Automation should remove forgetting—not remove the human
Good automation is reminders + templates you can personalize fast. Bad automation is a generic sequence sent to everyone.
3 building blocks
- Capture: contact + channel + one context line.
- Reminder: a specific date.
- Template: a short message you can tweak.
A realistic sequence
- D+1 to D+3: first follow-up.
- D+7 to D+10: short reminder.
- D+21 (optional): “closing the loop”.