Workflow Library
The workflows we build most often.
Each one is a real workflow with a trigger, a few steps and a result. Take any of them as they are, or as the starting point for yours.
Build a verified list of the right buyers
A list of the people who can actually buy from you, with email, phone and LinkedIn checked before anyone sends a thing.
See the workflowReply to every WhatsApp enquiry in 60 seconds
Every enquiry gets an answer straight away, day or night, and a booking offer while the buyer is still interested.
See the workflowFollow up a lead until they book or say no
One message is not follow-up. This keeps going on a set schedule and stops the moment a lead books or opts out.
See the workflowSend appointment reminders and recover no-shows
Reminders go out without anyone sending them, and a no-show gets a rebooking message instead of being written off.
See the workflowWin back old leads automatically
The leads already sitting in your CRM are the cheapest ones you have. This works through them without anyone opening a list.
See the workflowRoute new leads to the right salesperson
No more leads sitting in a shared inbox while everyone assumes someone else has it.
See the workflowGet a weekly pipeline report without opening the CRM
The numbers you actually check, in your inbox every week, without anyone building a spreadsheet.
See the workflowFind out where your leads are slipping.
30 minutes, free, and a one-page summary within 48 hours.