Core workflows
- New lead intake
- Lead assignment
- Speed-to-lead notification
- Appointment booking
- No-show follow-up
- Proposal follow-up
- Won-deal handoff
- Lost-deal reason capture
- Reactivation
- Client reporting handoff
Document each workflow
Record trigger, required data, owner, automated actions, human actions and stop conditions.
Keep templates modular
Reuse structural patterns without forcing identical copy, timing or qualification on every client.
Review regularly
Remove obsolete workflows, merge duplicates and check that automations still reflect the real sales process.
Choose software
Compare software against this workflow rather than choosing from a feature list alone.