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Visual showing speed to lead in follow up

Lead Follow-Up (Speed-to-Lead Boost)

Trigger: 5 minutes after a form submission
Why: Reach prospects while intent is highest

Send an automated SMS when a new lead fills out a form to increase response rates and book meetings faster.

Example:

“Hi {{firstname}}, thanks for your enquiry — would you like to book a quick call today?”

Reactivation Campaign (Win Back Dormant Contacts)

Trigger: No engagement in 90+ days
Why: Unlock revenue from your existing database

Target inactive contacts with a simple, direct message to re-open the conversation.

Example:

“Hi {{firstname}}, we haven’t connected in a while — are you still interested in [service]?”

Image showing payment reminders to accelerate cashflow

Appointment Reminders (Reduce No-Shows)

Trigger: 24 hours before meeting
Why: Improve attendance and reduce lost time

Automatically send SMS reminders to confirm appointments and reduce missed bookings.

Example:

“Reminder: Your appointment is tomorrow at 2pm.”

Payment or Invoice Reminders (Accelerate Cash Flow)

Trigger: Before or after due date
Why: Faster payments, fewer manual follow-ups

Automate payment reminders to customers directly from deal or invoice status in HubSpot.

Example:

“Hi {{firstname}}, just a reminder your invoice is due tomorrow. Let us know if you need anything.”

Visual showing appointment reminders to reduce no shows