My Automations
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Ready-made Template Library
Curated workflows for every stage of the lead journey
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.
Custom
7 Days · 7 Touch — Lead Screening
100%
⚡ 5 Day
🎯 7 Day
🌱 14 Day
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