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With the launch of the all-new Workflows in Sprout Studio, it’s never been easier to design a remarkable experience for your clients and put it on autopilot. Now you can deliver surprise and delight each time without all the manual work.
Workflows aren’t just functional; now, they’re visually beautiful. It’s effortless to craft the perfect client journey with ease.
Workflows aren’t just functional; now, they’re visual. It’s effortless to craft the perfect client journey with ease.
With improved organization, easy click-and-point editing and the ability to seamlessly add steps before and after other steps, the new Workflow Builder empowers you to easily deliver exceptional experiences.
Editing and refining your Workflows has never been more intuitive. With the new Workflow Builder, you can immediately see and understand the impact of your changes.
Editing and refining your Workflows have never been more intuitive. With the new Workflow Builder, you can immediately see and understand the impact of your changes.
Whether it’s fine-tuning steps before or after key milestones or adding steps to existing ones, now it’s easy to iterate on your Workflows and constantly improve them, ensuring your clients’ journeys are nothing short of exceptional.
Getting a comprehensive understanding of your client’s journey in a Workflow has never been more straightforward.
Getting a comprehensive understanding of your client’s journey in a Workflow has never been more straightforward.
The visual Workflow Builder lets you break down complex processes into manageable chunks and milestones, making it easier to grasp the big picture. Whether you’re scanning through the sequence or flipping between milestones, this clarity gives you the confidence that every detail is just as you envision it.
If you’ve felt overwhelmed by the idea of creating a workflow – in Sprout or any CRM – now it’s easier than ever. The all-new Sprout Workflow tool takes the guesswork out of designing seamless client journeys. Say goodbye to the overwhelm and hello to the possibilities.
A milestone is a pivotal point in your client’s journey, such as a booking date or a significant event, serving as a reference for initiating and organizing automated sequences of actions.
A time slot is a point in time relative to a milestone, allowing you to create a structured timeline within your workflow, ensuring actions occur at precisely the right moments.
An action is something you want to happen, such as sending an email, creating a task, or scheduling an event, all designed to enhance the client experience.
Optionally add an additional subsequent action that you want to happen once the previous action is complete.
Use Sprout’s powerful Scheduler tool in a workflow to eliminate the back-and-forth and let your client schedule time on your calendar.
… and much more!
Now, your Workflows can automatically send your clients a Booking Proposal at the perfect time. Create a Booking Proposal Template and reuse it to beautifully guide your clients through booking step-by-step.
Send your clients a Contract exactly when you want. Use Workflows and Contract Templates to automate the whole process, going hands-off while still remaining high-touch.
Now you have the flexibility to build your Workflows with tasks that run in parallel or in sequence. You can even mix them!
This newfound versatility empowers you to fine-tune your clients’ journey and deliver an experience to your clients exactly how you’d like.
With the all-new “require approval before sending” option for actions, you can review, edit and approve things before they’re sent.
This added layer of control builds confidence and ensures that every interaction is precise and perfectly tailored, eliminating the worry of unintended things going out to your clients.
Now you can add conditions to your Workflows that must be “true” before specific actions are triggered. This means you can build optional steps that are contextually relevant to each client’s unique situation into your Workflow.
Before you build out your Workflow in Sprout and get caught up in the weeds, it’s important to map out your client journey first. You want to create the blueprint for your masterpiece so you can get clarity on it and see a bird’s-eye view of the entire experience first.
We even created a fillable PDF for you to use as a template to map out your clients’ journey!
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