Pro Tip: Another benefit to automating workflows?

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Once you manually establish the cadence for success, such as 1. Call them, 2. Follow up with an email, 3. Follow up with another email four days later, you can build out the CRM workflows that work for you.

That way, when you create a new lead, you can enroll that lead into that proven workflow—and your day gets easier as you work through a simple list of tasks.

Here’s how to do this in Close. Workflows in Close support email, calling, and SMS. Assign leads to your team members automatically (or manually), and set up automated triggers that prompt your reps for action (eg., make a call)—or push automated outreach (email = sent).

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Create workflows for new leads, leads who went portugal telegram data dark, lost leads—whatever you need.

The key here is that these workflows are built on the knowledge you gained from the steps you took manually. They aren’t dreamed up. These workflows work. And you automate that.

Training. When a new rep onboards, they don’t have to go through the same blood, sweat, and tears. They’re inserted into smooth and functioning workflow processes.

Generative AI gets a lot of love—and with good reason. But it can also output bad material, due to poor prompts or AI hallucinations. So, if you leverage it, it’s important to first understand the baseline for good emails, good scripts, or a good set of notes. And that baseline is found through experience.