Use the consult journey
New businesses start with a board that follows each person from enquiry to client, with follow-ups switched on.
Business owners and administrators ยท 4 min read
Steps
- Open Enquiries. The Consult journey board has six stages: Enquiry received, Consult booked, Consult attended, Missed consult, Became a client and Not a fit.
- Open Follow-ups and read the seven Consult journey follow-ups. Change the wording to suit your business. They are switched on for a new business, and you can switch any of them off.
- When you mark a free consult as completed or as a no-show, the person moves to the matching stage and the next messages and tasks start. When you make them a client, or move them to Not a fit, they get the closing message.
- If your business started before this existed, open Enquiries, choose Stages, then Add the consult journey. Its follow-ups start switched off, so you can read them first.
Check it worked
A test enquiry appears in Enquiry received, and a task to follow up appears a few minutes later.
Common questions
A session did not move anyone
These follow-ups only listen for free consults. Check the session type is free and keeps people as enquiries, or mark the session as a free consult.
Open Enquiries (sign-in required)