10.5 Example Workflow: New Lead Follow-Up (Website Valuation Request)

Goal:

Immediately respond to a new seller lead who submitted the "Home Valuation Request" form on the website, notify the appropriate agent, assign ownership, create a deal record, and start a basic nurture sequence.

`Trigger`:

Form Submitted

Filter: Form Is → Select "Home Valuation Request Form"

`Actions`:

Add Tag:
- Rename Action: Add Tag - Seller Lead Type
- Configuration: Select Tag: Seller Lead
- Purpose: Categorize the contact.
Add Tag:
- Rename Action: Add Tag - Lead Source
- Configuration: Select Tag: Source: Website Valuation
- Purpose: Track where the lead came from.
Create/Update Opportunity:
- Rename Action: Create Seller Pipeline Opportunity
- Configuration:
  - Select Pipeline: Seller Listing Pipeline
  - Select Stage: New Lead
  - Opportunity Name: {{contact.name}} - Valuation Lead (Uses merge tag)
  - Opportunity Source: Website Valuation Form (Manually type or use custom value)
  - Lead Value: [Enter your agency's estimated average commission value for a listing, or leave blank if unknown initially]
  - Status: Open
  - Allow opportunity to move to previous stage: Yes
  - Allow duplicate opportunities: No (Usually)
- Purpose: Create a visual record of this potential deal in the pipeline.
Assign to User:
- Rename Action: Assign Lead to Agent (Round Robin)
- Configuration: Assign To → Select Rotate Assignment (or similar Round Robin option) → Choose the specific Users/Team members who handle new seller leads.
- Purpose: Distribute new leads fairly among the designated agents. (Alternatively, use If/Else based on Zip Code to assign territorially). The user selected here becomes the Contact Owner.
Send Internal Notification:
- Rename Action: Notify Assigned Agent via SMS
- Configuration:
  - Type: SMS
  - Send To: Assigned User
  - Message: "New Seller Lead Assigned!\nName: {{contact.name}}\nProperty: {{contact.address1}}\nEmail: {{contact.email}}\nPhone: {{contact.phone}}\nSource: Website Valuation\nCall ASAP!"
- Purpose: Alert the assigned agent immediately so they can follow up quickly (speed to lead!).
Wait:
- Rename Action: Wait 2 Minutes (Allow system processing)
- Configuration: Time Delay → Wait for 2 Minutes
- Purpose: Brief pause to ensure previous steps (like assignment) are fully processed before sending outbound messages.
Send SMS:
- Rename Action: Send Initial SMS to Lead
- Configuration:
  - From: Select your primary agency LC Phone number.
  - Template: (Optional) Select a pre-written "New Seller Lead Welcome" SMS template.
  - Message: "Hi {{contact.first_name}}, thanks for requesting a home valuation for {{contact.address1}} from [Your Agency Name]! Your assigned agent, {{contact.owner.first_name}}, is working on your custom report now and will reach out shortly to discuss it. Reply STOP to end msgs."
- Purpose: Instant acknowledgement and setting expectations for the lead. Includes personalization and compliance.
Send Email:
- Rename Action: Send Initial Email to Lead
- Configuration:
  - From Name: [Your Agency Name] or {{contact.owner.name}} - [Your Agency Name]
  - From Email: Use an address from your verified sending domain (e.g., info@youragency.com or {{contact.owner.email}}).
  - Subject: Your Custom Home Valuation Request
  - Template: (Optional) Select a pre-written "New Seller Lead Welcome" Email template.
  - Body: (Example) "Hi {{contact.first_name}},\n\nThank you for requesting a complimentary home valuation through our website! We've received your request for the property at {{contact.address1}}.\n\nOur local market expert, {{contact.owner.name}}, has been assigned to prepare your personalized Comparative Market Analysis (CMA). They will reach out to you soon via phone or email ({{contact.owner.phone}} / {{contact.owner.email}}) to schedule a brief chat to understand your specific goals and ensure the valuation is as accurate as possible.\n\nIn the meantime, feel free to browse seller resources on our website: [Link to Seller Page]\n\nWe look forward to assisting you!\n\nBest regards,\nThe Team at [Your Agency Name]\n[Your Agency Phone]\n[Your Agency Website]\n{{unsubscribe_link}}"
- Purpose: Professional email confirmation, reinforces agent assignment, provides additional resources.
Wait:
- Rename Action: Wait 2 Days
- Configuration: Time Delay → Wait for 2 Days
- Purpose: Pause before sending the first nurture message.
Send Email:
- Rename Action: Send Nurture Email 1 - Seller Tips
- Configuration: (Similar setup as step 8, select relevant template/compose message)
  - Subject: 3 Crucial Tips for Preparing Your Home for Sale
  - Body: Provide valuable content about staging, curb appeal, or common seller mistakes. Include a soft Call-to-Action (e.g., "Ready to discuss the best timing for your sale? Book a quick chat with {{contact.owner.name}} here: {{contact.owner.booking_link}}").
- Purpose: Provide value and keep your agency top-of-mind.
Wait:
- Rename Action: Wait 3 Days
- Configuration: Time Delay → Wait for 3 Days
Add Task:
- Rename Action: Create Agent Task - Follow Up Call
- Configuration:
  - Title: Follow up call - Seller Lead {{contact.name}} (Website Val)
  - Assign To: Assigned User (Contact Owner)
  - Due Date: Today (Due immediately when this step is reached)
  - Description: "Contact submitted valuation request 5 days ago. Received initial SMS/Email nurture. Call to discuss report, motivation, and potentially set listing appointment. Contact Info: {{contact.phone}} / {{contact.email}}. Property: {{contact.address1}}."
- Purpose: Ensure the agent performs a manual follow-up call at an appropriate time.
... (Continue Sequence): Add more Wait steps and valuable Email/SMS nurture actions (e.g., market stats, hyperlocal info, success stories) spaced out over days or weeks. Add conditions (If/Else) to stop the nurture if the contact replies (Customer Replied trigger removing from this workflow) or books an appointment.

10.5 Example Workflow: New Lead Follow-Up (e.g., Website Valuation Request)

Goal:

Trigger:

Actions:

`Trigger`:

`Actions`: