A fencing and outdoors company engaged me to implement High Level into their business model with the goal of improving and automating many of their manual tasks.

Currently, the company accepts most leads via phone calls and through traffic from Google Ads. The goals of the implementation, and corresponding tools and automations, are as follows:

• Create a form to embed on their website to drive more leads with higher intent.

• Automate outreach to leads within seconds after filling out the form.

• Create a process for their admin staff answering phone calls to automate outreach after phone calls and increase conversion rates.

• Automate bookings through a shared calendar.

• Create standardized quote templates that can be drafted upon receiving information from the lead via the form or phone call.

• Automate outreach for outstanding quotes to improve conversion rates.

• Increase customer reviews by automating a review form upon completion of the project.

• Create more targeted and successful ads to drive more traffic and higher intent leads.

• Leverage AI to draft social media posts for Facebook and Instagram.