How to create a lead workflow with network & tasks

Hello everyone.

One of the things you're going to see with NOAN over the next month or so is the evolution of how we enable you from a sales perspective.

I wanted to talk through just a workflow I've just set up, which makes our life a lot easier.

Right.

So I have the ability for users to book demos on our homepage.

So what I've done is I've created this zap where if anybody books a demo via the homepage, I found a demo link, or the email.

It will then find the contact in network.

If that contact doesn't exist, it will then create their contact with their name, a couple of memos based on what they answer as they go through that flow and that will drop them into network.

Now in network I use it in two ways.

So one, what you can see here is that I have filtered by lead.

So I have a lead filter view.

and there I can see all leads that have been added.

You can see the time here, 16, 17 minutes ago.

These are both test leads.

because we were just testing out this workflow and then you can see other leads that I've had come in through here.

Right.

So all my leads are in here.

If I want to check this view every day I can just go to the tag and I can filter it by lead and that will give me this view.

If I wanted to filter it by different tags as well, I could add hot lead or enterprise and it'll show me which leads I've got in those, those areas.

Now this is really powerful just to manage and understand which leads you need to reach out to.

But then what I've done is I've actually created a memory and I want to show you that now.

So I was just running a quick test on creating a memory and I asked the assistant to work out which is the best way to do it.

And so this is the new memory I've created and I'll drop this in the chat.

So I've said, I want you to create a new memory.

Whenever I say the word leads, I want you to search for all contacts that were created in the last 24 hours and tagged as lead.

So that's any new lead.

So every day I can say this and create individual follow up tasks for each one with a five day deadline.

This will ensure no leads are missed.

Right, so it's done.

So I've locked that in and then let me show you just a quick run of this workflow.

So here you can see I've tested it.

All I've done is I've said leads and then straight away it's gone and found those two new leads which are from our tests.

It's created follow up tasks for these over five days and then these are now over in the task manager.

If I wanted to see them, they're in my backlog, dead simple.

So every day I can just drop in and one of my workflows I'm going to run is leads and it's going to tell me who I've got and then we're going to get that task to follow up with them.

Now we're going to evolve this pretty drastically over the next month or so and make a lot of this happen automatically.

But for the moment this workflow is going to get you through.

If you're working with clients, I recommend connecting any lead forms you might have straight into network.

If you need help, let me know, I can set you up.

and then it is going to immediately mean you've got those leads in there and then you can run this workflow every day just to make sure that you've got follow up tasks across your task manager to then go back to these leads and you know, know who you're targeting and going after.