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Running a business demands your full attention. Between operations, customer service, and strategy, marketing can feel like a constant interruption—an ever-growing list of to-dos. But what if you could reclaim that time and focus on high-value tasks instead?
That’s where marketing automation comes in. With the right workflows in place, you can streamline repetitive processes, improve customer experience, and grow your business with less stress.
In this guide, we’ll walk you through five essential automation workflows every business should implement—plus a bonus tip to tie it all together.
1. Welcome Email Series: Make a Great First Impression
First impressions are everything. An automated welcome email series helps you nurture new leads or customers right from the start.
- A warm greeting and brand introduction
- Overview of services or products
- A case study or testimonial
- Special offer or discount
Example: A SaaS company might showcase key features and offer a 14-day free trial.
Learn how to build an effective sequence with this real-life Make.com automation breakdown.
2. Abandoned Cart Recovery: Reclaim Lost Revenue
Did you know that nearly 70% of online shopping carts are abandoned?
With a smart automation workflow, you can trigger a series of emails reminding users of what they left behind. These can:
- Include product images
- Highlight benefits or reviews
- Offer a discount to incentivize purchase
See how our 5-part email flow turns cart abandonment into sales.
3. Lead Scoring & Segmentation: Send the Right Message to the Right Person
Not all leads are ready to buy—and that’s okay. With automated lead scoring, you can assign value based on behaviors like:
- Email opens and clicks
- Web page visits
- Form submissions
From there, segment your list and tailor your messaging to match their interest level.
Dive into automated follow-up techniques that feel human.
4. Social Media Automation: Stay Visible Without the Daily Grind
Consistent posting keeps your brand top-of-mind, but who has time to post every day?
Use tools like Buffer, Later, or Hootsuite to schedule posts ahead of time—and connect them with your marketing platform for streamlined execution.
Discover how marketing automation supports growth.
5. Customer Feedback Loops: Automate Insight Collection
Feedback is gold—but asking for it manually is tedious. With automation, you can send:
- Post-purchase surveys
- Net Promoter Score (NPS) emails
- Support satisfaction requests
These insights can guide product improvements and enhance customer retention.
Learn how to build effective feedback loops with automation.
Bonus: Combine Workflows Into a Seamless System
The real power of automation is in connecting workflows. Imagine this scenario:
- A new subscriber joins your email list.
- They receive a welcome series and engage with it.
- Based on engagement, they’re scored and added to a sales sequence.
- They purchase—and immediately receive a thank-you and feedback request.
This creates a frictionless customer journey from lead to loyalty.
Ready to Reclaim Your Time?
Implementing these marketing automation workflows can help you:
- Free up hours of manual work
- Improve customer engagement
- Increase conversions
Want to see how automation can work for your unique business?
👉 Contact us for a free consultation and we’ll map out the workflows that save you the most time.

