1. What Is A Workflow (And Why You Absolutely Need One)

A workflow is simply a pre-created set of actions your system follows once a trigger occurs. Imagine:

• A customer buys your course
• They receive a welcome email
• They’re automatically enrolled
• They get nudges to keep them on track
• You make money in your sleep

Yes, it’s real, and yes, it’s yours for the taking.

2. Understand The Power Of The Trigger

A trigger is what starts your workflow, like:

• Someone buys a product
• A form is filled in
• A tag is added
• An invoice is paid

Triggers are like the “bang” on a starter pistol—once fired, your automation sprints into action.

3. Automate These 10 Must-Have Tasks Right Now

1. Welcome Emails
2. Course Enrolments
3. Follow-Up Emails
4. Webinar Reminders
5. Abandoned Cart Emails
6. Lead Magnet Delivery
7. Nurture Sequences
8. Upsells
9. SMS Notifications
10. Invoice Follow-Ups

Each one of these is a time-saver, a stress-buster, and a sales generator.

4. Use Tekmatix – My All-In-One Tech Baby

Tekmatix is your CRM, email tool, course platform, workflow builder, calendar, automation engine, and more.

If you’re serious about automation, start using Tekmatix.

5. The “Set It And Forget It” Email Sequence

Your welcome sequence should:

• Educate
• Add value
• Build trust
• Sell softly (but effectively)

Tip: Always end with: “P.S. Here are 4 ways I can help you…” and include clickable links to your key offers.

6. Not Techy? No Problem!

Even if you’re as tech-savvy as a potato, I guide you step-by-step in the workshop. You can also:

• Hire a VA
• Use my templates
• Get help from the Tekmatix live chat team (24/7!)

7. Sarah’s 4-Step Automation Planning Framework

1. Can I eliminate this task?
2. Can I automate it?
3. Can I delegate it?
4. Do I REALLY need to keep it?

8. Watch Me Set Up These Workflows (Live Demo!)

• Welcome Email Sequence
• Product Purchase Workflow
• Project Management Automations
• Abandoned Cart Recovery
• Social Media Lead Generation
• 90-Day Sales Activation

I don’t just talk about them—I literally build these workflows in front of you in the training.

9. Why Every Product You Sell Needs A Workflow

Each product needs its own:

• Order confirmation
• Delivery instructions
• Follow-up sequence
• Optional upsell emails

Forget this, and your customers will be hunting you down at 3am wondering where their purchase went.

10. How Tags Supercharge Your Marketing

Tags are like post-it notes on your leads. They let you segment by:

• Location
• Purchase history
• Interests
• Actions

This means better-targeted emails and higher conversions.

11. Real-Time Sales, Automatically

Whether it’s:

• Granting course access
• Sending onboarding forms
• Notifying your VA
• Scheduling SMS/email/DMs
• Triggering reminders

…Your tech can do it all. While you sleep.

12. The Ultimate Sales Reactivation Sequence

Every 90 days, send this simple message:

“Hey [First Name], are you still thinking about [problem you solve]?”

Then, remind them of your offers. Done. Repeat every 90 days. Sales will follow.

Sarah Cordiner