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The Exact CRM Setup That Closed Me 41% More Sales (Case Study)

#Digital marketing
2025-09-05 12:239 min read

Content Introduction

In this video, Brad Smith discusses the importance of effective customer relationship management (CRM) systems for businesses. He contrasts two types of brands: one lacking an efficient CRM and having a poorly designed website, leading to frustration with software management, and another with a user-friendly CRM that utilizes automation to follow up on leads. Brad emphasizes the need for proper follow-up systems, sharing insights on how his own system generates substantial leads while promoting consultation services. He showcases his software that consolidates functionalities, making business processes easier and more efficient, ultimately encouraging viewers to adopt similar systems to improve lead management and sales conversion.

Key Information

  • The speaker discusses two types of brands: one with no CRM and a poor website, and another with a cool website and efficient CRM that uses automation.
  • He emphasizes the importance of follow-up and automation in generating leads and sales.
  • The speaker's own business uses a software called Go High Level, which helps streamline processes and costs less than their previous CRM.
  • He provides an overview of how their lead generation process works, including tracking the source of leads and automating follow-ups.
  • The speaker encourages businesses to integrate everything into one system for better efficiency and tracking of customer interactions.
  • He mentions a special offer for a consulting call, which reflects the value provided and filters leads effectively.
  • The speaker advises business owners to build their brand using a strong foundation and a reliable CRM to improve lead conversion.
  • He invites viewers to subscribe to his channel for more insights on implementing these systems.

Timeline Analysis

Content Keywords

Automation Links

Brad Smith introduces his company Automation Links, emphasizing the importance of automation in business. He compares two types of brands: one without CRM which struggles with lead management, and another with an effective CRM that utilizes automation to enhance customer engagement.

CRM

Brad discusses the significance of using a customer relationship management (CRM) system that integrates multiple functionalities like lead tracking and automated follow-ups, which helps businesses manage customer interactions effectively.

Consulting Calls

The video highlights how Brad’s system allows users to schedule consulting calls efficiently, showcasing the system's ability to filter and qualify leads through automated processes.

Lead Generation

Brad explains how the CRM generates leads from various sources like YouTube and optimizes marketing strategies through effective follow-ups, automating many processes that would otherwise require manual effort.

Automated Emails

The CRM system also sends automated emails to leads, which is crucial for maintaining communication and increasing conversion rates, emphasizing follow-up as a key aspect of business growth.

Social Media Management

Brad describes how his system not only handles email marketing but also enables users to manage social media and automate tasks, showcasing its versatility as a comprehensive marketing tool.

Lead Tracking

The importance of tracking lead actions is stressed, allowing businesses to understand customer behavior and tailor communications effectively, ultimately enhancing sales conversion rates.

Scheduling Software

Brad advocates for using an integrated CRM that includes scheduling features, arguing against separate systems that could complicate lead management and increase costs.

Value Proposition

The video concludes by urging viewers to build their business on a strong foundation with reliable systems that enhance lead follow-up and conversion, emphasizing the value of a well-integrated CRM.

Related questions&answers

What are the two types of brands mentioned?

Brand number one has no CRM and a poorly designed website, while brand number two has a cool website and an easy-to-use CRM with automation.

Which brand is suggested to make more money?

Brand number one is suggested to make more money.

What does the speaker do for a living?

The speaker, Brad Smith, is the owner of Automation Links, a business focused on automation.

What software did the speaker use before switching to Go High Level?

The speaker previously used HubSpot.

What is the main feature of the software the speaker promotes?

The software automates the follow-up process and helps track leads.

How do leads interact with the speaker's marketing system?

Leads fill out a form to receive more information, which triggers automations to follow up with them.

What does the speaker suggest to help simplify business operations?

The speaker suggests using a CRM that combines all functionalities into one place to effectively track leads.

What type of value does the speaker believe they can provide in consulting calls?

The speaker believes they can provide significant value during the consulting calls offered for a fee.

What frustration might founders experience according to the speaker?

Founders might be frustrated with juggling multiple software applications that do not integrate well.

What does the speaker recommend if someone's CRM does not provide all necessary features?

The speaker recommends finding a CRM that offers comprehensive features to streamline business operations.

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