Workflow Examples for Common Scenarios

This guide provides ready-to-use workflow templates for common business scenarios.

Post-Event Thank You and Review Request #

Purpose: Thank clients after their event and request a review

Trigger: Performance-Relative: 1 day after event at 10:00 AM

Goal: Review Submitted

Steps #

1. Email: Thank You – Express gratitude, mention the event
2. Delay: 4 days
3. Email: Review Request – Ask for feedback, provide review link
4. Delay: 7 days
5. Email: Gentle Reminder – Brief reminder about leaving a review

Proposal Follow-Up Sequence #

Purpose: Follow up with clients who received a proposal

Trigger: Immediate (enroll when proposal is sent)

Goal: Proposal Accepted

Steps #

1. Delay: 3 days
2. Email: Checking In – Ask if they have questions
3. Delay: 5 days
4. Email: Second Follow-Up – Reiterate value
5. Delay: 7 days
6. Email: Final Reminder – Create urgency about expiring proposal

Pre-Event Logistics Sequence #

Purpose: Send event details and reminders before the performance

Trigger: Performance-Relative: 7 days before event at 9:00 AM

Steps #

1. Email: One Week Reminder – Timeline overview, venue details
2. Delay: 5 days
3. Email: Two Days Before – Final details, arrival time
4. Delay: 1 day
5. Email: Day Before – Brief confirmation

Contract and Payment Reminder #

Purpose: Remind clients to sign contracts and pay deposits

Trigger: Performance-Relative: 30 days before event at 9:00 AM

Goals: Contract Signed, Invoice Paid

Steps #

1. Email: Friendly Reminder – Remind about outstanding items
2. Delay: 7 days
3. Email: Second Reminder – Reiterate what is needed
4. Delay: 7 days
5. Email: Urgent Notice – More urgent tone

New Client Welcome Sequence #

Purpose: Onboard new clients after their first booking

Trigger: Immediate (enroll after booking confirmed)

Steps #

1. Email: Welcome – Thank them, introduce your team
2. Delay: 2 days
3. Email: Getting to Know You – Link to questionnaire
4. Delay: 3 days
5. Email: Helpful Resources – FAQ links, client portal info

Customization Tips #

• Adjust timing based on your typical client behavior
• Match email content to your brand voice
• Add or remove steps as needed
• Combine workflows for different purposes