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Customer Management Templates

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Appointment Scheduling Templates

Simplify booking processes with ready-to-use templates

Marketing Campaign Templates

Launch effective marketing campaigns with minimal effort

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WORKFLOW 1

Lead Generation and Management

Business Type:

Service

Businesses Objective:

Capture and manage leads effectively

Trigger

New lead captured via web form

Action 1

Add lead to CRM (e.g., Zoho CRM)

Action 2

Send welcome email via Mailchimp

Action 3

Schedule a follow-up call using Calendly

Action 4

New lead captured via web form

WORKFLOW 2

Appointment
Scheduling

Business Type:

Beauty and Wellness Centers

Businesses Objective:

Automate appointment scheduling and reminders

Trigger

New appointment booking via Acuity Scheduling

Action 1

Add appointment details to CRM (e.g., Pipedrive)

Action 2

Send booking confirmation email via Mailchimp

Action 3

Send SMS reminder via Twilio 24 hours before the appointment or WhatsApp

Action 4

Update Google Calendar with appointment details

WORKFLOW 3

Financial
‍Management

Business Type:

Small and Medium Enterprises (SMEs)

Businesses Objective:

Streamline invoicing and payment tracking

Trigger

Completion of a service

Action 1

Generate invoice in QuickBooks

Action 2

Send invoice to customer via email

Action 3

Update payment status in CRM

Action 4

Generate monthly financial report in Google Sheets

WORKFLOW 4

Marketing
‍Automation

Business Type:

Trade Professionals

Businesses Objective:

Automate marketing campaigns and follow-ups

Trigger

New customer added to CRM

Action 1

Add customer to email marketing list in Mailchimp

Action 2

Send a series of automated emails over the first month

Action 3

Schedule a follow-up call using Calendly after one month

Action 4

Track email engagement and update CRM accordingly

WORKFLOW 5

Compliance
‍Tracking

Business Type:

Healthcare Providers

Businesses Objective:

Ensure compliance with industry regulations

Trigger

Upcoming compliance deadline

Action 1

Send reminder email to relevant staff

Action 2

Update compliance tracking in Airtable

Action 3

Schedule follow-up task in Asana

Action 4

Generate compliance report for management