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Template4 workflows · Sales, ops
CRM Automation Starter Kit
Four practical CRM automation workflows with trigger logic, safeguards, and testing guidance for lead routing, follow-up, no-show recovery, and review requests.
Starter kit version 1.0.0. Primary path: HubSpot-style workflow kit.
What is included
Four workflow blueprints, consent-aware branching guidance, test plans, and cross-CRM mapping notes for teams that use a different platform.
Lead routing
Route new leads to the right owner quickly and consistently.
Trigger
New inbound form submission with contact email and service interest.
Conditions
- - Service interest matches one of the starter service lines.
- - Contact is not flagged as internal/test/spam.
- - Country or timezone maps to an available owner queue.
Actions
- Assign owner: Set contact owner using round-robin queue by service line and timezone.
- Set SLA timestamp: Stamp first-response due date to 30 minutes during business hours.
- Create internal task: Create outreach task with priority and required context fields.
- Send internal alert: Notify assigned owner and sales channel with lead summary payload.
Testing plan
- - Submit three test leads (one per service line) and verify owner assignment.
- - Confirm SLA due date and internal alert fire exactly once per lead.
Exit criteria
- - Lead enters active sales sequence.
- - Lead is marked disqualified with reason.
Consent and compliance
- - Respect form consent checkbox before non-transactional follow-up.
- - Store original source and consent timestamp in contact properties.
Follow-up sequence
Increase response rates for qualified leads without manual chasing.
Trigger
Lead is qualified and no reply after initial outreach.
Conditions
- - Lead status is Open.
- - No meeting booked and no inbound reply in 24 hours.
- - Contact is still subscribed for follow-up channel.
Actions
- Email nudge #1: Send value-first follow-up with scheduling CTA.
- Email nudge #2: Send case-example follow-up 48 hours later if still inactive.
- Owner reminder task: Create manual touchpoint task before sequence closes.
Testing plan
- - Run dry sequence on test contact and validate send delays.
- - Unsubscribe test contact mid-sequence and verify sequence stops.
Exit criteria
- - Lead replies or books a meeting.
- - Lead status changes to unqualified or closed.
Consent and compliance
- - Skip any contact with unsubscribe=true.
- - Include unsubscribe footer and preference-center link in every email.
No-show recovery
Recover missed meetings while the prospect still has intent.
Trigger
Meeting status updated to No show.
Conditions
- - Meeting type is discovery or strategy call.
- - Lead is not already moved to closed-lost.
Actions
- Immediate reschedule email: Send reschedule link and concise reminder of call value.
- SMS fallback: If SMS consent exists, send brief reschedule prompt after 2 hours.
- Owner follow-up task: Assign manual call task for high-value deals.
Testing plan
- - Set test meeting to No show and verify email + task sequence.
- - Confirm SMS branch runs only for contacts with consent.
Exit criteria
- - New meeting booked.
- - Recovery window expires after 7 days.
Consent and compliance
- - Only send SMS if explicit SMS consent is present.
- - Respect quiet hours per region.
Review requests
Systematically ask satisfied customers for compliant reviews.
Trigger
Service marked complete with customer health score above threshold.
Conditions
- - Customer has opted in to post-service communications.
- - No unresolved support ticket in last 14 days.
- - No review request sent in prior 90 days.
Actions
- Send request email: Ask for honest feedback and provide direct review link.
- Reminder email: Send one reminder after 5 days if no click.
- Tag contact: Mark review-requested date and source campaign for reporting.
Testing plan
- - Use test contact to verify one initial request + one reminder max.
- - Confirm duplicate suppression works inside 90-day cooldown.
Exit criteria
- - Review link clicked.
- - Two-touch sequence completes without engagement.
Consent and compliance
- - No incentivized language; request honest experience only.
- - Include opt-out link in each request email.
Next step
Pillar 2 — AI + automation, embedded · AI inside your ops, not bolted on.
Want these workflows wired into your site end-to-end?
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