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
What you should do:
This isn’t very complex. There
Start with Video 1: Process Overview and work your way through, save yourself and your team some time while keeping your Brokers up to date.
The Videos
1 - Process Overview
Topics:
Creating broker update emails with personalized tokens and smart modules
Building workflows that trigger updates when deals move to new stages
Setting up proper broker contact associations with deals
Configuring optional properties to provide better context in automated updates
2 - Building the Email
Create strategic, automated emails that notify brokers when their referred leads progress through your sales pipeline, with custom content tailored to each stage of your franchise development process.
Topics:
Creating stage-specific broker update emails with personalization tokens
Configuring smart modules that dynamically display information based on available Deal data
Setting up proper "From" properties to maintain the broker-rep relationship
Creating a dedicated broker updates subscription type for improved deliverability
3 - Broker Contact Setup
How to properly set up broker contacts in HubSpot to ensure they receive automated updates.
Topics:
Creating a "FranDev Broker" association label to connect brokers to their referred leads
Setting up broker contacts as marketing contacts with proper subscription settings
Establishing proper deal-contact relationships with specific association labels
4 - Building the Automations
The Lists and Workflows in HubSpot to send personalized updates todeliver context-rich updates to Brokers.
Topics:
Building smart lists to dynamically display deal information based on available property data
Creating workflows that trigger broker update emails when deals change stages
Setting up deal properties like a "Notes for Broker" that dynamically populate update emails
Implementing playbooks that help reps efficiently capture broker-relevant notes during calls
See you in the next Lab Report.