Workflows Directory
Find your team’s next superpower.
- Function: Customer success and account management
- Function: Sales
- Industry: Government
- Industry: Insurance
- Industry: Real estate
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Results
3 workflow templates
Bid or no-bid and RFP response plan
Before anyone starts on a response, your bid manager sees every requirement in the request checked against your own evidence, your bid criteria tested and the buyer questions ready. A named person decides whether to bid; then a dated plan says who does what by when.
- Starts it
- Bid manager
- Brings
- export, notes, document
- Gets
- 6 outputs
Property owner report
A property manager gets the month's owner report drafted from the statements and logs they supply: occupancy, collections, open maintenance and the decisions the owner is asked to make, each statement traced to its source and each gap shown.
- Starts it
- Property manager
- Brings
- export, notes, document
- Gets
- 6 outputs
Sales call scorecard
After a sales call, your sales lead sees how it went against your team's own criteria, each point backed by the words actually said, where the call left the deal, and one focus for the next call. It reviews a call, never a person, and gives no score for anyone's file.
- Starts it
- Sales lead
- Brings
- export, notes
- Gets
- 5 outputs