Follow-up that does not depend on remembering.
Workflow automation for follow-up: build email sequences with your own delays between steps, and start them from what actually happens on an account.
A sequence is steps and delays, and nothing you cannot see.
Each step has its own subject and body, and its own delay measured from the step before it. There is no hidden scoring model deciding what happens next.
Steps can be turned off individually, so a sequence can be adjusted without being rebuilt.
Moving through the steps
Reached the end
Stopped early
Started by what happens, not by a reminder in someone's calendar.
Triggers watch for an event in the workspace and act on it, with conditions you set.
An event occurs
Something changes on a record in the workspace.
Conditions are checked
Only the ones that match go any further.
An action runs
Enrol the person in a sequence, or send a single message.
Waiting for the next delay to elapse
Or exited early
The same person does not get enrolled twice.
A trigger can be told to ignore anyone already moving through the sequence, so a second matching event does not start a second run.
Everything runs against the same client records as the rest of the workspace, so the message can use what you already know about the person receiving it.
Set it up once, then leave it alone.
The parts are deliberately few, because automation nobody understands is automation nobody trusts.
Build
Write the steps and delays.
Trigger
Choose the event and conditions.
Enrol
People join as they qualify.
Watch
See who is active, completed or exited.
Let the follow-up happen on its own.
Sequences and triggers in the same workspace as the relationship they belong to.