🤖 How to Create a New Lead Workflow (2 mins)

Let’s learn how to create a new lead workflow within minutes!

How to use the Launchpad?

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Why did the lead walk into the workflow? Because it heard great things

like welcome emails, instant texts, and a sales rep waiting with coffee!" ☕😄

👉 A New Lead Workflow in is essential because it ensures every lead gets an instant, professional response—building trust from the first touch. It helps you stay organized by automatically tagging, assigning, and tracking leads in your pipeline, all while saving time and increasing your chances of converting leads into clients. In short, it turns chaos into consistency—automatically.

 

Standard Operating Procedure

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Explains what is it, what’s the ideal outcome, why it’s important, where is it done, when is this done and who it’s done by

 

 

Step by Step Guide

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Clear step-by-step instructions on how to get set up

 

 

 

One Last Pro Tip 🤖

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Pro Tip: Use If/Else conditions to personalize follow-ups based on lead source or answers—this keeps your messaging relevant and boosts engagement.

 

Last updated on November 4, 2024