Embedded Files
Make sure these tags exist if not add them:
New Lead
Interested
Booked Call
No Response
Hot Lead
Customer
Inactive
Re-engagement
Birthday
Referral Sent
Pipeline Stages
New Lead - Lead just came in
Contacted - Message Sent
Booked Appointment - Call/Consultation scheduled
No Show - Missed the appointment
Follow-up - Discussion stage
Closed – Won - Converted into customer
Closed – Lost - Not interested
Follow-up Later - Nurture for future
Junk - Not related to our business
⚡️ Workflow 1: Lead Capture & Welcome
Trigger: Form Submitted OR Contact Created OR Tag: New Lead
Actions:
Tag Contact: New Lead
Send WhatsApp Message (Welcome + Value)
Send Email (Freebie / Confirmation)
Add to Pipeline: Stage “New Lead”
Internal Notification to Sales Team
Wait 1 day → Add to “Nurture Workflow”
💌 Workflow 2: Lead Nurturing Sequence
(5-Day Sequence)
Trigger: Tag = New Lead
Day-wise Actions:
📅 Workflow 3: Appointment Follow-up
Trigger: Appointment Booked
Actions:
Tag: Booked Call
WhatsApp Confirmation Message
Send Reminder Email (1 day before + 2 hrs before)
Internal Notification to Assigned User
If No Show → Move to “No Show” stage and start No Show Workflow
🛒 Workflow 4: Customer Onboarding
Trigger: Payment Success / Tag = Customer
Actions:
Tag: Customer
Email: Welcome + Access Links
WhatsApp: Congrats + Support Number
Add to Pipeline: “Closed – Won”
Add to LMS Automation (if applicable)
🎁 Workflow 5: Retention & Upsell
Trigger: Tag = Customer + Delay 15 Days
Actions:
WhatsApp: How’s your experience?
Email: Invite to Referral Program
WhatsApp: Special Offer or Upgrade Plan
Tag: Referral Sent (if shared)
😴 Workflow 6: Winback / Reactivation
Trigger: Tag = Inactive OR Last Engagement > 30 Days
Actions:
WhatsApp: “We miss you” message
Email: Comeback Offer
Delay 3 Days
Task: Call Follow-up
If engaged → Tag: Re-engagement
🎂 Workflow 7: Birthday Automation
Trigger: Contact Birthday
Actions:
WhatsApp: 🎉 Birthday Wish + Coupon
Email: Birthday Message + Offer
Internal Notification: “Send a personal wish”
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