Automated 90-Day Follow-Up Workflow for Lost LeadsAutomated 90-Day Follow-Up Workflow for Lost Leads
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Most 'lost' leads didn't say no. They said not now.
• A workflow starts when an opportunity's status changes to Lost.
• It waits 90 days, then sends a short SMS asking if they're still planning the job.
• A reply moves the opportunity back into the pipeline and creates a task to call them that day.
• When they book, a confirmation email goes out automatically.
How long would you wait before checking back with a lost lead?
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Takreem Ahmad's avatar
This is a smart way to handle lost leads. Ninety days feels about right for a check-in, long enough that it does not feel pushy but soon enough that they still remember you. Do you find most replies come from the first SMS or from a later one in the sequence?
Raja's avatar
It really varies by business, so I don't assume one step wins. The first SMS does best when it mentions what they originally asked about, and the later ones mostly catch people whose timing changed. I track replies per step in the workflow stats and cut any step that never gets one.
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