GraftPal AI Workflows
Pre-built AI-powered automations that handle lead nurturing, sales follow-ups, payments, client retention, support, and day-to-day operations — so you can focus on the work that matters.
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Lead Nurturing
Lead Nurturing AI Workflows
Smart Lead Follow-Up AI Workflow
Score leads with AI, then send the right follow-up automatically.
Dormant Lead Re-engagement AI Workflow
Detect inactive clients and re-engage them with AI-drafted outreach.
New Lead Welcome AI Workflow
Welcome new leads with a warm email and follow up with value 3 days later.
Sales
Sales AI Workflows
Smart Quote Follow-Up AI Workflow
AI decides whether to follow up by phone or email based on client history.
Proposal Follow-Up AI Workflow
When a proposal is viewed but not accepted, AI nudges the client past common objections.
Quote Declined Win-Back AI Workflow
When a quote is declined, AI decides the best win-back strategy and drafts the response.
Contract Signed Kickoff AI Workflow
Automatically kick off projects with onboarding emails and tasks when a contract is signed.
Client Retention
Client Retention AI Workflows
Job Completion Review AI Workflow
After a job is completed, AI sends a review request referencing the work done.
Post-Job Referral AI Workflow
When a positive review comes in, AI asks happy clients for referrals.
Client Anniversary Check-In AI Workflow
AI drafts personalised anniversary check-ins reflecting on your work together.
Operations
Operations AI Workflows
Job Started Client Update AI Workflow
Automatically notify clients when work begins, with timelines and contact info.
Appointment Reminder AI Workflow
AI-drafted confirmation when booked, plus a reminder the day before.
Document Upload Notification AI Workflow
When a document is uploaded, AI summarises it and creates a review task.
Growth & Marketing
Growth & Marketing AI Workflows
Survey Response AI Workflow
AI scores survey satisfaction — happy clients get referral asks, unhappy ones get urgent follow-ups.
Smart Upsell After Payment AI Workflow
3 days after payment, AI picks the best upsell and drafts a personalised offer.
Custom Builder AI Workflow
Start from scratch and build any custom automation using the visual editor.
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