Overview:
When a client declines an estimate, moving the opportunity to Declined triggers a sequence to gather feedback and re-engage the lead over time.
1. Automation for Declined Estimates:
Tag Update: The lead is marked as lost.
Prevent Mistakes: If the lead was incorrectly moved to this stage, the workflow ends immediately.
Visibility Tip: Keep all filters (open, won, lost, abandoned) unchecked to avoid losing track of leads.
2. Follow-Up Process:
Day 1: Send a feedback request email.
6 Months: Re-engagement email.
12 Months: Another follow-up email and tag them as 12 months since declined.