Skip to main content

Automated Workflows: 03 – Speed to New Lead

The Speed to New Lead workflow is designed to immediately respond to new inquiries and dramatically increase the chances that a lead engages with the consultant.

Research consistently shows that responding to a lead within minutes significantly increases the likelihood of a conversation. This workflow ensures that no new lead goes unanswered.

It automatically sends a combination of emails and text messages, spaced out over time, until the lead responds or schedules a call.

When This Workflow Runs

This workflow typically starts when a new lead enters the system and is added to the Speed to New Lead automation.

This may happen when:

  • A new contact is created

  • A lead submits a form

  • A lead is imported

  • Another workflow routes the contact into this sequence

Once triggered, the workflow begins the immediate outreach process.

Initial Response

The workflow begins by sending an immediate email response to the new lead.

This message typically:

  • Acknowledges their inquiry

  • Introduces the consultant

  • Explains the next step in the process

  • Encourages scheduling a conversation

This ensures the lead receives confirmation that their request was received.

SMS Follow-Up

Shortly after the first email, the workflow sends a text message to the lead.

The goal of the SMS message is to:

  • make the outreach feel personal

  • reach the lead on their mobile device

  • increase the chance of a quick response

Text messages often receive much higher response rates than email alone.

Follow-Up Sequence

If the lead does not respond immediately, the workflow continues with a structured follow-up sequence.

This sequence includes additional emails and messages sent over several days.

These messages typically:

  • remind the lead that the consultant is available

  • encourage scheduling an introductory conversation

  • reinforce the value of speaking with a franchise consultant

The messages are spaced out with waiting periods to avoid overwhelming the lead.

Response Detection

Throughout the workflow, the system checks for signs that the lead has engaged.

Examples of engagement may include:

  • replying to an email

  • responding to a text message

  • scheduling a meeting

  • moving to a new opportunity stage

If engagement is detected, the workflow stops automatically. This prevents unnecessary follow-up messages once the lead becomes active.

Scheduling a Call

Many of the messages in this workflow encourage the lead to schedule an introductory consultation call.

Once the lead books a meeting or enters a later stage of the pipeline, the workflow exits and other automations take over.

Why This Workflow Is Important

The Speed to New Lead workflow ensures that every new inquiry receives fast, consistent follow-up.

It helps consultants:

✔ respond to leads quickly
✔ avoid missed opportunities
✔ maintain consistent outreach
✔ increase the likelihood of booking a call

Without this workflow, new leads could sit in the system without receiving a timely response.

Why Emails and Texts Are Written Inside the Workflow

In FranFlow, emails and text messages are written directly inside the workflow rather than using separate templates.

This makes it easier to:

  • see the entire communication sequence

  • update messaging quickly

  • understand what the lead receives at each step

It also reduces confusion when managing multiple automations.

🪄 Best Practices: Consultants can customize the messaging inside the workflow to match their communication style.

However, the overall structure of the workflow should remain the same.

The timing and spacing of messages are designed to balance responsiveness with a positive user experience.

Did this answer your question?