📺 Automate Lead Stage: First Visit Booked Time: 5 min
This automation helps you identify first-time visitors before they arrive, allowing you to proactively reach out, prepare them for their visit, increase show-up rates, and build client confidence. The system runs continuously, ensuring your lead tracker always accurately reflects where clients are in your sales process.
What is covered in this video
This checklist covers the key topics that are covered in the video in chronological order:
Creating a lead stage
Adding the lead stage to your tracker (1 min)
Building a sales pipeline journey (1 min)
Setting up audience conditions (2 min)
Configuring booking conditions (3 min)
Adding and removing lead stages (4 min)
Here are some of the key takeaways from the video
Lead stages help you track where clients are in your sales process. Creating a specific stage for "First Visit Booked" allows you to identify and focus on clients who have booked but haven't yet visited your location.
Setting proper conditions ensures accurate client categorization. Using conditions like "has future booking" and "exactly zero check-ins" helps identify true first-time visitors who need special attention.
Always remove previous stages when adding new ones. This prevents contacts from appearing in multiple pipeline stages simultaneously, keeping your lead tracker organized and accurate.
Proactively engage with first-time visitors before they arrive. Having an automated "First Visit Booked" stage creates an opportunity to prepare clients for their first visit, increasing show-up rates and building confidence.