What this workflow solves
When a lead replies positively but no meeting is booked yet, wait a few days, then enroll them in a follow-up sequence.
A positive reply isn't a closed deal. It's a window, and windows close fast. The lead is interested, but if a meeting doesn't get booked in the next few days, momentum drops and the conversation dies in the inbox.
This recipe catches every interested reply, waits long enough to give the lead time to book, then re-engages anyone who hasn't with a follow-up motion built to convert interest into a meeting.
How the workflow works
- Trigger: Email replied or social replied with an Interested label
- Delay: Workflow waits a few days
- Paths: Checks if a meeting has been booked
- If no meeting: Adds the contact to a follow-up sequence
- If meeting booked: Journey ends
How to set it up
This recipe is built from scratch. Open Workflows, click New workflow, and start with a blank canvas.
- Add a trigger and select Email replied. Set the Label filter to Interested. If you want the workflow to cover social replies too, add a second event for Social replied with the same label.
- Add a Delay block and set how long to wait before checking back. Three to five days works well.
- Add a Paths block. Create one path with a filter that checks whether the contact has booked a meeting, and leave the Else path for everyone who hasn't.
- Under the no-meeting path, add an Add contacts to sequence action. Pick your follow-up sequence and choose how leads should be distributed.
- Hit Launch.