Setting Up Lead Conversion Catalyst Recipe
- Support Wodify |
- 17 steps |
- 42 seconds
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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/Bmyz7XAFw8FCtZ5WZbyBfD?) of the Workflows Builder!
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Log into Wodify and access the Workflow Builder.
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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
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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 [email protected]
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**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.**
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**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.**
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**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.
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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.
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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 > 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.
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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.
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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.
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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.
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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.
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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.
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Click "Save" to save any changes you've made.
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Click "Exit" to leave editor mode
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Click "Start Recipe" to enable this recipe!
