Automating Your Pipeline: Alerts, CRM, and Instant Follow-Up | Module 4

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Speed is the new currency in lead generation, and most businesses are slow. That’s why leads go cold, why follow-ups fail, and why competitors win. In Module 4 of this Snowie Mini Course, you’ll learn how to build an instant-reaction pipeline where every captured lead triggers alerts, CRM updates, calendar booking, and automated follow-ups within seconds.

This module transforms your Snowie AI from “just a chatbot” into a fully automated sales engine.

🔥 What You’ll Learn in This Video
• Why leads go cold and how automation fixes it
Contacting leads within 5 minutes increases conversions by 21×. We break down the science of speed-to-lead and why automation beats human response every time.

• The 4 automations every business MUST set up
Instant lead alerts (SMS, Slack, email)
CRM syncing (HubSpot, GHL, Salesforce, Pipedrive)
Automatic appointment booking
Follow-up workflows for Hot, Warm & Cold leads

• How to build lead alerts that notify you in 2 seconds
Get lead name, email, phone, page visited, question asked, and AI temperature tag instantly, so you know exactly how to reply.

• Plug-and-play CRM automations
Your CRM updates itself with contact details, conversation summary, interest level, and AI tags. No manual work. No delays.

• Auto-booking setup (Calendly, HubSpot, Google Calendar)
Your AI should offer time slots, book meetings, send confirmations, and schedule reminders automatically.

• Follow-up automation that recovers 70% of lost leads
SMS reminders, email sequences, no-show workflows, and voicemail drop all triggering from Snowie data.

• Exact playbooks for Hot, Warm & Cold leads
Hot leads → call in 5 minutes
Warm leads → follow up within 1 hour
Cold leads → nurture with value

• The fully automated Snowie pipeline (start to finish)
AI captures → alert fires → CRM updates → AI books meeting → reminders sent → you show up to close.

Real Results From Automation
Manual follow-up → 5–8% conversion
Automated follow-up → 25–40% conversion
Automation adds more appointments without adding more traffic — meaning pure profit.

ROI Breakdown
Automation cost: ~$160/month
Additional appointments: +10
Close rate: 30%
Average sale: $500
→ Extra revenue: $1,500/month
→ Net profit after automation: $1,340/month
→ Scales even higher for agencies running multiple agents.

Summary of What You Built
• Instant lead notifications
• Fully synced CRM
• Auto-booking system
• Automated SMS + email follow-ups
• A lead engine that runs 24/7
• Zero manual work, maximum conversions

Your Snowie AI is no longer just capturing leads, it’s closing the gap between “interested” and “booked.”

➡️ Next Module
Module 5 — Scale & Growth: Deploying Multiple Agents, Managing High Volumes & Pricing Your AI Lead Gen Service


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