New Visitor Follow-Up Sequence
A done-for-you church and ministry automation built for the Guest Services Coordinator, connecting Twilio and Mailchimp so the work below happens on its own.
What this automation does, step by step
When a first-time visitor fills out a connect card, physical or digital, this automation automatically sends a warm welcome text and email within a day, and creates a personal follow-up task assigned to a staff member or volunteer for a call within the week.
No new visitor's first Sunday goes unfollowed simply because the connect card sat in a basket until Wednesday.
- Planning Center or Church Community Builder
- Twilio (SMS)
- Zapier or Make.com
- Mailchimp or email
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Left to a person, this means a guest services coordinator re-enters the same data more than once, double-checks it by hand, and still occasionally misses something. It's the kind of work that quietly eats hours every week.
With this automation
- Instant first response by text and email on every new inquiry
- Follow-up cadences that stop the moment a lead replies
- Stalled-deal alerts before a pipeline quietly goes cold
- Clean CRM records without manual data entry
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