Workflow steps
Follow this structured process
Complete each step in order. Review important facts, decisions, and generated outputs before moving to the next stage.
- 1
Step 1
Define the audience segment, entry trigger, and conversion objective.
- 2
Step 2
Map the questions, objections, and decisions prospects face.
- 3
Step 3
Draft the sequence with useful content and progressive calls to action.
- 4
Step 4
Review timing, personalization, compliance, and success metrics.