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DELIVERY MODULE About 1 week

Instant Lead Response Automation

Send every visitor an email and text within moments of submitting a form, with a different next step for visitors who are ready to book and visitors who are not. This replaces the older Automated Enquiry Acknowledgement Email & Workflow.

Delivery module

AU$480

About 1 week

Enquire About This Module Enquire About This Module

What this module actually does

Included

Client has every form submission answered with an email and text within moments.
Visitors who are ready receive a booking link and visitors who are not ready receive a guide or calculator.
Each contact record shows which path the visitor was sent down.

Not included

Email or text copywriting
SMS provider account, billing or number setup
Building the form
Building the email template (see Branded Email Template Build)
Follow-up messages after the first response (see Nurture & Re-Engagement Programs)
More than 2 emails and 2 texts
Opt-in or opt-out flows beyond what the SMS provider handles
WhatsApp or other messaging channels
The cost of a Marketing Hub Professional subscription

How it runs

Kickoff

We confirm exactly what the module needs to do and sort out the access we need, so there's no delay once work starts.

Build

We build and configure the module in your portal, working from the scope we agreed.

Handover

You get it tested, documented, and walked through with your team.

What we need from you

Which answers mean a visitor is ready to book, needed before Response Rules Confirmation
The form that should trigger the response, needed before Response Rules Confirmation
Marketing Hub Professional or Enterprise, needed before Response Workflow
An SMS provider connected to HubSpot (see SMS Integration Setup), needed before Ready Path Email and Text
Consent wording and sending hours for texts, needed before Response Workflow
An existing HubSpot email template to build the emails from, needed before Ready Path Email and Text
Email and text content for both paths, needed before Ready Path Email and Text
The guide or calculator link for the not ready path, needed before Not Ready Path Email and Text

What do I actually get at the end?

A part of your HubSpot portal that's built, tested, and documented, plus a handover so your team knows how to use it.

How long does it take?

The timeline shown above is a rough guide for this module, counted in weeks from the point scope and access are confirmed. It moves with how quickly your team can give us access and sign-offs.

Can this be combined with other modules?

Yes. Modules are often bundled into one Build Project, so if you need more than one, we scope them together.

Want this module in your scope?

Enquire and we'll come back with timing and how it fits with everything else you need.

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