video1.0<iframe src="https://www.loom.com/embed/e7270024235b4dc3b0b214604d52c62e" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/e7270024235b4dc3b0b214604d52c62e-e5df7725804f019c-full.jpg934.6773Sales Consult Booking Workflow Automation Objective The 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. Key Steps 1. Trigger Setup - Access the TRM Engine snapshot automation folder. - Locate the "Sales Consult Booking Automation" workflow. - Set the trigger to activate when an appointment is confirmed in the sales consultation calendar. 2. Internal Notification - Add an internal notification action to send notifications to team members. - Customize the notification type (email, simple notification, SMS). - Include relevant details like contact name and appointment start time in the notification. 3. Create Opportunity - Use the create opportunity action to add the contact to the pipeline under the "Sales Consult Booked" stage. 4. Send Email - Configure the send email action with the business name, email subject, and body. - Customize the email content based on the type of consultation (Zoom, in-person, phone call). - Utilize custom values for dynamic information like meeting location or Zoom link. 5. Wait Timer - Use the wait action to introduce time delays before sending reminder emails. - Set up wait timers based on the appointment time, such as 24 hours before and 1 hour before the consultation. Cautionary Notes - Ensure the trigger is correctly set to activate when appointments are confirmed. - Double-check all notification details and email content for accuracy before saving the actions. - Verify the wait timers align with the appointment schedule to send reminders at the right times. Tips for Efficiency - Utilize custom values and dynamic content to personalize notifications and emails for each contact. - Regularly review and update the workflow to reflect any changes in the consultation process. - Test the workflow with sample appointments to ensure all actions are working as intended.