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Automations

Workflow automation for lead follow-up and communication

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Active Workflows
3
Active Contacts
23
Messages This Month
1,504
Avg Response Rate
34%

New Lead Welcome

Automated welcome sequence for new leads

Active: 12 Sent: 847 Response: 34%
⚡
Trigger
New Lead Created
Starts when a new lead is added to the system
⏱
Wait
Wait 1 minute
⏱ 1 minute
💬
SMS
Send Welcome Text
"Hi {{first_name}}! Thanks for your interest in KlickWay Athletics. Would you like to schedule a free tour?"
⏱
Wait
Wait 1 hour
⏱ 1 hour
🔀
Condition
If no reply
Check if lead has responded to welcome text
Yes → End workflow
No → Continue to next step
💬
SMS
Send Follow-up Text
"Hey {{first_name}}, just checking in! Would you like to schedule a free tour?"
⏱
Wait
Wait 24 hours
⏱ 24 hours
📋
Task
Assign task to rep
"Call lead — no SMS response after 24 hours"

Appointment Reminder

Automated reminders before scheduled appointments

Active: 8 Sent: 412 Response: 62%
⚡
Trigger
Appointment in 24 hours
Triggers 24 hours before scheduled appointment
💬
SMS
Send 24-hour reminder
"Hi {{first_name}}! Reminder: you have an appointment tomorrow at {{time}} at KlickWay {{location}}."
⚡
Trigger
Appointment in 1 hour
Triggers 1 hour before scheduled appointment
💬
SMS
Send 1-hour reminder
"Hey {{first_name}}! Your appointment is in 1 hour. On your way? Reply YES to confirm."

No-Show Follow-up

Re-engagement sequence for missed appointments

Active: 3 Sent: 156 Response: 28%
⚡
Trigger
Marked as No-Show
Starts when appointment is marked as no-show
⏱
Wait
Wait 1 hour
⏱ 1 hour
💬
SMS
Send initial follow-up
"Hi {{first_name}}, sorry we missed you today! Would you like to reschedule your visit?"
⏱
Wait
Wait 48 hours
⏱ 48 hours
💬
SMS
Send booking link
"Hey {{first_name}}, book a new time that works for you: {{booking_link}}"

Win-Back Campaign

Re-engagement campaign for lost leads

Active: 0 Sent: 89 Response: 12%
⚡
Trigger
Lost for 30 days
Starts when lead has been inactive for 30 days
💬
SMS
Send special offer
"Hi {{first_name}}! We have a special offer just for you — 20% off your first month!"
⏱
Wait
Wait 7 days
⏱ 7 days
🔀
Condition
If no reply
Check if lead has responded to offer
Yes → End workflow
No → Continue to next step
💬
SMS
Send final reminder
"Last chance, {{first_name}}! Our 20% offer expires this week. Reply DEAL to claim it."
Success!
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