{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/e7270024235b4dc3b0b214604d52c62e\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/e7270024235b4dc3b0b214604d52c62e-e5df7725804f019c-full.jpg","duration":934.6773,"title":"TRM Engine - Workflow Example - Sales Consult Booking Workflow","description":"Sales Consult Booking Workflow Automation\n\nObjective\n\nThe objective of this SOP is to guide team members on setting up a sales consult booking workflow automation in the TRM Engine to simplify the process of sending notifications, booking confirmation emails, and SMS reminders to contacts before scheduled consultations.\n\nKey Steps\n\n1. Trigger Setup\n\n   - Access the TRM Engine snapshot automation folder.\n   - Locate the \"Sales Consult Booking Automation\" workflow.\n   - Set the trigger to activate when an appointment is confirmed in the sales consultation calendar.\n\n2. Internal Notification\n\n   - Add an internal notification action to send notifications to team members.\n   - Customize the notification type (email, simple notification, SMS).\n   - Include relevant details like contact name and appointment start time in the notification.\n\n3. Create Opportunity\n\n   - Use the create opportunity action to add the contact to the pipeline under the \"Sales Consult Booked\" stage.\n\n4. Send Email\n\n   - Configure the send email action with the business name, email subject, and body.\n   - Customize the email content based on the type of consultation (Zoom, in-person, phone call).\n   - Utilize custom values for dynamic information like meeting location or Zoom link.\n\n5. Wait Timer\n\n   - Use the wait action to introduce time delays before sending reminder emails.\n   - Set up wait timers based on the appointment time, such as 24 hours before and 1 hour before the consultation.\n\nCautionary Notes\n\n- Ensure the trigger is correctly set to activate when appointments are confirmed.\n- Double-check all notification details and email content for accuracy before saving the actions.\n- Verify the wait timers align with the appointment schedule to send reminders at the right times.\n\nTips for Efficiency\n\n- Utilize custom values and dynamic content to personalize notifications and emails for each contact.\n- Regularly review and update the workflow to reflect any changes in the consultation process.\n- Test the workflow with sample appointments to ensure all actions are working as intended."}