So, you work in B2B sales. Maybe you’re running a small team, or you’re the one-person sales machine at a growing startup. Either way, you probably spend way too much time on email copy-paste, updating CRMs, and chasing prospects who ghosted you weeks ago. It’s not glamorous. Most of it is as tedious as mowing a football field with a pair of scissors.
This guide is for you if you want to cut the nonsense and actually get more time selling (or, you know, living your life). We’ll dig into how to use Getmagical to automate the stuff you hate, speed up your sales cycle, and save your sanity. No fluff—just what works, what doesn’t, and how to get the most out of it.
Step 1: Map Your Real Sales Process (Don’t Skip This)
Before you even open an automation tool, get clear on what you actually do in your sales process. Not the “ideal” process from a consultant’s slide deck—the messy, real steps you and your team actually take.
Grab a piece of paper, or a blank doc, and jot down: - Where do new leads show up? (Email? LinkedIn? Web forms?) - How do you reach out? (Templates, custom emails, LinkedIn DMs?) - What are your standard follow-ups? (How often do you nudge, and by what channel?) - When do you update your CRM? (After every call, or once a week in a panic?) - What info do you send back and forth with prospects? (Decks, pricing, FAQs?)
Why bother? Because automation only works if you know what’s worth automating. If your process is a mess, automating it just makes the mess faster.
Pro tip: Get your team’s input, too. There’s always a step or two you’re blind to because it’s “just how we do things.”
Step 2: Identify the Busywork That’s Actually Draining You
Now, look at your process map. Circle every repetitive, mind-numbing thing you do at least once a day. These are your prime automation targets.
Usual suspects: - Writing the same intro/follow-up emails over and over - Copy-pasting info into your CRM or spreadsheets - Sending calendar links, pricing sheets, or battlecards - Transferring lead data between tools - Answering the same “Do you integrate with…” questions
What’s NOT worth automating (yet): - Super-custom, relationship-building emails - Calls or demos that need a human touch - Anything you do once a month or less
Don’t try to automate everything on day one. Start with the stuff that makes you want to scream.
Step 3: Set Up Getmagical (The Right Way)
If you haven’t already, install Getmagical’s Chrome extension and create an account. It works inside your browser, so you don’t need IT or a big onboarding process.
Here’s what actually matters: - Snippets: These are reusable chunks of text you can insert anywhere (email, LinkedIn, your CRM, etc.) with a few keystrokes. - Variables: You can set up placeholders in your snippets (like {{first name}} or {{company}}) so they auto-fill based on what you type or copy. - Multi-field Autofill: For copying info from one site or tool and pasting it into another—no more switching tabs 50 times.
Skip for now: - Deep integrations with CRMs—Getmagical isn’t a full-on Zapier replacement. It’s about saving time in-browser, not syncing your whole stack (yet). - Trying to automate your entire sales process at once. You’ll just get overwhelmed.
Pro tip: Start with just two or three snippets. Make them perfect. You can always add more.
Step 4: Build Snippets for Your Most-Repeated Messages
This is where the magic (sorry) happens. Think about the emails or messages you send 10, 20, 50 times a week.
Examples: - Cold outreach email - Demo scheduling message - Pricing response - “Just checking in” follow-up - Post-demo thank you
How to do it:
1. Open Getmagical and create a new snippet for each message.
2. Use variables for anything that changes: Hi {{first name}}, or I saw you’re with {{company}}.
3. Give each snippet a memorable shortcut (like ;intro or ;demo).
When you’re replying in Gmail or LinkedIn, just type the shortcut and watch the message pop in. No more copy-paste, no more typos.
What works:
Snippets are a lifesaver for anything you send more than a few times a week. They’re also great for onboarding new sales reps—they don’t have to guess what “the usual” reply is.
What doesn’t:
Don’t try to use snippets for messages that are totally bespoke or need to show real empathy. People can spot a form letter a mile away.
Step 5: Automate Form Fills and CRM Updates
This is the part that gets overlooked, but it’s where you can claw back hours every week.
Typical scenario:
You have a new lead in your email, and you need to add their info to your CRM or a spreadsheet. Usually, this means tons of switching tabs, copy-pasting, and double-checking fields.
With Getmagical’s multi-field autofill: 1. Highlight the info you want to grab (name, company, email, etc.). 2. Save it as a “magical table.” 3. When you’re in your CRM or spreadsheet, use Getmagical to map and auto-fill those fields.
What works:
- Updating spreadsheets quickly
- Adding contacts to lightweight CRMs (especially if your CRM doesn’t have great import tools)
- Filling out web forms for lead qualification
What doesn’t:
- Massive, complex CRMs (like Salesforce) with custom workflows—Getmagical isn’t going to replace your admin. But it can still help with the basics.
Pro tip: If you’re using a CRM with really locked-down fields, test your autofill snippet on a dummy record first. Nothing worse than accidentally pasting “Joe@Acme” into the wrong field for 50 contacts.
Step 6: Speed Up Scheduling and FAQs
Scheduling demos or answering the same five questions over and over? Two more places to save time:
For scheduling:
- Make a snippet with your calendar link (Calendly, Google Calendar, whatever you use).
- Add a quick “Looking forward to talking!” message.
- Use a shortcut like ;schedule.
For FAQs:
- Build snippets for your most common questions (“Do you integrate with Salesforce?”, “What’s your pricing?”, “How long is onboarding?”).
- Use variables if some answers need light customization.
What works:
- Consistency. Everyone on your team can use the same answers, so you’re not reinventing the wheel or sending conflicting info.
- Staying polite, even when you’re tired of typing the same thing.
What doesn’t:
- Don’t try to script every answer. If a question is rare or complex, answer it like a human.
Step 7: Share Snippets and Templates With Your Team
If you’re solo, skip this. But if you have a team—even just one other person—you want everyone using the same best-practice replies.
How to do it:
- In Getmagical, share your snippets with teammates.
- Set up a naming convention so nobody wonders what ;int means (“Is that ‘introduction’ or ‘internal note’?”).
- Update snippets as you go. If someone finds a better way to phrase something, roll it out for everyone.
What works:
- Faster onboarding for new hires—just give them your snippet library.
- Consistent messaging across the board.
What doesn’t:
- Don’t turn this into a bureaucracy. If your team needs to fill out a form to request a new snippet, you’re missing the point.
Step 8: Review and Refine—Don’t Set and Forget
Automating your sales process is never a “one and done” deal. Review your snippets and automations every couple of weeks.
Ask yourself: - Am I still doing any repetitive work I could automate? - Are my snippets getting good responses, or do they sound robotic? - Have my processes changed since I set these up?
What works:
- Iterating in small steps. Tweak one or two snippets at a time.
- Getting feedback from prospects and teammates.
What doesn’t:
- Letting old, out-of-date snippets linger. Kill them off as soon as they stop being useful.
Wrapping Up: Keep It Simple, Iterate Fast
Don’t get sucked into building a Rube Goldberg machine for your sales process. Start small. Automate the stuff you hate first. If you try to automate everything at once, you’ll end up spending more time on “automation” than on actual sales.
Getmagical is great for cutting out the busywork—especially the daily grind of emails, calendar links, and form fills. It won’t magically (ha) make you a sales superstar, but it will give you more time to actually sell.
Keep it simple, pay attention to what actually saves you time, and tweak as you go. Your future self (and your pipeline) will thank you.