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Workflows

Follow-ups that mix calls, WhatsApp, and waits

Workflows on
3
of 4 workflows
Leads enrolled
5,050
since they started
Completed
3,292
did every step
Completion
65%
of enrolled leads

New enquiry follow-up

On

Starts when: A lead fills the website form

Enrolled
1,840
Completed
1,212
Completion
66% of enrolled leads finished every step
  1. 1. CallLead Qualifier calls within 5 minutes
  2. 2. CheckDid they pick up?
  3. 3. WhatsAppSend the brochure on WhatsApp
  4. 4. WaitWait 1 day
  5. 5. CallTry again in the evening

Site visit reminders

On

Starts when: A site visit is booked

Enrolled
690
Completed
604
Completion
88% of enrolled leads finished every step
  1. 1. WhatsAppSend the visit details
  2. 2. WaitWait until the day before
  3. 3. CallSite Visit Booker confirms the time
  4. 4. AssignAssign to the site's sales manager

Installment reminders

On

Starts when: An installment is due in 7 days

Enrolled
2,100
Completed
1,380
Completion
66% of enrolled leads finished every step
  1. 1. WhatsAppSend the payment link
  2. 2. WaitWait 3 days
  3. 3. CheckIs it paid?
  4. 4. CallPayment Reminder calls

No-answer recovery

Off

Starts when: Three calls go unanswered

Enrolled
420
Completed
96
Completion
23% of enrolled leads finished every step
  1. 1. WhatsAppAsk for a good time to call
  2. 2. WaitWait 2 days
  3. 3. CallCall at the time they chose

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