Wrkflow Library

Make your way through those lists in record time with our international team of Wrkers. Wrk Phone Calls guarantee TCPA compliance, a lower cost per call, and are recorded for QA and insights.

Keeping lists flush with fresh, qualified leads means aggregating and parsing data on an ongoing basis. By automating list building, CRM data entry, and lead scoring, your business can significantly reduce the time spent crunching numbers, and remain focused on converting leads.

Leads don’t convert on their own. They need to be nurtured. By automating your lead nurturing process, your sales team can ensure that leads are guided through each step of your conversion funnel without having to follow-up manually.

Managing leads as they qualify requires considerable follow-up. From scheduling meetings and managing contacts to packaging service offerings around specific client needs, every repetitive aspect of your client onboarding process can be automated with Wrk.

Value-props help convert leads into customers, but value-adds help retain them and ensure recurring revenue. From new feature announcements to product sunsetting, automated Wrkflows can help keep your customers engaged with your latest product or service.

Providing quotes, building proposals, and approving contracts is the most consistently repetitive part of every client onboarding process. Wrk can automate these tasks, helping your sales team shorten the sales cycle.

Incomplete data is inefficient and won't provide high-quality leads. Hybrid Automation can help you find these blind spots and improve them. By automating your lead enrichment process, you'll spend less time looking for missing information and have more time to close deals and make lasting connections with your clients. With our Lead Enrichment Wrkflow, your Sales team will have the richest data possible.

Eliminate redundant and duplicate copies of your data, ensuring the most accurate records possible. Bulk deduplicate contacts, accounts, and leads in your CRM to improve storage space, eliminate useless and outdated information, and clean up messy lists.

Keeping track of everyone you meet at an event can be tricky. With this Lead Transcription Wrkflow, simply snap photos of business cards or event badges and upload them to Google Drive in seconds. The Wrkflow then transcribes all contact information into Google Sheets, removes duplicates, and can add any properties you need to track including ‘Event Name’ and ‘Lifecycle Stage’. Once that is done, all the data will be automatically added to Hubspot or your CRM of choice, ready for your post-show follow-up.

Manually cleaning lead lists can be a chore. With our List Cleaning Wrkflow, you save countless hours with a Wrkflow that automatically captures lead data, removes duplicates, and splits prospect names into ‘First Name’ and ‘Last Name’. The Wrkflow also adapts critical fields like annual revenue to match the properties of Hubspot or your preferred CRM. ‘Lifecycle Stage’ and ‘Review Seniority’ columns ensure your leads are qualified and prioritized, and the ‘Contact Owner’ column makes follow-ups a cinch.

Sourcing new leads can be tough. Keep your lead pipeline full by automatically sourcing contacts from Linkedin and elsewhere. Once your list is generated, use our Automated Prospecting Wrkflow to send personalized emails and handle lead-scoring in Hubspot or your preferred CRM. Create automated Google Calendar follow-ups based on triggers from your CRM and integrate all tools effortlessly with our Hybrid Automation tool.

Make the most out of your social media campaigns by converting likes and follows into leads. Our List Building Wrkflow generates lists with prospects that engage with your social media content, whether it’s a shared webinar on LinkedIn or a liked tweet on Twitter. Moreover, this Wrkflow integrates social media analytics with your CRM so you can better understand engagement patterns and tailor follow-ups and campaigns accordingly.