Automation

Lead Nurture Workflow

Automate every touchpoint from first contact to policy issued.

Lead Created

Trigger: new lead in pipeline

Step 1

Send Company Profile

WhatsApp + Email

Step 2

Wait 2 Days

Delay before nudge

Step 3

Schedule Call Reminder

Auto reminder to advisor

Step 4

Meeting Reminder

24h and 1h before

Step 5

Proposal Reminder

Nudge if not opened in 48h

Step 6

Auto Follow-up

3 touchpoints over 10 days

Step 7

Converted to Client

Move to client CRM

Step 8