I’ve been using automation workflows for years now and they’ve been a total game-changer for my business.
It’s amazing how much time and energy you can save by automating certain tasks and it really helps to boost those conversions.
So I thought I’d share six of my favorite workflows that have consistently delivered great results.
1. Welcome Email Workflow – Making a Great First Impression
The first impression is everything right? That’s why a welcome email workflow is so critical.
It’s your chance to introduce yourself and your brand to a new subscriber setting the stage for a positive relationship.
Think of it like this: You’ve just met someone new at a networking event and you want to make a good impression.
You’d introduce yourself maybe mention something you have in common and offer to connect on LinkedIn.
That’s exactly what a welcome email does.
Now here’s the breakdown of what a typical welcome email workflow looks like:
- Trigger: Subscriber signs up for your email list.
- First Email (Immediately): Welcome the subscriber express gratitude for joining your list and set the tone for your relationship. Perhaps introduce yourself briefly and share your mission or what makes your brand unique.
- Second Email (1-2 days later): Offer a valuable resource like a free ebook or guide that aligns with your brand and what the subscriber signed up for.
- Third Email (5-7 days later): Introduce your top product or service highlighting its key benefits and why it’s relevant to the subscriber’s interests. You can also include a special offer or discount to incentivize the purchase.
This workflow doesn’t have to be complicated but it makes a huge difference.
Imagine someone signs up for your email list but they never hear from you again.
Not a good look right? By automating this simple welcome sequence you ensure your new subscribers feel valued and welcomed.
2. Abandoned Cart Workflow – Saving Lost Sales
One of the biggest frustrations for online businesses is abandoned carts.
People add items to their cart but then they leave without completing the purchase.
It’s like they’re saying “I like you but I’m not ready to commit.”
But before you give up on them consider an abandoned cart workflow.
It’s like giving them a gentle nudge and saying “Hey we know you’re interested.
Why don’t you take another look?”
Here’s how this powerful workflow works:
- Trigger: Someone adds an item to their cart but doesn’t complete the purchase.
- First Email (1-2 hours later): A friendly reminder that there’s something waiting in their cart with a link to return to the checkout page. You can add a little urgency by mentioning a limited-time offer or free shipping.
- Second Email (24 hours later): If they haven’t bought yet offer a small discount or incentive to entice them to complete the purchase.
- Third Email (48 hours later): If they’re still hesitant you could offer a free gift with purchase or another enticing promotion.
According to a study by Baymard Institute an average of 69.57% of shopping carts are abandoned.
It’s an alarming statistic but abandoned cart emails can dramatically reduce that number.
Think of it as your last chance to win them over.
3. Product Recommendation Workflow – Keeping Them Engaged
You’ve got great products but how do you make sure your customers know about all the amazing things you offer? That’s where product recommendation workflows come in.
It’s like saying “Hey you like this so you’ll probably love this too!” You’re using their past purchases or browsing history to recommend related products or services making sure they don’t miss out on anything they might love.
Here’s how to create a product recommendation workflow:
- Trigger: Customer purchases a specific product.
- First Email (3-5 days later): Recommend related products or accessories that complement their recent purchase. You can include links to product pages and even offer a small discount on these recommendations.
- Second Email (10-14 days later): Recommend products that are popular with other customers who bought the same item. This approach helps create a sense of community and can introduce them to new things they might not have discovered on their own.
This workflow is particularly effective for e-commerce businesses but it can also be applied to other industries.
For example a fitness studio could recommend classes or programs based on a client’s favorite workout style.
4. Re-Engagement Workflow – Keeping the Spark Alive
Let’s face it people get busy.
It’s easy for customers to drift away from your brand.
That’s why a re-engagement workflow is so important.
Think of it as a way to rekindle the flame and say “Hey we miss you! Come back and see what we’ve been up to.” It’s a way to re-engage inactive subscribers and bring them back into the fold.
Here’s how this workflow works:
- Trigger: Subscriber hasn’t opened your email in a specified period (for example 30 days or 60 days).
- First Email (1-2 weeks later): A friendly reminder that you’re still there and you’ve got some exciting things to share. Offer a valuable piece of content like a blog post podcast episode or webinar to pique their interest.
- Second Email (2-3 weeks later): If they haven’t engaged you can try a different approach. You could offer a special discount or promotion or ask them a question to encourage them to reply.
- Third Email (3-4 weeks later): This is your last shot. If they haven’t responded you might consider removing them from your list. However you can always try to re-engage them later with a different email campaign.
This workflow helps you identify and re-engage inactive subscribers ensuring your email list remains active and engaged.
It’s a win-win for both you and your subscribers.
5. Feedback Workflow – Gathering Valuable Insights
Building a successful business is all about understanding your audience and their needs.
That’s where feedback workflows come in.
Think of it as an opportunity to ask your customers “What do you think? How can we do better?” It’s a chance to gather valuable insights and improve your products and services.
Here’s how to create a feedback workflow:
- Trigger: Customer purchases a product or service.
- First Email (1-2 weeks later): Send a simple survey asking about their experience what they liked and what could be improved. You can also include an incentive for completing the survey such as a discount or free gift.
- Second Email (1-2 months later): Follow up with a more comprehensive survey asking more in-depth questions about their overall satisfaction with your brand and its offerings.
This workflow helps you gather valuable feedback from your customers and use it to make your business better.
After all you can’t improve what you don’t measure.
6. Post-Purchase Workflow – Nurturing the Relationship
Once a customer makes a purchase it’s important to nurture that relationship and build trust.
This is where post-purchase workflows come in.
Think of it as a way to say “Thank you for choosing us! We’re here to support you every step of the way.” It’s a chance to provide ongoing value ensure customer satisfaction and encourage repeat business.
Here’s how to create a post-purchase workflow:
- Trigger: Customer makes a purchase.
- First Email (Immediately): Send a thank-you email confirming their order and providing tracking information. You could also include a welcome guide or a quick tutorial on how to use the product or service.
- Second Email (1-2 days later): Ask for feedback on their purchase. This is a great opportunity to get valuable insights into their experience.
- Third Email (1 week later): Offer a relevant upsell or cross-sell based on their purchase. This is a subtle way to encourage them to buy more from your brand.
- Fourth Email (1 month later): Ask if they need any help or support with their purchase. This demonstrates that you’re there for them and builds trust.
This workflow shows your customers that you’re invested in their satisfaction and that you value their ongoing business.
It helps create a loyal customer base and fosters positive word-of-mouth.
The Bottom Line – Automate Your Way to Success
There you have it.
Six automation workflows that can help you jumpstart your conversions and take your business to the next level.
From welcome emails to post-purchase follow-ups these automated sequences can streamline your marketing efforts save you valuable time and ultimately help you achieve your business goals.
Think of it this way: Automation is like having a team of virtual assistants working around the clock for you.
They’re always on the job handling tasks efficiently and effectively so you can focus on the bigger picture.
So go forth and automate! Experiment with different workflows test them and refine them over time.
You’ll be amazed at the results.
And remember automation is just one piece of the puzzle.
To truly maximize your conversions you need to create compelling content offer valuable products and services and build strong relationships with your customers.
But with automation by your side you’ll be well on your way to success.