Email and SMS follow-up sequences that run themselves
A workflow triggers on the lead, spaces the touches, and sends the email and SMS for you.
The problem
Sound familiar?
“Reps forget to follow up after the first call — the second and third touch never happen.”
“We have the sequence written down; nobody works the list on a Friday afternoon.”
What the workflow does
A workflow watches for the lead event and runs the sequence: a first email, a wait, an SMS nudge, a task for the rep when there is still no reply. Every touch is the same rules engine, not someone’s memory.
Setup
How it works in Canopy
- 1. Start the workflow on the lead. In Workflows, choose the event trigger — a lead created or updated — as the start of the sequence.
- 2. Lay out the touches. Send-email and send-SMS steps with wait steps between them space the sequence the way you would run it by hand.
- 3. Write the emails once. Email templates under Email → Templates keep the wording out of the workflow graph.
- 4. Leave the last mile to a person. A task or stage update ends the sequence, so the rep knows exactly who is warm.
Sample
Sample conversation, illustrative
Workflow — day 0
Email: “Your quote for eight commercial units is attached — questions welcome.”
Workflow — day 2
SMS: “Hi Dan, Dana here — the quote expires Friday. Want ten minutes to go over it?”
Customer
Can we do tomorrow at 10?
Workflow — day 3
Task for Dana: “Dan replied — call at 10:00, lead moved to Booked.”
Which plan
The plans that carry this.
Engage
Recommended
$89 /user/mo
billed monthly
14-day free trial
Automate
$99 /user/mo
billed monthly
