FlowPilot: five-email nurture sequence from checklist download to demo request

Here's the checklist you asked for.

Download the Checklist

One thing before you open it.

The 17 tasks in there are examples, not a complete list. Every company has its own version. The useful skill is spotting them yourself, and the pattern is short enough to remember:

Look for any process where a person repeatedly copies, checks, sends, updates, or reminds.

Copying a client name from the CRM into the project tool. Checking whether finance was told. Sending the same status message every Monday. Updating a field after a call. Reminding someone that an approval has been sitting there since Tuesday.

None of these take long on their own. That's why they stay invisible.

Read the checklist with your own week in mind and mark the ones that sound familiar. Over the next few emails I'll show you what to do with the ones you mark.

FlowPilot

A deal closes on Tuesday afternoon. Then:

1. Someone creates the client in the project tool
2. Someone tells finance to raise the invoice
3. Someone passes the scope to the delivery team
4. Someone builds the onboarding tasks
5. Someone sends the account manager the contact details and start date

Five actions, maybe ten minutes of work, spread across four people who all have something else open.

Ten minutes is the cheap part. The gaps between the steps are where it gets expensive.

Finance hears about it on Friday, so the invoice goes out a week late. Delivery starts from a Slack thread instead of a brief. Two people create the project, so now there are two. And when the client emails on day three asking what happens next, nobody can say for certain which steps were done and which were assumed.

So someone builds a spreadsheet to track whether the steps happened. Now that's one more thing to update by hand.

Take one process like this, ideally one you marked on the checklist, and write it out: what starts it, who touches it, what has to be true before each step. Give it five minutes and look for the step where the process tends to stall, split, or depend on someone remembering.

Map One Workflow

Back to that closed deal.

Right now, someone notices the deal moved to Closed Won and starts the chain by hand. Everything after that depends on one person remembering five things while doing their actual job.

Inside FlowPilot, the same process is one workflow:

Trigger:

A deal moves to Closed Won in your CRM.

Conditions:

High-value deals wait for the ops lead to approve them before onboarding starts. Everything else goes straight through.

Actions:

1. Create the client project from your onboarding template
2. Post the deal details to the finance channel
3. Assign onboarding tasks to the delivery team, with the approved scope and due dates attached
4. Send the account manager the contact details and start date

You build it once in a visual editor. No code.

Two things matter once it's running. If a step fails, because the project tool is down or a field is empty, you get an error alert instead of silence. And the activity history shows which workflows ran, when, and what each one did, so "did anyone tell finance?" becomes a question you can answer.

See the Workflow

Rather poke at it yourself? The 14-day trial is [here].

You may already have something in place. A few Zaps. Some CRM automation. A script someone wrote two jobs ago. A recurring reminder that says "check the onboarding sheet."

Zapier can pause a workflow for approval and route it through conditional branches. Take one process that keeps breaking and check whether your current setup handles each handoff.

Five things to look for:

• A step that waits for a named person to approve it before anything else runs
• A branch, where a $2k deal and a $50k deal follow different paths
• A handoff where three people need to know the same thing happened
• A failure someone hears about, rather than a failure that stays silent until a client asks
• A record of what ran, so you can answer "was this done?" six weeks later

FlowPilot is built for internal workflows that involve approvals, conditions, and handoffs between people.

If your current setup already covers all five, keep it. If two or three of them are the reason you still chase people in Slack, that's the gap worth looking at.

Compare Your Current Setup

Bring one of the workflows you marked on the checklist.

Twenty minutes on a screen share. You describe the process, who touches it, and where it breaks. We build that workflow in FlowPilot while you watch, using your tools and your rules.

If it doesn't fit, you'll know inside twenty minutes. That beats a trial you sign up for and never set up.

Book a 20-Minute Demo

Plans start at $29/month. If you'd rather test it on your own first, the 14-day trial is [here].

FlowPilot