Today was about tackling two significant challenges that are key to moving the project forward. The first involved creating a streamlined, repeatable process for managing leads in HubSpot. The second centred on crafting a valuable digital product in the form of an FAQ eBook, an essential tool for engaging potential clients.
These tasks required a mix of technical problem-solving and creative ingenuity, further underscoring how far the project has come since Day 1, where the initial tools and goals were set.
Challenge 1: Streamlining Lead Management
Efficient lead management is critical for this project, particularly with the addition of paid leads from Facebook ads. To ensure smooth workflows, two key updates were made:
Centralizing Leads in HubSpot
The goal was to integrate all lead sources—Facebook, the landing page, and manual entries—into HubSpot’s CRM for streamlined tracking. This required:
- Replacing the Landing Page Form:
- Benefits: This eliminates duplication and ensures a single source of truth for lead data.
- The existing form was replaced with a HubSpot form, enabling direct entry of leads as contacts in the CRM.
- Leveraging HubSpot Pipelines:
- Created two pipelines:
- Deal Pipeline: Tracks real-life milestones like property evaluations and offers.
- Automation Pipeline: Focuses on paid leads from Facebook, ensuring they follow a structured path for nurturing and conversion.
Using Make for Automation
For Facebook leads, I integrated Make using the New Lead Trigger to push data into HubSpot. While tools like Zapier or IFTTT were alternatives, I chose Make due to familiarity from a recent project.
- Why Make?
- Ease of Use: Its visual interface allowed for quick setup.
- Flexibility: Handles complex workflows without requiring extensive testing.
Although this may not be the most optimized solution long-term, it’s effective and reliable for the current scope of the project.
Challenge 2: Crafting a Digital Product – The FAQ eBook
Creating a high-value FAQ eBook posed a different challenge: Where to start? With the clock ticking, I turned to prompt engineering to generate content ideas and structure.
Learning Prompt Crafting for Value
To make the FAQ eBook versatile and applicable across industries, I approached prompt engineering methodically:
- Define the Purpose:
- “Create a blueprint for an FAQ document tailored to selling homes for cash. The FAQ should include answers to the top 15 questions homeowners might ask, using clear, concise language.”
- Refine the Scope:
- I iterated the prompt to include:
- Sections like selling as-is, cash offers, and timeline expectations.
- Content suggestions for images and visual aids.
- Use Case Blueprint:
- I refined the output to create a prompt adaptable for other industries. By changing keywords, the structure remains relevant, whether it’s for real estate, tech products, or retail services.
Adding Visuals to Enhance Engagement
To elevate the eBook, I incorporated image generation tools discussed in previous blogs:
- MidJourney: Created conceptual visuals for FAQs like “What does selling as-is mean?”
- Recraft: Produced diagrams explaining timelines and processes.
- Flux AI: Designed stylized icons for sections like contact info and call-to-action.
These tools transformed the eBook into a polished, professional resource that aligns with the project’s branding.
Looking Ahead: Final Testing and Scaling
As we move closer to launch, the next steps involve:
- Testing Lead Management: Validate the workflows in HubSpot, ensuring all leads flow seamlessly through the CRM.
- Scaling the FAQ eBook: Review feedback and make final edits for deployment.
- Preparing for Go-Live: Finalize all elements of the system, including landing pages, ads, and digital products.
Final Thoughts
Day 19 reflected the blend of problem-solving and creativity needed to bring this project to life. The integration of HubSpot pipelines ensures a robust lead management system, while the FAQ eBook represents a tangible, value-driven asset for engaging leads.
Looking back at the foundational work on Day 1, it’s exciting to see how each piece of the puzzle has come together. As we approach the finish line, the focus remains on testing, refining, and scaling the system to ensure a smooth launch.
If you’ve created similar digital products or worked with CRM integrations, I’d love to hear your experiences. Stay tuned for Day 20 as the project moves into its final stages!
Let’s Connect
If you’ve worked with any of these tools or have insights to share, drop a comment below, reach out on social media or email contact@juliandrouse.com —I’d love to hear your thoughts!
For more details, check out my channel on YouTube. Stay tuned as we continue building the future of real estate investing!
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