Hello, curious how others are using SMS and if it has been beneficial in rengaging/closing leads.
Hello @KGolke,
Thanks for bringing this to the Community!
I’ll tag in some of our Top Contributors to see if they’re using SMS and have any success stories for you!
Hey @danmoyle, @RubenBurdin, @EugeneAtKiwi -- Have you implemented SMS for yourself or any of your clients? Do you have any best practices or general suggestions for @KGolke on this?
Thank you!
Sam, Community Manager
Hey there @KGolke. Thanks for the tag @SamTassey 
Admittedly my personal SMS usage has been a bit low. However, I’ve seen the anecdotes in the agency with other clients, and in talks with other colleagues. Here are a couple I’ve read or heard about.
One I really likd was the “immediate follow-up after a form fill, demo request, webinar registration, or content download.” This can help to catch leads while intent is high. We’re all on our phones, so asking for a texting number and following up with immediate value can be powerful.
Another example I’ve seen is re-engagement of cold or stalled leads with a short check-in like “Are you still looking to solve X?” as a message. Again, since we’re on our phones I’ve seen this work well when giving the right context reminder.
I’ve personally been subject to appointment, meeting, or demo reminders. While I manage my own claendar pretty well, these SMS messages can help to reduce no-shows and keep the deal moving.
From the case studies and anecdotes I’ve crossed paths with, the short answer to your quesiton on whether it works is yes, especially when the lead has already shown interest and SMS is used as a supplement to email or calls rather than a replacement. SMS seems strongest when the next step is simple: reply, book, confirm, reschedule, or revisit an offer.
Hope that helps!
Thanks for the note, @danmoyle. In our initial exploration phase we were thinking that this would be a good use case in addition to our automated email that goes out ones a lead fills out our request an estimate form. In that form we ask that the lead to upload their latest utility bill (or a years worth of history) some of the leads stall out here, so maybe working in a text reminder a few days after would help convert.
Additionally I am wondering if anyone has ever tried or had luck with an SMS campaign to send out when a lead visits a webpage… I have those notifications set up in hubspot, but haven’t figured out a good use case for engaging when receiving a pageview notification.
Thank you for your anecdotes. I’ll share some use cases with the team, and see if it justifies the additional spend.
Shine On!