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CRM Automation Reference
A guide to the automated workflows triggered by the Business Optimization Assessment.
Master Routing Workflow
Triggers when an assessment is completed. Evaluates the "Primary Solution" field and routes the contact to the appropriate specialized pipeline.
- Tags contact with
profitmax assessment - Updates custom fields with assessment answers
- Branches based on Primary Solution selection
Client Nurture Campaigns
Triggered based on the "Client Journey Status" field.
- Thinking It Over: Educational sequence sent every 10 days
- Moving Forward: Preparation and what-to-expect emails
- Active Client: Bi-weekly business insights and cross-sell invitations
Specialist Handoff
Triggers when a specialist appointment is booked.
- Sends the "Assessment Full Notes" to the assigned specialist
- Creates a follow-up task for the field agent 1-2 days after the specialist call
- Updates pipeline stage to "Specialist Scheduled"