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 Launchpad - Created From SMS

Be sure to click EDIT RECIPE to open the editor portion of the builder.

This recipe will trigger when a lead has been created in the system by an incoming SMS (**Step 1**). An example would be, you hand someone a business card with you Wodify SMS number, and they text the number as their first interaction with the business. The purpose of this recipe is to follow up with a lead after they have been created in the system through an incoming SMS to get them to move forward in the lead process.

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

**Steps 4 and 5** will grab the lead's information and signed waiver.

**Step 6** will check to see if a lead owner is present on the lead profile. If YES, the workflow will move to **Steps 7-9.**

If no lead owner is found, the workflow will skip to **Steps 11-12.**

3
Enroll Lead in Workflow
Enrolls the lead into the workflow.
4
Get Lead
Pulls lead information
5
Get Lead Waiver Q&A
Pull information from signed waiver
6
IF 
Lead owner
Step 4
 is present
Check for lead owner, and if lead owner is present continue down 'YES' branch. If not, go to 'NO' branch
Yes
No
7
Get Employee
Pull lead owner information
8
Send SMS
Send SMS to lead
9
Create Task: Attempt 1: Call New Lead
Create task for coach
10
ELSE do the following steps
When lead owner is not present, continue down this branch.
11
Send SMS
Send SMS to lead
12
Create Task: Attempt 1: Call New Lead
Create task for any admin
ERROR FOUND?
Yes

**Step 7** will pull the lead owners' information.

**Step 8** will send an SMS message to the lead signed from 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 9** will create a task for the lead owner to call the new lead to get them to move forward in the lead process.

**Step 11** will send the same text message without the personalized signature if no lead owner is found. **Step 12** will assign the call task to either an individual staff member or a group of staff members based on your setting.

3
Enroll Lead in Workflow
Enrolls the lead into the workflow.
4
Get Lead
Pulls lead information
5
Get Lead Waiver Q&A
Pull information from signed waiver
6
IF 
Lead owner
Step 4
 is present
Check for lead owner, and if lead owner is present continue down 'YES' branch. If not, go to 'NO' branch
Yes
No
7
Get Employee
Pull lead owner information
8
Send SMS
Send SMS to lead
9
Create Task: Attempt 1: Call New Lead
Create task for coach
10
ELSE do the following steps
When lead owner is not present, continue down this branch.
11
Send SMS
Send SMS to lead
12
Create Task: Attempt 1: Call New Lead
Create task for any admin
13
Wait for specified length of time
Wait 1 day
14
Call Functional Fitness | Lead Nurture | FUNC | Check enrollment, Check if Lead Status != New or Contacted, Return Lead Profile
Check if lead status changes from new or contacted, if it does stop the workflow. If not, continue down 'NO' branch.
15
IF 
Is Stop Job
Step 14
 is true
If lead status changes from New or Contacted, stop the workflow
Yes
No
ERROR FOUND?
Yes

The workflow will then wait one day before continuing.

**Steps 19-20** will assign a task to the lead owner to call the lead a second time.

**Step 22** will assign that same task to a specific employee or group of employees based on your settings.

10
ELSE do the following steps
When lead owner is not present, continue down this branch.
12
Create Task: Attempt 1: Call New Lead
Create task for any admin
13
Wait for specified length of time
Wait 1 day
14
Call Functional Fitness | Lead Nurture | FUNC | Check enrollment, Check if Lead Status != New or Contacted, Return Lead Profile
Check if lead status changes from new or contacted, if it does stop the workflow. If not, continue down 'NO' branch.
15
IF 
Is Stop Job
Step 14
 is true
If lead status changes from New or Contacted, stop the workflow
Yes
No
16
STOP job
Stops the workflow
17
Get Lead Waiver Q&A
Pulls information from signed waiver.
18
IF 
Lead owner
Step 14
 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
Create Task: Attempt 2: Call New Lead -
Creates a task for lead owner
21
ELSE do the following steps
When lead owner is not present, continue down this branch.
22
Create Task: Attempt 2: Call New Lead -
Creates a task for any admin
23
Wait for specified length of time
Wait 1 day
24
Call Functional Fitness | Lead Nurture | FUNC | Check enrollment, Check if Lead Status != New or Contacted, Return Lead Profile
Check if lead status changes from new or contacted, if it does stop the workflow. If not, continue down 'NO' branch.
25
IF 
Is Stop Job
Step 24
 is true
If lead status changes from New or Contacted, stop the workflow
Yes
No
26
STOP job
Stops the workflow
27
Get Lead Waiver Q&A
Pulls information from signed waiver.
28
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
ERROR FOUND?
Yes

The workflow will then wait one day before continuing.

**Steps 29-30** will assign a third task to the lead owner to call the lead to get them to move forward in the lead process.

**Step 32** will assign the same task to a specific employee or group of employees based on your settings. 

21
ELSE do the following steps
When lead owner is not present, continue down this branch.
22
Create Task: Attempt 2: Call New Lead -
Creates a task for any admin
23
Wait for specified length of time
Wait 1 day
24
Call Functional Fitness | Lead Nurture | FUNC | Check enrollment, Check if Lead Status != New or Contacted, Return Lead Profile
Check if lead status changes from new or contacted, if it does stop the workflow. If not, continue down 'NO' branch.
25
IF 
Is Stop Job
Step 24
 is true
If lead status changes from New or Contacted, stop the workflow
Yes
No
26
STOP job
Stops the workflow
27
Get Lead Waiver Q&A
Pulls information from signed waiver.
28
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
29
Get Employee
Pulls lead owner information
30
Create Task: Attempt 3: Call New Lead -
Creates a task for the lead owner
31
ELSE do the following steps
When lead owner is not present, continue down this branch.
32
Create Task: Attempt 3: Call New Lead -
Creates a task for any admin
33
Wait for specified length of time
Wait 2 days
34
Call Functional Fitness | Lead Nurture | FUNC | Check enrollment, Check if Lead Status != New or Contacted, Return Lead Profile
Check if lead status changes from new or contacted, if it does stop the workflow. If not, continue down 'NO' branch.
35
IF 
Is Stop Job
Step 34
 is true
If lead status changes from New or Contacted, stop the workflow
Yes
No
36
STOP job
Stops the workflow
37
Get Lead Waiver Q&A
Pulls information from signed waiver.
38
IF 
Lead owner
Step 34
 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 two days before continuing.

**Steps 39-40** will assign a final task for the lead owner to call the lead and get them to purchase a membership, book a trial, or move forward.

**Step 42** will assign the same task to a specific staff members or group of staff members based on your settings.

31
ELSE do the following steps
When lead owner is not present, continue down this branch.
32
Create Task: Attempt 3: Call New Lead -
Creates a task for any admin
33
Wait for specified length of time
Wait 2 days
34
Call Functional Fitness | Lead Nurture | FUNC | Check enrollment, Check if Lead Status != New or Contacted, Return Lead Profile
Check if lead status changes from new or contacted, if it does stop the workflow. If not, continue down 'NO' branch.
35
IF 
Is Stop Job
Step 34
 is true
If lead status changes from New or Contacted, stop the workflow
Yes
No
36
STOP job
Stops the workflow
37
Get Lead Waiver Q&A
Pulls information from signed waiver.
38
IF 
Lead owner
Step 34
 is present
Check for lead owner, and if lead owner is present continue down 'YES' branch. If not, go to 'NO' branch
Yes
No
39
Get Employee
Pulls lead owner information
40
Create Task: Final Attempt: Call New Lead -
Creates a task for the lead owner
41
ELSE do the following steps
When lead owner is not present, continue down this branch.
42
Create Task: Final Attempt: Call New Lead -
Creates a task for any admin
43
Wait for specified length of time
Wait 2 days
44
Call Functional Fitness | Lead Nurture | FUNC | Check enrollment, Check if Lead Status != New or Contacted, Return Lead Profile
Check if lead status changes from new or contacted, if it does stop the workflow. If not, continue down 'NO' branch.
45
IF 
Is Stop Job
Step 44
 is true
If lead status changes from New or Contacted, stop the workflow
Yes
No
46
STOP job
Stops the workflow
47
IF 
Lead owner
Step 44
 is present
Check for lead owner, and if lead owner is present continue down 'YES' branch. If not, go to 'NO' branch
Yes
No
48
Get Employee
Pulls lead owner information
ERROR FOUND?
Yes

The workflow will then wait 2 days before continuing.

**Steps 48-49** will send a text message to the lead signed by the lead owner.

**Step 51** will send the same text message without the personalized signature.

41
ELSE do the following steps
When lead owner is not present, continue down this branch.
42
Create Task: Final Attempt: Call New Lead -
Creates a task for any admin
43
Wait for specified length of time
Wait 2 days
44
Call Functional Fitness | Lead Nurture | FUNC | Check enrollment, Check if Lead Status != New or Contacted, Return Lead Profile
Check if lead status changes from new or contacted, if it does stop the workflow. If not, continue down 'NO' branch.
45
IF 
Is Stop Job
Step 44
 is true
If lead status changes from New or Contacted, stop the workflow
Yes
No
46
STOP job
Stops the workflow
47
IF 
Lead owner
Step 44
 is present
Check for lead owner, and if lead owner is present continue down 'YES' branch. If not, go to 'NO' branch
Yes
No
48
Get Employee
Pulls lead owner information
49
Send SMS
Send SMS to lead
50
ELSE do the following steps
When lead owner is not present, continue down this branch.
51
Send SMS
Sends SMS to lead
52
Wait for specified length of time
Wait 2 days
53
Call Functional Fitness | Lead Nurture | FUNC | Check enrollment, Check if Lead Status != New or Contacted, Return Lead Profile
Check if lead status changes from new or contacted, if it does stop the workflow. If not, continue down 'NO' branch.
54
IF 
Is Stop Job
Step 53
 is true
If lead status changes from New or Contacted, stop the workflow
Yes
No
55
STOP job
Stops the workflow
56
IF 
Lead owner
Step 53
 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 2 days before continuing.

**Steps 57 and 58** will create a task for the provider to mark the lead as DIsqualified in Wodify.

*Pro-tip: If you have the Lead Conversion Catalyst workflow active, marking a lead disqualified will automatically enroll them into a 300 day outreach workflow!*

**Step 60** will assign the task to either a group of staff members or an individual based on your setting.

50
ELSE do the following steps
When lead owner is not present, continue down this branch.
51
Send SMS
Sends SMS to lead
52
Wait for specified length of time
Wait 2 days
53
Call Functional Fitness | Lead Nurture | FUNC | Check enrollment, Check if Lead Status != New or Contacted, Return Lead Profile
Check if lead status changes from new or contacted, if it does stop the workflow. If not, continue down 'NO' branch.
54
IF 
Is Stop Job
Step 53
 is true
If lead status changes from New or Contacted, stop the workflow
Yes
No
55
STOP job
Stops the workflow
56
IF 
Lead owner
Step 53
 is present
Check for lead owner, and if lead  owner is present continue down 'YES' branch. If not, go to 'NO' branch
Yes
No
57
Get Employee
Pulls lead owner information
58
Create Task: Disposition Contacted Lead -
Creates a task for the lead owner
59
ELSE do the following steps
When lead owner is not present, continue down this branch.
60
Create Task: Disposition Lead -
Creates a task for any admin
ERROR FOUND?
Yes

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

Lead Launchpad - Created from SMS
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Lead Launchpad - Created from SMS
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Setting Up Lead Launchpad From SMS