Workflow to send maintenance reminders/yearly checkups

Purpose

 1.1. Automate sending timely maintenance reminders and yearly checkup notifications to landscape lighting clients.
 1.2. Automating proactive client engagement to increase repeat business, reduce system failures, and upsell follow-on services.
 1.3. Automator ensures clients receive reminders via preferred channels: SMS, email, instant messaging, or phone call.
 1.4. Automation creates scheduled workflows for consistent, compliant, and trackable marketing and upsell touchpoints.

Trigger Conditions

 2.1. Automate triggers based on client purchase date, service contract anniversary, or custom schedule.
 2.2. Automatedly activate from CRM milestones, last maintenance completion, or pre-set renewal intervals.
 2.3. Trigger automation upon entry of tagged service lines (e.g., landscape lighting systems) into records.
 2.4. Automating reminders for overdue checkups or failed contact attempts.

Platform Variants

 3.1. Twilio SMS
  - Feature: Automate SMS workflow via Programmable Messaging API.
  - Setting: Configure scheduled messaging; sample: POST /Messages with body, to, and trigger time.
 3.2. SendGrid
  - Feature: Automates email reminders using the Mail Send API.
  - Setting: Compose dynamic templates; POST /mail/send with scheduled_time in SMTPAPI header.
 3.3. HubSpot
  - Feature: Automated workflow with Tasks API and Marketing Email tool.
  - Setting: Workflow triggers with delay and timed email/send task action.
 3.4. Mailchimp
  - Feature: Automates scheduled campaign emails via Automations API.
  - Setting: POST /automations with trigger and recurring campaign options.
 3.5. ActiveCampaign
  - Feature: Automated campaigns using Automation feature and webhook triggers.
  - Setting: Create automated series; configure wait steps tied to custom fields.
 3.6. Pipedrive
  - Feature: Automator uses Workflows & Scheduler tool for automated reminders.
  - Setting: Automation on deal/milestone date with send-email and task creation.
 3.7. Salesforce
  - Feature: Automate reminders via Process Builder and Pardot drip programs.
  - Setting: Scheduled flow triggers related to maintenance field; email or task as action.
 3.8. Zoho CRM
  - Feature: Automation with Workflow Rules and Scheduler module.
  - Setting: Create rule for yearly event; Deluge script for email/SMS task.
 3.9. Google Calendar
  - Feature: Automator uses API for event and reminder creation.
  - Setting: POST /calendars/events for yearly recurring reminders to client emails.
 3.10. Outlook 365
  - Feature: Automate calendar invites and email notifications using Graph API.
  - Setting: Automated POST /me/events and send mail triggers.
 3.11. WhatsApp Business
  - Feature: Automation via Business API for proactive message delivery.
  - Setting: POST /messages template automation connected to contact timetable.
 3.12. Slack
  - Feature: Automates internal reminders and update messages with Reminders API.
  - Setting: POST /reminders.add for team checkup on client accounts.
 3.13. Trello
  - Feature: Automator schedules checkup cards using Power-Ups and API.
  - Setting: Automate POST /cards with due dates and notification triggers.
 3.14. ClickSend
  - Feature: Automation of SMS or voice message reminders via Messaging API.
  - Setting: Automate delivery; POST /v3/sms/send with set schedule.
 3.15. Intercom
  - Feature: Automated messages with Series/Outbound Message API.
  - Setting: Schedule campaign in Series for yearly events.
 3.16. Marketo
  - Feature: Marketing automation flows with Smart Campaigns API.
  - Setting: Automate triggers on anniversaries; schedule send_email action.
 3.17. Zapier
  - Feature: Automates multi-step flows; integrates scheduled triggers with CRM/email/SMS.
  - Setting: Every year on purchase date, perform messaging actions.
 3.18. Airtable
  - Feature: Records maintenance schedule and automates notifications via Automations.
  - Setting: Scheduled scripts for reminder send when due date matches.
 3.19. Microsoft Teams
  - Feature: Automator posts maintenance reminders in chat and creates tasks.
  - Setting: Use Graph API for scheduled posts and actionable tasks.
 3.20. Klaviyo
  - Feature: Automated campaign flows with scheduled email send.
  - Setting: Create Flow; schedule timed message post-purchase or based on segment date.

Benefits

 4.1. Automates client nurturing with zero manual effort and maximizes repeat service opportunities.
 4.2. Automatedly identifies upsell moments, boosting revenue and client retention.
 4.3. Automation minimizes missed maintenance, decreasing equipment failures.
 4.4. Automator ensures traceability, accountability, and scalable communication.
 4.5. Automated workflows improve brand reputation and elevate the customer experience.