Ready Automations
8 automations to start with Clone any of these from Ready Automations in the app, adjust the messages and timing, and switch it on.
Pro Inbound Lead Qualification Engaged inquiries move to Qualified with a call task. The rest get a follow-up and move to nurture.
Starts when: Contact tagged “new-inbound”
Intro email, opens and clicks tracked Engaged? → tag “qualified”, raise score, high-priority call task Not engaged: follow-up email after 2 days Still quiet: lower score, move to Nurture Pro Proposal Follow-up Follow up every proposal by email, then WhatsApp. Replies go straight to a conversation, silence becomes a call task.
Starts when: Contact tagged “proposal-sent”
Follow-up email after 2 days, replies tracked Replied? → hand over to a conversation No reply: WhatsApp check-in 3 days later Then a high-priority call task Pro Lead Nurture & Engagement Scoring Send useful content and score each prospect by how they engage, so you know who is warming up.
Starts when: Contact tagged “nurture”
Value tips email, opens tracked Opened? → raise score, case study after 3 days Not opened: lower score, case study after 5 days All plans Demo Request Follow-up Confirm consultation requests and get the meeting scheduled the same day.
Starts when: Contact tagged “demo-requested”
Confirmation email High-priority task to schedule the meeting WhatsApp reminder the next day Score raised by 15 All plans Customer Onboarding Every new client gets a welcome, next steps and a week-one check-in.
Starts when: Contact tagged “new-customer”
Move to Customer Welcome email Tips email 3 days later Week-one check-in call task Pro Cold Lead Re-engagement Re-open conversations with prospects who went quiet.
Starts when: Contact tagged “cold”
“Still interested?” email Replied? → raise score, move to a conversation No reply: tag “unresponsive”, move to Nurture All plans Referral Request Ask happy clients for introductions while the project is going well.
Starts when: Contact tagged “happy-customer”
Referral request email Tag “referral-asked” All plans Webinar / Event Invitation Invite prospects to workshops and webinars, with a WhatsApp reminder.
Starts when: Contacts tagged “webinar-invite”
Invitation email WhatsApp reminder 2 days later