WhatsApp workflow for financial advisors
Claim alert: every step, in order, before you switch it on
The 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
- 1 message
- When: Chat starts
Somebody mentions a claim
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: Chat starts
Only when their last message contains claim, claims, hospital, admitted, accident, surgery, diagnosed
- 1
Send a message
I am sorry to hear that, {{Name}}. [Your name] here and I am on this now. --- When you have a moment, a photo of the bill or the discharge summary is usually all I need to start. There is no rush - deal with the important things first and send it when you can.
- 2
Add a private note
CLAIM mentioned: $contact.last_incoming_message
- 3
Add or remove tags
Add: claim
- 4
Hand to a person
Hands the chat to you
What it does
The 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.
How to use it in ActivityTracker
- 1Open Workflows and choose Start with a template.
- 2Pick the one called "Somebody mentions a claim". 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
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 stepsTag 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 steps
Questions
Switch it on with your own words in it.
Book a walkthrough to see the workflows run in the app.