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How to automate a lead qualification process in a few days with no code - Palabra stories

Drip retention, Stories, Use case3 min read

By Pau Alcalá - Co-founder of Palabra

What we love most about building Palabra is learning from what our users are doing with it, so we thought we'd share some of their stories. If you're thinking about a new business idea and want to test for demand or qualify your leads, you may be interested in Tommi's story. He automated an entire service in just a few days using Webflow, Typeform, Airtable and Palabra.

Palabra Stories is how we tell the world about our awesome users. If you want to get your story told, fill out this form! If you're selected, you'll get 2 months for free to use Palabra + 1-1 help to automate your entire workflow and get featured in our blog

Testing for demand with quick automations

Meet Tommi. Tommi is one of our first users, he found us in the Makerpad marketplace looking for a quick way to automate his business idea.

His project is chapter.so, they offer professionally written Employee Handbooks for companies in just a few days. They use editable templates and automate most of the customer lifecycle to provide a professional service in no time.

To test for demand and start qualifying leads, they started by offering a free handbook to first time customers. If you've been reading as much about growth as I have, you probably know this is a nice qualification strategy for prospects. If they can provide value at low cost, they can later engage prospects offering higher value and charging for it.

Considering time is probably the biggest cost for early stage projects, their whole initial process is automated. And the best part about it is that they created everything with no-code tool, and in no-time. This is how they did it.

How it works

Webflow for their landing page

Their home page is made in Webflow. Their design is really nice and simple, and they have a very clear call to action: GET STARTED FOR FREE.

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Typeform to qualify leads

Prospects are then asked to fill basic information about their company. That way they can segment interested companies based on their size, industry and location.

Palabra to move from qualification to product

Every time a prospect leaves their information, they send an automated email with Palabra, including the link to a second survey: this time to collect the info needed to create the handbook.

Dashboard

Airtable + Zapier + Google Docs to create the product

They use this info to autogenerate an Employee Handbook from a professionally made template. The info from the second survey is entered into a Google Doc via Zapier.

After a quick manual check up, they send the product back to the companies

Palabra (again) to ask for feedback and nurture prospects

Since they're using Airtable as their project management tool, each time a new handbook gets sent, a new row is added to an Airtable spreadsheet.

This is when one of Palabra's newest feature comes in: Airtable's triggers. When a new row is added in spreadsheet, an email is sent to ask for feedback.

I personally think this is a great idea to keep on engaging prospects after the service is done. Just asking for feedback with a simple Typeform survey is enough to find out who your most engaged users are, and how to keep on providing value for them.

What's best about the process

Testing out new ideas should be as simple as in Chapter. As makers or founders we often spend most of our time building products or services that we think are great, but have no idea if other people will like it.

Building a solution before testing if there really is a problem to solve is one of the most common mistakes in new businesses. What I've learned from Tommi's use case is that automating a small service is an awesome way to test for demand without spending too much time on new ideas.

Choosing tools that are easy to use and building a quick set up is key.

"We were super happy that Palabra had native integration with Typeform, so we didn’t have use Zapier to do that. Connecting was super easy, just a few clicks and checking the connection by entering test data into the Typeform. The pros of our setup are definitely the speed and easy of use of all the platforms."

What comes after validation

After testing a short MVP comes scale. Chapter is now ready to scale their experiment and see if they can get more sales with their working process.

"So far we’ve got a few sales, which concluded this week-long experiment a win. Next we will scale our the experiment to other types of handbook templates (such as Culture Decks and Sales Playbooks)"

We are looking forward to seeing our tool get tested for scale. We're working hard at adding more features and grow with our users!

Want to get your story told?

We are working alongside our users to create some awesome automated tools. If you want to try out Palabra and see your story in our blog, fill out this form and we'll contact you.


Hope you enjoyed this tutorial! If you are curious about what else you can do with Palabra or would just like to try it go ahead an create an account here.

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