📞 Call DM | → | 👔 Confirm Role | → | ❓ Busy? | → | 📲 Capture Contact | → | 🎥 Send Demo | → | ⏰ Follow-Up | → | 💰 Close |
❌ Not DM? 🔄 Referral |
❌ Not Interested? ✌️ Exit |
Step | Icon | Action | Script Example | Branching Logic |
---|---|---|---|---|
1. Call DM | 📞 | Call decision maker | "Hi [Name], it’s [Your Name]. Is now a good time?" | → If busy, go to Step 3 |
2. Confirm Role | 👔 | Confirm they’re the DM | "Are you the one who handles [X]?" | ✅ Yes → Step 3 ❌ No → "Who should I talk to?" (Update CRM) |
3. Capture Contact | 📲 | Get mobile/email | "Can I send a quick demo via SMS/email? Best number/email?" | → Send demo within 5 mins |
4. Send Demo | 🎥 | Share demo link | "Here’s the demo! See how [result/testimonial]. Reply 'GO' if keen." | → Track opens/clicks |
5. Follow-Up | ⏰ | Timed follow-ups | "Just checking if you saw the demo. Happy to walk you through it." | → No reply? Retarget in 14 days |
6. Close | 💰 | Convert or exit | "Want to go live today? Just takes 10 mins!" OR "I'll add you to our newsletter" | → Log reason if lost |