Key takeaways
- A few well-built automations do most of the work.
- Each automation should have one goal.
- Review them every few months - offers and links change.
The essentials
- Welcome sequence - trigger: new subscriber.
- Lead magnet delivery - trigger: opt-in form.
- Enquiry acknowledgement - trigger: contact or quote form.
- Abandoned checkout - trigger: checkout started, not completed.
- Purchase confirmation and onboarding - trigger: purchase.
- Review request - trigger: delivery or job completion.
- Event reminders - trigger: registration.
- Re-engagement - trigger: inactivity for a set period.
FAQ
Which automation should I build first?
Usually the welcome sequence or enquiry acknowledgement - whichever matches how most people first contact you.