Free WhatsApp workflow template
New lead follow-up sequence: every step, in order, before you switch it on
Text a new lead, and if they say nothing, try twice more over the next three days, then move them to Lost. The chase that never happens on a busy week.
- 9 steps
- 3 messages
- When: New lead arrives
New lead: three tries then stop
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 from [Your business]. Thanks for getting in touch - is now a good time for a quick chat?
If No reply
- 4
Ask a question
Hi {{Name}}, [Your name] again. I know things get busy - would later this week suit you better?
If No reply
- 7
Send a message
No problem, {{Name}}, I will leave it there. If anything changes just message this number and I will pick it up.
- 8
Set their status
Status: Lost
- 9
Add or remove tags
Add: no-reply
- 5
Set their status
Status: Replied
- 6
Hand to a person
Hands the chat to you
- 2
Set their status
Status: Replied
- 3
Hand to a person
Hands the chat to you
What it does
Text a new lead, and if they say nothing, try twice more over the next three days, then move them to Lost. The chase that never happens on a busy week.
How to use it in ActivityTracker
- 1Open Workflows and choose Start with a template.
- 2Pick the one called "New lead: three tries then stop". 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
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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.