This n8n workflow streamlines client relationship management by automating follow-up communications, reminders, and re-engagement efforts based on appointment schedules. It starts with a Google Calendar trigger to detect upcoming appointments, then fetches client data from a CRM stored in Google Sheets. The workflow differentiates between new and returning clients, sending tailored SMS messages using Twilio for greetings, reminders, and follow-up surveys. After appointments, it waits and then sends review requests. Additionally, a scheduled re-engagement routine identifies dormant clients and offers targeted re-engagement messages, improving client retention. This automation is ideal for service-based businesses aiming to enhance client engagement, reduce manual follow-ups, and nurture ongoing relationships.
Automated Client Follow-up & Re-engagement Workflow
Node Count | 11 – 20 Nodes |
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Nodes Used | googleCalendarTrigger, googleSheets, if, scheduleTrigger, stickyNote, twilio, wait |
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