Smart Client Relationship & Appointment Automation
detail.loadingPreview
Effortlessly manage your client relationships and appointments from booking to re-engagement. This n8n workflow automates personalized reminders, gathers feedback, and proactively reaches out to clients, ensuring a seamless and professional client experience every time.
About This Workflow
This powerful n8n workflow revolutionizes how you manage client interactions, transforming manual tasks into a smart, automated journey. Starting with Google Calendar events, it intelligently fetches client data from your Google Sheets CRM and tailors communications for both new and returning customers via Twilio SMS. Beyond just appointment reminders, it includes a crucial post-appointment follow-up for surveys or reviews, and a separate, scheduled re-engagement sequence. This holistic approach ensures consistent client communication, boosts retention, gathers valuable feedback, and keeps your services top-of-mind, freeing you to focus on delivering exceptional value.
Key Features
- Automated Appointment Reminders: Trigger personalized SMS reminders based on Google Calendar events, distinguishing between new and returning clients.
- Integrated Client Data Management: Seamlessly pull client information from Google Sheets, acting as your lightweight CRM.
- Post-Appointment Feedback Loop: Automatically send survey or review requests via Twilio after a configurable wait period.
- Proactive Client Re-engagement: Periodically identify and send targeted re-engagement offers to inactive clients, boosting repeat business.
- Twilio SMS Integration: Utilize Twilio for reliable and scalable SMS communication throughout the client journey.
How To Use
- Set up Google Calendar Trigger: Configure the "Google Calendar Trigger" node to monitor your desired calendar for new or updated events. Ensure it has access to your Google Calendar.
- Connect Google Sheets (CRM): In the "Get Client Data from CRM" and "Find Clients Needing Re-engagement" nodes, configure your Google Sheets credentials and specify the sheet where client data (e.g., name, phone, new/returning status) is stored.
- Configure Twilio SMS: Set up your Twilio credentials in the "New Customer Welcome & Reminder", "Returning Customer Reminder", "Send Survey/Review Request", and "Re-engagement Offer" nodes. Customize the SMS messages with dynamic data from previous nodes.
- Adjust Conditional Logic: Customize the "If (New vs. Returning Customer)" node to define the criteria for distinguishing between new and returning clients based on your Google Sheets data.
- Schedule Re-engagement: Configure the "Re-engagement Trigger" node to run at your desired frequency (e.g., weekly, monthly) to find and contact clients needing re-engagement.
- Customize Wait Period: Adjust the "Wait (After Appointment)" node to define the delay before sending post-appointment follow-ups.
Apps Used
Workflow JSON
{
"id": "9aecb02c-cd98-42f8-a9f4-1d39df88c658",
"name": "Smart Client Relationship & Appointment Automation",
"nodes": 22,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 9aecb02c-cd98...
About the Author
Crypto_Watcher
Web3 Developer
Automated trading bots and blockchain monitoring workflows.
Statistics
Related Workflows
Discover more workflows you might like
AI-Powered Stack Overflow Lead Generation
Unleash the power of AI to automatically scrape valuable lead data from Stack Overflow user profiles. This workflow intelligently identifies and extracts key information like names, locations, skills, and reputation, then seamlessly organizes it into your Google Sheet for effortless lead management.
Typeform to HubSpot Lead Qualification & Gmail Follow-up
Streamline your lead capture process by automatically syncing Typeform submissions to HubSpot. Qualify leads based on their interest and send personalized follow-up emails instantly. This workflow ensures no lead is missed and interested prospects receive immediate attention.
Automate LinkedIn Job Change Monitoring and Role Classification
Proactively track career shifts within your LinkedIn network. This n8n workflow utilizes Airtop to automatically extract detailed job change information, including new positions, LinkedIn profiles, and functional classifications, enabling timely outreach and CRM updates.