WhatsApp workflow for financial advisors
Lead qualification chatbot: every step, in order, before you switch it on
Ask a new lead what they are looking at and how soon, save both answers to their card, then send the ones who are ready straight to you.
- 11 steps
- 5 messages
- When: New lead arrives
New lead: find out what they need
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: New lead arrives
- 1
Ask a question
Hi {{Name}}, [Your name] here. So I can point you at the right thing - what is on your mind?
Saves the answer to their card as interest.
AI reads the answer in their own words.
- Protection
- Savings
- Something else
If Answer did not fit
- 10
Send a message
Sorry, I did not catch that. Could you pick one of the options above, or reply with its number?
- 11
Go to another step
Back to step 1, up to 2 times
- 2
Ask a question
Got it. And how soon were you hoping to sort this out?
AI reads the answer in their own words.
- This month
- Few months
- Just looking
If Answer did not fit
- 8
Send a message
Sorry, I did not catch that. Could you pick one of the options above, or reply with its number?
- 9
Go to another step
Back to step 2, up to 2 times
- 3
How soon
If Ready now: their answer contains This month
- 4
Add a private note
Wants $var.need, this month. Worth a call today.
- 5
Add or remove tags
Add: hot
- 6
Hand to a person
Hands the chat to you
If Everyone else
- 7
Send a message
Understood, no rush at all. I will leave it with you - just message this number when you want to pick it up.
What it does
Ask a new lead what they are looking at and how soon, save both answers to their card, then send the ones who are ready straight to you.
How to use it in ActivityTracker
- 1Open Workflows and choose Start with a template.
- 2Pick the one called "New lead: find out what they need". 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
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 stepsRead 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 steps
Questions
Switch it on with your own words in it.
Book a walkthrough to see the workflows run in the app.