Before you begin:

1. Remember to refer to our [Best Practices Guide](https://scribehow.com/shared/Workflows_Best_Practices__vu27TN7dTkGbKuzfdMHtnQ?referrer=documents) for our suggestions when editing Workflows!
2. Watch this [video tour](https://wodify.hubs.vidyard.com/watch/gWX2SEw6vvo4E5KRGEPHLu?) of the Workflows Builder!

Log into Wodify and access the Workflow Builder.

You can find this workflow by:

- Going to your Location Project
- Wodify Bundles folder
- Your industry folder type (Functional Fitness, Jiu Jitsu, Universal)
- Lead Nurture folder
- Recipes folder

Click on the recipe called Lead Conversion Catalyst

Be sure to click EDIT to access the editor.

This recipe will trigger when a lead has been marked as Disqualified in Wodify (**Step 1**). This workflow will follow up with leads for up to 300 days after being marked disqualified.

As always, **Step 2** shows the error monitoring. As a reminder, when an error occurs, the workflow will stop, and you will get an email that details the errors. If you cannot troubleshoot on your own, forward the email to support@wodify.com

**Step 4** will grab the lead's information from the lead profile.

**Step 5** will pause the workflow as we wait 30 days after being marked disqualified before sending any communication.

**Step 6** will then check to make sure that the lead is still marked as disqualified after the 30 day mark. If lead has re-engaged with the business and is no longer disqualified, **Steps 7-8** will remove the lead from the workflow.

If the lead is still marked as disqualified, the workflow will skip to **Step 9.**

3
Enroll Lead in Workflow
Enrolls the lead in the workflow
4
Get Lead
Pull lead information
5
Wait for specified length of time
Wait for 30 days
6
Call Universal | Lead Nurture | FUNC | Check enrollment, Check if Lead Status =! Disqualified, Return Lead Info
Check if lead status changes from Disqualified, if it does stop the workflow. If not, continue down 'NO' branch.
7
IF 
Is Stop Job
Step 6
 is true
If the lead status changes, remove from Workflow. If not, continue the workflow.
Yes
No
8
STOP job
Stops the workflow.
9
IF 
Lead owner
Step 6
 is present
Check for lead owner, and if lead owner is present continue down 'YES' branch. If not, go to 'NO' branch.
Yes
No
10
Get Employee
Pull lead owner information
11
Send SMS
Send SMS to lead
12
ELSE do the following steps
When lead owner is not present, continue down this branch.
ERROR FOUND?
Yes

**Step 9** will check to see if there is a lead owner.

If YES, the workflow will complete **Steps 10-11.**

If there is no lead owner found, the workflow will skip to **Step 13.**

3
Enroll Lead in Workflow
Enrolls the lead in the workflow
4
Get Lead
Pull lead information
5
Wait for specified length of time
Wait for 30 days
6
Call Universal | Lead Nurture | FUNC | Check enrollment, Check if Lead Status =! Disqualified, Return Lead Info
Check if lead status changes from Disqualified, if it does stop the workflow. If not, continue down 'NO' branch.
7
IF 
Is Stop Job
Step 6
 is true
If the lead status changes, remove from Workflow. If not, continue the workflow.
Yes
No
8
STOP job
Stops the workflow.
9
IF 
Lead owner
Step 6
 is present
Check for lead owner, and if lead owner is present continue down 'YES' branch. If not, go to 'NO' branch.
Yes
No
10
Get Employee
Pull lead owner information
11
Send SMS
Send SMS to lead
12
ELSE do the following steps
When lead owner is not present, continue down this branch.
13
Send SMS
Send SMS to lead
14
Wait for specified length of time
Wait for 30 days
15
Call Universal | Lead Nurture | FUNC | Check enrollment, Check if Lead Status =! Disqualified, Return Lead Info
Check if lead status changes from Disqualified, if it does stop the workflow. If not, continue down 'NO' branch.
16
IF 
Is Stop Job
Step 15
 is true
If the lead status changes, remove from Workflow. If not, continue the workflow.
Yes
No
17
STOP job
Stops the workflow.
18
IF 
Lead owner
Step 15
 is present
Check for lead owner, and if lead owner is present continue down 'YES' branch. If not, go to 'NO' branch.
Yes
No
ERROR FOUND?
Yes

**Step 10** will grab the lead owners' information.

**Step 11** will send a text message to the lead signed by the lead owner.

*Pro-tip: If you click into an SMS task, you can edit what the text message reads by scrolling to the message section!*

**Step 13** will send the same text message to the lead signed from the business if no lead owner is found.

The workflow will then wait 30 days before continuing.

If the lead is still marked as disqualified after those 30 days, **Steps 19-20** will send a text message to the lead signed by the lead owner, checking in and trying to get them re-engaged with the bsuiness.

**Step 22** will send the same text signed from the business rather than an individual.

9
IF 
Lead owner
Step 6
 is present
Check for lead owner, and if lead owner is present continue down 'YES' branch. If not, go to 'NO' branch.
Yes
No
11
Send SMS
Send SMS to lead
12
ELSE do the following steps
When lead owner is not present, continue down this branch.
13
Send SMS
Send SMS to lead
14
Wait for specified length of time
Wait for 30 days
15
Call Universal | Lead Nurture | FUNC | Check enrollment, Check if Lead Status =! Disqualified, Return Lead Info
Check if lead status changes from Disqualified, if it does stop the workflow. If not, continue down 'NO' branch.
16
IF 
Is Stop Job
Step 15
 is true
If the lead status changes, remove from Workflow. If not, continue the workflow.
Yes
No
17
STOP job
Stops the workflow.
18
IF 
Lead owner
Step 15
 is present
Check for lead owner, and if lead owner is present continue down 'YES' branch. If not, go to 'NO' branch.
Yes
No
19
Get Employee
Pulls lead owner information
20
Send SMS
Send SMS to lead.
21
ELSE do the following steps
When lead owner is not present, continue down this branch.
22
Send SMS
Send SMS to lead.
23
Wait for specified length of time
Wait for 30 days.
24
Call Universal | Lead Nurture | FUNC | Check enrollment, Check if Lead Status =! Disqualified, Return Lead Info
Check if lead status changes from Disqualified, if it does stop the workflow. If not, continue down 'NO' branch.
25
IF 
Is Stop Job
Step 24
 is true
If the lead status changes, remove from Workflow. If not, continue the workflow.
Yes
No
26
STOP job
Stops the workflow
ERROR FOUND?
Yes

The workflow will then wait another 30 days before continuing.

If the lead is still marked as disqualified after the next 30 days (total of 90 so far), **Steps 28-29** will send an email to the lead to try to re-engage with them and sign the email from the lead owner.

*This email can be found and edited by going to Workflows &gt; Email Templates and searching the template name "Hot take: Weight loss isn't everything"*

**Step 22** will send the same email signed from business rather than an individual employee if no lead owner is found on the profile.

21
ELSE do the following steps
When lead owner is not present, continue down this branch.
22
Send SMS
Send SMS to lead.
23
Wait for specified length of time
Wait for 30 days.
24
Call Universal | Lead Nurture | FUNC | Check enrollment, Check if Lead Status =! Disqualified, Return Lead Info
Check if lead status changes from Disqualified, if it does stop the workflow. If not, continue down 'NO' branch.
25
IF 
Is Stop Job
Step 24
 is true
If the lead status changes, remove from Workflow. If not, continue the workflow.
Yes
No
26
STOP job
Stops the workflow
27
IF 
Lead owner
Step 24
 is present
Check for lead owner, and if lead owner is present continue down 'YES' branch. If not, go to 'NO' branch.
Yes
No
28
Get Employee
Pulls lead owner information
29
Send Email: Lead-[Functional Fitness,Generic,Jiu-Jitsu]-class-Hot take: Weight loss isn't everything
Sends email template to lead
30
ELSE do the following steps
When lead owner is not present, continue down this branch.
31
Send Email: Lead-[Functional Fitness,Generic,Jiu-Jitsu]-class-Hot take: Weight loss isn't everything
Send email template to lead
32
Wait for specified length of time
Wait for 30 days
33
Call Universal | Lead Nurture | FUNC | Check enrollment, Check if Lead Status =! Disqualified, Return Lead Info
Check if lead status changes from Disqualified, if it does stop the workflow. If not, continue down 'NO' branch.
34
IF 
Is Stop Job
Step 33
 is true
If the lead status changes, remove from Workflow. If not, continue the workflow.
Yes
No
35
STOP job
Stop the workflow
36
Get Lead Waiver Q&A
Pull information from the signed waiver.
ERROR FOUND?
Yes

The workflow will then wait another 30 days before continuing - we are now 4 months out from being marked disqualified.

If the lead is still marked as disqualified after the 4 month mark, **Steps 38-39** will send an email to the lead to try to re-engage with them and sign the email from the lead owner.

**Step 40** will assign a task to the lead owner to call the cold lead and try to get in touch that way.

If no lead owner is found on the lead profile:

**Step 42** will send the same email signed from business rather than an individual employee and **Step 43** will assign the task to either an individual or a group of staff members based on your settings.

30
ELSE do the following steps
When lead owner is not present, continue down this branch.
31
Send Email: Lead-[Functional Fitness,Generic,Jiu-Jitsu]-class-Hot take: Weight loss isn't everything
Send email template to lead
32
Wait for specified length of time
Wait for 30 days
33
Call Universal | Lead Nurture | FUNC | Check enrollment, Check if Lead Status =! Disqualified, Return Lead Info
Check if lead status changes from Disqualified, if it does stop the workflow. If not, continue down 'NO' branch.
34
IF 
Is Stop Job
Step 33
 is true
If the lead status changes, remove from Workflow. If not, continue the workflow.
Yes
No
35
STOP job
Stop the workflow
36
Get Lead Waiver Q&A
Pull information from the signed waiver.
37
IF 
Lead owner
Step 33
 is present
Check for lead owner, and if lead owner is present continue down 'YES' branch. If not, go to 'NO' branch.
Yes
No
38
Get Employee
Pull lead owner information
39
Send Email: Lead-[Generic]-[workflow-Lead First Name] it's time to take action!-v2
Send email to lead
40
Create Task: 4 Month Cold Lead Follow-up :
Create a task for the lead owner
41
ELSE do the following steps
When lead owner is not present, continue down this branch.
42
Send Email: Lead-[Generic]-[workflow-Lead First Name] it's time to take action!-v2
Send email to lead
43
Create Task: 4 Month Cold Lead Follow-up :
Create a task for the admin segment
44
Wait for specified length of time
Wait 60 days
45
Call Universal | Lead Nurture | FUNC | Check enrollment, Check if Lead Status =! Disqualified, Return Lead Info
Check if lead status changes from Disqualified, if it does stop the workflow. If not, continue down 'NO' branch.
46
IF 
Is Stop Job
Step 45
 is true
If the lead status changes, remove from Workflow. If not, continue the workflow.
Yes
No
ERROR FOUND?
Yes

The workflow will then wait another 30 days before continuing.

If the lead is still marked as disqualified, **Steps 49-50** will send an email to the lead to try to re-engage with them and sign the email from the lead owner.

If no lead owner is found on the lead profile:

**Step 52** will send the same email signed from business rather than an individual employee.

41
ELSE do the following steps
When lead owner is not present, continue down this branch.
42
Send Email: Lead-[Generic]-[workflow-Lead First Name] it's time to take action!-v2
Send email to lead
43
Create Task: 4 Month Cold Lead Follow-up :
Create a task for the admin segment
44
Wait for specified length of time
Wait 60 days
45
Call Universal | Lead Nurture | FUNC | Check enrollment, Check if Lead Status =! Disqualified, Return Lead Info
Check if lead status changes from Disqualified, if it does stop the workflow. If not, continue down 'NO' branch.
46
IF 
Is Stop Job
Step 45
 is true
If the lead status changes, remove from Workflow. If not, continue the workflow.
Yes
No
47
STOP job
Stops the workflow
48
IF 
Lead owner
Step 45
 is present
Check for lead owner, and if lead owner is present continue down 'YES' branch. If not, go to 'NO' branch.
Yes
No
49
Get Employee
Pull lead owner information
50
Send Email: Lead-[Functional Fitness,Generic]-Class-No Time? No Problem.
Send email to lead
51
ELSE do the following steps
When lead owner is not present, continue down this branch.
52
Send Email: Lead-[Functional Fitness,Generic]-Class-No Time? No Problem.
Send email to lead
53
Wait for specified length of time
Wait 30 days
54
Call Universal | Lead Nurture | FUNC | Check enrollment, Check if Lead Status =! Disqualified, Return Lead Info
Check if lead status changes from Disqualified, if it does stop the workflow. If not, continue down 'NO' branch.
55
IF 
Is Stop Job
Step 54
 is true
If the lead status changes, remove from Workflow. If not, continue the workflow.
Yes
No
56
STOP job
Stops the workflow
57
IF 
Lead owner
Step 54
 is present
Check for lead owner, and if lead owner is present continue down 'YES' branch. If not, go to 'NO' branch.
Yes
No
ERROR FOUND?
Yes

The workflow will then wait another 30 days before continuing - 6 months in!

If the lead is still marked as disqualified, **Steps 58-59** will send an email to the lead to try to re-engage with them and sign the email from the lead owner.

If no lead owner is found on the lead profile:

**Step 51** will send the same email signed from business rather than an individual employee.

51
ELSE do the following steps
When lead owner is not present, continue down this branch.
52
Send Email: Lead-[Functional Fitness,Generic]-Class-No Time? No Problem.
Send email to lead
53
Wait for specified length of time
Wait 30 days
54
Call Universal | Lead Nurture | FUNC | Check enrollment, Check if Lead Status =! Disqualified, Return Lead Info
Check if lead status changes from Disqualified, if it does stop the workflow. If not, continue down 'NO' branch.
55
IF 
Is Stop Job
Step 54
 is true
If the lead status changes, remove from Workflow. If not, continue the workflow.
Yes
No
56
STOP job
Stops the workflow
57
IF 
Lead owner
Step 54
 is present
Check for lead owner, and if lead owner is present continue down 'YES' branch. If not, go to 'NO' branch.
Yes
No
58
Get Employee
Pull lead owner information
59
Send Email: Lead-[Generic]-Unleash Your Potential with Location Name's Inspiring Community 💪
Send email to lead
60
ELSE do the following steps
When lead owner is not present, continue down this branch
61
Send Email: Lead-[Generic]-Unleash Your Potential with Location Name's Inspiring Community 💪
Send email to lead
62
Wait for specified length of time
Wait for 60 days
63
Call Universal | Lead Nurture | FUNC | Check enrollment, Check if Lead Status =! Disqualified, Return Lead Info
Check if lead status changes from Disqualified, if it does stop the workflow. If not, continue down 'NO' branch.
64
IF 
Is Stop Job
Step 63
 is true
If the lead status changes, remove from Workflow. If not, continue the workflow.
Yes
No
65
STOP job
Stops the workflow
66
IF 
Lead owner
Step 63
 is present
Check for lead owner, and if lead owner is present continue down 'YES' branch. If not, go to 'NO' branch.
Yes
No
ERROR FOUND?
Yes

The workflow will then wait another 60 days before continuing - moving us into 8 months past being marked as disqualified.

If the lead is still marked as disqualified, **Steps 67-68** will send an email to the lead to try to re-engage with them and sign the email from the lead owner.

If no lead owner is found on the lead profile:

**Step 70** will send the same email signed from business rather than an individual employee.

60
ELSE do the following steps
When lead owner is not present, continue down this branch
61
Send Email: Lead-[Generic]-Unleash Your Potential with Location Name's Inspiring Community 💪
Send email to lead
62
Wait for specified length of time
Wait for 60 days
63
Call Universal | Lead Nurture | FUNC | Check enrollment, Check if Lead Status =! Disqualified, Return Lead Info
Check if lead status changes from Disqualified, if it does stop the workflow. If not, continue down 'NO' branch.
64
IF 
Is Stop Job
Step 63
 is true
If the lead status changes, remove from Workflow. If not, continue the workflow.
Yes
No
65
STOP job
Stops the workflow
66
IF 
Lead owner
Step 63
 is present
Check for lead owner, and if lead owner is present continue down 'YES' branch. If not, go to 'NO' branch.
Yes
No
67
Get Employee
Pull lead infromation
68
Send Email: Lead-[Functional-Fitness,Generic,Jiu-Jitsu]-Simplify Your Life With These 5 Meal Prep recipes
Send email to lead
69
ELSE do the following steps
When lead owner is not present, continue down this branch
70
Send Email: Lead-[Functional-Fitness,Generic,Jiu-Jitsu]-Simplify Your Life With These 5 Meal Prep recipes
Send email to lead
71
Wait for specified length of time
Wait for 30 days
72
Call Universal | Lead Nurture | FUNC | Check enrollment, Check if Lead Status =! Disqualified, Return Lead Info
Check if lead status changes from Disqualified, if it does stop the workflow. If not, continue down 'NO' branch.
73
IF 
Is Stop Job
Step 72
 is true
If the lead status changes, remove from Workflow. If not, continue the workflow.
Yes
No
74
STOP job
Stops the workflow
75
IF 
Lead owner
Step 72
 is present
Check for lead owner, and if lead owner is present continue down 'YES' branch. If not, go to 'NO' branch.
Yes
No
ERROR FOUND?
Yes

The workflow will then wait another 30 days (officially 300 days!) before continuing.

If the lead is still marked as disqualified, **Steps 76-77** will send an email to the lead to try to re-engage with them and sign the email from the lead owner.

If no lead owner is found on the lead profile:

**Step 79** will send the same email signed from business rather than an individual employee.

69
ELSE do the following steps
When lead owner is not present, continue down this branch
70
Send Email: Lead-[Functional-Fitness,Generic,Jiu-Jitsu]-Simplify Your Life With These 5 Meal Prep recipes
Send email to lead
71
Wait for specified length of time
Wait for 30 days
72
Call Universal | Lead Nurture | FUNC | Check enrollment, Check if Lead Status =! Disqualified, Return Lead Info
Check if lead status changes from Disqualified, if it does stop the workflow. If not, continue down 'NO' branch.
73
IF 
Is Stop Job
Step 72
 is true
If the lead status changes, remove from Workflow. If not, continue the workflow.
Yes
No
74
STOP job
Stops the workflow
75
IF 
Lead owner
Step 72
 is present
Check for lead owner, and if lead owner is present continue down 'YES' branch. If not, go to 'NO' branch.
Yes
No
76
Get Employee
Pull lead owner information
77
Send Email: Lead-[Universal]- Don't take my word for it...
Send email to lead
78
ELSE do the following steps
When lead owner is not present, continue down this branch
79
Send Email: Lead-[Universal]- Don't take my word for it...
Send email to lead
ERROR FOUND?
Yes

Click "Save" to save any changes you've made.

Lead Conversion Catalyst
RECIPE
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Lead Conversion Catalyst
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