Why Automation is Non-Negotiable in 2026
The average sales rep spends only 36% of their time actually selling. The rest? Administrative tasks, data entry, and follow-up logistics.
Automation isn't about replacing humans—it's about freeing humans to do what they do best: build relationships and close deals.
10 High-Impact Automation Workflows
1. Speed-to-Lead Response
Trigger: New lead submitted Action: Immediate personalized response + lead assignment + notification to sales rep
Why it works: 78% of customers buy from the company that responds first.
2. Appointment Reminder Sequence
Trigger: Appointment booked Sequence:
- 24 hours before: Email confirmation with details
- 2 hours before: SMS reminder
- 30 minutes before: WhatsApp message with meeting link
Why it works: Reduces no-shows by 67%.
3. No-Show Follow-Up
Trigger: Appointment marked as no-show Action:
- Immediate: Polite check-in message
- 1 hour later: Offer to reschedule
- 24 hours later: Final attempt with incentive
Why it works: Recovers 34% of missed appointments.
4. Lead Nurture Drip
Trigger: Lead not ready to buy Sequence (over 30 days):
- Day 1: Welcome + quick win resource
- Day 3: Case study relevant to their industry
- Day 7: Blog post on common pain point
- Day 14: Video testimonial
- Day 21: Special offer or consultation
- Day 30: Final check-in
Why it works: Nurtured leads produce 50% more sales at 33% lower cost.
5. Customer Onboarding Flow
Trigger: New customer added Sequence:
- Immediate: Welcome message + next steps
- Day 1: Quick start guide
- Day 3: First check-in
- Day 7: Feature highlight
- Day 14: Advanced tips
- Day 30: Review request
Why it works: Good onboarding increases retention by 82%.
6. Win-Back Campaign
Trigger: Customer inactive for 60 days Sequence:
- Day 1: "We miss you" message
- Day 3: New feature announcement
- Day 7: Special returning customer offer
- Day 14: Final outreach with survey
Why it works: Reactivates 12% of churned customers.
7. Referral Request
Trigger: Positive review or NPS score of 9-10 Action: Personalized referral request with easy sharing link Follow-up: Thank you + reward for successful referral
Why it works: Happy customers refer 2.5x more.
8. Quote Follow-Up
Trigger: Quote sent, no response after 48 hours Sequence:
- 48 hours: Friendly check-in
- 5 days: Address common concerns
- 10 days: Limited time offer or final pricing
Why it works: Improves quote-to-close by 28%.
9. Birthday/Anniversary Messages
Trigger: Contact birthday or customer anniversary Action: Personalized message + special offer
Why it works: Anniversary emails have 481% higher transaction rate.
10. Review Generation
Trigger: Positive service completion or survey response Action:
- Thank you message
- Direct link to Google/Facebook review
- Incentive for leaving review
Why it works: Asked customers leave reviews 70% more often.
Setting Up Automations in WellPlan
WellPlan makes building these workflows easy with our visual workflow builder:
- Drag-and-drop triggers - No coding required
- Conditional branching - Different paths based on behavior
- Multi-channel actions - Email, SMS, WhatsApp, tasks
- A/B testing - Test different approaches
- Analytics - See what's working
Start automating today - We'll help you set up your first workflows.