Free WhatsApp workflow template
Referral request message: every step, in order, before you switch it on
Five days after somebody reaches Won, ask the one question that grows a practice, worded so a no costs nothing.
- 5 steps
- 1 message
- When: Status changes
Ask for a referral after a win
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: Status changes
Their status becomes Won
- 1
Wait
Wait 5 days
- 2
Ask a question
Hi {{Name}}, [Your name] here. Hope everything has settled in. One thing, and please say no if it is not for you: is there anybody you know who is at the same stage you were? I would rather help somebody you trust than a stranger from an ad.
If No reply
- 5
Add or remove tags
Add: referral-asked
- 3
Add or remove tags
Add: referral-asked
- 4
Hand to a person
Hands the chat to you
What it does
Five days after somebody reaches Won, ask the one question that grows a practice, worded so a no costs nothing.
How to use it in ActivityTracker
- 1Open Workflows and choose Start with a template.
- 2Pick the one called "Ask for a referral after a win". 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
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1 step
Questions
Switch it on with your own words in it.
Book a walkthrough to see the workflows run in the app.