Automation — 4 Active Workflows
Workflow Builder
Every automated sequence that runs after a trigger event. These run 24/7 without manual intervention.
Missed Call
Active
Missed-Call Text-Back Sequence
Trigger: Incoming call not answered within 3 rings. Automatically sends an SMS within 90 seconds.
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1
Trigger: Missed call detected
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2
Wait 90 seconds — allows time for real-time call resolution
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3
SMS: "Hi, we missed your call! We have availability tomorrow at 10 AM or 2 PM. Reply YES to book or call (555) 014-9293."
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4
Wait 5 minutes — for reply
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5
Voicemail drop — leave brief message on their voicemail
Reminder
Active
Appointment Reminder Sequence
Trigger: Appointment created in CRM. Sends 3 reminders at decreasing intervals.
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1
Trigger: Appointment booked
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2
Wait 24 hours before appointment
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3
SMS: "Hi David, reminder: you have an AC repair appointment tomorrow at 2 PM with our tech. Need to reschedule? Reply or call (555) 014-9293."
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4
Wait 2 hours before appointment
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5
SMS: "Just a heads up: our tech is heading your way in about 2 hours. They'll call when they're 15 min out."
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6
Wait until 15 minutes before
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7
SMS: "Our tech is on the way! ETA: ~15 minutes. Reply STOP to opt out."
Review
Active
Google Review Request
Trigger: Appointment marked as completed. Captures reviews when satisfaction is highest.
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Trigger: Appointment status → completed
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Wait 2 hours
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SMS: "Hi David, thanks for having us out today! We'd love your feedback — takes 30 seconds: https://g.page/r/acme-hvac/review"
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Tag contact: "review-requested"
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End
Reactivation
Active
Dormant Lead Reactivation
Trigger: Contact hasn't been contacted in 30+ days. Wakes them up with a 3-email sequence.
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Trigger: last_contacted_at > 30 days ago
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Email #1: "Hey [name], still offering free AC inspections. Want to book?"
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Wait 3 days
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Email #2: "Quick question — is your AC still giving you trouble?"
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Wait 5 days
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Email #3: "Last chance — summer heat is coming. Book now for $25 off: [link]"
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Tag: "reactivation-complete"