Common workflow patterns to copy
These are the workflows nearly every Intellivizz CRM business should have running. Most are pre-loaded as part of your 3 included automations — customize them to your voice and turn them on.
Pattern 1: Missed Call Text-Back
Trigger: Missed Call
Wait: 30 seconds
Action: Send SMS "Hi! Just missed your call. How can I help?"
Why: Recovers a measurable share of missed leads who would otherwise call a competitor
Pattern 2: New Lead Welcome Sequence
Trigger: Form Submitted (Contact form)
Action: Send confirmation SMS + Email immediately
Wait: 2 hours
Condition: Has the contact replied or booked?
If no: Send follow-up SMS
Wait: 1 day
If still no engagement: Send email with booking link
Pattern 3: Appointment Reminder Cycle
Trigger: Appointment Booked
Action: Send confirmation email + SMS
Wait until 24h before: Send reminder SMS "Reply C to confirm, R to reschedule"
Wait until 1h before: Send final SMS
Wait until 1h after: Send review request
Pattern 4: No-Show Recovery
Trigger: Appointment Status = No-Show
Wait: 30 minutes
Action: Send SMS "We missed you today. Want to reschedule?"
Wait: 2 days
If no reschedule: Send email + tag as no-show-followup-needed
Pattern 5: Win-Back Dormant Customers
Trigger: Last activity 90 days ago AND Tag = customer
Action: Send personal email "It's been a while — here's what's new"
Wait: 5 days
If no response: Send SMS with re-engagement offer
Pattern 6: Birthday Surprise
Trigger: Date trigger — contact birthday
Action (8 AM contact local time): Send personalized SMS with birthday offer
Wait: 5 days
If unredeemed: Send reminder email
Pattern 7: Review Request
Trigger: Appointment Completed OR Payment Received
Wait: 2 hours (let the experience settle)
Action: Send SMS asking for review with direct Google link
Condition: If sentiment in reply is positive → push to Google. If negative → route to internal team
TIP — Build one pattern at a time
Don't try to deploy 7 workflows on day one. Build Missed Call Text-Back first, run it for a week, then add Appointment Reminders, then New Lead Welcome. Layered rollout lets you see results, fix issues, and avoid alert fatigue.
