Outcome. Every demo gets a follow-up task on a fixed schedule automatically, so a rep never forgets to check back in because the week got busy.
Workflow map
Enrollment, branches and actions at a glance
sales-ops-035
flowchart TD
A[Call outcome set to Demo completed] --> B[Delay 3 business days]
B --> C[Create demo follow-up call task for owner]
When to use it, when not to
- UseUse it when demos are logged consistently as calls or meetings with a clear outcome, and follow-up currently depends on the rep remembering to set their own reminder.
- UseUse it as a simple time-based safety net, not a replacement for a rep's own judgment on when to actually reach out.
- SkipDo not use it if the deal is likely to move to a new stage or close within your chosen delay window; pair it with the Wait until variant below if you want the follow-up to skip when the deal has already progressed.
- SkipDo not use it for demos logged without a distinct outcome value; you need a reliable way to identify "this call was the demo" separate from other call types.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.2 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.2 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.4 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
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One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
