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      Overview of Sales Pipeline Automations

      Gain an overall understanding of the Sales Pipeline Automations set up for you

      This guide provides an overview of the pre-built sales pipeline automations available in your platform. Follow these steps to navigate and utilize these automations effectively.

      Accessing the Automations Tab

      1. Navigate to the Automations menu item

      Workflow for Form Submissions

      1. Form Submission - New Lead Workflow:
        • This workflow is triggered when a form is submitted on your main homepage.
        • Assignment: The lead is assigned to a specific user. Ensure "Only Apply to Unassigned Contacts" is toggled on.
        • Opportunity Creation: An opportunity is created and appears in the "New Leads" stage of your sales pipeline.
        • Notifications: Both an email and a text message are sent to notify you of the new lead, using the contact details under "Custom Values" for client notifications.

      Appointment Confirmation and Reminder Workflow

      1. Appointment Workflow:
        • Triggered when someone books an appointment.
        • Initial Email: Sends an email with options to add the appointment to Google Calendar or Outlook, and options to cancel or reschedule.
        • Reminders:
          • 24 hours before the appointment, an email reminder is sent.
          • 1 hour before the appointment, an additional reminder is sent.

      Handling No-Shows

      1. No-Show Workflow:
        • Triggered when an appointment is marked as a no-show in the sales pipeline.
        • Assignment: Reassigns the contact if necessary.
        • Notifications:
          • A text message is sent asking if there's a better time to meet with a link to rebook.
          • If no response, an email is sent after one day.
          • After five days, the contact is moved to the "Long-Term Nurture" stage if there’s still no response.

      Negotiation Stage

      1. Negotiation Workflow:
        • Triggered when a lead is moved into the negotiation stage.
        • Follow-Up:
          • A five-day wait period is followed by a task to follow up.
          • Tasks are listed on your dashboard.

      On-Hold Workflow

      1. On-Hold Workflow:
        • Triggered when a lead is moved to the on-hold stage.
        • Follow-Up:
          • A 30-day wait period followed by a task to manually call the lead.
          • If no contact, another 30-day wait is followed by a task to send an email.
          • A further 30-day wait prompts a task to send a text message.

      Long-Term Nurture Workflow

      1. Long-Term Nurture Workflow:
        • Triggered when a lead is moved to the long-term nurture stage.
        • Series of Emails:
          • A 45-day wait period is followed by a series of five emails, each sent after 45-day intervals.
        • Customization:
          • Customize emails to match your company’s branding and voice.

      Sending Contracts

      1. Send Contract Workflow:  Make sure your owner contract is first setup in the system
        • Trigger: Activated when a lead is moved to the "Send Contract" stage.
        • Notifications:
          • An email is sent informing the lead that contract information will be sent separately.
        • Send Documents & Contracts
          • Using the element "Send Documents & Contracts" choose your owner contract to automatically send

      Closed Won Workflow

      1. Closed Won Workflow:
        • Triggered when a lead is moved to the "Closed Won" stage.
        • Welcome Email:
          • Sends a customizable welcome email to the lead.

      Additional Customizations

      1. Customizing Workflows:
        • Add notifications, tasks, or other actions by clicking the plus sign in the workflow where you need to add new elements.

      Updated: June 20, 2024