Steps to Create a Power Dialer Workflow
Step 1: Create a Workflow in Grow
Go to Workflows and click Create Workflow > Start from Scratch.
Click the + icon, search for Manual, and choose the manual action type.
Option 1: Manual action for calling.
Option 2: Manual action for SMS (add a placeholder message).
Save, publish, and label the workflow appropriately (e.g., “Power Dialer Workflow”).
Step 2: Segment Your Contact List
Go to Contacts and apply filters to segment your list.
Use Pipeline Stage to select a specific stage (e.g., “New Leads”).
Add a time filter: Created within the last 30 days.
Save this segment as a Smart List (optional), which will update automatically based on criteria.
Step 3: Add Contacts to Automation
Select all contacts in your filtered list. If there are multiple pages, ensure you select all.
Click Add to Automation and select the workflow you created (e.g., “Power Dialer Workflow”).
Confirm the action to add contacts to the workflow.
Step 4: Use the Manual Actions Dashboard
Navigate to Conversations > Manual Actions to access your call or SMS lists.
For Call Workflows:
Start the call sequence, and the system will auto-dial the first contact.
Log the call outcome (e.g., completed, voicemail, no answer).
Add notes or create tasks before moving to the next contact.
The system auto-dials the next lead once ready.
For SMS Workflows:
The placeholder message auto-loads for each contact.
Customize each message based on the lead’s unique circumstances before sending.
Step 5: Follow-Up and Conversion
For calls, prioritize booking appointments to get leads into the gym.
Personalize communication where possible to improve engagement and conversion rates.
Track and manage lead progress within the workflow to maximize efficiency.
Pro Tip:
Calling is often more effective for securing bookings, as direct communication improves conversion rates. Use the SMS option for personalized follow-ups when calls are unsuccessful.
Help
If you would like more information or need further assistance, please use our HELP DOCs, just like this one or reach out through intercom, the little blue box in your CORE account or email us at support@pushpress.com. Our team is here to help.
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