Before using any of these templates, it is essential that you have watched the training video on "Workflows, Leads, and Custom Fields."
The templates are built with custom fields like [company_name], [city], and [niche_keyword].
The prerequisite training shows you exactly how to set up and use these custom fields. Without completing it, the templates will not work correctly.
The provided templates are a starting point. To make them highly effective, you should personalize the marketing message for each specific industry you target.
Copy the workflow text (the email or SMS) you want to use from the Google Doc.
Paste the text into ChatGPT.
Instruct ChatGPT to rewrite the copy for your target niche.
Example Prompt: "Rewrite this marketing copy for a roofing company." or "Customize this email for a Med-Spa in Miami."
For the best results, use data and specific tactics to make your outreach stand out.
For the "Pay-Per-Result SEO" Workflow:
Use high-intent keywords to show you've done your research.
Identify 1-2 valuable keywords for the prospect's business (e.g., "Atlanta car accident lawyer").
Add these to the [niche keyword 1] and [niche keyword 2] custom fields.
This makes your offer immediately relevant and compelling to businesses that understand the value of search traffic.
For the "Listings & Review Generation" Workflow:
Use data from Lead Scraper to create a sense of urgency.
Find the prospect's [review_count].
Find their top [competitor_name] and their estimated search traffic [semrush kw traffic].
Use this data in your email to directly compare them to their competition, making your solution feel necessary.
For the "PR Article Tactic":
Use this as a powerful "foot-in-the-door" strategy to build trust.
Offer a complimentary PR spotlight on the Umbrellalocalheroes.com website.
Explain that in return, all you ask for is a short review of your service.
This free, high-value offer builds rapport and creates a natural opening to discuss their other marketing needs, often leading to a sale.
