New Feature: Start/Stop Workflow Automations

Conversion is in the Follow Up

Life happens to your leads and clients. When a lead or client does not respond immediately, we tend to automatically think they don’t want to use our services, but many times it is because life happened, and they forget. With the fast pace of life and social media designed to steal our time, having a follow-up in place to ensure conversion is more important than ever. 

Introducing New Functionality: Start and Stop Workflow Automation.

Newly released: Start and Stop Workflow Automation. Now, by simply adding a Project Tag, you can automatically trigger and stop a Workflow. 

What does this mean for you? Follow-up becomes a breeze, leading to higher follow-through and more conversions. 

If you are a 17hats connoisseur, you are already imagining all the processes this functionality will be helpful for. Let’s dive into a few now.

Online Scheduling Follow-up: In your Workflow you automate an email that sends your lead an Online Scheduling link. That email automatically adds the Project Tag “OS Link Sent”.

The Project Tag automatically triggers a Workflow that holds 5 emails to remind the contact to schedule with you. When the Contact schedules, Online Scheduling will remove the Project Tag “OS Link Sent” and add “OS Booking Completed”. When the OS booking Completed Tag is added, then your follow-up Workflow stops. 

Document Follow Up: While 17hats has Automatic Reminder Emails for Documents, if you wanted to do something more specific, you could lay out a custom follow-up sequence for your documents by using the Add and Remove Tag functionality in the Workflow Step to trigger your next Workflow. 

This can be extremely beneficial after sending a Quote or an Invoice. Your follow-up flow can be value-added emails to remind them of why you are the best choice for their needs.

Process Branching

In some processes, you might need to send a different type of Workflow depending on the client’s needs. Start – Stop Workflow Automation will be extremely helpful in this case as well.

Let’s say you send a Questionnaire as part of your process, and in your Questionnaire, you have a ‘Choose One’ Question type. Each answer selection can apply a Project Tag, which means each of those answers could now trigger a designated Workflow.

Example: A new lead completes a Lead Capture Form for a website designer. The vetting Questionnaire asks the following question: “Which of the following services would you like to explore?” 

• New Website Design
• Revamp an Existing Website
• Website Design + SEO
• Website Design + SEO + Social Media

Each answer option can be connected to a Project Tag that then triggers a designated Workflow. The selected answer automatically applies the appropriate Project Tag, then triggers the appropriate Workflow.

Powerful Feature = Attention to Detail

The more powerful the feature is, the more attentive to detail you must be. Let’s go through a few helpful tips for setting up. 

1. Start simple and add to one process. If you are using Online Scheduling, this will be the easiest.
2. Write out your steps and the Project Tags you want to use
3. Do you want to use the same follow-up Workflow for all documents or all Online Scheduling Services? 
4. If yes to the above answer, you will want to make your Project Tag specific. Example: ‘OS Link Sent+Service Name’ & ‘OS Booked+Service Name’.
5. If you are using the same Workflow for the follow-up, you can keep your Project Tags simple. 

This new feature can be extremely beneficial for your business growth. Make some time in your schedule to explore this new feature and implement it into your business. And, as well, make sure you give it a good test to see how it works for yourself.