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Sales

Approvals Blueprint

Never lose a lead to silence. Automatic reminders, SLA timers, and escalation when reps don't respond.

AUTOMATION FLOW

How the blueprint works

Trigger
New lead enters CRM
Step 1
Create task for assigned rep (SLA: 2 hours)
Step 2
If no action → reminder to rep
Step 3
After 4 hours → notify manager
Step 4
After 8 hours → auto-reassign to next rep
Step 5
Stop chain when lead replies

Expected Result

Every lead gets a reply on a clock — and it escalates the moment a rep goes quiet.

OTHER BLUEPRINTS
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Bring one real case — a stuck invoice, a dropped lead — and we build this workflow live on your data. Founder-led, no self-serve signup.