We consult Universities on streamlining their recruitment process. The best workflow I would suggest is to notify the internal users or contact owners when the lead is shows interest or gets active (enrolled)
In my new role we manage workflows to do some automated tasks. I’m looking forward to learning more about them and how we use them to increase customer engagement.
You could use a workflow to nurture leads after they download a free guide or other resources. You could automatically send a thank-you email first, then follow up a few days later with related tips or content. If the lead clicks on certain links or shows more interest, the workflow could send them more targeted information or notify the sales team. I think this would keep leads engaged without making the follow-up process feel manual or inconsistent.
One way I would use workflows is to nurture leads based on their interests and engagement. For example, if someone downloads a resource about AI and operational efficiency, a workflow could automatically send relevant follow-up content and guide them toward the next step. This keeps communication timely and personalized without requiring manual follow-up.
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Mastering workflow is going to be a game changer for my new cookie business! I love how user-friendly setting workflows up appear to be!