Industry Playbook - Marketing Agency

Modified on: Tue, 3 Oct, 2023 at 3:24 PM

The roadmap for growing a local Marketing Agency online is simple: capture new leads, conversationally convert those leads into sales, turn those customers into positive reviews, and then reactivate those customers with upsell offers. Here’s the playbook:


Capture More Leads


  • Install the SMS Webchat Widget on the Marketing Agency’s website.
  • Integrate the Marketing Agency’s Google Business Profile to activate Google Chat
  • Activate The Missed-Call Text-Back so that any unanswered calls to the Marketing Agency  immediately receive a text message saying, “Sorry we missed your call - how can we help?”


Nurture Leads into Bookings


  • Configure helpful Text Snippets for phrases & links the Marketing Agency often sends to people.
  • Activate Conversation AI so the Marketing Agency has a fully trained, always-on assistant to conversationally convert leads into bookings.


Turn Leads into Sales



Turn Sales into Positive Reviews 


  • Configure Email & SMS Review Request Templates so the Marketing Agency can quickly & easily request reviews with the tap of a button.


Turn Sales into Repeat Customers


  • Configure Newsletter Email Template so the Marketing Agency can easily send out news, updates, and promotions to their contacts.

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