Email & SMS Follow-up Workflows That Never Forget a Lead
Built by Orbelyxa · 5 workflows
Email · SMS · Twilio · Drip campaigns · Reminders
Most leads are lost because nobody followed up in time. These workflows send the right email or text at the right moment and stop as soon as someone replies.
HOW TO GET A WORKFLOW
Workflows are shared on request. Message us on WhatsApp or email rasel.m@automexa.com with the workflow name and the tools you use. We'll confirm it fits and send it with setup notes, or set it up and test it for you.
Instant Lead Reply by Email + SMS
Problem: Leads fill a form and hear nothing for hours.
HOW IT WORKS
- 1A new lead lands in your CRM
- 2A personal email is sent within a minute
- 3A short SMS follows with a booking link
- 4Delivery is logged on the contact
Leads hear from you while they are still interested.
Related guide →Drip Sequence That Stops on Reply
Problem: Leads keep getting automated emails after they already replied.
HOW IT WORKS
- 1A lead enters the sequence
- 2Emails go out on a set schedule
- 3Each reply is checked before the next send
- 4Replying stops the sequence and alerts your team
Steady follow-up with no awkward double messages.
Related guide →Cold Lead Re-engagement
Problem: Old leads sit in the CRM and are never contacted again.
HOW IT WORKS
- 1Leads with no activity for a set time are found
- 2A friendly check-in email is sent
- 3Non-openers get a short SMS a few days later
- 4Anyone who responds is moved back into the pipeline
Forgotten leads get a second chance.
Related guide →Appointment Reminders by SMS
Problem: Missed appointments waste time slots.
HOW IT WORKS
- 1A booking is created in your calendar or CRM
- 2A confirmation SMS is sent right away
- 3Reminders go out the day before and an hour before
- 4Replies to reschedule are flagged for your team
Fewer no-shows and an easy way to reschedule.
Related guide →Post-Purchase Follow-up
Problem: Customers buy once and never hear from you again.
HOW IT WORKS
- 1A new order triggers the workflow
- 2A thank-you email with useful tips is sent
- 3A review request follows after delivery
- 4A personal offer is sent later for a repeat order
More reviews and more repeat customers.
Related guide →Need Something Different?
Every business runs a little differently. We adjust any of these workflows to your CRM fields, apps and rules, or build a new one from scratch. Tell us what you need →
Frequently Asked Questions
Want One of These Workflows?
Send us the workflow name and your tools. We reply within 4h.
Animated illustration of an automated workflow, not live client data.