Workflow Templates
Visual automation templates showing exactly how each workflow is structured. Use these as reference for your own implementation.
Lead Capture to Consultation Booking
Automate the full journey from an inbound form submission to a confirmed consultation booking — qualifying the lead and sending a calendar link without any manual intervention.
Document Request to Completion
Send document checklists automatically when an engagement starts, track what has been received, and fire reminders until the file is complete — no staff follow-up required.
Invoice on Job Completion
Generate and send an invoice the moment a job is marked complete, then follow up automatically at 7 days until payment is confirmed.
Appointment Reminder Sequence
Send a confirmation immediately on booking, a 48-hour reminder, and a 2-hour day-of reminder to dramatically reduce no-shows.
Client Onboarding Sequence
From signed agreement to fully onboarded client in the same day — welcome email, intake form, document collection, and intro call booking all run automatically.
After-Hours Call to Morning Briefing
An AI receptionist answers after-hours calls, qualifies the caller, creates a CRM record, and delivers a structured briefing to your team before 9am the next day.
Quote Follow-Up Sequence (48hr/5d/10d)
Ensure 100% of quotes receive structured follow-up at 48 hours, 5 days, and 10 days — so no deal is ever lost to silence.
Monthly Client Reporting
Pull data automatically at month end, generate a formatted report, and email it to every client — eliminating 4 hours of manual reporting work.
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