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Workflows for Palto Studios
Process-Selling DM Workflow
DM Sorcery
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Stages
Initiated -> Engaged
DB Initiated -> Engaged
DB Initiated -> Engaged
8
A | Send Follow Up
Then, for prospects that are
Initiated
and haven't responded after 24 hours of
Date & Time Initiated
, send FUP Message.
This table shows prospects where:
Status is initiated
Date from now and
D&T Initiated
is more than 24 hours and follow up message not sent
Variation
Stage
Name
Profile Link
D&T Initiated
D&T sent PSDM FUP Message
Variation
Stage
Name
Profile Link
D&T Initiated
D&T sent PSDM FUP Message
1
Default
1 | Initiated
9
4/23/2024, 9:00 AM
2
Variation A (longer script)
1 | Initiated
11
4/16/2024, 3:00 PM
3
Variation A (longer script)
1 | Initiated
13
3/29/2024, 9:00 AM
4
Variation A (longer script)
1 | Initiated
Zaid
4/18/2024, 2:00 PM
No results from filter
B |
For prospects that respond positively wanting more information:
Add D&T Engaged
Update status from Initiated to Engaged
Variation
Name
Profile Link
D&T Engaged
Stage
Variation
Name
Profile Link
D&T Engaged
Stage
1
Default
8
1 | Initiated
2
Default
9
1 | Initiated
3
Variation A (longer script)
11
1 | Initiated
4
Variation A (longer script)
13
1 | Initiated
5
Variation A (longer script)
Imdad
Instagram (@imdad.kadir)
1 | Initiated
6
Default
Adam
Instagram (@adam987_)
1 | Initiated
7
Variation A (longer script)
Zaid
1 | Initiated
No results from filter
Variables
Number of hours to send PSDM FUP Message after Initi ated
00
24
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