← Back to homeCUSTOMER JOURNEY AUTOMATION

One connected flow.
Every customer.

From the first enquiry to the five-star review, Brandroof keeps every customer moving forward with timely, personal automation.

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LIVE WORKFLOW● RUNNING
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Lead formLead form · Trigger

START
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Add to CRMCRM · Instant

SMS

Send SMSSMS · After 1 minute

✉

Send emailEmail · After 1 day

◷

AppointmentCalendar · When booked

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Send invoicePayments · After service

★

Review requestReputation · After payment

HOW THE FLOW WORKS

Seven steps.
One seamless experience.

Each stage works on its own and becomes even more powerful when connected. Brandroof helps you respond faster, stay organised and create a consistent customer experience without repetitive admin.

01LEAD FORM · TRIGGER

Capture every new lead

Turn website forms, landing pages and campaign enquiries into organised opportunities the moment they arrive.

  • ✓Instant lead capture
  • ✓Source and campaign tracking
  • ✓No manual data entry
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AUTOMATION STEP 01

Capture every new lead

Lead form · Trigger

Connected and active ✓
02CRM · INSTANT

Add the contact to your CRM

Brandroof creates or updates the contact, records the enquiry and places the opportunity into the right pipeline stage.

  • ✓Automatic contact records
  • ✓Smart pipeline assignment
  • ✓Complete conversation history
◎
AUTOMATION STEP 02

Add the contact to your CRM

CRM · Instant

Connected and active ✓
03SMS · AFTER 1 MINUTE

Send an immediate SMS

Respond while interest is high with a personalised text that confirms the enquiry and starts the conversation.

  • ✓Fast personalised replies
  • ✓Two-way messaging
  • ✓Automatic team notifications
SMS
AUTOMATION STEP 03

Send an immediate SMS

SMS · After 1 minute

Connected and active ✓
04EMAIL · AFTER 1 DAY

Nurture with email

Follow up automatically with helpful information, social proof and a clear next step—without adding another task to your day.

  • ✓Branded email templates
  • ✓Timed follow-up sequences
  • ✓Open and click tracking
✉
AUTOMATION STEP 04

Nurture with email

Email · After 1 day

Connected and active ✓
05CALENDAR · WHEN BOOKED

Book the appointment

Let customers choose a suitable time, then send confirmations and reminders that reduce missed appointments.

  • ✓Online self-booking
  • ✓Calendar synchronisation
  • ✓Automated reminders
◷
AUTOMATION STEP 05

Book the appointment

Calendar · When booked

Connected and active ✓
06PAYMENTS · AFTER SERVICE

Send the invoice

Create a smooth path to payment with professional invoices, secure payment options and automatic status updates.

  • ✓Professional invoices
  • ✓Online payment links
  • ✓Payment follow-ups
$
AUTOMATION STEP 06

Send the invoice

Payments · After service

Connected and active ✓
07REPUTATION · AFTER PAYMENT

Request a customer review

Ask happy customers for feedback at the right moment and build a stronger online reputation on autopilot.

  • ✓Smart review requests
  • ✓Direct review links
  • ✓Reputation monitoring
★
AUTOMATION STEP 07

Request a customer review

Reputation · After payment

Connected and active ✓
THE RESULT

Less manual work.
More momentum.

24/7automated follow-up
7connected journey stages
1complete customer view
READY TO AUTOMATE THE JOURNEY?

Build a better customer
experience today.

See how Brandroof can connect your leads, conversations, bookings, payments and reviews in one powerful platform.

Start free trial →Book a demo
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