How to create a custom workflow

If you’re using GoggleCRM, you’ve probably heard about “workflows.” But what exactly are they, and why should you care?

In simple terms, a workflow is a set of steps or tasks that guide your leads through your sales process. With a well-planned workflow, you’ll always know what to do next, making it easier to stay organized and move people from “just a contact” to a paying client.

Building a Workflow: Step-by-Step

1. Name Your Workflow:
   Head to the “Workflows” tab and click “New Workflow.” Give it a clear, memorable name—something that will help you pick the right workflow when you add a new lead.

2. Set a Default Workflow (Optional):
   If this is your main or most commonly used process, mark it as the default. This way, when you assign a new lead, the system knows which workflow to use right away.

3. Define Your Stages:
   Think of stages as the big milestones in your sales process. For example, you might have stages like:

   • Building Rapport

   • Outreach

   • Meeting

   These stages represent the “big picture” steps you take as you develop a relationship with a lead.

4. Add Tasks to Each Stage:
   Within each stage, break things down into smaller actions. These are your tasks—specific to-dos that move the lead forward. For example, under “Building Rapport,” you might create tasks like:

   • Connect on LinkedIn (assigned to you, due the day they enter the workflow)

   • Check acceptance (scheduled a few days after they’ve been added, or a few days after you’ve completed the previous task)

   You can choose when each task is due: immediately after adding them as a lead, a certain number of days later, or after a previous task is done. This flexibility lets you create a smooth, step-by-step process that matches how you actually work.

Why Set Up Workflows?

• Consistency: Every time you add a new lead, you’ll follow the same proven steps.

• Efficiency: No more wondering, “What should I do next?” Your tasks are laid out for you.

• Scalability: Once you’ve created a workflow, you can apply it to as many leads as you like. Spend time designing it once, and then simply reuse it over and over.

Common Uses for Workflows

• Prospecting and Outreach: Guide new leads from that first connection to a meeting.

• Nurturing Existing Relationships: Keep in touch with clients you already know and trust.

• Following Up on Proposals: Make sure no deal falls through the cracks by scheduling timely follow-ups.

Ready to Go?

After you’ve added all your stages and tasks, just hit “Save,” and your workflow is ready. Next time you add a lead to GoggleCRM, pick the workflow you built. Your tasks will start rolling in automatically, helping you stay on track and never miss an important step in the sales process.

If you need a little inspiration, you can check out pre-built workflows or experiment with creating your own until you find the perfect fit. And if you have any questions, don’t hesitate to reach out to the support team. Good luck, and happy selling!