WhatsApp workflow for financial advisors
Quote follow-up sequence: every step, in order, before you switch it on
Tag a lead quoted and this chases it three times over a week. It stops the moment they reply, so you never nudge somebody who already answered.
- 7 steps
- 3 messages
- When: Tag added or removed
After a quote: Day 1, Day 3, Day 6
Every message as it is sent. The app puts your own name and business where it says [Your name] and [Your business], {{Name}} is the contact's first name, and a word that starts with $ is filled in from the chat.
When: Tag added or removed
Tag put on: quoted
- 1
Wait
Wait 1 day
- 2
Send a message
Hi {{Name}}, [Your name] here. Did the numbers I sent make sense? Happy to walk through any part of them.
- 3
Wait
Wait 2 days
- 4
Send a message
One thing people usually want to change is the amount of cover rather than the plan itself. Want me to show you what that does to the premium?
- 5
Wait
Wait 3 days
- 6
Send a message
Last one from me, {{Name}} - shall I keep this open or park it for now? A no is genuinely no trouble.
- 7
Hand to a person
Hands the chat to you
What it does
Tag a lead quoted and this chases it three times over a week. It stops the moment they reply, so you never nudge somebody who already answered.
How to use it in Palby AI Agent
- 1Open Workflows and choose Start with a template.
- 2Pick the one called "After a quote: Day 1, Day 3, Day 6". It opens as a draft with every step drawn and your name and business filled in.
- 3Change any words you like, then press Test to try it in a test chat.
- 4Publish it when it reads right. Nothing is sent before that, and you can stop it any time.
It sends from the WhatsApp you already use, linked as a device the way WhatsApp Web is. WhatsApp's help centre warns that linking through unofficial apps "may put your account at risk", so workflow messages wait their turn at your number's pace.
Already use Palby AI Agent? Open the workflow templates in the app
Questions
Yes. Copy the steps or print them from this page. Running it on your WhatsApp in Palby AI Agent starts with a walkthrough.
Yes. Every message, question and wait is yours to rewrite in the builder, and you can add or remove steps before you publish.
No. It runs on the WhatsApp you already use, linked as a device the way WhatsApp Web is, so there are no message templates to get approved. WhatsApp's help centre warns that linking through unofficial apps "may put your account at risk", so workflow messages wait their turn at your number's pace.
Nobody can promise it won't. Workflow messages wait their turn at your number's pace like every other message, so a burst of chats is answered one after another, in the order they came in.
You build workflows for your own number and publish them yourself. Your team admin switches automation on for the team first.
Switch it on with your own words in it.
Book a walkthrough to see the workflows run in the app.
30 minutes. You choose the day and the time.