Overview
This workflow streamlines the client journey by automating appointment reminders, follow-ups, and re-engagement campaigns. Leveraging Google Calendar, Google Sheets, and Twilio, it ensures timely communication and improved client retention.
Key Features
- Google Calendar Trigger: Detects new or upcoming appointments.
- Client Data Retrieval: Pulls client details from a CRM stored in Google Sheets.
- Conditional Messaging: Differentiates between new and returning clients for personalized reminders via Twilio SMS.
- Automated Follow-Ups: Sends post-appointment surveys or review requests after a configurable wait period.
- Re-engagement Campaigns: Identifies inactive clients and sends targeted offers to encourage return visits.
Benefits
- Reduces manual workload for staff by automating repetitive communication tasks.
- Enhances client experience with timely, personalized messages.
- Increases appointment attendance and client retention rates.
- Provides actionable feedback through automated surveys.
Use Cases
- Service businesses needing reliable appointment reminders and follow-ups.
- Clinics, salons, or agencies aiming to boost client engagement and loyalty.
- Teams seeking to automate CRM-driven communication workflows.
Integrations & Automation
- Google Calendar: Triggers and schedules reminders.
- Google Sheets: Acts as a CRM for client data management.
- Twilio: Delivers SMS notifications and follow-ups.
- Conditional Logic & Scheduling: Ensures relevant, timely messaging for each client segment.
