PAT BERRY — TRADE
CUSTOMER WORKFLOW STARTER
Written build specification, not a live or importable automation.

TRIGGER: A verified new-customer or client event

1. Confirm the selected product or service and record the unique order/client ID.
2. Find the existing contact; avoid duplicate onboarding for the same event.
3. Start the matching welcome plan and send only the appropriate welcome information.
4. Create first-use, delivery, and check-in tasks with an owner.
5. Pause inappropriate promotional sequences when the relationship changes.
6. Handle cancellation or refund by notifying the owner and updating pending tasks.
7. Record errors and retry unfinished actions only.

CONFIGURE
Source system:
CRM and matching field:
Welcome sequence ID (where applicable):
Consent/suppression fields:
Owner and notification destination:
Due-time rule and timezone:
Unique event key:
Retry limit and manual fallback:

TEST BEFORE ENABLING
Use your own address. Test one normal event, the same event twice, missing data, withdrawn consent, a failed downstream action, and a cancellation or status change. Confirm exactly one contact, the intended emails, and the intended tasks. Keep a human owner for failures.
Match delivery milestones to the agreed client scope.