Workflow template · Florists & Event Decor
Florist booking workflow
From inquiry to strike: a thank-you email right away, a check-in after 3 days, then proposal, retainer, mock-up, final counts and rental return steps.
Preview
Applies to: Leads. Applying it sends the first email right away and the check-in 3 days later. Task stages move forward as you check items off.
Right away
Email: Thanks for reaching out to [Your business]
Hi [First name],
Thanks for getting in touch! Your message came through and I will reply with details within one business day.
Talk soon, [Your business]
Day 3
Email: Checking in from [Your business]
Hi [First name],
Just checking in to see if you have any questions. If you would like to talk it through, reply to this email and we can find a time.
[Your business]
Checklist stage
Respond
- Schedule a consultation
- Send a proposal
Checklist stage
Book
- Send the contract
- Collect the design retainer
Checklist stage
Design
- Share the design mock-up
- Send the final counts form
- Confirm final counts 30 days out
Checklist stage
Event
- Deliver and install
- Strike and check rentals back in
Checklist stage
After the event
- Send a thank-you
- Ask for a review
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Questions
When do the emails send?
When you apply the workflow to a lead, the thank-you email sends right away and the check-in sends 3 days later. Nothing runs until you apply it.
Can I change the steps and timing?
Yes. You can edit the emails, the delay, and the task stages, or add your own steps.
Is this template free?
Yes. You can read and copy the full template on this page without an account. To send it to clients from Semuko, start a free trial. No credit card is needed.
Can I change the wording?
Yes. Every template is a starting point. In Semuko you can edit the text, rename it and save your own version for future clients.