Video Playbook: Automate Broker Updates

HubSpot should help you develop, nurture, and maintain your relationships with Brokers

In This Playbook:

You know that Brokers want updates about their Leads' progress, and you're jumping from one call to the next. HubSpot can automatically update Brokers on the status of their Leads as they progress through your sales process.

Automate so you can focus

I keep saying it: HubSpot needs to work for you as well as your systems work for your Franchisees. One of the ways HubSpot can do this is:

Helping you focus on the most critical aspects of building your franchise including winning new franchisees and automating tasks to make you more efficient and effective.

How to Use This Playbook

This playbook contains 4 in-depth videos:

• Video 1: Process Overview - the process components you’ll need

• Video 2: Building the Email - building a great broker update email

• Video 3: Broker Contact Setup - how to set up broker contacts

• Video 4: Building the Automations - the lists and workflows to make it work