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Email & CRM Automation: Sales Funnels, Lead Generation & Copywriting
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This strategy is like a process by which your visitors can be converted later on converted even if they did not convert the first instance they visit your store. Not all visitors who land on a website take action immediately. But that doesn’t mean they should be forgotten. With the right strategy, we can track, engage, and convert your visitors—even long after they’ve left your site.


HOW DO WE SET IT UP? 

 

 1. PHASE 1: Audience Research + Lead Magnet Setup


  The first thing we will do is we will do audience and competition research to know more about our audience's location and behaviors and many more. And then after that, we will need to design and set up a lead magnet page. This page will have two functions, the first function of this page is to explain and showcase front end offer that you want to present to your customers, and secondly, it will serve as a signature page whereby it will help to collect the information and details of visitors and traffic, and this information will be used later on for follow up of this traffics. 

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 2.  PHASE 2: Set Up Automation Flows

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   Once we’ve got traffic data, we’ll build a smart, personalized automation system using flows such as:

  • Welcome series

  • Thank you series

  • Abandoned cart recovery

  • Browse abandonment

  • Post-purchase upsell/cross-sell

  • Customer win-back series

Each flow will guide visitors step-by-step toward making a purchase or coming back to buy more.

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  WHAT ARE THE THINGS WE NEED TO GET THIS DONE EFFECTIVELY


1. Sales copy for every email present in every of series that we are going to be making use of for the project, recall that every series has at least 3 to 4 emails present in them, with at least 8 to 12 email series to be done.
2. Design of the pop-up form, as said earlier, for the purpose we talked about earlier as well.
3.  Multimedia designs for every mail that we are going to be designing, we will also be needing at least an average of 3 to 4 per mail present in every mailing series to be designed  
4. We also need to integrate, optimize, and set up the app so as to maximize the effects of the app on your store.
5.  List generation, building, and segmentation for better results in the mailing series that we will be setting up, as you might have known that there are different triggers for our mailing series, which means different segments of the emails we might have collected 
6. SMS messaging is set up to maximize our results by messaging them directly sometimes, so as to make use of them even if they are not online.


 
3. PHASE 3: Heatmap & Behavior Tracking (“Shopify CCTV”)

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After getting the flows up and running, then we need to know more about our audience, through the way they interact with your Shopify store when they are online on your store, How can we get this done by getting a heatmap app on your Store, this will get things ready for the full analytical break down of your audience behavior when they come into your store, And of course, It is very important as it will give us the video feed of what was going in your Shopify store. Cool right? And with this, we improve your store and its accessories so as for it to give the best results.

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4.  PHASE 4: Social Proof with Sales Pop

 

After our "Shopify CCTV" is up and running, we will then add a final shot to get things irresistible for our feeble Shopify traffics, What is that? You would agree with me that one of the biggest challenges new store owners experience is how to convert more visitors to buyers when your brand is not yet recognized as a big brand. This is exactly where Sales Pop enters the game. 
Sales Pop shows visitors that they can trust your brand. Sales Pop shows proof that other people are buying products in your shop, and that’s how more than 30,000+ Shopify stores convert more visitors to buyers. And with this up and running, your Shopify Traffic have the rest of your mind to do things that you need them to get done in your store. 
 

Sales Pop shows live activity like:

  • “John from New York just purchased this item.”

  • “20 people are viewing this product.”

This increases urgency and builds instant trust, helping you boost conversions and create a sense of popularity.

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5.    PHASE 5: Smart Chatbot for Real-Time Engagement & 24\7 Customer Surport 

 

With this all set, we will also have to set up a way to scale up your relationship with your traffic which will be done in a way that we will have to install and set up a chatbot for your store, this chatbot will be connected to store back end and what it does is to collect the information, complaint and other things the traffics and audience have for you, and with this, you can talk directly with your audience and from here you will know what they have in mind about your brand and also clear the doubts they have for your store and through here you can build their loyalty towards your store and from there they can refer your brands to people around them which will also serve as a merit for your store.

 

 

6. PHASE 6: Review App Integration

 

 

Also here is another thing that will also help to build a good image for your store and brand in the mind of the traffics and audience that comes into your store, and what I am referring to is called the Shopify store reviewing app, well in the design there is a way to show reviews on your store but you know getting something more convincing will go a long way for your store, As a this will give impression to new audience that they are not the first set to purchase from your store and also it gives the impression that the past customers from your store loved your products and also willingly dropped a review for your store so as to show their love for the products that you delivered to them which is what they ordered from your store. This also builds up your image and as well the loyalty your audience has for your store and brand.

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BONUS: Email List Building + Ongoing Awareness Campaigns

We’ll run advanced audience and competitor research, generate a mailing list of at least 1,500 highly-targeted contacts, and design an email campaign to promote your brand and products daily for 7 days straight.

Each day, your store gains more recognition, more trust, and more sales.

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Why Should You Set This Up for Your Store?

  • Stop wasting traffic and start capturing leads

  • Build long-term customer relationships

  • It helps you to define your products and store in general 

  • It always keeps you updated about your store 

  • It allows you to see and understand why your visitors are not converting. 

  • You can see exactly where people abandon a process (such as completing a transaction on the checkout page). 

  • It helps you make use of your traffic interest and also generate quality leads  

  • Automate follow-ups and customer service

  • Improve your store based on real user behavior

  • Increase conversions with trust-building tools

  • It increases forecasting of your store traffic activities

  • Unlock new ways to upsell and scale

  • Makes your store look busy, adds to the Shopping experience

  • Awesome Functionalities like GeoLocation, Instant Upgrades, Live Chat Support 

  • Get deep insight into your audience's interests and actions

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READY TO GROW?

If you’re serious about increasing your conversions, building long-term customer loyalty, and making every visitor count—let’s set this up for your Shopify store.

Contact us today to start mapping the exact strategy tailored to your business goals.

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