WRKFLOW TEMPLATE Deal Management Managing leads as they qualify requires considerable follow-up. From scheduling meetings and managing contacts to packaging service offerings around specific client needs, every repetitive aspect of your client onboarding process can be automated with Wrk. Trigger Start Wrkflow when a lead has not confirmed a meeting time after 3 days Generate Generate personalized email to book a meeting Send Send email with Pipedrive Confirm Time Add Add a meeting with Zoom link in Google Calendar No Response Call Call prospect to book a time Edit Update lead status in Pipedrive How this Wrkflow will help you Streamline Communication Deploy this Wrkflow to guarantee your back-and-forth with clients is always smooth and efficient. Never leave a potential lead hanging. Nurture Customer Relationships Automate the repetitive tasks in your deal managing process, so you can spend more time building a solid relationship with your leads, and tailoring your services to their specific needs. Attract More Business With automation taking care of repetitive tasks, your Sales team can focus their attentions on more leads than before, ultimately attracting more business to your company. Did you know? Wrk is proven to reduce cost per process by an average of 20% and reduce delivery time by 65%.