Faster, Smarter, More Efficient Sales
Accelerate your sales process with our fully automated lead generation and closing system. Our targeted sales automation strategy helps you identify and nurture high-value residential and commercial customers, ensuring your business connects with the right decision-makers at the right time.
Why Sales Automation is Essential for Your Business
For service-based businesses, securing long-term contracts and consistent customer bookings requires a structured, efficient sales process.
- No Leads Left Behind
- Bypassing Gatekeepers
- Prequalification for Efficiency
- Data-Driven Sales Approach
How Our Sales Automation Process Works
- We source high-quality, verified residential and commercial leads specific to your service area.
- Leads are segmented based on business size, location, and decision-making structure for maximum relevance.
- Prequalification calls identify good-fit leads and determine the decision-makers for your services.
- If a gatekeeper answers, we gather the decision-maker’s contact info for future follow-ups.
- We send handwritten notes with a business card and core benefits card directly to the decision-maker.
- This personal approach builds credibility and sets your business apart from cold email campaigns.
- We reference the personal card in our follow-up calls, addressing the gatekeeper by name and asking for the decision-maker.
- Once connected, we ask key qualifying questions to understand their needs and current provider’s shortcomings.
- We conduct research to highlight gaps in their current service and position your business as the superior option.
- We work with the prospect to understand their goals, pain points, and specific needs through a full strategy session.
- We create a custom proposal based on the strategy session, tailored to their business objectives.
- We schedule a proposal review to present a plan to improve their operations.
- If they’re not ready to sign, we transition them to a long-term nurturing campaign.
- If a prospect doesn’t convert immediately, they enter a nurturing campaign that includes:
- Educational content on industry trends, cost-saving tips, and best practices.
- Automated follow-ups via email, SMS, and direct mail.
- Periodic calls to continue the conversation and keep the lead warm.
- End-to-End Sales ProcessWe handle the entire sales process, from lead acquisition to closing, so you don’t need an internal sales team.
- Data-Driven Sales StrategiesOur strategies are backed by research and proven sales methodologies, ensuring optimal results.
- Customizable CampaignsWe tailor our sales automation approach to your business model and specific goals, providing a solution that works for you.
- Seamless IntegrationOur system integrates smoothly with your existing tools, ensuring a frictionless experience from start to finish.
Turn Leads into Long-Term Customers with Our Sales Automation System
Our structured sales approach ensures that every qualified lead is nurtured and followed up with, maximizing your chance of turning them into paying customers.
Contact Us today to discuss how our sales automation service can help you scale without needing an in-house sales team!
Marketing Automation
Streamline Lead Nurturing & Customer Engagement
Our automated marketing solutions help you connect with leads and keep your business top-of-mind throughout the customer journey. By integrating web forms with a CRM, we automate email sequences, follow-up calls, text messages, handwritten correspondence, and long-term campaigns to ensure your business stays connected and responsive.
Many service businesses assume they need a large budget or enterprise-level systems for customer relationship management (CRM) and marketing automation. The truth is, we offer a fully integrated system tailored to your needs—without the hefty upfront costs. We’ll set up CRM, tracking systems, and automation tools that help you manage leads and follow up automatically.
Why Marketing Automation is Critical for Your Business
- For service-based businesses, speed and consistency in responding to customer inquiries are vital to success. Research shows that:
- 78% of customers buy from the company that responds to their inquiry first.
- Responding within 5 minutes increases conversion likelihood by 400%.
- Ongoing communication through email, SMS, phone calls, and direct mail builds trust and long-term customer loyalty.
With our marketing automation system, every lead is nurtured with a structured follow-up process—from initial inquiry to long-term customer relationship.
This is How We Excel in Marketing Automation
1. Capturing Leads with Web Forms & CRM Integration
- Custom web forms capture contact details and service inquiries directly from your website.
- Submissions are automatically fed into a CRM, starting the automated process.
- The CRM organizes and tracks leads, ensuring no opportunities are missed.
2. Instant Follow-Up Sequences
- Immediate Email ConfirmationThank leads for their inquiry and outline next steps.
- Automated SMS MessagesProvide service details and set clear response time expectations.
- First Phone Call AttemptFollow up within minutes to answer questions and book services.
3. Multi-Channel Follow-Up Campaigns
A series of touchpoints designed to build trust and convert leads:
- EmailsEducational content, service benefits, customer testimonials, and case studies.
- Phone CallsPersonal follow-ups to discuss inquiries and available services.
- Text MessagesQuick reminders and updates on service availability.
- Handwritten CorrespondenceA personal touch that helps you stand out and build trust.
4. Long-Term Evergreen / Spotlight Campaigns
- Leads that don’t convert right away enter a long-term nurturing sequence.
- Monthly Educational ContentIndustry insights, updates, and seasonal offers to keep your business top-of-mind.
- Custom Spotlight CampaignsSpecial promotions or case studies to increase conversions.
- Tailored Solutions for Service BusinessesOur system is designed specifically for businesses that provide on-site services and logistics.
- Custom WorkflowsWe build automated workflows to match your sales process and customer journey.
- Seamless CRM IntegrationCompatible with popular CRM tools to track and manage leads efficiently.
- Higher Conversion RatesOur system ensures leads are followed up with at the right time and through the right channels, increasing conversion rates.
Turn Leads into Long-Term Customers with Automation
With our marketing automation system, you’ll nurture leads, increase conversion rates, and build lasting relationships with customers—effortlessly.
Contact Us today to implement marketing automation and start generating more leads!
Text Message Marketing
Text Message Marketing for Service Businesses
Reach customers faster and more effectively with SMS marketing—a proven strategy to drive more service bookings, improve customer engagement, and gather more 5-star reviews.
Text messages boast a 98% open rate, making them four times more effective than email in getting your message across instantly. Whether you're reminding customers about upcoming appointments, promoting special offers, or requesting reviews, SMS keeps your business at the forefront and fosters long-term customer loyalty.
Why SMS Marketing Works for Your Business
- Instant Reach
- Automated Reputation Management
- Preferred Communication
- Higher Conversion Rates
Boost Your Business with SMS Marketing
- Send timely reminders for upcoming services or appointments.
- Promote special offers, seasonal discounts, and loyalty programs to keep customers coming back.
- Alert customers about service windows, delivery confirmations, and schedule changes.
- Automatically follow up with customers after each service to request a review.
- Boost your local SEO and Google ranking with consistent, fresh customer feedback.
- Build trust and credibility with more positive reviews.
- Send personalized service reminders for recurring services or follow-up tasks.
- Offer exclusive deals and referral incentives to turn one-time customers into long-term clients.
- Keep your business top-of-mind with regular, strategic text messages.
- Submit & Verify Your Business with GoogleEnsure your business is correctly listed and visible on maps and search results.
- Increase Credibility & TrustVerified reviews lead to increased trust and higher rankings.
- Enhance Your Website with Fresh ContentGoogle rewards businesses that regularly update their listings with authentic customer feedback.
- Automated Text Messaging SoftwareWe provide hands-free, customizable SMS campaigns that allow you to focus on running your business.
Schedule a Strategy Call Today
Let’s create a custom SMS marketing campaign tailored to boost your service bookings, online reputation, and customer engagement. Get started now!
Phone Sales & Appointment Setter Recruiting Services
Recruit Top-Tier Sales Professionals to Grow Your Business
Finding qualified, motivated phone sales professionals can be a challenge—but that’s where we come in. We specialize in recruiting appointment setters and sales closers who know how to convert leads into customers over the phone or Zoom.
Whether you need high-energy appointment setters to book sales calls or skilled closers to finalize deals, we handle the entire recruitment process so you can focus on running your business.
Need a steady stream of qualified leads AND the salespeople to close them? We’ll find the talent to help your business scale.
Our Sales Recruiting Services
Appointment Setter Recruitment
We find highly motivated professionals who:
- Cold call or follow up on inbound leads to schedule appointments.
- Engage prospects via phone, email, or social media to book sales calls.
- Use scripts and proven sales techniques to qualify leads.
- Work in tandem with closers to maintain a full sales pipeline.
Sales Closer Recruitment
We recruit experienced sales professionals who:
- Conduct Zoom or phone sales presentations to close high-ticket deals.
- Handle objections and build rapport to maximize conversion rates.
- Follow proven sales scripts and strategies to increase revenue.
- Consistently hit sales targets and generate long-term business growth.
How We Find Top-Tier Sales Talent
We know that the right people make all the difference in scaling your revenue. That’s why we have a proven process to find, screen, and recommend only the best candidates for your business.
We write high-converting job descriptions and post them on top job boards, sales communities, and recruitment platforms, including:
- Indeed, LinkedIn, ZipRecruiter, Facebook, and more.
- Sales-specific hiring networks where top-performing closers and appointment setters are searching.
We don’t waste your time with unqualified candidates. Our applicant tracking system (ATS) filters out low-quality applicants, ensuring you only review pre-vetted, high-potential hires.
We screen candidates based on:
- Industry experience & phone sales skills.
- Track record of success in closing deals.
- Ability to handle objections & work a sales script.
- Professionalism & communication skills.
We conduct one-on-one interviews and sales ability tests to ensure each candidate has the right mindset, work ethic, and skills to thrive in your sales environment.
How We Build Your Follow-Up Funnel and Appointment Process
We design and implement systems that turn leads into booked appointments by combining automation with personal outreach. Here’s how we set up your follow-up and staff the right person to make calls:
Create automated email and text campaigns that engage leads the moment they come in.
Use workflows to send reminders, answer questions, and move prospects closer to booking.
Capture every lead into your CRM automatically.
Track each interaction so your team knows exactly where prospects are in the funnel.
Provide a trained caller whose job is to follow up by phone.
Ensure every qualified lead gets personal attention and a clear invitation to schedule.
Develop proven call scripts that increase appointment rates.
Coach the appointment setter to handle objections and secure commitments.
Deliver dashboards that show call volume, appointments booked, and conversion rates.
Give you visibility into performance so adjustments can be made quickly.
Why Choose Roman Media Group for Follow-Up and Appointment Setting?
Follow-Up Funnel: The Missing Link in Most Marketing Strategies
Without structured follow-up and a dedicated appointment process, leads go cold and revenue is lost. Roman Media Group builds the funnel, provides the staff, and gives you the oversight to turn more leads into paying clients.
The Internet Driven Sales System
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