Sample Data — Demonstration Only
Follow-Up Automations
Create clear next steps for every inquiry, estimate, appointment, and customer relationship.
These workflows are operational task flows and configurable templates. They create tasks, reminders, and notifications for your team — no texts or emails are sent live in this demo. Every workflow is tailored to your actual process during system setup.
New Lead Response
Trigger: New website form, inbound call, missed call converted to lead, or manually added lead
Trigger
New website form, inbound call, missed call converted to lead, or manually added lead
1
Assign a team member
Round-robin between Alex and Priya
2
Create callback task
Due 15 minutes after lead creation
3
Notify owner or office manager
In-app notification to Priya
4
Set response-time deadline
15-minute target during business hours
5
Move lead into “New” pipeline stage
Automatic
Sequence complete — outcome logged
Team: Alex Romero, Priya Natarajan
Notifies: Priya Natarajan
Creates internal tasks and notifications only. Any customer-facing messaging is configured with your consent process during system setup.
Missed Call Recovery
Trigger: Incoming call marked as missed
Trigger
Incoming call marked as missed
1
Create callback task
Due within 45 minutes
2
Notify assigned staff member
In-app notification
3
Set a callback deadline
Same business day
4
Escalate if no outcome is logged
Notify Dana after 4 hours
5
Convert caller into lead record
One click from the missed-call queue
Sequence complete — outcome logged
Team: Alex Romero, Priya Natarajan
Notifies: Dana Whitfield (escalation)
Creates internal tasks and notifications only. Any customer-facing messaging is configured with your consent process during system setup.
Estimate Follow-Up
Trigger: Estimate marked as sent
Trigger
Estimate marked as sent
1
Create Day 2 follow-up task
Assigned to estimate owner
2
Create Day 7 follow-up task
Assigned to estimate owner
3
Create Day 14 final check-in task
Assigned to estimate owner
4
Escalate if estimate remains inactive
Notify Dana at Day 21
5
Complete sequence on decision
When quote is accepted, declined, or closed
Sequence complete — outcome logged
Team: Marcus Lee, Alex Romero
Notifies: Dana Whitfield (Day 21)
Creates internal tasks and notifications only. Any customer-facing messaging is configured with your consent process during system setup.
Appointment Confirmation
Trigger: New appointment created
Trigger
New appointment created
1
Create confirmation task
Office confirms with customer
2
Create 24-hour reminder task
Assigned to office
3
Create same-day reminder task
Assigned to visiting team member
4
Create no-show recovery task
If appointment is marked no-show
Sequence complete — outcome logged
Team: Priya Natarajan
Notifies: Assigned team member
Creates internal tasks and notifications only. Any customer-facing messaging is configured with your consent process during system setup.
Post-Job Review Request
Trigger: Job marked completed
Trigger
Job marked completed
1
Create review-request task
Neutral, honest-feedback ask
2
Wait configurable number of days
Currently 5 days
3
Create referral-request task
After positive review or completed service
Sequence complete — outcome logged
Team: Priya Natarajan
Notifies: Priya Natarajan
Review requests use neutral language asking for honest feedback. No incentives for positive reviews.
Past Customer Reactivation
Trigger: Customer has not been contacted for selected time period (currently 12 months)
Trigger
Customer has not been contacted for selected time period (currently 12 months)
1
Add customer to selected audience
Past Customers — 12+ Months
2
Create campaign draft
From saved template
3
Create owner review task before activation
Dana approves every campaign
4
Exclude contacts without valid permission
For the selected channel — automatic
Sequence complete — outcome logged
Team: Dana Whitfield, Priya Natarajan
Notifies: Dana Whitfield
Campaigns stay in draft until the owner approves. Contacts without documented permission for the selected channel are excluded automatically. STOP requests and preferences are always honored.