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About Us
Lawn Care OS
Automation
Sales & Marketing
Consulting
Deep Dive
Service AutoPilot Setup
Consulting
Learning Hub
Podcasts
Videos
Mastermind
Mastermind
Scale
BOOK A CALL
Job Applicant Processing Form Instruction
Job Applicant Processing Form Instruction
Please Fill Out the Form Below
20. Sales - 20 Days to Close Options
Please click below to change default selections for this automation
Name
*
First
Last
 
Address
*
Address Line 1
Address Line 2
City
State
Postal Code
 
Email
*
 
Create task to mail a hard copy sales package
None
Create To Do
Same day that estimate goes out - Default - None.
Wait 1 weekday and make contact
None
Create To Do
Send Email
Send Text Message
Default - 24 hour followup call
Wait 1 day and auto send quick followup email
None
Create To Do
Send Email
Send Text Message
Default - 48 hour email automatically sent - does not need to be a week day
Wait 1 weekday and create task for 3 day followup call
None
Create To Do
Send Email
Send Text Message
Default - None
Wait 2 weekdays and create task for 5 day followup call
None
Create To Do
Send Email
Send Text Message
Default - 5 day email
Wait 2 weekdays and create task for 7 day followup call
None
Create To Do
Send Email
Send Text Message
Default - None
Wait 3 weekdays and create task for 10 day followup call
None
Create To Do
Send Email
Send Text Message
Default - 10 day followup call
Wait 3 weekdays and create task for 13 day followup call
None
Create To Do
Send Email
Send Text Message
Default - 13 day followup call
Wait 2 days and auto send 15 day followup email
None
Create To Do
Send Email
Send Text Message
Default - 15 day email - does not need to be a weekday
Wait 2 days and auto send 17 day followup email
None
Create To Do
Send Email
Send Text Message
Default - None
Wait 3 work days and create task for 20 day followup call
None
Create To Do
Send Email
Send Text Message
Default - 20 day followup call
Wait 1 weekday and create task to mail "close letter" to lead
None
Create To Do
Send Email
Send Text Message
Default - no task to send hard copy close letter
To Whom should To Do Items be assigned
Choices: Sales
CRM
Specific Person
Submit
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