Creating effective automated workflows requires more than just technical know-how. This guide shares best practices for building workflows that nurture client relationships.
Content Best Practices #
Write for Your Audience #
Remember that automated emails should still feel personal. Use a conversational tone, address clients by name using placeholders, and reference specific details like their event date.
Keep Emails Concise #
Respect clients time: get to the point quickly, use bullet points for key information, and include a clear call-to-action.
Timing Best Practices #
Do Not Over-Communicate #
More emails is not always better. Two to four emails per workflow is usually sufficient. Space emails at least 2-3 days apart.
Consider Schedules #
Send emails during business hours (9 AM – 5 PM) and avoid weekends for business communications.
Goal Strategy #
Always Use Goals #
Every workflow should have at least one goal. Ask: What action would make remaining emails irrelevant?
Common Mistakes to Avoid #
- Too Many Emails – Limit to 3-5 emails per workflow
- No Goals Set – Always add relevant goals to prevent awkward emails
- Delays Too Short – Wait at least 2-3 days between emails
- Not Testing – Always preview and send test emails before activating
Sample Workflow Structures #
Post-Event (3 emails) #
- Thank you (1 day after)
- Review request (4 days later)
- Referral request (1 week later)
Proposal Follow-Up (4 emails) #
- Proposal sent (immediate)
- Checking in (3 days)
- Any questions? (5 days later)
- Last chance (1 week later)
Final Tips #
- Start simple – Build basic workflows first
- Test thoroughly – Preview and send test emails
- Monitor early – Watch the first few enrollments
- Keep improving – Refine based on results
