Finish the Go live checklist first, then follow the plan that matches how your business gets leads. Each day is one job, so you can do it in a short block of time.
Sales teams
- Day 1: add leads. Add a few leads by hand, then connect your email under Integrations.
- Day 2: build a sequence. Create a short multi step sequence under Sequences. Two or three steps is enough.
- Day 3: capture leads. Build a lead capture form in Forms and put the link on your website.
- Day 4: set up calling. Connect Phone & SMS, then open Outreach to try the dialer.
- Day 5: look at the numbers. Open Insights and check the Performance report, then review your Deals.
Real estate teams
Your workspace shows Contacts instead of Leads, and it has Listings.
- Day 1: capture. Build an open house form in Forms and test it from your phone.
- Day 2: listings. Add your listings in Listings.
- Day 3: follow up. Create a sequence with an email, a text and a call task.
- Day 4: call. Connect Phone & SMS and open Outreach.
- Day 5: review. Open Insights to see how the week went.
Where to read next
- Where to find everything in FlowForce explains every page in the sidebar.
- How to create your first sequence in FlowForce covers day 2 in detail.
- FlowForce terms explained: leads, sequences, SLA and more defines the words you will see.
Common questions
Why does my workspace say Leads and not Contacts? Real estate workspaces use Contacts. Every other industry uses Leads. They are the same record.
Do I need to follow the order? No. Move days around to fit your week.