Lifecycle triggers
- New inquiry
- Booked appointment
- No-show
- Proposal sent
- Customer onboarding
- Reactivation
Segmentation
Use stable CRM fields and behavior signals rather than building dozens of overlapping lists.
Deliverability hygiene
Maintain consent, suppression, sender authentication and list quality. Automation cannot rescue poor sending practices.
Stop conditions
Stop sequences when the recipient replies, books, opts out or enters a new lifecycle state.
Reporting
Connect clicks and replies to meaningful outcomes such as bookings, opportunities and revenue.
Choose software
Compare software against this workflow rather than choosing from a feature list alone.