A GOCRM PLAYBOOK

14-day lead follow-up

A two-week starting point for personal follow-up across calls, texts, and email.

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THE CUSTOMER JOURNEYSelect any step

Continue the conversation personally

STEP 02 THE MESSAGE2 / 12

Day 0 · Send an introduction

Send the introduction text and new-inquiry email from the assigned owner.

Hi {{ contact:firstName }}! This is {{ sender:firstName }} from [Company name]. Thanks for your inquiry about [product or service]. When would be a good time to talk?

From the assigned owner to your contact

Replace [bracketed details] and confirm merge fields in GoCRM. Copying keeps these placeholders intact.

Open this message template

When they reply, a person takes over.

At any point, an incoming response pauses the flow so the owner can continue personally. Review qualification with the lead rather than treating a reply as proof of fit.

BEFORE YOU SWITCH IT ON

Make this flow your own.

Considered purchases where a new lead may need several chances to connect.

01
Confirm the lead segment, owner assignment, and contact hours.
02
Save the introduction and follow-up messages you plan to use.
03
Set incoming call, SMS, and email events to pause the flow, then test the schedule.

This is a recipe to build in your account, not a one-click import. Review contact permissions, timing, and reply-pause rules before starting.

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How templates work Original flow guide

Original GoCRM walkthrough. Menus may look different in your account.

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14-day lead follow-up

Day 0 · Send an introduction

Make this flow your own.

Keep building your playbook.