Lead Flow + Qualification

Website Buttons all direct to Calendly "Routing" - Form Name-  AgencyZoom User? (allwebsite)

YES =

• Routes to Calendly "Routing" - Form Name- YES AZ- Sales Team Selection Routing for Discovery Calls

  • Who do you want to meet with? 

    • Select Team Member Name = Directs to Accelerated Automation Discovery Call for that specific user

    • No Preference/Frist Available = Directs to TEAM - Discovery Call event and will assign round-robin

NO=

• Routes to Calendly "Routing" - Form Name- NO AZ- Sales Team Selection Routing for Demo Calls

  • Who do you want to meet with? 

    • Select Team Member Name = Directs to AgencyZoom Demo call by Accelerated Automation for that specific user

    • No Preference/Frist Available = Directs to TEAM -AgencyZoom Demo call by Accelerated Automation and will assign round-robin

Facebook add opt-in page directs to Calendly "Routing" - Form Name-  AgencyZoom User? (fbad) - lead is created in AZ with FB Ad tag on round robin

YES =

• Team Discovery Call Link

  • call is scheduled round robin

No =

• Team AgencyZoom Demo by Accelerated Automation

  • call is scheduled round robin

(((CHECK ON THIS- is lead updated to correct producer in AZ when an appointment lands on a calendar??)) sent tyler message