PAT BERRY — TRADE COMPANION
CHAPTER 24: Automate the reminder, keep the relationship
Starter worksheet for review — October 19, 2026

Use automation for dependable handoffs. Start with three small workflows, and keep a person responsible when something fails.

1. New signup: confirm the requested purpose, find or create the CRM record, connect the appropriate welcome email sequence, and create a personal welcome task.
2. Booked call: record the booking, send confirmation and permitted reminders, and create a preparation task. Handle reschedules and cancellations.
3. New customer or client: start the correct welcome plan and create check-in tasks. Prevent duplicate enrollment and stop inappropriate follow-up when status changes.

Trade application
Use the three downloadable workflow specifications as build templates. Field mapping, access, and error alerts must be configured for your tools; these are not importable live automations.

Automation test plan
Workflow:
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Trigger:
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Unique event key:
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Consent check:
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CRM matching rule:
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Email sequence:
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Human task:
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Duplicate test:
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Failure alert:
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Stop condition:
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Owner:
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Use verified facts. Personalize examples. Keep private customer records in your own secure system.