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STEP ONE - Get your spreadsheet of enquiry dreams template

Click this link to get your own copy of the spreadsheet template and then watch the intro video

 

STEP TWO - Add information onto your spreadsheet

Watch this video to understand how to add information to your spreadsheet

 

STEP THREE - time to start automating your system

Watch this video to understand how to link Streak (free) to Zapier (free)

 

STEP FOUR - use Streak to handle new enquiries - part 1

Watch this video to know how to use Zapier to create a Streak box for a new enquiry

 

STEP FIVE - Use zapier to create a streak box for a new enquiry - part 2
STEP SIX - Set up free Calendly link to book client enquiry calls
Watch this video to set up Calendly calls to handle new client enquiry calls
STEP SEVEN - Customise your Calendly account
STEP EIGHT - Set your availability for calls
STEP NINE - personalise your booking form
STEP TEN - Setting the process in motion
STEP ELEVEN - Connect Calendly to Zapier to automate further
STEP TWELVE - Link Calendly to your spreadsheet of enquiry dreams
STEP THIRTEEN - Link Calendly to your enquiry tracking spreadsheet via Zapier
Maddy Shine - Visibility Expert