Marketing automation workflow
Also called: workflow, automation, CRM workflow
A marketing automation workflow is a set of rules in a CRM that sends messages, assigns tasks or moves contacts automatically when something happens, such as a form fill, a booked appointment or a date.
Each workflow starts with a trigger and follows steps: wait, send, check a condition, branch. A goal step can end the workflow when the contact does what the campaign wanted, such as booking a review.
Good workflows are few, named clearly and documented, so the agency knows what is running and why.
Automation does the follow-up agents don't have time for, but only if someone owns and maintains it.
"The new-lead workflow sends a text, assigns an agent and creates a call task in one step."
Which GoHighLevel workflows should an insurance agency set up first?
Usually new-lead response, appointment reminders, a nurture sequence for prospects who aren't ready, and a review or renewal reminder for existing clients.