The Tools
The foundational tools every workflow system has are Tasks, Sending Emails, and Sending Questionnaires.
Tasks
Tasks are items that are on your to-do list. These are things you don’t send out but want to be reminded of. For example, doing a summary call or sending an email to a photographer for photos after a wedding.
Email
How many emails you do send out each day? Each week? Most emails are often repeated throughout a service, so why not automate them? Create canned messages and let your workflow take care of them.
Questionnaires
This is one of my favorite features. If you’re like me, you send lots of questionnaires. With this feature, you no longer have to think about when to send them—it’s amazing!