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Automate Your Sales Funnel: From Lead Magnet to Booked Meeting

Are you losing potential clients because your lead follow-up is slow and manual? When a prospect signs up for your free guide, the process often stalls. You're stuck manually emailing the content, adding them to a spreadsheet, and struggling to remember to send follow-up emails. This disjointed, time-consuming workflow creates a poor first impression and causes hot leads to go cold.

This playbook implements 'The All-in-One SMB Stack' to build a fully automated system using Brevo and Calendly. Capture leads with a Brevo form, automatically deliver your lead magnet, and trigger a nurturing email sequence to build trust. When a lead is ready, they can book a consultation directly from your emails using Calendly, which seamlessly syncs the appointment and contact data back into Brevo. Stop juggling spreadsheets and start converting leads into clients, effortlessly.

Expected Outcomes

  • Eliminate manual data entry and inconsistent follow-up.
  • Deliver lead magnets and nurture emails instantly, creating a professional user experience.
  • Convert more leads into booked consultations by providing a seamless, automated workflow.
  • Maintain a single, organized view of all your contacts and their journey in one platform.

Core Tools in This Stack

Brevo

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Brevo is an all-in-one platform to build customer relationships, combining a full suite of marketing and sales tools including email, SMS, chat, marketing automation, CRM, and more.

Key Features
  • Email Marketing Campaigns
  • Sales Platform (CRM)
  • Marketing Automation
  • Transactional Email API
  • Live Chat & Chatbots
  • SMS & WhatsApp Marketing
  • Landing Page Builder
  • Meeting Scheduler
Ideal For

Company Size: Micro, Small, Medium, Large

Industries: Technology & Software, Business & Professional Services, Retail & E-commerce, Creative & Media, Education & Non-Profit, Health & Wellness, Other

Pricing

Model: Free, Subscription, Usage-based

Tier: Medium

Ease of Use

Easy

Calendly

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Calendly is an intuitive scheduling platform that simplifies connecting with others by eliminating back-and-forth emails, allowing you to book meetings professionally and efficiently. It automates meeting workflows and integrates with your existing calendar and tools.

Key Features
  • Automated meeting and appointment scheduling
  • Multiple calendar integrations (Google, Office 365, iCloud)
  • Customizable booking pages and links
  • Automated workflows for reminders and follow-ups
  • Team scheduling features (Round Robin, Collective)
  • Meeting Polls for group scheduling
  • Routing forms to qualify and direct invitees
  • Extensive integrations with tools like Salesforce, HubSpot, Zoom, and Stripe
Ideal For

Company Size: Micro, Small, Medium, Large

Industries: Technology & Software, Business & Professional Services, Retail & E-commerce, Creative & Media, Education & Non-Profit, Health & Wellness, Other

Pricing

Model: Freemium, Subscription

Tier: Mid-range

Ease of Use

Very Easy

The Workflow

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Integration Logic

  • Calendly for Brevo Meetings

    When an invitee schedules a meeting through a selected Calendly event type, this native Brevo integration is triggered. It checks for the invitee's email address in your Brevo contacts. If a matching contact exists, it updates their attributes. If no contact exists, it creates a new one in a specified Brevo list. You can map Calendly booking form answers directly to custom Brevo contact attributes, enriching your contact profiles with valuable information from the scheduling process.

Get Your Automated Sales Funnel Playbook

Learn how to instantly turn hot leads into booked meetings, without any manual follow-up.