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      Pro Forma Nurture Workflow

      Automate a nurturing workflow to follow up and reach out to anyone who has been sent a Pro Forma

      Updated: April 10, 2024

      Creating a Pro Forma Nurture Workflow:

      1. Create a New Stage in Sales Pipeline:

        • Open Opportunities from the navigation menu
        • Find the Pipelines tab at the top
        • Select the pencil icon next to Sales Pipeline to add and edit stages.
        • Add stage with title Pro Forma Nurture
        • Using the arrows to the left of the title customize the placement of the new stage as desired within the Sales Pipeline.
        • Select Save at the bottom

      2. Workflow Setup:

        1. Open Automation from the navigation menu
        2. Select +Create Workflow in the top right hand corner
        3. Choose "Start from Scratch" and click Continue 
        4. This will open a new blank workflow to customize.
        5. Edit the title at the top Pro Forma Nurture
        6. Add a trigger for Pipeline Stage Change in the sales pipeline and stage Pro Forma Nurture

      3. Workflow Steps:

      a. Wait for Initial Reply:

      • Action: Wait for 7 days

      • Once a Pro Forma has been emailed move their Opportunity Card into the Pro Forma Nurture Stage. Here the system will wait 7 days for a reply before sending a follow up email.

      b.  Send Follow-up Email:

      • Action: Send Email

      • Content:

        • Subject: Follow-up on Pro Forma Sent

        • Body: 

          Hi ,

          I hope this email finds you well. I wanted to follow up on the pro forma we sent recently. Have you had a chance to review it? Do you have any questions or need further clarification on any points? If you're interested, let's schedule a time to discuss it together.

          Looking forward to hearing from you soon.

          Best regards,

      • After 7 days if the contact does not reply the above follow up email will automatically send from the assigned user. 

      c. Wait for Follow Up Reply:

      • Action: Wait for 7 days

      • Once the follow up email has been sent, the system will wait 7 days for a reply.

      d. Move Contact to Long Term Nurture Stage:

        • Action: Task 
          • Action Name - Move Contact to Stage
          • Title - Move to Long Term Nurture
          • Description - Move to Long Term Nurture - no reply from pro forma email
          • Assign to - Contact's Assigned User
          • Due in - 1 day


        • After 7 days if the contact does not reply the system will generate a task for the assigned user to move the lead into the Long Term Nurture Stage. 

      Additional Configuration:

        • Ensure "Stop on Response" is turned on in settings to un-enroll the contact once they have replied to the emails sent.
        • Customize the workflow further based on specific needs and preferences.

      This basic automation serves as a starting point and can be adjusted and expanded upon as necessary.