Automations
๐Ÿ‘ Retreat0.1GHL

Opt-In Submitted

Tags a new retreat opt-in as a lead, waits 30 minutes, then sends paired email and SMS nurture touchpoints over several days.

1 trigger 18 steps Intermediate
What it does

The moment someone opts in to a retreat offer, the system tags them as a retreat lead, waits 30 minutes, then automatically sends a confirmation email followed by an SMS โ€” all without any manual action required.

The value

Every retreat enquiry gets an instant, professional response while the lead is still warm. No more relying on someone to manually follow up. The 30-minute delay keeps the message feeling personal rather than robotic, and the email + SMS combination maximises the chance the lead actually sees it.

Where it fits

This sits at the very top of the retreat sales funnel โ€” it's the first impression after someone puts their hand up. A slow or missed follow-up here loses the lead. This automation means no enquiry ever falls through the cracks, 24/7.

Overall purpose

This workflow nurtures new leads who submit the Warrior Retreat Opt-In form by delivering a structured sequence of emails and SMS messages over several days. The goal is to educate, build interest, and encourage contacts to apply for a Warrior Retreat.

The build โ€” trigger โ†’ steps

Triggerentry point

Retreat | Opt-In Form Submitted

Form Submission

Automatically enroll contacts when they submit the Warrior Retreat Opt-In form.

  1. Tag Contact

    Action

    Add Contact Tag ยท retreat | opt-in

    Identify the contact as a retreat lead; Segment contacts for reporting and future automations.

  2. Wait โ€” 30 Minutes

    Wait

    Time-Based Wait ยท 30 Minutes

    Provide a short delay before the first communication so the automation feels more natural.

  3. Email #1

    Email

    Subject: Join Us for Warrior Retreats!

    Welcome the new lead; Introduce Warrior Retreats; Set expectations for the upcoming communication.

  4. SMS #1

    SMS

    Send SMS

    Reinforce the welcome email; Encourage the contact to check their inbox; Provide an important link or next step.

  5. Wait โ€” 1 Day

    Wait

    Time-Based Wait ยท 1 Day

    Allow time for the contact to engage before the next communication.

  6. Email #2

    Email

    Subject: Transform Your Life with Warrior Retreats!

    Highlight the transformational outcomes; Build emotional engagement; Increase interest in the retreat experience.

  7. SMS #2

    SMS

    Send SMS

    Reinforce Email #2; Highlight a key benefit; Drive the contact back to the offer.

  8. Wait โ€” 1 Day

    Wait

    Time-Based Wait ยท 1 Day

    Maintain a steady communication cadence.

  9. Email #3

    Email

    Subject: Unlock Your Potential at Warrior Retreats!

    Focus on personal growth; Reinforce the value of attending; Continue nurturing the lead.

  10. SMS #3

    SMS

    Send SMS

    Remind the contact about the previous email; Keep engagement high.

  11. Wait โ€” 1 Day

    Wait

    Time-Based Wait ยท 1 Day

    Continue spacing communications appropriately.

  12. Email #4

    Email

    Subject: Your Invitation: Apply for Our Exclusive Retreat!

    Introduce the application process; Create a sense of exclusivity; Encourage the next step.

  13. SMS #4

    SMS

    Send SMS

    Reinforce the invitation; Provide a direct call-to-action; Encourage the contact to apply.

  14. Wait โ€” 1 Day

    Wait

    Time-Based Wait ยท 1 Day

    Provide time before the final application push.

  15. Email #5

    Email

    Subject: Don't Miss Out: Apply Now for Warrior Retreats!

    Create urgency; Reinforce scarcity; Encourage immediate application.

  16. SMS #5

    SMS

    Send SMS

    Final reminder; Reinforce urgency; Direct the contact to the application page.

  17. Wait โ€” 12 Hours

    Wait

    Time-Based Wait ยท 12 Hours

    Provide a final buffer after the last SMS. No further actions occur after this step.

  18. Workflow Ends

    End

Timeline

  1. 1Immediately after form submission: Add "retreat | opt-in" tag
  2. 230 minutes later: Email #1 + SMS #1
  3. 3Day 1: Email #2 + SMS #2
  4. 4Day 2: Email #3 + SMS #3
  5. 5Day 3: Email #4 + SMS #4
  6. 6Day 4: Email #5 + SMS #5
  7. 712 hours later: Workflow ends
retreatopt-innurtureemailsmslead