Automated Pipelines

1. 1

   Open Automated Pipelines

   In the Grow group. The Leads tab opens with Find new businesses at the top.

2. 2

   Choose what you sell

   Pick your niche, such as Websites & Google listings, Paid ads, Bookkeeping & tax or Life insurance & IUL for owners. Choose Something else to describe it yourself. Winston uses this to judge each business and write your message.

3. 3

   Choose where

   Around a location draws a circle around a city, ZIP code or address. A whole region covers everything inside a city, county or state.

4. 4

   Press Find businesses

   Winston finds up to 15 new businesses, looks up who's in charge, scores each and drafts a first message. It can take a few minutes. Nothing is sent.

1. 1

   Read the card

   It shows the score, contact details, the Person in charge, where Winston found them and Why Winston picked them.

2. 2

   Check the email

   Each email address gets a check: Takes mail, Risky or Would bounce. Avoid sending to ones that would bounce.

3. 3

   Edit the first message

   Under First message (edit it however you like), change anything that doesn't sound like you.

4. 4

   Approve and send

   Press Approve message, then Open in my email (or Copy message) and send it from your own inbox.

5. 5

   Record it

   Press I sent it. The card moves to Contacted.

6. 6

   Keep or drop

   Press Add to CRM for a good fit, or Not a fit to set it aside.

Scores of 80 and above are strong fits. Start with those.

1. 1

   Search

   Type in Search businesses, people, emails…

2. 2

   Filter

   Narrow by list, stage, whether they're in a sequence, missing email, phone or website, and email check.

3. 3

   Sort

   Best fit first is usually the right choice. You can also sort by newest or by name.

4. 4

   Tick the ones you want

   Use the checkboxes, or Select all on this page.

5. 5

   Act on them together

   With leads ticked: Add to list, Add to sequence, Find who's in charge (Winston looks up the owner or manager from each business's own published info), Move to stage, Add to CRM or Export CSV.

1. 1

   Open the Lists tab

   Lists group leads so you can work them together.

2. 2

   Make a list

   Type a name, such as Tampa roofers, and press Make list. Or tick leads on the Leads tab and choose Add to list.

3. 3

   Rename or delete

   Use the buttons beside each list.

1. 1

   Open the Sequences tab

   Press New from template to start from Winston's proven plan, or start blank.

2. 2

   Name it

   For example Roofers follow-up.

3. 3

   Set the first step

   Choose Use Winston's personal first message to send each lead the message Winston wrote for them, or Write my own instead.

4. 4

   Add more steps

   Press Add step. Choose Email, Phone call or To-do, the days to wait after the previous step, and the subject and message.

5. 5

   Personalise

   Use placeholders like {{first_name}}, {{company}}, {{my_name}} and {{my_company}}; Winston fills them in for each lead.

6. 6

   Reorder and save

   Use the arrows to move steps, the bin to remove one, then press Save sequence.

1. 1

   Tick leads

   On the Leads tab, tick the leads you want.

2. 2

   Choose Add to sequence

   Pick the sequence. Each lead gets its own schedule starting today.

1. 1

   Open the Tasks tab

   Steps due today (and overdue ones) are listed, each with the message filled in. Coming up shows what's next.

2. 2

   Check the message

   Edit the subject or message if you like.

3. 3

   Send it

   Press Open in my email to send from your own inbox. If there's no email on file, copy it or call instead.

4. 4

   Mark done

   Press Mark done. The lead moves on to the next step.

5. 5

   When they reply

   Press They replied. Their follow-ups stop and they move to Interested.

Ten minutes on Tasks every morning is the habit that turns Pipelines into customers.

1. 1

   Check the key is set

   If you see Add an API key in Settings > Integrations, add your Seamless.ai key first.

2. 2

   Fill in the search

   Job title(s) such as Owner, General Manager; industry such as Construction; company size such as 1 - 10, 11 - 50; and state or country. Separate several values with commas.

3. 3

   Press Search Seamless.ai

   Matching people are listed as Found.

4. 4

   Enrich the ones you want

   Press Enrich (1 credit) to reveal their email or phone. The status shows Researching, then Enriched.

5. 5

   Add to CRM

   Press Add to CRM, or View in CRM if they're already there.