Workflows

Hi {{first_name}}, thanks for your enquiry about {{service}}. I'm {{owner}} — happy to help. When suits you for a quick call?

Variables: {{first_name}}, {{service}}, {{owner}}

Used by: New lead — 30 day nurture, New client → welcome + nurture · Updated 23 Sept 2026 · 09:00 am

Subject: Welcome, {{first_name}}

Hi {{first_name}}, Thanks for reaching out about {{service}}. Here's a short overview of how we work and what to expect. {{owner}}

Variables: {{first_name}}, {{service}}, {{owner}}

Used by: New lead — 30 day nurture · Updated 23 Sept 2026 · 09:00 am

Hi {{first_name}}, just checking in — any questions about {{service}} I can answer?

Variables: {{first_name}}, {{service}}

Used by: New lead — 30 day nurture · Updated 23 Sept 2026 · 09:00 am

Subject: 3 things to sort out first

Hi {{first_name}}, Three things businesses like {{business}} usually sort out first — and how we help with each. {{owner}}

Variables: {{first_name}}, {{business}}, {{owner}}

Used by: New lead — 30 day nurture · Updated 23 Sept 2026 · 09:00 am

Subject: How a business like yours did it

Hi {{first_name}}, A short story of a business similar to {{business}} and the results they saw. {{owner}}

Variables: {{first_name}}, {{business}}, {{owner}}

Used by: New lead — 30 day nurture, Inactive re-engagement · Updated 23 Sept 2026 · 09:00 am

Hi {{first_name}}, would a 20-minute walkthrough of {{service}} help? Reply with a day that works.

Variables: {{first_name}}, {{service}}

Used by: New lead — 30 day nurture · Updated 23 Sept 2026 · 09:00 am

Subject: Your questions, answered

Hi {{first_name}}, The most common questions we hear about cost and timing — answered honestly. {{owner}}

Variables: {{first_name}}, {{owner}}

Used by: New lead — 30 day nurture · Updated 23 Sept 2026 · 09:00 am

Hi {{first_name}}, shall we lock a strategy call this week? It's free and takes 30 minutes.

Variables: {{first_name}}

Used by: New lead — 30 day nurture, No-show win-back · Updated 23 Sept 2026 · 09:00 am

Hi {{first_name}}, following up on our last conversation. Anything I can help with?

Variables: {{first_name}}

Used by: New lead — 30 day nurture · Updated 23 Sept 2026 · 09:00 am

Hi {{first_name}}, a reminder of your {{service}} appointment at {{booking_time}}. See you then!

Variables: {{first_name}}, {{service}}, {{booking_time}}

Used by: Booking created → stop nurture + reminder · Updated 23 Sept 2026 · 09:00 am

Subject: Your proposal from {{owner}}

Hi {{first_name}}, Did you get a chance to review the proposal? Happy to walk through any part of it. {{owner}}

Variables: {{owner}}, {{first_name}}

Used by: Proposal sent → follow-up · Updated 23 Sept 2026 · 09:00 am

Hi {{first_name}}, we missed you today. No problem — would you like to pick a new time?

Variables: {{first_name}}

Used by: No-show win-back, No-show → win-back · Updated 23 Sept 2026 · 09:00 am

Subject: Still thinking about {{service}}?

Hi {{first_name}}, It's been a while. If {{service}} is still on your list, we'd love to help. {{owner}}

Variables: {{service}}, {{first_name}}, {{owner}}

Used by: No-show win-back, Inactive re-engagement · Updated 23 Sept 2026 · 09:00 am

Hi {{first_name}}, is {{service}} still something you're looking at? Happy to pick up where we left off.

Variables: {{first_name}}, {{service}}

Used by: Inactive re-engagement · Updated 23 Sept 2026 · 09:00 am