How do you “automate” your marketing system?

Question

I have a time intensive, rotating schedule "W-2" and am also a growing investor who does flips.

I'm looking for my next off market deal in my area - and looking to outsource most functions of the process. I can pull lists from various sources myself, but from there I am looking to build a "system" of people and tools that automate the lead generation.

The plan is to mail, text and cold call. I have a Carrot site which will be listed on all of my mailed/texted marketing efforts in effort to direct leads into that funnel. I would also like to run PPC ads on this site.

I do need something/someone in place for inbound calls as I don't want to miss leads but can not rely on being able to personally answer the phone. I would like these inbound leads sent directly to a CRM if possible.

Can anyone who runs a business like this describe their methods and system? I've learned about a lot of different products that do what I am asking (Leadsherpa, Callmotivatedsellers.com, callporter, etc.) but would like to hear how you guys are putting it all together.

Gearing up to send out a campaign within the next week or two.

Thanks

Tim Oppelt · Answer

@John Mucilli I can connect you with one of my clients, Vance Courtney. He has a full-time job (engineering I think?) and did 40+ deals last year on the side. He can give you some good tips for lead gen. We run ppc for him, Tom Krol, and a bunch of other investors. Some of them have full-time jobs, some don't. All of them have Carrot sites (we also require it). PPC is great because it requires almost no time on your end to management and you don't waste time with a bunch of crappy leads. Many of our clients get only need 10 leads or less on average for a deal.

Chris Bounds · Answer

We use Callrail numbers (different numbers for each campaign / channel). Calls are flowed to an overflow service that answers live.

While certain routine tasks can be automated, you absolutely have to have your thumb on the pulse of your marketing.

Marketing & sales KPIs are everything in your business. Don't lose track of them.

John Mucilli · Answer

Justin,

I actually have not sent out any marketing yet and do not have a CRM. That was the initial point of the post really, I wanted to see what other guys were doing in order to put together a pretty solid system before I sent out my marketing haphazardly without something in place.

Should we DM, or keep the convo in the thread so others can learn from it?

Justin Dossey · Answer

@John Mucilli Absolutely! Our staff would be able to take all inbound calls and import them to your CRM when the call is done via Webform. (which CRM are you using?)We can also connect to your site to have any and all leads automatically called within 90 seconds of submitting their form to your site!Let me know what other questions you have that I can answer for you!

John Mucilli · Answer

@Justin Dossey I'm glad you chimed in! I realized on another thread that you or Ryan would be the guys to talk to on this matter.

Justin Dossey · Answer

@john mucilli I am the CEO here at Callporter.com and I'd be happy to answer any questions you might have about how we can help you with either inbound or outbound calls.

We work with a lot of investors that still have a W2 position. Feel free to ask any questions here!

John Mucilli · Answer

@Bryce DeCora and @Tim Oppelt Thanks for the info guys. I might not be making myself clear or not using the correct wording. I don't need a system to automate the actual sending of mailers, etc. I am looking for examples of wholesalers/flippers that can provide me with their outsourcing "system".

For example. Using Callmotivatedsellers.com, Callporter.com, VAs from Fiverr.. etc.

I am able to pull the lists, send out the mailers.. but I am unable to make cold calls and answer calls.

Thanks again

Bryce DeCora · Answer

@John Mucilli I put out a tutorial showing how to automate sending mail campaigns from Podio by utilizing Lob.com and Zapier. I am an ex software developer. I use Podio for now, but am actually days away from moving into my own ground up built custom CRM for a beta test (18 months in the making).

Chris Bounds · Answer

We use Nexa (formally Keener)

Tim Oppelt · Answer

I have a podio setup for my own wholesaling business as well I can show ya. Hit me up!

How do you “automate” your marketing system?

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