Koala - Customer Experience Overview (Automations Guide)

Service Minder Drip Campaign - Google Sheets

Lead Nurturing Campaign - VIDEO

 When a new lead is added via the API to the system, such as your website or Angi, they are automatically added to a lead nurturing campaign that follows up with them until they book an evaluation with you. 

This campaign can be customized to your liking.  If you need adjustments to the email templates, please reach out to the marketing team for help. 

Proposal Follow-Up Campaign - VIDEO

 When you send a proposal to a customer, they are immediately entered into a proposal follow-up campaign. The exception to this are customers marked as Lowe's Prospects.

Pipeline Automations - VIDEO