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 ActivityTracker
- 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 ActivityTracker? Open the workflow templates in the app
Workflows like this one
Read what somebody opened with and send protection questions, savings questions and claims down three different roads without asking them anything.
8 stepsOne message after a booking that makes the meeting itself shorter: what to have to hand, how long it takes, and nothing to do before it.
2 stepsThe one thing worth interrupting everything for. Anybody who says claim, hospital or accident gets a person within the minute and a straight list of what is needed.
4 steps
Questions
Switch it on with your own words in it.
Book a walkthrough to see the workflows run in the app.