Setting Up Effective Call and Text Workflows for Better Lead Engagement

In this guide, you will learn how to set up effective call and text workflows to improve lead engagement. By following these instructions, you will be able to create a structured process for handling calls, texts, and voicemail cadencing, ensuring that you maximize your chances of connecting with potential leads.

To begin, you need to access your dialer campaigns. If you have not yet created a campaign, you should do so first. Once your campaign is set up, click on the edit button to proceed with the configuration.

Navigate to the workflows section and select the option to design a new workflow. Here, you will have the ability to decide what your trigger is. It's recommended to use the call status as a trigger, particularly focusing on no answer statuses, as this is a common scenario where follow-up automation can be beneficial.

Creating automation for no answer statuses is crucial, as it allows for immediate follow-up with texts and voicemails. This approach increases the chances of getting a response from the lead. Set up a system where a missed call triggers a voicemail and a text message in quick succession.

For missed calls, automatically schedule a callback for 30 minutes later. This ensures that if the lead does not respond to the initial voicemail or text, you have another opportunity to reach out within a short time frame, maximizing your chances of engagement.

Ensure that your first call includes all necessary touches to get the best response from the lead. This means deploying a combination of calls, voicemails, and texts quickly to create multiple contact points. If the lead is not paying attention to one method, they might notice another.

Depending on the time of the missed call, adjust your callback strategy. For example, if a call is missed between 3 PM and 9 PM, schedule a callback for the next morning. This ensures that you are not reaching out at inconvenient times and increases the likelihood of connecting with the lead.

By following this guide, you can set up an effective workflow for managing calls, texts, and voicemails that enhance your lead engagement process. With the structured approach to handling no answer statuses and scheduling timely callbacks, you will maximize your chances of converting leads into successful contacts.