Let’s see how a full sales workflow

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5. Create Your Workflows
We may be biased, but we think Close is an incredibly powerful tool for small businesses to create automated sales workflows. With Workflows in Close, you can automate communication based on specific triggers across different channels.

The workflow progresses through each step until a contact engages by replying to an email, responding to an SMS, or answering a call.

Use workflows to:

Streamline communication steps with your leads.
Automatically delegate leads to appropriate team members throughout the sales process.
Set up reminder tasks for follow-ups, such as sending contracts or messaging on LinkedIn.

For every Workflow, you’d need a name, at least one step, and a communication schedule. You can mix various channels.

Nick, our Sr. Director of Business Operations, shares bolivia telegram data that: “When you start getting in touch with your leads, try different methods. Call them, email them, mix both, and then text them. You'll learn what the right messaging and cadences are. You’ll know what you need to say, what works, and what doesn't.

“You shouldn't try to blast the list all in one shot. Instead, create a schedule that does this over two or three weeks.”

“Start with emailing around 50 people per day. Then, you can catch messages that don’t resonate or a typo you missed without ruining the whole list. Learn, adjust, send out the next 50, and repeat until you’ve got it right.”





Want to try a similar sequence by yourself? Create a free Close account now and test it out for 14 days, no charge.

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6. Monitor, Measure, and Improve Your Email Automation