Top 6 Workflows Every Business Needs [Service Based]
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New Lead Follow-Up Sequence
Instantly follows up with new leads (SMS + email).
Includes appointment link and team intro.
3-day reminder logic if no response.
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Long-Term Nurture (LTN)
Sends educational + value-based content every 2–4 weeks.
Keeps your brand top-of-mind for unconverted leads.
Optional reactivation triggers after 90 days.
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Reactivation Sequence
Targets cold or inactive leads every 60–90 days.
Offers discounts, free audits, or consultations to bring them back.
Includes personalized first message (“Hey {Name}, still interested in X?”).
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Appointment Booked → Confirmation + Reminder
Sends instant confirmation email/SMS with details.
Reminder 24 hrs + 1 hr before meeting.
Optional reschedule/cancel link + calendar sync.
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Post-Appointment Follow-Up
Triggered when appointment status = “Completed.”
Sends thank-you message, upsell/cross-sell offer, and review request.
Option to add tags for future targeting.
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Missed Call / Missed Text Automation
Immediately texts back missed calls or unread messages.
“Sorry we missed you—can we call you back?”
Prevents lost leads and keeps your response rate high.
Top 6 Workflows Every Business Needs [E-Commerce]
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Abandoned Cart Recovery
Sends reminder within 1 hr of cart abandonment.
Second reminder after 24 hrs with urgency/discount.
Optional third touch using SMS (“Your cart is expiring soon!”).
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Post-Purchase Thank-You & Upsell
Sends personalized thank-you email.
Includes related-product recommendations or loyalty rewards.
Encourages social sharing and product reviews.
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Product Review / UGC Request
Sent 7–10 days after product delivery.
Requests feedback, star rating, or photo review.
Integrates with Google Reviews or Trustpilot.
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Win-Back (Dormant Customer) Sequence
Triggered 60–90 days after last purchase.
“We miss you!” campaign with limited-time discount.
Uses scarcity and segmentation based on past purchases.
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VIP / Loyalty Sequence
Tags repeat buyers after 3+ purchases or $X spent.
Sends exclusive offers, early access, or “insider” rewards.
Encourages retention and higher lifetime value.
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Shipping + Delivery Notifications
Automatically updates customers when orders ship/deliver.
Uses branded templates for tracking links.
Reduces support inquiries and improves satisfaction.