Part of the Nurture stage
Automations that do the follow-up for you
Most leads are lost to slow or forgotten follow-up, not to competitors. We map how a lead becomes a customer in your business and automate every repeatable step: instant replies, reminders, review requests, reactivation campaigns and handoffs to your team.
What’s included in Automations
Speed-to-lead workflows
New leads get a reply within seconds by text and email.
Nurture sequences
Multi-step follow-up by text, email and voicemail until the lead books or opts out.
Appointment reminders
Confirmations and reminders that cut no-shows.
Review requests
Ask happy customers for a review at the right moment, automatically.
Reactivation campaigns
Bring past customers and old leads back with timely offers.
Team and hiring workflows
Route leads, assign tasks and automate hiring, onboarding and training.
Works even better together
Automations runs on the same platform as the rest of Ideally, so leads, data and reporting flow between them without copying anything by hand.
Marketing Automation by industry
See how marketing automation works for your kind of business.
Home services
Cleaning and property care
Health and wellness
Beauty and personal care
Professional services
Real estate and property
Food and hospitality
Fitness and recreation
Education and coaching
Retail and ecommerce
Events and creative
Do you build the automations or do I?
We build them for you, test them and adjust them as your business changes.
Can automations connect to my other software?
Yes. Ideally connects natively to many tools and to thousands more through Zapier and webhooks.
Will automated messages sound robotic?
We write every message in your voice and keep them short and personal.
See what Ideally would build for you
A 30-minute discovery call. We look at how leads reach you today and show you what we would set up first.
No contracts. Cancel anytime.