Top 6 Workflows Every Business Needs [Service Based]

  • 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.

  • 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.

  • 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?”).

  • Appointment Booked → Confirmation + Reminder

    Sends instant confirmation email/SMS with details.

    Reminder 24 hrs + 1 hr before meeting.

    Optional reschedule/cancel link + calendar sync.

  • 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.

  • 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]

  • 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!”).

  • Post-Purchase Thank-You & Upsell

    Sends personalized thank-you email.

    Includes related-product recommendations or loyalty rewards.

    Encourages social sharing and product reviews.

  • Product Review / UGC Request

    Sent 7–10 days after product delivery.

    Requests feedback, star rating, or photo review.

    Integrates with Google Reviews or Trustpilot.

  • 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.

  • 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.

  • Shipping + Delivery Notifications

    Automatically updates customers when orders ship/deliver.

    Uses branded templates for tracking links.

    Reduces support inquiries and improves satisfaction.