Cold Email + SMS Reach Campaign
A multi-step cold outreach automation combining email, SMS, conditional logic, and manual task creation to ensure cold leads receive consistent, high-impact follow-up

This workflow automates cold outreach for new leads. When a contact is tagged “cold outreach,” the system sends an introductory email, waits 2 days, and checks for engagement. If the lead hasn’t opened the email, the workflow triggers a reminder email, an SMS follow-up, and finally creates a manual task to ensure a human rep completes the last touchpoint.
This automation ensures every cold lead receives consistent, multi-channel outreach without slipping through the cracks.
📊 Business Impact
Ensures 100% of cold leads receive structured outreach
Reduces manual follow-up workload by ~70%
Improves overall engagement with multi-channel touchpoints
Prevents lost leads through automated task creation
Increases reply and booking rates with strategic reminders
Ensures 100% of cold leads receive structured outreach
Reduces manual follow-up workload by ~70%
Improves overall engagement with multi-channel touchpoints
Prevents lost leads through automated task creation
Increases reply and booking rates with strategic reminders
eCommerce Customer Nurture & Retention System
A post-purchase nurture and retention system for eCommerce brands, combining email, SMS, and lifecycle logic to drive repeat sales and improve customer satisfaction.
eCommerce Customer Nurture & Retention System
A post-purchase nurture and retention system for eCommerce brands, combining email, SMS, and lifecycle logic to drive repeat sales and improve customer satisfaction.

This workflow is designed to improve customer retention and boost repeat purchases for eCommerce brands. It triggers automatically when a customer completes a purchase and delivers a series of personalized follow-up messages designed to increase satisfaction, build loyalty, and drive future sales.
The automation includes email nurturing, milestone timing, SMS engagement, and transition logic to hand off the customer into the next retention stage.
📊 Business Impact
Strengthens post-purchase engagement
Reduces churn by keeping customers connected to the brand
Increases repeat purchase rates with strategic follow-ups
Improves customer satisfaction and review collection
Automates retention without manual effort
Strengthens post-purchase engagement
Reduces churn by keeping customers connected to the brand
Increases repeat purchase rates with strategic follow-ups
Improves customer satisfaction and review collection
Automates retention without manual effort
New Lead Alert & Internal Notification Workflow
A clean CRM workflow that checks for existing opportunities, alerts the team, and auto-creates new opportunities — ensuring fast follow-up and preventing duplicates.

This workflow ensures new leads are instantly captured, checked for existing opportunities, and routed correctly inside the CRM. When a new lead submits a form, the system verifies whether an opportunity already exists for that contact. If it does, the workflow notifies the team. If not, it automatically creates a new opportunity and assigns it to the appropriate user.
This guarantees fast internal follow-up, prevents duplicate opportunities, and keeps the sales pipeline organized.
📊 Business Impact
Prevents duplicate opportunities in the CRM
Ensures every new lead is routed quickly and correctly
Reduces manual admin work for the sales team
Improves response time with instant notifications
Keeps pipelines clean, structured, and sales-ready
Increases lead-to-contact efficiency
Prevents duplicate opportunities in the CRM
Ensures every new lead is routed quickly and correctly
Reduces manual admin work for the sales team
Improves response time with instant notifications
Keeps pipelines clean, structured, and sales-ready
Increases lead-to-contact efficiency
Appointment Confirmation & Reminder Workflow

This automation helps make sure clients are reminded about their appointments and receive follow-up communication after their visit.
Client No-Show Workflow

This workflow helps recover missed appointments by reminding contacts to reschedule, and prompts team follow-up if the contact doesn’t respond.
Review Request Workflow

The overall goal of this workflow is to:
The overall goal of this workflow is to:
Gather client satisfaction ratings
Address concerns from unhappy clients
Encourage happy clients to leave public reviews
Gather client satisfaction ratings
Address concerns from unhappy clients
Encourage happy clients to leave public reviews