MARKETING AUTOMATION

Follow up without feeling automated.

Nurture inquiries, recover abandoned forms, confirm bookings, and ask for reviews, then stop at client handoff.

✦

Opportunity created

New inquiry response

Send acknowledgment, notify owner, create qualification task

RUNS: 18
LAST ACTIVITY: 18 min ago

✦

Lead books a call

Consultation confirmation

Confirm the appointment, send the lead brief, and notify the owner

RUNS: 14
LAST ACTIVITY: Today · 10:30 AM

✦

Qualified visitor leaves before booking

Abandoned Flow recovery

Send one helpful reminder with the saved booking link

RUNS: 8
LAST ACTIVITY: Yesterday · 4:12 PM

✦

Customer becomes eligible for a review

Google review request

Send the direct Google review link and stop when a review appears

RUNS: 9
LAST ACTIVITY: Aug 16, 12:00 AM

Abandoned Flow recovery and review-request campaigns are not built yet. Finwell's command bus can enable, pause and test the automations a firm was provisioned with; it cannot yet create a new one, so this screen offers no button to add one.