🔄 Daily Follow-Up System with Multi-Stage Sequences
🔄 Daily Follow-Up System with Multi-Stage Sequences What It Does Automatically sends timed follow-up emails to leads based on a 4-stage sequence (Day 1, 3, 7, 14), updates tracking automatically, and calculates next follow-up dates. Set it once, add leads, and never manually track follow-ups again. Converts cold leads into warm opportunities through consistent, professional touchpoints. How It Works Schedule Trigger → Runs daily at 9 AM Read Tracker Sheet → Gets all leads from Follow-Up Tracker Filter Today's Follow-Ups → Only processes leads where "Next Follow-Up Date" = Today Process Individually → Handles each lead one at a time (prevents rate limits) Route by Stage → Sends appropriate email based on Day 1/3/7/14 stage Send Stage Email → 4 different templates for each follow-up milestone Update Last Sent → Records when email was sent Calculate Next Date → Automatically schedules next follow-up (or marks complete) 🚀 SETUP INSTRUCTIONS Step 1: Create Follow-Up Tracker Sheet Create Google Sheet with tab "Follow-Up Tracker" Add columns: Name | Email | Project/Interest | Timeline | Next Step | Stage | Next Follow-Up Date | Last Sent Date | Status Populate with leads: Set Stage = "Day 1", Status = "Active", Next Follow-Up Date = desired start date Update YOUR_GOOGLE_SHEET_ID in nodes 2, 7, and 8 Step 2: Configure Email Templates Edit nodes 6-9 with your email templates Replace YOUR_CALENDAR_LINK with your actual booking link (Calendly, etc.) Replace YOUR_RESOURCE_LINK in Day 3 email with relevant content Customize sender name/signature in all templates Step 3: Setup Gmail Connection Add Gmail OAuth2 credentials to all email nodes Test workflow with one test lead first Monitor Gmail sending limits (500/day for free accounts) Step 4: Test the Sequence Add one test lead with Next Follow-Up Date = today Manually execute workflow to verify email sends Check that Google Sheet updates correctly Verify next stage is calculated properly. An n8n automation workflow template by Xavier Tai.
Xavier Tai
web
free
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