🔄 Daily Follow-Up System with Multi-Stage Sequences What It Does Automatically sends timed follow-up emails to leads based on a 4-stage sequence (Day 1, 3, 7, 14), updates tracking automatically, and calculates next follow-up dates. Set it once, add leads, and never manually track follow-ups again. Converts cold leads into warm opportunities through consistent, professional touchpoints. How It Works Schedule Trigger → Runs daily at 9 AM Read Tracker Sheet → Gets all leads from Follow-Up Tracker Filter Today's Follow-Ups → Only processes leads where "Next Follow-Up Date" = Today Process Individually → Handles each lead one at a time (prevents rate limits) Route by Stage → Sends appropriate email based on Day 1/3/7/14 stage Send Stage Email → 4 different templates for each follow-up milestone Update Last Sent → Records when email was sent Calculate Next Date → Automatically schedules next follow-up (or marks complete) --- 🚀 SETUP INSTRUCTIONS Step 1: Create Follow-Up Tracker Sheet Create Google Sheet with tab "Follow-Up Tracker" Add columns: Name | Email | Project/Interest | Timeline | Next Step | Stage | Next Follow-Up Date | Last Sent Date | Status Populate with leads: Set Stage = "Day 1", Status = "Active", Next Follow-Up Date = desired start date Update YOURGOOGLESHEET_ID in nodes 2, 7, and 8 Step 2: Configure Email Templates Edit nodes 6-9 with your email templates Replace YOURCALENDARLINK with your actual booking link (Calendly, etc.) Replace YOURRESOURCELINK in Day 3 email with relevant content Customize sender name/signature in all templates Step 3: Setup Gmail Connection Add Gmail OAuth2 credentials to all email nodes Test workflow with one test lead first Monitor Gmail sending limits (500/day for free accounts) Step 4: Test the Sequence Add one test lead with Next Follow-Up Date = today Manually execute workflow to verify email sends Check that Google Sheet updates correctly Verify next stage is calculated properly
