the Recap Hub)

Main Concept

Designing a high-touch sales and onboarding process — that runs without intervention

Talk Recap

Background

• Co-host Bootstrapped Web
• Runs Restaurant Engine (SaaS / Productized)
• Productize

Traffic → Sales

• Goal: Run without his daily intervention
• Run on auto-pilot
• Runs in the background, becomes a sellable asset

Start of Business

• Originally, running consultation calls, answering questions, hustling through the business
• But now, automated

Consultation

• 25-minute video demo of the experience
• Educate customers as much as we can before we get on a phone call together
• Did 1-2 years of consultation calls before doing a video demo
• Qualified as much as possible before they get into a consultation
• Also offer a form to request a free consultation

CRM

• Moved automatically into Trello from the consultation form (using Zapier)
• Sales person follows up with them after they arrive in Trello

Followup

• Using email (GetDrip) to follow up with them
• Using Marketing Automation (tailored off of intake form) to drip them relevant content

Onboarding

• Customer signs up, then we get a ping on the phone
• Internal Slack chat team gets ping’d (via Zapier → Slack) to

Your Action Items

1. http://casjam.com/microconf

Share This Recap

Recommended Resources

1. Gravity Forms
2. Google Docs
3. Skype
4. Trello
5. Zapier
6. HelpScout
7. Drip
8. Slack

Links to Speaker’s Websites

• Website / Blog: Casjam
• Twitter: @casjam
• Product: http://casjam.com/microconf

Share This Recap

(This article is part of the MicroConf 2015 Recap. Want to explore more talks from the event? Go back to the Recap Hub)