Dreamwood Builders CRM Workflow

Sequence by Maticus Media 360

1 WEBSITE VISIT
✉️ Thanks for visiting our website Empty
🎥 VIDEO: Tim @ Job Site Empty
📷 Send Link to 360 Photos Empty
↓
2 INITIAL CALL or VISIT
✉️ Thanks for today's call Empty
📋 DWB Questionnaire Empty
⭐ List of References Empty
🎥 Video of Ben on the Job site Empty
📄 FAQ List Empty
↓
3 FOLLOW-UP MEETING/CALL
✉️ Thanks for today's follow-up call Empty
💰 DWB Running a special Empty
📊 DWB Process as a Design Build GC Empty
🎥 Video of Caleb in the field Empty
🏆 Why DWB over others Empty
↓
4 SIGNING DESIGN AGREEMENT
✉️ Thank you for signing the Design Agreement Empty
🎥 Thank you Video from Tim Empty
🔧 CoConstruct Intro Email Empty
📝 List of selections Empty
⚡ Expect an Email From CoConstruct Empty
📧 Email from CoConstruct Empty
↓
5 BID PLANS
🔧 CoConstruct will be sending you an email Empty
↓
6 CONSTRUCTION CONTRACT
🎥 Video from Tim with thanks and welcome Empty
🏠 Thank you for trusting DWB to build your home Empty
Communication Types
✉️ Email Communications
🎥 Video Content
📋 Documents/Forms
🔧 System/Software Communications
Saving to Google...