When you’re putting together a workflow, its main goal should be to make life easier for you and your clients. That’s why I try to pack mine full of evergreen content, homework to keep them engaged for their session, and offboarding e-mails for their continued success.

There’s three e-mails I would never build a workflow without, & I’m going to walk you through them thoroughly enough that you can draft your own version and add it into your workflow right now.

1) An auto-responder e-mail

Subject: ✅ [MY COMPANY NAME] has received your inquiry!

Setting up an auto-responder has a few really cool benefits. One, it stops people from repeat sending messages because folks expect some sort of confirmation that isn’t always natively provided. Two, it gives you a chance to provide value for those potential clients that like doing as much research as they can before hiring folks. (Especially for higher priced service-based businesses)

My auto responder thanks them for inquiring, assures them I’ve received their message and gives a time period in which they can expect a response. I let them know weekend inquiries will be responded to the following Monday and provide a link to a blog post I’ve written about the entire process we’ll go through once officially booked.

People love it.

2) Confirmation e-mails

Subject: 🚨 RESPONSE REQUIRED | Confirming our *insert date here* Appointment

I stopped having to respond to random e-mails once I implemented this simple confirmation e-mail. For some events I may have 2-3 reminders and for some I may only have 1. It all just depends. For video calls, those are usually booked within 1 week so bombarding them with e-mails can get annoying and/or repetitive really quick.

Dubsado makes it easy to set up custom reminders where I’ll remind them of the date, time, & even the google meet link that we’ll be using. Especially important is when I have an appointment that requires us to both physically meet at a different location, I require a response from the client. If I do not receive one, I will text them (spam loves eating e-mails!) and if I still don’t get a response, I will let them know I will be canceling our session in the next X amount of hours.

3) A post-service survey e-mail

Subject: 🙏🏾 I’d love your feedback

We never grow if we don’t learn from our past. This is true in everything, so why not also implement it in your business? I send a review request 24 hours after our sessions so everything is fresh in their mind. If I do not receive a response to my form within 28 days, I will send it over one more time.

It’s a great way to ask for feedback in a less than intimidating way & I also send over info about our referral program this way. It incentivizes them to share their experience and helps me learn more about what is and isn’t working in my business.

Once, my client told me they were missing a good full body mirror in the space. It was so simple, yet I’d always put it off figuring that folks didn’t need it or care. Now my space is a mirror haven and folks love it. (Except me, I’m sick of photoshopping my feet out of photos!)

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A good e-mail sequence will get you everywhere when working with clients. It can keep them engaged, it can deliver information they didn’t even know they needed, and it can score you big points in the “authority” department. Only someone as thorough as you could be providing this incredible experience.

What’s your favorite sequence e-mail?!

Something I missed? Let me know!