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Ready-made Template Library
Curated workflows for every stage of the lead journey
5 days · 5 touches
Short & Direct
5-Day Lead Screening
High-urgency cadence for hot enquiries. Rapid follow-up with clear booking CTA on every touch.
📧 2 Emails · 💬 3 SMS/WA · 🔀 Branching
7 days · 7 touches
⭐ Most popular
7-Day Lead Nurture
Balanced nurture with value-led emails, social proof SMS and smart re-engage branches.
📧 3 Emails · 💬 4 SMS/WA · 🔀 Branching
14 days · 7 touches
Deep Nurture
14-Day Deep Nurture
Long-form nurture for slower decision makers. Builds trust with rich content over two weeks.
📧 4 Emails · 💬 3 SMS/WA · 🔀 Branching
1 day · 2 touches
Stage 2
Appointment Confirmation
Instant confirmation + pre-call reminder. Reduces no-shows by up to 40% with personalised prep tips.
📧 1 Email · 💬 1 SMS · 📱 WhatsApp
3 days · 3 touches
Recovery
No-Show Recovery
Re-engages leads who missed their consultation with empathetic copy and instant rebooking link.
📧 2 Emails · 💬 1 SMS · 🔀 Branching
10 days · 5 touches
Win-back
Re-engagement Campaign
Revive cold leads with sequenced win-back featuring new intake dates and limited-spot urgency.
📧 3 Emails · 💬 2 SMS · 🎯 Goal-based
7 days · 2 touches
Post-enrolment
Referral Request
Turn happy students into your top referral channel with a personal incentive sequence.
📧 2 Emails · 📱 WhatsApp · 🏷 Tag trigger
3 days · 4 touches
Onboarding
Course Enrolment Welcome
Seamless onboarding — welcome, course access, orientation, and first-week check-in.
📧 3 Emails · 💬 1 SMS · 🏷 Stage update
2 days · 3 touches
Closing
Urgency & Last-chance Close
Fast-burn closing for intake deadlines. FOMO-driven with limited-seat messaging and countdown copy.
📧 2 Emails · 💬 1 SMS · ⏱ Time-limited
3 days · 4 touches
SMS-First
SMS-First Fast Follow
Leads respond faster to SMS. 3 rapid SMS touches in first 72 hrs then email warm-up.
💬 3 SMS · 📧 1 Email · ⚡ Fast cadence
5 days · 5 touches
WhatsApp-First
WhatsApp-Led Nurture
Conversational nurture built around WA messages. Higher open rates and instant two-way replies.
📱 4 WA msgs · 📧 1 Email · 🔀 Branching
21 days · 9 touches
Premium
High-Ticket Closer
Premium 21-day sequence for high-value enrolments. Deep trust-building with case studies and ROI proofs.
📧 6 Emails · 💬 3 SMS · 📱 WA follow-up
Lead Screening
Appointment
Re-engagement
All templates
Pre-built workflows for the Enquiry stage. Each includes behaviour monitoring, manager notifications, and auto stage movement.
Short & Direct
⚡
5 Days · 5 Touch
High-urgency cadence. Welcome email + 1 follow-up + final SMS. Exits on Day 5.
📧 2 Emails
💬 3 SMS/WA
🔀 3 Branches
✨ Recommended
🎯
7 Days · 7 Touch
Balanced nurture. Welcome + 2 follow-up emails + SMS/WA at each stage. Exits Day 7.
📧 3 Emails
💬 3 SMS/WA
🔀 4 Branches
Long Nurture
🌱
14 Days · 7 Touch
Extended cadence for high-consideration leads. Day 5/10/14 touchpoints. Exits Day 14.
📧 3 Emails
💬 3 SMS/WA
🔀 4 Branches
Stage 2
📅
Appointment Reminder
Confirmation + 24hr reminder for booked consultations. Reduces no-shows.
📧 1 Email
💬 1 SMS
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Start from scratch
Build your own automation flow from the ground up with any trigger and actions.
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7 Days · 7 Touch — Lead Screening
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