Workflows
Start from a template
Pick a goal, choose a ready-made workflow, and tell it which form, booking page or document to use.
Templates get a working workflow running in a minute or two. For example:
- A new lead gets your booking link straight away, with a reminder after 2 days if they haven't booked.
- A signed proposal starts onboarding and creates the client's project.
- A finished project brings a review request to your client.
Each template asks only for what it needs, such as your inquiry form and booking page.
Pick a template
- Open Automations › Workflows and select the Templates tab.
- Under What do you want to get done?, pick a goal, such as Get more booked calls or Get paid faster. Or select Browse all templates.
- Use the industry filter to see versions written for your kind of business. Choose All businesses to see everything.
- Select a template. The right side shows what it does, each step under What happens, and what you'll choose.
- Select Use this.
Choose your items
- Pick each item the template asks for, such as Your inquiry form or Your booking page. If you don't have one yet, select Create one. It opens in a new tab, so you can come back and pick it.
- Select Create workflow. It opens in the builder as a draft, with every step filled in.
- Select each step to read its email in your own voice and check who tasks go to.
- Select Test and pick a real record. See Test a workflow.
- Select Publish.
You're done when the workflow shows On in the list and its first run appears on the Runs tab.
Good to know
- Templates that take a deposit need an online payment provider, such as Stripe, connected first.
- Adjust waits to match how quickly your clients usually reply.
- The same templates are listed in Templates › Workflows, alongside your other templates.
Every template
Agiled has 20 ready-made workflows, grouped by goal. Some come in versions for different kinds of business, such as a site visit for trades or an engagement letter for accountants.
Get more booked calls
| Template | What it does | You'll choose |
|---|---|---|
| Book a call with new project inquiries | Sends new inquiries your booking link straight away, reminds them after 2 days, and gives you a task to reach out if they still haven't booked | Your inquiry form, your booking page |
| Book intro calls with new inquiries | The same, for an intro call. Written for consultants, coaches, clinics and accountants | Your inquiry form, your booking page |
| Book a consultation with new event inquiries | The same, for a short chat about their date. Written for photographers and event vendors | Your inquiry form, your booking page |
| Book a site visit for new quote requests | The same, for a site visit, so you quote first. Written for trades and home services | Your quote request form, your booking page |
| Prepare clients before every call | Sends your questionnaire as soon as a call is booked, and a reminder the day before. Cancelled bookings don't get the reminder | Your booking page, your questionnaire |
| Win back cancelled bookings | Sends a fresh booking link when someone cancels, and gives you a task to follow up if they haven't rebooked after 3 days | Your booking page |
Get paid faster
| Template | What it does | You'll choose |
|---|---|---|
| Send your proposal after the call | Every call ends with a proposal in the client's inbox | Your booking page, your proposal template |
| Send your quote after the site visit | Quotes go out while the job is fresh. For trades | Your booking page, your quote template |
| Send your contract after the consultation | Clients get their contract while they're still excited. For events | Your booking page, your contract template |
| Send your engagement letter after the intro meeting | New clients get their engagement letter the same day. For accountants and legal practices | Your booking page, your engagement letter template |
| Take your deposit when a proposal or contract is signed | Turns signed work into a paid deposit and a started project | Your onboarding Smart Flow, your project template |
| Take a 50% deposit when an estimate is accepted | Turns accepted estimates into a paid deposit and a started job | Your onboarding Smart Flow, your project template |
Onboard new clients
| Template | What it does | You'll choose |
|---|---|---|
| Welcome and onboard a client when you win the deal | Won deals turn into welcomed, onboarded clients with a project | Your onboarding Smart Flow, your project template |
| Start onboarding when a proposal or contract is signed | A signature starts onboarding straight away | Your onboarding Smart Flow, your project template |
| Start the job when an estimate is accepted | Accepted estimates become a scheduled job with the details in hand | Your job questionnaire, your project template |
Keep clients happy
| Template | What it does | You'll choose |
|---|---|---|
| Ask for a review when a project is done | Every finished project brings a chance for a 5-star review | Nothing |
| Ask happy clients for referrals | Finished projects turn into introductions to new clients | Nothing |
Stay on top of leads
| Template | What it does | You'll choose |
|---|---|---|
| Reply to every new inquiry right away | Every inquiry gets an instant reply and a same-day follow-up | Your inquiry form |
| Don't let new leads go cold | No lead sits untouched for more than two days | Your inquiry form |
| Win back deals you lost | Lost deals get a second chance a month later | Nothing |