If you’re a business owner, these 6 automated workflows grow your business FOR YOU, on AUTO-PILOT!

And the BEST bit? We’ve already built them all FOR YOU inside GEMSoftware!

Automation Playbook

Put Your Business on Autopilot

These pre-made GEMSoftware workflows help you sell, serve and scale on autopilot. Copy, tweak and turn them on in minutes.

1. Welcome Email Sequence

This is a series of emails that automatically send to every new contact that enters your system. Use the email templates that we’ve ALSO made for you in this workflow, to position yourself as a trusted expert in your field AND sell your services, products, courses, calls and offers  on AUTO-PILOT, 24 hours a day. Turn it on and watch the sales flow in forever.

Yep  we already made it for you.

2. Abandoned Cart Recovery Automation

Around 80% of people abandon your checkout before completing their purchase.

An ‘abandoned cart sequence’ can recover a huge chunk of that lost revenue automatically by instantly following up with the customer who abandoned their purchase with an email, SMS or voice message  in which you can even sweeten the conversion with a discount coupon if they go back to their purchase within a set time!

Yup  we’ve made this one for you too.

3. Student or Client Check-In Sequence

If you sell courses, training or coaching, automated check-ins keep clients engaged and your success rates high.

This pre-made workflow sends them check-in messages, progress reminders and paid call offers for more personal support.

We’ve made this one for you too!

4. Order Confirmation & Fulfilment Sequence

Every purchase should trigger instant confirmation, access instructions, tagging, instant product access, customer record notes, sale pipeline stage updates, update customer score, send follow-up emails, upsell to higher offers and gather review requests.

This is EXACTLY what our pre-made ‘Order Confirmation’ automation does for you, on auto-pilot!

5. Membership Monthly Check-In

If you run a membership, automated monthly reminders to log in, attend live sessions, or consume new training increases your student engagement and reduces your churn.

Our pre-made membership workflow sends automated monthly reminders to your members to keep them happy and paying every month.

6. Testimonial & Review Requests

Automatically request reviews from your clients to build your social proof and reputation online with our pre-made review request automations.

7. Lead Magnet Fulfilment

Building your email list with free lead magnets is a must for business owners  and automating the fulfilment of the lead magnet, with upsells and follow ups is essential. We’ve made it easy to turn your leads into sales with this pre-made workflow too.

8. Project Management

Say goodbye to the laborious project admin. You can automate all of this too. As soon as a client purchases your service, our automations can trigger the entire onboarding process, info collection, sales stage updates, auto-add and assign tasks to the contact and team, auto-send contract agreements, monitor project progress and much more.

24/7 Sales

Welcome + Abandoned Cart

Happier Clients

Check-Ins + Fulfilment

Higher Retention

Membership + Reviews

Faster Delivery

Lead Magnet + PM

Ready to get your time back and put your business on autopilot?

With GEMSoftware, you get all of these pre-made, plug-and-play automations ready to edit and activate in one click.

Why not jump into a free trial today and see how easy running your business can be when you have automation doing all the work? GEMSoftware.com.au

Related Posts

https://www.gemsoftware.com.au/gem-blog/b/gemsoftware-mobile-app-builder

https://www.gemsoftware.com.au/gem-blog/b/advanced-filters-in-gemsoftware-custom-objects-for-smarter-data-searches

https://www.gemsoftware.com.au/gem-blog/b/solving-talent-pipeline-issues-with-gem-a-practical-guide