Plumber Snapshot

Documentation
1.Custom Values
2.Pipelines
3.Calendars
4.Website
5.Link Trees
6.Funnels
7.Nurture Campaigns
8.Database Reactivation
9.Birthday Workflow
10. Referral Campaign
11. Incoming Lead Follow Up
12. Reputation Management
13. Invoice Reminders, Cancellation, &
Refunds
14. Missed Call Text Back
15. Holiday Emails
 1. Custom Values

Custom values are like personalized settings that you can adjust to make your
experience with our snapshot uniquely yours. They give you the power to tailor how the
snapshot behaves, ensuring it fits your needs perfectly. Whether it's tweaking
configurations or fine-tuning outputs, custom values empower you to make the
snapshot work just the way you want it to.

If you go to Settings, then Custom Values, you will see the values we have for you. For
each value, you can simply click the three dots on the side of each section to add your
own value to the custom values.

Whatever you add to these values will update the entire snapshot with that information,

whether it pertains to your website, funnels, automations, emails, and more.

Your Plumber Custom Values:

1. Customer Referral Campaign Offer: Input the offer for your referral campaign.
This will integrate into your referral offer workflow.
2. DR Campaign Offer: Add the offer for your DR (Direct Response) campaign. This
will automatically update within your DR campaign workflow.
3. Funnel Offer: The "2 step opt-in funnel" currently lacks an offer. Update this value
to include an offer for that specific funnel.
4. Google Review Link (Continuous Reputation Management): Insert the Google
review link for your plumbing business. This link will facilitate continuous
reputation management automation.
5. Google Review Link (Review Campaign): This is where you'll add the plumbing
business's review link, which will be the same as the one mentioned above.
6. Holiday Email Offer: Customize the offer you wish to run within the 13 beautifully
designed holiday emails.
7. Plumber Consultation Calendar Link: Add your plumber consultation calendar
link here. It will be utilized in certain automations.
8. Service Area: Specify the service area for your plumbing business.

2. Pipelines
Understanding Sales Pipelines

A sales pipeline is a visual representation of the stages a prospect goes through during
the sales process, from initial contact to closing the deal. It helps businesses track and
manage their sales activities, allowing them to identify bottlenecks, prioritize leads, and
optimize their sales efforts effectively.

Snapshot Pipelines

In our snapshot, you'll find three distinct pipelines tailored to streamline your sales
processes:

1. DR Campaign Pipeline: This pipeline is designed specifically for managing leads

generated from your DR (Direct Response) campaigns. It helps you track and
nurture these leads through the various stages of the sales cycle until they
convert into customers.

2. Review Campaign Pipeline: The review campaign pipeline allows you to see all of
your review requests that were sent through your review campaign, allowing you
to see how many left a review versus those who didn't.

3. Main Plumber Leads Pipeline: The main plumber leads pipeline serves as the
central hub for managing all your plumbing-related leads. Whether they come
from website forms, web chats, or other sources, this pipeline enables you to
 organize, track, and prioritize these leads effectively to maximize conversion
opportunities.

With these three automated pipelines at your disposal, you can efficiently manage your
sales activities, nurture leads, and drive revenue growth for your plumbing business.

3. Calendars

Understanding Automated Calendars

Automated calendars are powerful tools that streamline scheduling processes, improve
organization, and enhance productivity for businesses. They automate the process of
booking appointments, managing service schedules, and coordinating activities,
allowing businesses to efficiently allocate resources and provide exceptional service to
their customers.

Snapshot Automated Calendars

In the plumber snapshot, you'll find two specialized automated calendars designed to
simplify scheduling and streamline customer interactions:
 1. Maintenance/Service Calendar: This calendar is dedicated to managing
maintenance and service appointments for your plumbing business. It allows you
to schedule routine maintenance tasks, service calls, and repairs efficiently,
ensuring timely and reliable service delivery to your customers.
2. Plumber Consultation Calendar: The plumber consultation calendar is
specifically tailored to handle consultations with new leads and potential
customers. Anyone who books an appointment on this calendar will be
automatically updated in the plumber sales pipeline, enabling seamless lead
management and nurturing processes.

Appointment Confirmation, Reminders, no-show, & Cancellation Automation

Understanding Appointment Automation

Automated appointment management systems streamline the process of scheduling,

confirming, and managing appointments for businesses. By leveraging automation,
businesses can enhance efficiency, improve customer communication, and reduce no-
show rates, ultimately maximizing productivity and customer satisfaction.

Snapshot Appointment Automation

In the plumber snapshot, we offer comprehensive automation for appointment
confirmation, reminders, no-shows, and cancellations. Here's how it works:

● Appointment Confirmation: When someone books an appointment on either

calendar, they will receive an automated confirmation email or text message,
ensuring that their appointment is successfully scheduled and confirmed.
● Appointment Reminders: Prior to the scheduled appointment, automated
reminders will be sent to the customer to minimize the risk of no-shows and
ensure that they are prepared and ready for their appointment.
● No-show Management: In the event of a no-show, the system will automatically
tag the customer accordingly, allowing you to follow up and reschedule as
needed to minimize disruptions to your schedule and workflow.
● Cancellation Handling: If a customer cancels their appointment, the system will
update their status accordingly. For example, on the Plumber Consultation
Calendar, if they book an appointment, they will be updated as "appointment
booked" in the pipeline. If they cancel, their status will be updated to "canceled,"
and if they fail to show up for the appointment, they will be marked as "no show"
in the pipeline.
4. Website
Snapshot Website Customization

When you go to "Sites," then "Websites," you will find a plumber website that can be
easily customized to your liking.

1. Add Your Logo: Easily upload your logo to give your website a personalized touch.
Your logo will seamlessly integrate into the design, enhancing brand recognition and
professionalism.

2. Customize Brand Colors: Make your website truly yours by changing the brand colors
to reflect your unique style and aesthetic. Choose from a wide range of color options to
create a cohesive and visually appealing design.

3. Edit Content: Tailor the content on your website to suit your specific business needs
and messaging. Whether it's updating text, adding images, or modifying layouts, our
user-friendly editor makes it easy to create compelling and engaging content.

4. Auto-populated Business Information: No need to manually update your business

details on the website. Thanks to custom values, essential information such as your
business name, phone number, email address, and physical address will automatically
populate throughout the site, ensuring accuracy and consistency.
With these powerful customization options, you can create a professional and polished
website that effectively represents your brand and attracts potential plumbing
customers.

Website Contact Us Form

Easily collect leads by utilizing a plumber website form that will help you gather
information about customers, including their name, email, phone number, and the type
of services they are looking for.

Website Automations

If you navigate to the Automation tab, you will find a folder titled "Website Automations."
Inside the "Website Automations" folder, you will find three website automations.

Whenever someone interacts with your website form, webchat, or live chat, these
automations will trigger. They will tag the lead, update their information in your pipeline,
send them text and email follow-ups, and notify the plumber that a new lead has been
generated.
 5. Link Trees
Understanding Link Trees

Link trees are an innovative tool designed to optimize the user experience by
consolidating multiple links into a single, easily accessible webpage. They serve as a
centralized hub for directing traffic to various destinations such as websites, social
media profiles, contact forms, and more. Link trees are particularly beneficial for
businesses as they simplify navigation, increase engagement, and improve conversion
rates.
Snapshot Plumber Link Trees

In our snapshot, you'll discover four specialized plumber link trees, each offering unique
functionalities tailored to enhance your online presence and streamline customer
interactions:

1. Calendar Link Tree: This link tree provides a convenient way for customers to
access your plumber consultation calendar. Whether they're scheduling
appointments or requesting quotes, the calendar link tree ensures seamless
booking experiences, helping you efficiently manage your appointments and
maximize customer satisfaction.
2. Christmas Link Tree: The Christmas link tree is perfect for spreading holiday
cheer and promoting seasonal offers or events. Customize this link tree with
festive graphics, special discounts, or holiday-themed messages to captivate
your audience and drive engagement during the festive season.
3. Contact Us Link Tree: Simplify communication with your customers using the
contact us link tree. By consolidating essential contact information, such as
phone numbers, email addresses, and physical addresses, into a single webpage,
this link tree makes it effortless for visitors to reach out to your plumbing
business for inquiries, support, or service requests.
4. Video Link Tree: Engage your audience with compelling visual content using the
video link tree. Showcase informative tutorials, customer testimonials, or behind-
the-scenes footage to showcase your expertise, build trust with potential
customers, and differentiate your plumbing business from competitors.
Benefits of Plumber Link Trees

● Enhanced Accessibility: By centralizing important links in one location, link trees

make it easier for customers to find the information they need, ultimately
improving user experience and satisfaction.
● Increased Engagement: Customizable link trees allow you to tailor your
messaging and visuals to resonate with your target audience, increasing
engagement and driving conversions.
● Streamlined Communication: With dedicated link trees for specific purposes
such as scheduling appointments or contacting support, you can streamline
communication channels and effectively manage customer inquiries and
requests.

With these four plumber link trees at your disposal, you can leverage the power of
centralized navigation, personalized messaging, and engaging visual content to
enhance your online presence and drive business growth. Explore the customization
options and unleash the full potential of link trees in your plumbing business with our
snapshot!

6. Funnels
Understanding Plumber Funnels

Plumber funnels are strategic marketing pathways designed to attract, engage, and
convert potential customers into leads or clients for plumbing services. These funnels
guide prospects through a series of steps, from initial awareness to taking action,
ultimately driving them towards booking a service or making a purchase. In our
snapshot, you'll find four specialized plumber funnels tailored to address different
marketing objectives and customer needs.

Snapshot Plumber Funnels

1. 24/7 Emergency Plumbing Service Funnel: This funnel is designed to cater to

customers in need of urgent plumbing assistance. It provides a seamless
process for customers to request emergency plumbing services at any time of
day or night, ensuring prompt response and resolution of plumbing emergencies.
2. Plumber $50 Coupon Funnel: The $50 coupon funnel offers an irresistible
incentive for customers to avail themselves of your plumbing services. By
providing a $50 discount coupon applicable to any plumbing service, this funnel
encourages customers to take action and schedule a service appointment,
boosting conversions and driving revenue for your plumbing business.
3. Plumber VSL (Video Sales Letter) Funnel: The Plumber VSL funnel leverages the
power of video content to engage and persuade potential customers. This funnel
allows you to customize the offer by adding it using a custom value called
"funnel offer." Whether it's promoting a special discount, highlighting unique
service offerings, or showcasing customer testimonials, the Plumber VSL funnel
effectively communicates your value proposition and drives conversions through
compelling video content.
4. Plumber 2 Step Opt-In Funnel: The Plumber 2 Step Opt-In funnel is designed to
capture leads and build your email list effectively. Similar to the Plumber VSL
funnel, you can customize the offer by adding it using a custom value called
"funnel offer." By offering valuable content or incentives in exchange for contact
information, such as a free guide or consultation, this funnel encourages
prospects to take the first step towards becoming customers, nurturing them
through the sales process and increasing conversion opportunities.
Funnel Automations:

Each funnel will be fully automated, with the name of each automation matching the
corresponding funnel. Similarly, the funnel forms will be named identically for easy
organization. When someone opts into a funnel, they will be seamlessly updated in the
sales pipeline, tagged appropriately, and trigger an internal notification for you.
Additionally, the lead will receive a personalized text and email with their offer upon
opting in. If they proceed to book an appointment through the funnel, the appointment
reminder automations will be triggered.

It's important to note that each automation and text message can be easily customized
to align with your branding and communication style, ensuring a cohesive and
personalized experience for your leads.

7. 52 Week Nurture Campaigns

In our snapshot, we offer comprehensive 52-week email and text plumber nurture
campaigns designed to cultivate relationships with your leads and keep your plumbing
business top-of-mind. Here's what you can expect:

1. 52-Week Email Nurture Campaign: This campaign consists of a series of weekly

emails delivered to your plumber leads over the course of a year. Each email
contains valuable tips, industry insights, and exclusive offers tailored to their
needs and interests. The goal of this campaign is to keep your plumbing
business front and center in the minds of your leads while providing them with
ongoing value and engagement.
2. 52-Week Text Nurture Campaign: Similarly, the 52-week text nurture campaign
delivers weekly text messages to your plumber leads, keeping them informed
and engaged with your plumbing business. These texts may include quick tips,
special promotions, or reminders about upcoming events or services. The goal is
to maintain regular communication with your leads through a convenient and
accessible channel, fostering a sense of connection and trust.

Benefits of Plumber Nurture Campaigns

● Long-Term Relationship Building: By delivering consistent value and engagement

over an extended period, nurture campaigns help to build strong relationships
 with your leads, positioning your plumbing business as a trusted and reliable
partner.
● Increased Engagement: Regular communication through emails and text
messages keeps your plumbing business top-of-mind and encourages ongoing
interaction with your leads, increasing engagement and retention rates.
● Customizable Content: You have the flexibility to customize the content of both
the emails and text messages to align with your branding, messaging, and
marketing objectives. Whether it's sharing educational content, promoting
special offers, or inviting leads to events, you can tailor the campaigns to suit
your unique business needs.

With our 52-week email and text plumber nurture campaigns, you can stay connected
with your leads, provide them with valuable insights and offers, and nurture them
towards conversion over the long term.

8. Database Reactivation
Understanding Database Reactivation Campaigns

Database reactivation campaigns are strategic marketing initiatives aimed at re-

engaging with inactive or lapsed leads in your database. These campaigns help
revitalize your contact list, rekindle interest in your products or services, and ultimately
drive conversions. In our snapshot, we offer two types of database reactivation
campaigns: a basic version and an advanced version, each offering unique features and
functionalities.

Snapshot Database Reactivation Campaigns

1. Basic Database Reactivation Campaign: The basic campaign provides a

straightforward approach to reactivating dormant leads in your database. You
have the flexibility to customize the offer for this campaign using a custom value.
This campaign aims to reconnect with inactive leads, remind them of your value
proposition, and encourage them to re-engage with your business.
2. Advanced Database Reactivation Campaign (DR Campaign): The advanced
campaign takes database reactivation to the next level by incorporating dynamic
lead management features. Similar to the basic campaign, you can customize
the offer using a custom value. However, this campaign goes a step further by
updating leads in a dedicated DR campaign pipeline. If a lead responds positively
to the campaign, they will be moved to a "responded" status in the pipeline,
indicating active interest. Conversely, if they indicate disinterest, they will be
moved to a "not interested" status, allowing you to focus your efforts on more
promising leads.
 9. Birthday Campaign Workflow

Understanding Birthday Offer Campaigns

Birthday offer campaigns are special marketing initiatives aimed at celebrating

customers' birthdays and incentivizing them to engage with your business. These
campaigns not only foster goodwill and strengthen customer relationships but also
drive sales and boost loyalty. In our snapshot, we offer a birthday offer campaign that
allows you to customize the offer using a custom value, ensuring flexibility and
relevance to your customers' preferences.

Snapshot Birthday Offer Campaign

● Customizable Birthday Offer: Our birthday offer campaign enables you to create
personalized offers tailored to your customers' birthdays. By utilizing a custom
value, you can easily customize the offer to align with your promotional
strategies and business goals. Whether it's a discount, a freebie, or a special
promotion, the birthday offer campaign allows you to delight your customers and
drive engagement on their special day.
 10. Referral Campaign Workflow

Referral campaigns are powerful marketing strategies designed to leverage the existing
customer base to acquire new customers. By incentivizing customers to refer friends,
family, or colleagues to your business, referral campaigns can rapidly expand your
customer network and drive growth. In our snapshot, we offer a comprehensive referral
campaign feature that enables you to easily create and manage referral programs
tailored to your business needs.

Snapshot Referral Campaign

● Customizable Referral Incentives: Our referral campaign feature allows you to

customize the incentives offered to customers for referring new business. By
utilizing custom values, you can tailor the incentives to align with your
promotional strategies and budget. Whether it's offering discounts, freebies, or
exclusive rewards, the referral campaign feature empowers you to create
 compelling incentives that motivate customers to spread the word about your
business.

Benefits of Referral Campaigns

● Expanded Customer Base: Referral campaigns tap into the power of word-of-
mouth marketing to attract new customers. By leveraging the networks of your
existing customers, you can rapidly expand your customer base and drive growth
for your business.
● Enhanced Trust and Credibility: Recommendations from friends or family
members are highly trusted by consumers. By encouraging referrals, you can
capitalize on this trust and credibility to attract high-quality leads and convert
them into loyal customers.
● Cost-Effective Marketing: Referral campaigns are a cost-effective way to acquire
new customers compared to traditional advertising channels. Since referrals
come from satisfied customers, the cost per acquisition is typically lower,
resulting in a higher return on investment.

With our customizable referral campaign feature, you can harness the power of word-of-
mouth marketing to drive growth and success for your business.
11. Incoming Lead Follow Up Workflows
Incoming lead follow-up workflows are automated processes designed to promptly
respond to inquiries and messages from potential customers across various
communication channels. These workflows ensure that every lead receives a timely and
personalized response, increasing the chances of conversion and providing exceptional
customer service. In our snapshot, we offer four incoming lead follow-up workflows
tailored to different communication channels: Google My Business (GMB) message,
email, Facebook message, and Instagram direct message (DM).

Snapshot Incoming Lead Follow-Up Workflows

1. GMB Message Workflow: This workflow is triggered when someone sends a

message through your Google My Business listing. The workflow automatically
tags the lead, updates their status in the pipeline as responded to, and notifies
the plumber. You can easily customize the messaging and actions of this
workflow to suit your preferences and brand voice.
2. Email Workflow: The email workflow is activated when a lead reaches out via
email. Similar to the GMB message workflow, it tags the lead, updates their
status, and notifies the plumber, ensuring a prompt and efficient response to
email inquiries.
3. Facebook Message Workflow: When a potential customer sends a message to
your Facebook page, the Facebook message workflow springs into action. It tags
the lead, updates their status, and alerts the plumber, enabling seamless
communication and follow-up through Facebook Messenger.
4. Instagram DM Workflow: The Instagram DM workflow handles incoming direct
messages on your Instagram account. It automatically tags the lead, updates
their status, and notifies the plumber, facilitating quick and effective engagement
with potential customers on Instagram.
 With our incoming lead follow-up workflows, you can effectively manage
inquiries and messages across multiple communication channels, providing timely and
personalized responses to potential customers.

12. Reputation Management

Ongoing Rep

Review Campaign

Reputation management is crucial for maintaining a positive image and credibility for
your plumbing business. It involves actively monitoring and influencing how your brand
is perceived by customers, both online and offline. In our snapshot, we offer
comprehensive reputation management features to help you proactively manage and
enhance your online reputation.

Snapshot Reputation Management Features

1. Ongoing Reputation Management: After each service, customers have the option
to request a review. This process allows you to gather feedback and testimonials
from satisfied customers, helping to boost your online reputation and credibility.
2. Google Review Campaign: Our Google review campaign is designed to generate
a significant number of new reviews for your plumbing business. You can input a
list of existing customers into the campaign to kickstart the process, resulting in
30-100 new reviews right away. Customers in this campaign are managed
through a dedicated review campaign pipeline, allowing you to track who has left
a review and who hasn't.

Key Features and Customization Options

● Custom Review Links: The review link for both ongoing reputation management
and the Google review campaign can be customized using custom values. This
allows you to tailor the review links to your branding and preferences.

● Trigger Links: Each campaign includes two trigger links that serve as indicators
of customer engagement. These trigger links, associated with the review custom
value links, help you track whether customers have clicked on the review links or
not, if clicked they will no longer get review reminders and so on.

13. Invoice Reminders, Cancellation, &

Refunds
Automation for invoice management streamlines the process of handling invoices,
reminders, cancellations, and refunds, ensuring smooth and efficient financial
transactions for your plumbing business. These automated workflows help you stay
organized, reduce administrative burden, and provide a seamless experience for your
customers.

Snapshot Automation for Invoice Management

1. Invoice Reminders Automation: This automation sends timely reminders to

customers who have outstanding invoices, prompting them to make payment. By
automating invoice reminders, you can minimize late payments, improve cash
flow, and maintain positive relationships with your customers.
2. Cancellation Automation: When a customer cancels a service or appointment,
this automation ensures that the cancellation process is handled smoothly and
efficiently. It updates the customer's status, triggers any necessary refunds, and
notifies relevant stakeholders, allowing you to manage cancellations with ease
and professionalism.
3. Refunds Automation: In cases where refunds are warranted, this automation
handles the refund process seamlessly. It initiates the refund, updates the
customer's status accordingly, and provides notifications to both the customer
and your team, ensuring transparency and accountability in the refund process.

Key Features and Customization Options

● Timely Notifications: Each automation sends timely notifications to customers

and stakeholders, keeping them informed throughout the invoicing, cancellation,
and refund processes.
 ● Customizable Messaging: You have the flexibility to customize the messaging of
each automation to align with your branding and communication style, ensuring
a consistent and professional experience for your customers.

14. Missed Call Text Back

The Missed Call Text Back Automation is a proactive response system designed to
engage with potential leads who have attempted to contact your plumbing business but
were unable to connect via phone. This automation sends a text message to the missed
caller, providing them with an opportunity to book a consultation or appointment with
your business. By leveraging this automation, you can effectively follow up with missed
leads and encourage them to take the next step towards becoming customers.

Snapshot Missed Call Text Back Automation

1. Engagement Text Message: When a call goes unanswered or is missed, the

automation triggers a text message to be sent to the caller's phone number. The
message is crafted to be engaging and inviting, encouraging the caller to
consider booking a consultation or appointment with your plumbing business.
2. Call to Action: The text message includes a clear call to action, such as a link to
your online booking system or a phone number to call back, making it easy for
the recipient to take immediate action and schedule a consultation.
 3. Personalization: To enhance engagement and relevance, the text message can
be personalized with the caller's name or other relevant details, creating a more
personalized and tailored experience for the recipient.

15. Holiday Emails

Holiday email campaigns are an essential component of your marketing strategy,

allowing you to connect with your audience during festive seasons and capitalize on
seasonal opportunities. Our snapshot offers a collection of 13 beautifully designed
holiday emails, each crafted to engage and delight your subscribers during special
occasions. With customizable offers using custom values, you can tailor the content of
each email to align with your promotional strategies and capture the spirit of the
holidays.

Snapshot Holiday Emails

1. Beautifully Designed Templates: Our holiday email campaign features a
collection of 13 professionally designed email templates, each showcasing
festive themes and imagery to capture the holiday spirit and captivate your
audience.
2. Customizable Offers: With the flexibility to customize the offer of each email
using custom values, you can tailor the content to suit your marketing objectives
and promotional strategies. Whether it's promoting special discounts, limited-
time offers, or holiday-themed promotions, you have the freedom to customize
the content of each email to resonate with your subscribers.
3. Engaging Content: Each email is crafted to deliver engaging and relevant content
to your subscribers, including holiday greetings, exclusive offers, seasonal tips,
and festive inspiration. By providing value-added content, you can strengthen
relationships with your audience and drive engagement and conversions during
the holiday season.