Marketing brings the horse to water. Operations makes it drink. Here are the 5 "Operational Snapshots" I install in every client account to stop revenue leakage immediately.
The Invoice Chaser
Starts polite, gets firm. Links directly to Stripe to remove friction.
The "Ghost" Re-engagement
If a lead replies once then stops, this workflow waits 48 hours and sends a "Did you give up on this?" text.
Review Drip
Automatically asks for a Google Review 1 hour after a "Project Complete" tag is applied.
License Expiry Warning
For SaaS founders. Alerts users 7 days before their access is cut to prevent churn.
// Trigger: Date Field "License Expiry" - 7 Days
// Action: Email "Your access is ending soon..."
Meeting No-Show Rebooking
If status is changed to "No-Show", immediately prompts to reschedule via SMS and Email.