1. The instant reply automation
When a lead fills out a form or sends a message, the clock starts. Responding within five minutes makes you up to nine times more likely to convert them. An instant reply automation sends a personalized text or email the moment a lead comes in — no human needed.
- Trigger: New form submission or inbound message
- Action: Send a personalized SMS and email within 60 seconds
- Include a calendar link so the lead can book immediately
2. The missed-call text-back
Every missed call is a missed sale. When someone calls your business and you don't answer, an automatic text goes out within seconds: 'Hey, sorry we missed your call! How can we help?' It turns a dropped call into a conversation.
- Trigger: Inbound call goes unanswered
- Action: Send an SMS asking how you can help
- Optionally include a booking link
3. The nurture sequence
Not every lead is ready to buy today. A nurture sequence sends a series of value-driven emails over a week or two — tips, case studies, social proof — keeping you top of mind until they're ready.
- Day 1: Welcome + what to expect
- Day 3: A useful tip or resource
- Day 7: A customer success story
- Day 14: A soft offer or demo invitation
4. The re-engagement workflow
Leads that went quiet aren't gone — they're just waiting for a reason to reply. A re-engagement workflow targets contacts who haven't opened an email or replied in 30+ days with a simple 'are you still interested?' message.
- Trigger: No activity for 30 days
- Action: Send a check-in email with a single question
- If they reply, move them back into the active pipeline
5. The review request automation
Happy customers are your best marketing — but only if they leave reviews. Trigger a review request automatically a few days after a successful job or positive interaction, when the experience is fresh.
- Trigger: Deal marked 'won' or appointment completed
- Wait 2 days, then send a review request via SMS
- Route responses to Google, Trustpilot, or your preferred platform
The takeaway
You don't need more leads — you need fewer leads slipping through the cracks. These five automations recover the revenue you're already losing.