Complete campaign workflows

Email Sequences

See the trigger, message order, timing, and exit logic before you install a workflow.

34complete sequences

Accounting Firms

Accounting Client Records Onboarding Sequence

Establish the prior-record baseline and release the correct secure organizer before active tax document collection.

2 emailsRequest prior records after authority verification; release the organizer when the engagement, taxpayer, entity, and return scope are current.onboarding

Accounting Firms

Annual Accounting Engagement Renewal Sequence

Obtain a documented decision on one current annual accounting engagement before its verified renewal date.

2 emailsSend the complete renewal notice under the controlling agreement; send one conditional reminder only while the same version and decision date remain current.renewal

Accounting Firms

Estimated Tax Payment Reminder Sequence

Remind a client about one current estimated-tax obligation and provide one verified payment path without creating payment authority.

2 emailsSend the reminder at the firm's verified checkpoint; provide payment instructions only while the amount, date, authority, and payment channel remain current.seasonal promo

Accounting Firms

Post-Filing Client Relationship Sequence

Close the filing record, invite an honest review or referral under independent eligibility rules, and offer a scoped planning conversation when appropriate.

4 emailsRelease the final package when ready; evaluate review, referral, and planning eligibility independently at later verified checkpoints rather than sending every message automatically.post service

Accounting Firms

Tax Filing Extension Decision And Confirmation Sequence

Collect a bounded extension decision and confirm the exact submission or acceptance state while preserving the payment deadline boundary.

2 emailsRequest the decision at the firm's verified checkpoint; confirm only after reconciled submission or authority acknowledgment.onboarding

Accounting Firms

Tax Return Authorization And Filing Status Sequence

Move one return from a verified client action through authorization, transmission, and one terminal authority status without collapsing distinct states.

5 emailsUse the filing reminder only for a current client action; remind on unchanged authorization; confirm transmission immediately; then send either acceptance or rejection based on the authority acknowledgment.onboarding

Agencies

Agency Lead Nurture With Frequency Decay

Stay useful to an inbound B2B prospect while respecting timing and reducing frequency as the lead remains inactive.

3 emailsDay 21 timing question, day 60 scoped resource, day 120 quarterly opt-down; yield immediately to any active opportunity.sales nurture

Agencies

Agency Proposal Follow-Up Sequence

Follow up on an open proposal with useful decision context instead of pressure.

3 emailsDay 2, Day 5, Day 10, Day 21quote follow up

Attorneys

Personal Injury Intake Sequence

Respond quickly, reduce cost/process anxiety, collect documents, and book a consultation.

5 emailsImmediate, Day 2, Day 4, Day 7, Day 10new lead intake

Electrical Contractors

Electrical Panel Upgrade Estimate Follow-Up Sequence

Make panel-upgrade scope and project logistics understandable enough for a homeowner to compare and approve without fear pressure.

2 emailsDay 2, Day 5quote follow up

Estate Planning Attorneys

Estate Planning Client Lifecycle Sequence

Turn an inbound planning inquiry into a consultation, maintain a human-reviewed plan-review cadence, and coordinate secure document review and signing.

3 emailsAfter inbound inquiry; at the firm's approved review interval or after a human-reviewed life event; before a confirmed signing or document-review appointment.renewal

Family Law Attorneys

Family Law Client Lifecycle Sequence

Move an inbound family-law client from consultation through secure preparation and attorney-approved closing without exposing sensitive facts or automating legal advice.

4 emailsAfter consultation; after an attorney-approved document request; 7-14 days before confirmed mediation; after attorney-approved matter closing.onboarding

Gyms

Gym Trial to Member Sequence

Convert trial interest into a first visit and then a membership decision.

3 emailsImmediate, same day after class, Day 3new lead intake

Insurance Agencies

Insurance Renewal Review Sequence

Prompt a policy review before renewal or rate changes create churn.

2 emails45 days before renewal, 21 days before renewalrenewal

Landscaping And Lawn Care

Residential Drainage Estimate Decision Sequence

Help a homeowner make an informed approve, revise, question, or decline decision on one current drainage proposal.

3 emailsDeliver the proposal immediately; send the comparison guide after two to three business days without a response; send the method explanation at day five to seven only when that documented objection fits.quote follow up

Landscaping And Lawn Care

Residential Drainage Installation Aftercare Sequence

Protect the recorded restoration, observe system performance after a real rain, and establish a safe maintenance path.

4 emailsSend closeout at completion; send care only when an exact restoration plan applies; trigger the performance check only after a verified qualifying rain; send maintenance at the recorded system-specific or seasonal interval.post service

Landscaping And Lawn Care

Residential Drainage Project Preparation Sequence

Move an approved drainage project into one safe, confirmed, access-ready installation start.

5 emailsConfirm approval immediately; schedule only after prerequisites reconcile; explain the correct locate after request; send property preparation three to five days before start; use the weather-delay step only when a verified condition changes the date.onboarding

Landscaping And Lawn Care

Residential Drainage Seasonal Reactivation Sequence

Determine whether a closed drainage need has returned and offer one current reassessment path before a verified local wet-season planning window.

1 emailsSend one early-season status check; assign replies immediately and close silent records rather than extending a generic chase sequence.reactivation

Landscaping And Lawn Care

Verified Residential Drainage Storm Response Sequence

Turn a verified local rain event into neutral symptom observation and an optional qualified drainage assessment.

1 emailsSend once within zero to forty-eight hours of the verified event; do not repeat unless a separate documented event and eligibility rule justify a new campaign.seasonal promo

Med Spas

Med Spa Billing Recovery Sequence

Resolve an expiring or failed recurring membership payment in three restrained steps, then hand the account to a person.

3 emailsPre-failure when available; within four hours after failure; 48–72 hours later if unresolved; mandatory human handoff after step three.reactivation

Med Spas

Med Spa Re-Permission

Obtain an explicit email preference or suppress the marketing address.

3 emailsInitial choice, seven-day follow-up, final notice, then system suppression on the stated date.reactivation

Med Spas

Med Spa Treatment Reactivation Sequence

Invite treatment clients back at the correct results or refresh window.

2 emailsAt treatment-specific refresh window, then 14 days laterreactivation

Mortgage Brokers

Mortgage Preapproval Follow-Up Sequence

Help borrowers finish preapproval documents and understand the next decision.

2 emailsImmediate, Day 2, Day 5new lead intake

Pest Control Companies

Pest Plan Price Change

State a verified recurring-plan price change and one conditional reminder.

2 emailsInitial notice 45 days out; reminder 10 days before a real option deadline only if unresolved.renewal

Pest Control Companies

Quarterly Pest Plan Renewal Sequence

Renew eligible quarterly pest plans with transparent service history, coverage, pricing, payment, and cancellation options.

2 emails30 days before renewal, 7 days before renewalrenewal

Plumbing Companies

Plumbing Post-Job Review and Maintenance Plan Sequence

Capture honest feedback, route service recovery, and present a transparent annual plumbing plan after a successful job.

2 emailsWithin 24 hours, Day 2post service

Plumbing Companies

Plumbing Service Closeout

Deliver closeout, reconcile payment, and catch a continuing condition.

3 emailsAt verified closeout; after due-date rule; at approved post-repair checkpointpost service

Plumbing Companies

Plumbing Service Visit And Repair Decision

Prepare the visit and obtain a recorded repair decision.

2 emails24–72 hours before the visit; after plumber-reviewed estimate deliveryappointment sequence

Real Estate Agents

Buyer Lead Nurture Sequence

Turn a buyer lead into a real conversation without generic market spam.

2 emailsImmediate, Day 1, Day 4, weekly nurturenew lead intake

Roofers

Roof Replacement Quote Follow-Up Sequence

Help a homeowner compare a reviewed roof proposal and evaluate an approved financing option without pressure or insurance promises.

2 emailsDay 2 scope comparison; financing follow-up only after recorded interest and current lender disclosurequote follow up

Roofers

Roofing Approved Project To Closeout

Prepare the property, document progress and delays, deliver closeout, and reconcile final billing.

5 emailsBefore start; at approved milestones; only on verified weather exception; at reconciled completion; after final-balance ruleonboarding

Roofers

Roofing Post-Job Care Sequence

Collect honest feedback, keep warranty records accessible, and request permission-based referrals only while project closeout remains clean.

3 emailsReview request after verified closeout; warranty check-in at the approved interval; referral request only after the record remains issue-freepost service

Roofers

Roofing Storm Damage Follow-Up Sequence

Move storm leads from inspection to documented next step.

3 emailsWithin 24-72 hours of verified event, same day after reviewed inspection, document reminder only when neededquote follow up

Roofers

Roofing Subscriber Welcome Sequence

Deliver the requested roofing resource, set honest expectations, and offer one optional conversation or preference path.

3 emailsImmediate delivery, day 2–3 useful follow-up, day 5–7 conversation and opt-down path.onboarding