Automated Items: Recommended Examples

Below are examples of Automated Item cadences that you can use as a framework or starting point for your company's own unique communication tracks for your leads. This cadence is based on industry best practices, but your company's needs may vary depending on your internal structure, how you approach Trials, and your goals around nurturing prospects and members. This is primarily a framework or outline that should be adapted to suit your business needs.

See this article for detailed instructions on How to create Automated Items. You can also learn how to easily replicate Automated Items here.

Remember that the primary trigger for an Automated Item is always the Lead Status (Enquiry, Tour, Trial, Sale): you can configure Automated Items to be triggered when a lead is updated to a particular Lead Status. Secondary conditions like Rules, Contact Methods, Marketing Sources, and Tags can also be added to the Automated Item so that only people that meet all specified criteria trigger the Automated Item.

We also recommend referring to the Example Templates we have available along with this example cadence.

Here is a screenshot of what our entire example cadence looks like together:

Below is a detailed overview and screenshots outlining the setup of each individual Automated Item.

Enquiry

1 - Call New Weblead Immediately

-- Suggestion -- create a similar Automated Item, but change the Kind to "Send Email". Use this to send an email that includes specific details about what your club offers ---

---

2. Inquiry Follow up Call #2 - Lead that has not come in yet (day 1)

- Rules: Stop When Appointment Booked