Lead capture to booking
A form inside the chat captures the brief, an owner is assigned, and a journey confirms the slot.
Trigger · new contact or keyword See how it runsSix shapes cover most of it, and thirty-two named jobs sit underneath them. Every card below plays its own mechanic, and each one names the event that starts it, the channels it runs on, and what holds it back.
A form inside the chat captures the brief, an owner is assigned, and a journey confirms the slot.
Trigger · new contact or keyword See how it runsFired on the real cart event, paced per number, and stopped the moment the customer replies.
Trigger · cart abandoned See how it runsAsked a set time after the order, only if consent allows, then the reply is drafted for approval.
Trigger · order completed See how it runsScheduled steps that re-check consent before each send, with approved templates and per-number pacing.
Trigger · date reached See how it runsApproved templates fired on dispatch and delivery, with the real cost of every message recorded.
Trigger · order shipped See how it runsA long-dated sequence across WhatsApp and email that ends as soon as someone answers.
Trigger · no activity for 90 days See how it runsThe six above are the shapes. These are the specific jobs people run, each with the event that starts it and the channels it runs on.
The people who asked about a sold-out size get the one message they wanted, and no one else does.
Stock replenished Retail and D2C Click-to-WhatsApp ad to orderThe thread opens with the ad attached, the catalog card follows, and payment happens in the chat.
Ad referral Retail and D2C Cash on delivery confirmationA template asks for a yes before dispatch, so the parcel is not packed on a guess.
Order placed Retail and D2C Review request after deliveryAsked once, only with consent, then the Google reply is drafted for approval.
Order delivered Restaurants and food Table booking confirmedThe form takes covers and time, the confirmation goes out, and the slot is on the record.
Booking form submitted Restaurants and food Reorder the usualA short template with the last order attached, stopped the moment they reply.
21 days since last order Restaurants and food New menu announcementOne composer posts the new menu to Instagram and the Page on the same schedule.
Manual publish Restaurants and food Low rating triageAn owner is assigned, a task opens, and the reply is drafted with a softer tone.
Review under four stars Local services Quote request to site visitAn in-chat form takes the address and the job, then a journey books the visit.
Keyword or form Local services Job done, photo and invoiceThe finished work and the invoice arrive in the same thread the job started in.
Job marked complete Local services Annual service reminderA scheduled step that re-checks consent, with email as the fallback channel.
Date reached Local services Lead ad to callbackThe form answers become a contact, and the follow-up starts before the lead cools.
Lead ad submission Clinics and wellness Appointment confirmed with prepTime, place and what to bring, sent once and never to an opted-out contact.
Booking made Clinics and wellness No-show recoveryOne respectful message offering the next slot, with the rebooking link in the chat.
Appointment missed Clinics and wellness Consent-first recallConsent is re-checked before the send, not once at the start of the sequence.
Six months since last visit Clinics and wellness Post-visit satisfactionA short CSAT question, scored and stored against the contact for the trend.
Visit complete Real estate Portal enquiry to viewingThe enquiry becomes a contact with the listing attached, and a viewing is offered.
New contact Real estate New listing matchOnly the people whose saved criteria match, on the channel each of them uses.
Listing added Real estate Viewing reminder with locationThe address, the time and the agent, sent the evening before.
Date reached Real estate After the viewingOne question that decides whether this is a second viewing or a closed file.
Viewing complete Education and coaching Enquiry to demo classThe form takes the subject and the age group, then books the trial slot.
Form or keyword Education and coaching Fee due reminderA dated sequence that stops on payment, with the receipt in the same thread.
Date reached Education and coaching New batch announcementPaced per number, consent filtered, and the real cost recorded per message.
Manual broadcast Education and coaching Absent todayThe parent hears the same day, not at the end of the month.
Attendance marked absent Travel and hospitality Booking confirmed with itineraryDates, room and directions in one approved template they can find again later.
Booking made Travel and hospitality Pre-arrival check-inArrival time and any requests, collected before the desk gets busy.
48 hours before Travel and hospitality On-property upsellA catalog card for the spa or the tasting menu, sent once, easy to ignore.
Guest checked in Travel and hospitality Post-stay reviewAsked with consent, and the Google reply drafted with the stay details to hand.
Checkout complete Automotive Test drive bookingModel, variant and a slot, taken in the chat and confirmed on the calendar.
Enquiry received Automotive Service due reminderTwo channels, one message, ended the moment the booking is made.
Distance or date reached Automotive Service status updatesIn progress, ready, collected. Each one an approved template with its cost logged.
Status changed Automotive Insurance renewalA dated sequence with the quote attached, stopped as soon as they renew.
30 days before expiryNothing in that industry yet.
Each one opens on the full journey for that trade, with the four jobs above already in it.
Catalog, cart and delivery, all in the thread the order started in.
See the journey 4 jobs Restaurants and foodBookings, reorders, and the review that follows the meal.
See the journey 4 jobs Local servicesQuote to site visit to invoice, with the photos attached.
See the journey 4 jobs Clinics and wellnessConsent re-checked before every reminder, not once at the start.
See the journey 4 jobs Real estateEnquiry to viewing to feedback, with the listing attached.
See the journey 4 jobs Education and coachingDemo classes, fee dates, and the message a parent needs today.
See the journey 4 jobs Travel and hospitalityConfirmed, checked in, offered the extra, then asked for the review.
See the journey 4 jobs AutomotiveTest drive, service due, status by status, then the renewal.
See the journeyEvery business has a flow that is only theirs. Describe it in a message and we will map it with you, name the triggers, and tell you honestly what runs today and what does not. No form, no wait.