Custom Velocity 360 Engineering

workflow Form

On this engineering form, we will be gathering your general workflow preferences as well as your new leads outreach workflow which is one of the most important workflows for any company. For pipeline stage workflows, sales, nurture, support etc.... we will spend time on the meeting clarifying how those will work as they are a bit more standardized and require verbal communication to complete and customize to your needs.

If you're confused on how to complete this form, please watch this video: click here

Are you satisfied with your Velocity 360 set up process so far?

New Lead Outreach Workflow Preferences

To maximize your lead conversion, we'll design a new lead outreach workflow that automates follow-up. This includes defining lead entry points, setting up automated email, text, and voicemail sequences, and creating targeted templates based on lead source or product interest, ensuring rapid and relevant communication.

How do you want your team members to be notified when a lead comes in? *

Which communication channels would you like to use to reach out to new leads? (Select All that Apply) *

SMS

Voicemail

When a new lead comes into the system- how quickly do you want them to be contacted? *

ex: 1 min, 1 hour, 1 day etc? If you contact them within 60 seconds, your closing precentage should increase by over 300%.

How long do you want to go in between each touch point?

ex: 1 day, 1 week, 1 month, etc.

How should your outreach sequence be trigged? *

From a Contact Form Submission

When an Lead is Created Manually

When a Tag is Added

When there is a Missed Call

When a Calendar appointment booked/canceled

When a Lead Is Added From An Ad

How many touch points do you want to have with a new lead? *

ex: 3x per day for 3 days then 1x per week for 3 weeks

Do you need your workflows to auto assign new leads to certain team members?

For example, leads from a certain zip code need to be assigned to a certain sales person

Do you want different email, text, or voicemail templates to be sent for specific product or services?

For example, I want an intro email for my x services and a different intro email sent for y service. In this case, select "yes"

How many times do you want your lead to be touched before they are marked dead/lost/abandoned? *

ex: after 10 emails, 5 texts, and 2 VMs over 5 weeks

Additional Products Or Services

If Yes, Please List Your Product or Services

Product/Service 1
Product/Service 2
Product/Service 3
Product/Service 4
Product/Service 5
Product/Service 6
Product/Service 7

If you happen to have more procuts or services, please fill them in below.

Pipeline Stage Workflow preferences

This workflow automates repetitive information or content being sent to leads as you move them from left to right in your V360 pipeline. New leads will get your outreach workflow, but at what stage? You might send an onboarding email, you might drag them to that stage and we can have the system send you that email, etc... The following questions will help us best advise you and set the automations up to work how you want them to.

Please describe what information needs to be sent to your leads or clients between each pipeline stage in V360:

When I move a lead to onboarding, I want them to receive an onboarding email. When I move them to project completed, I want to send them a review request and thank you email.

Each stage trigger can be different, generally how would you like your pipeline automations to be triggered?

Support Form Workflow Preferences

The support form workflow automates your support requests. We can set this up for you to automatically send support videos, create support tickets, notify your team when a support request comes in, and add them to a support ticket pipeline. After a day, a SMS will be sent following up on support request. If the client responds positively, the support request will be marked complete. If the client responds negatively, it will notify the team to keep working on support request.

What are your most common support questions, please list below.

FAQ 1
FAQ 2
FAQ 3
FAQ 4
FAQ 5
FAQ 6

Please put the FAQ & its answer.

If you have more common support questions, please list them below

Do you want us to add a priority level selection?

Yes

For example- low means the business can function without this issue being fixed immediately. Medium is we can go a day or two without this being fixed, but can hurt day to day operations in the long run. High means my business cannot run if this is not fixed.

Please list out the types of support needed.

Support Type 1
Support Type 2
Support Type 3
Support Type 4
Support Type 5
Support Type 6

If there are more support options needed, please add them here.

For every workflow, we will need email or text templates and/or voicemail recordings. On your onboarding meeting, your CRM design engineer should have let you know how many you need and for what workflows. Below, please upload all the templates you currently have even if you have not complete everything yet. Please title them in numerical order by the name of workflow you would like them to be placed.

Email Templates

Username: Password:

Text Templates

Upload your any text templates you'd like in your automations here

Voicemail Templates or Recordings