Double your scheduling rate and cut your team's effort in half by combining workflows and email cadences

Wasting the lead base increases the CAC and impacts the number of bookings. Leaving pre-qualified leads (Filter 1) without contact, making too few attempts or even taking too long to contact these leads reduces the efficiency and ROI of your prospecting operation. 

However, your qualified leads need to be prioritized. Below you'll see how to automate part of your workflow process and let your pre-salespeople focus on priority leads.

Setting up the tactic

The idea of this tactic is to make all your qualified leads in filter 1 automatically enter an email cadence - this technique only works if you have the leads' emails -. Your pre-salespeople will continue to prospect, but all leads in the base will be contacted. When a lead opens an email, the workflow kicks in, and the pre-salesperson enters a prospecting cadence.

cadences

See here  how to configure cadences

1. Set up a dynamic list with the criteria:  Current step  and select  Filter 1 , or the equivalent of the preliminary qualification in your process. You can also use the first stage of your pre-sales funnel.

2. Save the list and go to the campaign creation screen. and configure the following steps

Workflow

See here  how to configure cadences

Now, let's prepare a workflow so that, as soon as the lead opens one of the emails, the pre-salesperson gets in touch

1. On the workflow creation screen, select the “ E-mail cadence ” trigger and next to it, the  “Open E-mail” action.

2. Now configure the actions as shown in the table, and check all actions with the option  “only start this action after completing the previous one”

Combining an email cadence with a prospecting workflow can help ensure that no leads are left behind, as well as increase booking rate and lower CAC. 

Adding the sending of automatic WhatsApp messages at the beginning of the cadence can be an efficient strategy, as long as you have a list of cell phone numbers for leads or want to run a recycling campaign for discarded leads.

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