Stop Losing Deals: GlobiFlow Automations That Never Miss a Follow-Up

Missed follow-ups cost more than bad ads. They rot deals, sour invoices, and turn “quick jobs” into month-long soap operas.

Podio Workflow Automation fixes the leak. A deal stage flips. Automation assigns the rep a task with a due date, then nags until it gets done. An invoice goes overdue. A reminder fires. A job hits “Ready for Review.” A checklist drops on the right desk.

Build one brutal rule: stuck-item detection. If a record shows no activity for 7 days, flag it and ping the owner.

Service shop example: job scheduled, appointment confirmation task auto-creates, customer gets a tidy message, tech gets a prep list. Fewer missed calls. Fewer “I thought you did it.”

Automation pays because missed follow-ups bleed revenue. Companies lose 20% of sales opportunities from failure to follow up.