E-Learning Customer Automation Process

September 22, 20221 min read

Hey there! Go through the e-learning sales automation process flow for user acquisition and automated sales pitch.

The Sales Automation Process:

Step 1: Run a Lead Generation Campaign on Facebook with a free course as a lead magnet.

Step 2: Get the lead registered into your platform automatically. Here, it is Daily Skills by Graphy.

Step 3: Give access to the course on the platform.

Step 4: Inform the user about the login credentials.

Step 5: Add the user to the CRM.

Step 6: Add to Opportunity/ Pipeline.

Step 7: Send the up-sell message to WhatsApp.

Step 8: Add a task in the CRM.

Step 9: Send a reminder to the sales team through WhatsApp.

Step 10: Wait for user action, and if not paid, give a call to close.

Step 11: Update in the CRM and add to the re-marketing campaign, if the deal is lost.

Step 12: Update in the CRM and add to an up-selling campaign, if the deal is won.

e-learning sales automation
elearningsales automationbusiness automationautomation processsubilal kE-learning
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I am a Business Automation Coach and a Digital Marketing Trainer. My mission is to help Entrepreneurs to achieve freedom by automating their business processes.

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