Use workflows to:
Posted: Sun Feb 02, 2025 5:48 am
Streamline communication steps with your leads.
Automatically delegate leads to appropriate team members throughout the sales process.
Set up reminder tasks for follow-ups, such as sending contracts or messaging on LinkedIn.
For every Workflow, you’d need a name, at least one step, and a communication schedule. You can mix various channels.
Nick, our Sr. Director of Business Operations, shares uk telegram data that: “When you start getting in touch with your leads, try different methods. Call them, email them, mix both, and then text them. You'll learn what the right messaging and cadences are. You’ll know what you need to say, what works, and what doesn't.
“You shouldn't try to blast the list all in one shot. Instead, create a schedule that does this over two or three weeks.”
“Start with emailing around 50 people per day. Then, you can catch messages that don’t resonate or a typo you missed without ruining the whole list. Learn, adjust, send out the next 50, and repeat until you’ve got it right.”
Let’s see how a full sales workflow could look in Close.
Want to try a similar sequence by yourself? Create a free Close account now and test it out for 14 days, no charge.
START YOUR FREE 14-DAY TRIAL
Automatically delegate leads to appropriate team members throughout the sales process.
Set up reminder tasks for follow-ups, such as sending contracts or messaging on LinkedIn.
For every Workflow, you’d need a name, at least one step, and a communication schedule. You can mix various channels.
Nick, our Sr. Director of Business Operations, shares uk telegram data that: “When you start getting in touch with your leads, try different methods. Call them, email them, mix both, and then text them. You'll learn what the right messaging and cadences are. You’ll know what you need to say, what works, and what doesn't.
“You shouldn't try to blast the list all in one shot. Instead, create a schedule that does this over two or three weeks.”
“Start with emailing around 50 people per day. Then, you can catch messages that don’t resonate or a typo you missed without ruining the whole list. Learn, adjust, send out the next 50, and repeat until you’ve got it right.”
Let’s see how a full sales workflow could look in Close.
Want to try a similar sequence by yourself? Create a free Close account now and test it out for 14 days, no charge.
START YOUR FREE 14-DAY TRIAL