Turn Off the Old Workflow First
Command note: I rebuilt a client's follow-up sequence, published the new one, and never turned off the old one.
For two days every new lead sat in both. Same offer, two different messages, about an hour apart. The client noticed before I did.
What actually went wrong:
• The old workflow's trigger was still live, so new contacts kept entering it
• Publishing the new one felt like finishing, so I stopped looking
• Neither workflow knew the other existed, so nothing failed loudly
The fix is a habit, not a feature. On every rebuild:
1) Find the trigger, not the workflow. List every automation that fires on the same form, tag, or stage before you build anything.
2) Publish the replacement and unpublish the old one in the same sitting. If you leave the room, you will forget.
3) Run one test contact through and watch which workflows they enter. Exactly one should.
4) Come back in 24 hours and check the old workflow's enrollment count. Zero means clean. Anything else means the trigger is still open.
The reason this one stings is that nothing was broken. Both workflows did exactly what they were told. The account just had two sets of instructions for the same moment, and nobody had retired the first one.
A rebuild is not done when the new thing works. It is done when the old thing stops.
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Jerry Relth
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Turn Off the Old Workflow First
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