Jan 28,2024

How to 10X Sales Conversion with Sales Outreach Automation: Step-by-Step Guide

In today's fast-paced business world, setting more appointments and boosting sales revenue doesn't have to be a mythical journey. Join us as we unveil a simple yet effective system to streamline your sales outreach and qualify leads automatically, leaving the complexities of manual processes behind.

In a world where manual outreach can feel like searching for a needle in a haystack, Chat Breezes serves as your guide to a more efficient and effective sales outreach strategy.

Curious about the impact of automation on your sales outreach? Discover the success story of one of our customers. Now, envision a future where you can automate sales outreach and scale meetings at a fraction of the cost.

Here's your step-by-step guide to an automated and effective way to sell via chat for your sales team.

Step 1: Pick a starting point

To get started with one of these options, open your Chat Breezes dashboard and head over to the Automation tab.

Choose triggers relevant to your goals, whether they are comments on Instagram posts, Facebook messages, or other starting points.

Click "Create a new rule" and choose the conditions you want to use. 

For this example, let’s go with Instagram so you can see it in action for yourself.

In the Conditions section, you can customize the rule based on your needs.

In this case, we'll choose 'Comments on a Post,' which automatically responds to incoming comments in the post and also sends a series of DMs in Instagram Direct.

Step 2: Ask qualifying questions

Once you choose a starting point, the automation builder sets up the input trigger for you. 

You could let the automation reply to comments on all Instagram posts. But since we want to find qualified leads for a certain product or service, we’ll link this automation to a specific lead generation post.

Next, set up the qualifying questions you want to ask prospects. We typically start with collecting contact details so we have multiple options for connecting with potential clients.

Our questions can focus on the potential buyer’s company size, pain points, industry, and use cases.

What should you ask? If you’re a creator, you might ask about the prospect’s niche. If you’re a business growth consultant, you might ask how long the prospect has been in business.

No matter what you sell, it’s always a good idea to ask about the budget so you can make sure the prospect is a good fit. 

Finally, wrap up your automation with a brief thank you message.

Then you can let the Chat Breezes do its thing and set up a re-engagement automation.

Step 3:  Update the contact information you collected from automation in the 'Contact' tab of Chat Breezes. 

The more lead information you accumulate, the higher the chance of successfully converting them

Step 4: Run a promotional campaign

The final step is creating an Instagram post that gets decision-makers to comment.

When you want to drive a lot of potential clients to your automation, think about a limited-time offer for new customers. You could also create a giveaway to promote your new product.

In your Instagram caption, invite prospects to comment to get your offer or enter your giveaway. To filter out spam, you can ask them to comment with a specific keyword. (Just be sure to add that keyword to the input trigger at the very beginning of your Instagraion automation. )


Embark on a journey into a realm of heightened sales efficiency, powered by the magic of automation.  Are you ready to embrace the future of automated success? 

Let's venture into this world of possibilities!

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