Automation
Email automation: 5 flows you need
Josh McKee · 21 April 2026 · 6 min read
You do not need a 12-step nurture journey. For a trade or service business, five flows cover almost everything that matters.
The five
- Welcome and qualify: one email that confirms the enquiry, sets expectations, and asks the one question that helps you prioritise.
- Quote follow-up: three short messages over ten days for quotes that go quiet. Helpful, not pushy.
- Win-back: a single, specific message to past customers when it is the right season for repeat work.
- Review and referral: ask for the review first, then, only for happy customers, the referral.
- Internal alerts: the email that goes to you, not the customer — high-value lead in, quote ageing, job ready to invoice.
Keep it short
Every email should have one job and one link. The moment a flow becomes a newsletter, it stops converting. Build these five, write them like a person, and leave the rest off.
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