Automation Flow Template
Trigger-to-exit logic for lifecycle automations — the flow structure to adapt in your own marketing platform, not finished copy.
Lead Acknowledgment
Identifiable inquiry/lead creation.
KPI: Lead response/next-step rate; time to human response where applicable.
View template →High-Intent Lead Follow-Up
Qualifying inquiry, quote, consultation, booking attempt or other approved high-intent signal.
KPI: Lead-to-customer conversion; time to conversion.
View template →Lead Nurture
Identifiable lead not yet ready to convert.
KPI: Nurture conversion rate; engaged-lead progression.
View template →New-Customer Welcome
First conversion.
KPI: First-success proxy; customer-service friction; second-purchase readiness.
View template →First-Success Support
First purchase/service milestone.
KPI: Success proxy; support request rate; subsequent conversion.
View template →Second-Purchase / Rebook
Approach to natural second need.
KPI: First-to-second rate; time to second purchase.
View template →Retention / Reorder
Expected normal return window.
KPI: Repeat rate; frequency; repurchase interval.
View template →At-Risk Intervention
Customer approaches or passes expected return without action.
KPI: At-risk recovery rate; retained value.
View template →Winback
Customer becomes lapsed.
KPI: Reactivation rate; reactivated revenue; incremental lift.
View template →Reactivation Retention
Lapsed customer returns.
KPI: Second post-reactivation purchase; full-price behavior.
View template →Cross-Sell
Source purchase/behavior predicts adjacent need.
KPI: Cross-sell adoption; incremental value.
View template →Upsell / Upgrade
Approved behavior/value threshold suggests higher-value fit.
KPI: Upgrade acceptance; incremental revenue/value; upgraded retention.
View template →VIP Qualification / Welcome
Customer meets VIP criteria.
KPI: VIP engagement and retention.
View template →VIP Risk Alert
VIP behavior declines or service issue occurs.
KPI: Recovery/retention of at-risk VIPs; response time.
View template →Review Request
Qualifying successful experience.
KPI: Review conversion rate.
View template →Referral Request
Demonstrated satisfaction/advocacy moment.
KPI: Referral participation; referral conversion.
View template →Milestone / Recognition
Meaningful relationship/purchase milestone.
KPI: Retention/engagement among milestone cohort.
View template →Customer Service Suppression / Recovery
Complaint or service exception.
KPI: Resolution time; recovery/retention; complaint recurrence.
View template →