Worksheet

Reminder state diagram

One customer, traced from trigger to send. Silence leads to the next reminder under the frequency cap, a reply pauses everything and routes to a person, and a failure is logged and flagged after repeats. Design stop conditions with it first.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “How to Automate Customer Follow-ups and Reminders”, www.gullysystem.com/blog/how-to-automate-customer-follow-ups-and-reminders