Discover Recipes

It’s okay to steal these. We’ve added these here just for you to take. Use them as is or customize them for yourself.

Back from the Dead

Some leads seem like they fall off the face of the earth. But some come back, without you ever realizing it. Well, from now on, you'll know when a lead is ready to engage again.

Last Engagement Date

last # of days

7

and

Last Contacted Date

is greater than

100 days ago

It's Been a While

Use this Recipe to know who you haven’t spoken to in awhile. Keep your friends close, but your leads closest!

Email & Video Replies

is greater than

0

and

Last Heard From

is greater than

60 days ago

and

Pipeline Stage

is not

Demo Booked

Might Churn

Which clients haven't engaged with your collateral or messaging? Uh oh, it might be time to check in personally. Get the heads-up to check in to keep them as happy customers.

Stage

is

Won

and

Last Engaged

is greater than

90 days ago

and

Last Contacted Date

is greater than

100 days ago

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Most Engaged Clients

Who are your champions and power users? Look no further than the overall engagement. Now you know where to get your testimonials and case studies.

7 Day Engagement

is greater than

2

and

Email Link Clicks

is greater than

0

and

Last Engagement Date

last # of hours

8

The Glengarry Leads

We all think we know who the hottest leads are. You know, the leads everyone wants, the Glengarry Leads. But never guess again; you can find your hottest most engaged leads right within your Recipes.

7 Day Engagement

is greater than

2

and

Email Link Clicks

is greater than

0

and

Email Requests

equals

0

and

Last Engagement Date

last # of hours

8

and

Unsubscribed

is

No

Never Contacted

Which leads have fallen through the cracks? Did anyone on my team reach out? Use this Recipe to know leads that have never been reached out to, and put in a new campaign to warm them up.

Emails & Videos Sent

equals

0

and

Total Phone Calls

equals

0

and