Move deal stages from replies

AI reads each reply and moves the deal: a meeting request goes to Meeting set, interest goes to Engaged, and a clear no goes to Closed lost after you approve, with the sequence stopped.

Use this workflowHow it works

5 stepsEach replyYou approve before anything is sent

The workflow diagram

Move deal stages from replies: workflow diagramThe 5 steps of this workflow, from its trigger to the final step.Each reply. OutreachBWWHENTRIGGEREach replyOutreachWhat does the reply mean?What does thereply mean?Move to Meeting set. OutreachOUTHENMove to Meeting setOutreachMove to Engaged. OutreachOUTHENMove to EngagedOutreachMove to Closed lost after you approve. Waits for your approvalOUTHENYOUR OKMove to Closed lost afteryou approveWaits for your approvalStop the sequence. OutreachOUTHENStop the sequenceOutreachThis path stops hereThis path stops hereThis path stops hereThis path stops hereThis path stops hereMeetingInterestedNot intere…Not interestedOther
This is the workflow BrandWell builds on your canvas when you add it. You can change any step.

What this workflow does

AI reads each reply and moves the deal: a meeting request goes to Meeting set, interest goes to Engaged, and a clear no goes to Closed lost after you approve, with the sequence stopped.

Why it works. Stages that follow the conversation make the forecast match reality without anyone updating it by hand.

Moves to Closed lost wait for your approval. Other moves happen automatically.

How it works

It starts: Each reply, or each inbox email.

  1. 1

    What does the reply mean?

    Sends each record down the path that fits: Meeting, it goes on to "Move to Meeting set"; Interested, it goes on to "Move to Engaged"; Not interested, it goes on to "Move to Closed lost after you approve"; Other, it stops for that person.

  2. 2

    Move to Meeting set

    Creates or moves the deal in your pipeline.

  3. 3

    Move to Engaged

    Creates or moves the deal in your pipeline.

  4. 4

    Move to Closed lost after you approve Waits for your OK

    Creates or moves the deal in your pipeline. It waits for your approval first.

  5. 5

    Stop the sequence

    Stops the sequence so no one is contacted twice.

What you need

  • Outreach in your BrandWell plan
  • Outreach

What it costs

Uses what is already in your plan. Nothing is charged per result.

  • Assumes Outreach is already enabled in your plan. Subscription fees are separate.
  • Execution estimates are not a total campaign price. External tool subscriptions, model usage, advertising spend and delivery costs are separate unless explicitly itemized.

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