Lead Automations

Automate the moment a lead arrives — follow-up tasks, owner alerts, welcome emails — and

chase leads that go quiet so nothing slips through the cracks.

## Triggers

| Trigger | Type | Fires when |

|---|---|---|

| **Lead Created** | Event | A new lead is created. Runs immediately. |

| **Lead Timer** | Timer (daily) | Runs on a daily schedule across your **open** leads (Won/Lost leads are excluded). Used for age-based reminders and "gone quiet" nudges. |

## Conditions you can use

Common lead fields to filter on:

- **Budget** — e.g. only act on leads worth more than a figure you set.

- **Category** — e.g. only "Wholesale" leads.

- **Creation date** — for timer reminders based on how long ago the lead arrived.

- **Last activity date** — for "no activity in N days" nudges.

For timer reminders, use the **"Date is exactly N days old"** operator so each reminder

fires once on its day (e.g. at 7, 14 and 21 days) rather than every day.

## Actions

**Create Lead Activity** — schedules a follow-up activity (a call, task, etc.) against the

lead, due a set number of days after the lead was created.

- *Owner* — who it's assigned to (defaults to the lead's owner). **Required.**

- *Activity type* — pick from your activity types. **Required.**

- *Days after created* — when it's due. **Required.**

- *Description* — optional notes.

**Send Lead Email** — emails the lead's owner, client or contact.

- *To* / *CC* — recipients (a role like "Lead Owner", a specific person, or a typed

  address). *To* is **required**.

- *Subject* and *Message* — **required**; you can include lead placeholders like

  `[LeadName]`, `[LeadClientName]` and `[LeadOwnerFullName]`.

- *Document template* — optional; attaches a generated lead PDF.

**Create To-Do** — adds a WorkGuru to-do linked to the lead

## Ready-made templates

| Template | What it does | Trigger | Setup |

|---|---|---|---|

| **Priority follow-up for high-value leads** ⭐ | Creates a priority follow-up task when a high-value lead arrives. | Lead Created | Default "high value" = budget over $3,000 (editable) |

| **New-lead nurture cadence** | Lays down a 3-touch sequence: intro call today, follow-up day 3, check-in day 7. | Lead Created | Ready |

| **Welcome the client when a new lead is created** | Sends a welcome/acknowledgement email to the lead's client. | Lead Created | Set subject & message |

| **Email the lead owner when a new lead is created** | Notifies the owner the instant a lead lands. | Lead Created | Set subject & message |

| **Create an intro-call task for every new lead** | Drops a call task on the owner's list. | Lead Created | Ready |

| **Add a qualification task to every new lead** | Adds a qualify task so reps capture budget/authority/need/timing. | Lead Created | Ready |

| **Tailored follow-up task for a specific lead category** | Follow-up task only for leads in a category you pick. | Lead Created | Choose the category |

| **Create a callback to-do when a new lead arrives** | Adds a callback to-do for the owner. | Lead Created | Ready |

| **Email the owner about leads gone stale** | Emails the owner about an open lead at 7/14/21 days old (each once). | Lead Timer | Set subject & message; adjust days |

| **Nudge the owner when a lead goes quiet** | Creates a task when a lead has had no activity for N days; re-arms if it goes quiet again. | Lead Timer | Adjust days |

⭐ = part of the Starter Pack / popular.

These templates appear in the **Revenue Growth Pack** and the Starter Pack. See the full

list in the [Template Catalogue](11-template-catalogue.md).

## Tips

- "Stale lead" reminders fire **once per interval** — a lead at exactly 7 days gets the

  first reminder, at 14 the second, and so on. Adjust or remove any interval before

  activating.

- Won and Lost leads are automatically excluded from timer reminders, so you won't chase a

  closed lead.