TQS - Week 4 Outline
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W4 - TQS, Challenge, Create an Automation-Workflow, 9-18-25 🚀
Objective
This SOP outlines the steps to create an automation workflow for lead generation using the TGD Funnel System in the CIR Max Pro CRM.
Key Steps
Accessing the TGD Channel 1:29
Go to the TGD home screen.
Scroll down to 'Creator Channels'.
Click on the 'Max Life Community' channel to access the posts.
Reviewing Previous Weeks' Challenges 2:50
Week 1: Add 100 leads to your database.
Week 2: Create a sales pipeline to track customer journeys.
Week 3: Create a lead generation form and connect it to your CRM.
Creating a Simple Automation 6:08
Navigate to the 'Automation' section in the CRM.
Click on 'Create a Workflow'.
Choose 'Start from Scratch'.
Naming the Workflow 49:30
Click on the title area to rename the workflow.
Include a descriptive name and date for easy identification.
Adding a Trigger to the Workflow 50:15
Click on 'Add Trigger'.
Select 'Form Submitted' as the trigger event.
Choose the specific form that will initiate the automation.
Setting Up Actions for the Automation 53:08
Add actions such as: Tagging the contact in the CRM. Adding the contact to a specific sales pipeline. Sending a confirmation email to the contact. Notifying yourself of the new lead.
Testing the Automation 01:02:04
Fill out the lead generation form to test the automation.
Check the CRM to ensure the lead is added and actions are executed.
Cautionary Notes
Ensure that all fields in the forms are correctly filled out to avoid errors in automation.
Double-check the email settings to ensure notifications are sent to the correct address.
Tips for Efficiency
Use templates for emails and forms to save time on repetitive tasks.
Regularly review and update your automation workflows to ensure they meet current business needs.
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