📺 Lead Stage to Intro Active Stage Automation Set Up: 14 min
We walk you through creating a new lead automation, defining what a new lead means, setting up conditions based on client actions, and managing lead stages effectively. We demonstrate how to use record creation dates, activity checks, and tag management to streamline your lead funnel.
What is covered in this video
This checklist covers the key topics that are covered in the video in chronological order:
✔️ Defining New Leads (2 min)
✔️ Lead Funnel Setup (4 min)
✔️ Tag and Stage Management (8 min)
✔️ Final Steps (10:30 min)
Here are some of the key takeaways from the video
Journeys can house automations that push clients through lead funnels and/or send communications to clients. Creating a "new lead" automation involves setting specific criteria like record creation date, absence of bookings, and no previous purchases.
Defining what a "new lead" means for your business is crucial for setting up effective lead management flows. You can create multiple automations with different levels of specificity to capture various types of new leads.
Using tags in addition to lead stages can help more narrowly define audiences for tracking or sending automations. Tags can be especially useful for easily identifying clients at different stages of the sales funnel.