Replies to a new lead in under a minute and adds them to your pipeline.
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A visitor fills out the contact form on your website. That is the only action they take.
Automations that run from the moment a new lead comes in until they book an appointment.
Automations that run from a first consultation through to a delivered contract.
Drag the card along the pipeline, or tap a stage. The automations below light up as it moves.
Opens the case at Initial Consultation, gets the client booked, and moves it on once they show.
A new client record is created and the case opens at Initial Consultation.
Fires off the pipeline stage itself, sends the intake sheet, and files the signed copy on the contact record.
You move the case to Data Gathering, and that stage change on its own starts everything below.
Follows up an unsigned application on its own, and hands it to your assistant at seven days.
The application goes out for signature and the client gets a confirmation.
Keeps the client posted every fortnight while the application waits, with nothing for them to do.
Your assistant submits the application and moves the case on.
Tells the client the moment the case reaches Approved, with nothing needed from them.
Your assistant moves the case to Approved, and that stage change on its own sets this off.
Shares the good news, gets the delivery appointment booked and closes the case out.
Your assistant records the policy number and the case moves itself to Policy Issued.
Drag the card along the pipeline, or tap a stage. The automations below light up as it moves.
Opens the case at Initial Consultation, gets the client booked, and moves it on once they show.
A new client record is created and the case opens at Initial Consultation.
Fires off the pipeline stage itself, sends the intake sheet, and files the signed copy on the contact record.
You move the case to Data Gathering, and that stage change on its own starts everything below.
Follows up unsigned paperwork on its own, then hands the case to Back Office Review.
The paperwork goes out for signature and the client gets a confirmation.
Keeps the suitability review moving, with your assistant reminded every five days it sits.
The case sits at Back Office Review while suitability is checked.
Explains the transfer, checks in every fortnight, and advances the case as funds land.
The paperwork is submitted and the case moves on.
Shares the good news, gets the delivery appointment booked and closes the case out.
Your assistant records the contract number and the case moves itself to Contract Issued.
Automations that run after a lead becomes a client.
Automations that run while a new member works through their workshops and books their check ins.
Drag the card along the pipeline, or tap a stage. The automations below light up as it moves.
Welcomes a new member the moment they are added to the first column.
Your assistant adds them to the board, and landing in the first column is what sets this off.
Invites the member to book their check in the moment the eighth workshop is ticked.
Your assistant ticks each workshop off on the record, and the eighth tick is what sets this off.
Sends the certificate the moment the member reaches the last column.
After the check in your assistant moves them to the last column, and that stage change is the trigger.
Drag the card along the pipeline, or tap a stage. The automations below light up as it moves.
Welcomes a new member the moment they are added to the first column.
Your assistant adds them to the board, and landing in the first column is what sets this off.
Invites the member to book a call as soon as the third Easy Start workshop is ticked.
Three of the eight are done, and that third tick is what sets this off.
Invites the member to book their second check in once all eight are ticked.
The eighth tick sets this off, whether it lands a week after the first call or a month after.
Sends the certificate the moment the member reaches the last column.
After the second check in your assistant moves them to the last column, and that stage change is the trigger.
Drag the card along the pipeline, or tap a stage. The automations below light up as it moves.
Sends the setup steps, the course to buy and the discount code the moment a member lands in Onboarding.
Your assistant drops the new member into the first column, and that on its own sets this off.
Keeps the course moving, sending a reminder each time your assistant ticks a follow up.
The platform shows every member, how far through they are and whether they are ready to sit the exam.
Chases the exam booking every seven days until a date is in the diary.
The stage change is the trigger. Nothing else has to be set up.
Reminds them 15, 7 and 3 days out by email, then by email and text the day before.
Your assistant adds the date, and every reminder below counts back from it.
Sends the congratulations the moment the case is moved to Passed.
Your assistant moves the card, and that stage change is the whole trigger.
Sends a straight, encouraging note the moment the case is moved to Failed.
Your assistant moves the card, and the note goes out without anybody having to find the words.
Automations that sit outside any one stage of the journey.