What is a Workflow?
Workflows are like little programs that automate you and your team. Learn what all they can do!
Workflow Tools
Let's go through the workflow tools and talk about each one.
Conditions & Dynamic Workflows
Workflows can be dynamic based on response and other actions that your prospects take.
Got an issue in your workflow? Here's how to find it and fix it.
So you have your workflow ready to launch! How do you add clients or prospects to it?
Tap into workflows that are already remade for you!
Intro Email:
Dear {contact.first_name},
We have received your inquiry regarding the accident. We would like to speak with you as soon as possible to discuss your potential case. By way of introduction, we have 1 attorney assigned to your case at this point.
Please call us immediately so we can make sure to protect your rights.
Followup Email:
Dear {contact.first_name},
It has been some time since your first inquiry and we are hoping that you are feeling better. We would like to speak with you as soon as possible to discuss your potential case. We are experts in injury cases and available to assist you.
Please call us immediately so we can make sure to protect your rights.
Other Examples:
Hey _____, this is ____ with _____. I am reaching out in regard to the form you submitted about your car accident. It’s completely free to find out if you are able to file a claim to receive compensation. I do need to have a brief call to help you get the ball rolling. Please call me as soon as you are free because we only have limited time to pursue this before it expires. Please call me at_____ or text me a time at ____ you can speak. I am looking forward to helping you.
Hey ____, It’s _____ with _____ firm. I just got your form earlier today requesting a call about your car accident. Based on the information you provided it looks like you may be eligible to claim compensation, but I need to speak to you to verify the details. It’s completely free to find out. We only have a short time before the window to file a claim closes. I'd hate for you to miss out. Can you please call me back or text me at _______?
Hey _____, it’s _______ again. Yesterday, you submitted a form about your car accident and requested a free case evaluation to see if you could be compensated for your injuries. I would love to help you. Please call us at ______. I’ll be here till ______. Talk soon. Bye.
Hey _______, it’s ________. I hope you’re ok. I have tried to call you several times about your car accident, but I cannot get a hold of you. If texting is easier please feel free to text me at_______. Once again, I really hope you’re ok and would love to help you regarding your accident. I will try to reach out later today. Talk soon.
Hey _____, it’s _______. I have been trying to call you regarding your car accident. I tried to call you a couple of times yesterday and today, but I am having a hard time getting ahold of you. We are ready to help you. I just need a few minutes of your time. It’s completely free to find out if you are eligible for a settlement for your accident. Call us at _______ at your earliest convenience. Talk soon.
Hey ______, it’s ______ with _______. How are you doing? I’ve been trying to reach you about the car accident you were in. It’s been 6 days since you requested our help.
Remember, it’s completely free to find out if you are eligible for compensation. Just give me a call back when you get this.
_________, it’s _______. It’s been 1 week since you completed a survey regarding the car accident you were in and I haven’t been able to get ahold of you. I wanted to try to call 1 more time before closing your file. Please give us a call back so we can see if we are able to help you.
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