Build simple automation flows

Before you automate

• A clear list of the messages your team repeats often.
• The lead stage where each message should trigger.
• A person who can review and approve the wording.

Start with the most useful flows

1. 1Begin with brochure follow-ups.
2. 2Add consultation reminders next.
3. 3Finish with deposit and balance reminders.
4. 4Keep the first version short and easy to edit.

Keep the experience personal

• Use plain language instead of long automated messages.
• Leave space for a human handoff when a lead is warm.
• Review the flow after the first week and adjust it.