Marketing Automation Examples: 25 Proven Workflows That Drive Revenue in 2025

Manual marketing doesn’t scale. Your team sends individual follow-ups, manually segments lists, and remembers to reach out at the right time.

The result? Inconsistent execution. Leads fall through cracks. Opportunities missed.

Marketing automation fixes this. Build workflows once, run them forever. Every lead gets perfect follow-up, every customer gets timely engagement, every abandoned cart gets a recovery sequence.

This guide provides 25 real marketing automation examples with triggers, sequences, and conversion tactics you can implement immediately.

What is Marketing Automation?

Marketing automation: Technology that automatically executes marketing tasks based on triggers, behaviors, or schedules.

Key components:

Triggers: Events that start automation

• Form submission
• Email click
• Page visit
• Purchase
• Time-based (X days after signup)
• Behavior-based (abandoned cart)

Actions: What happens automatically

• Send email or SMS
• Update CRM field
• Add/remove tag
• Assign to list
• Create task for sales
• Trigger webhook

Conditions: Logic that controls flow

• If/then statements
• Wait periods
• A/B split tests
• Filtering rules

Benefits:

• Consistency (perfect execution every time)
• Scale (handle 10x volume without 10x staff)
• Personalization (right message, right time, right person)
• Efficiency (team focuses on strategy, not execution)
• Data (track and optimize everything)

Welcome & Onboarding Sequences

Example 1: Lead Magnet Welcome Sequence

Trigger: User downloads gated content

Goal: Deliver value, build trust, move to next stage

Sequence:

Email 1 - Immediate:

Subject: Here's your [Lead Magnet] 📄

Hi [Name],

Thanks for downloading [Lead Magnet]. Here it is: [DOWNLOAD LINK]

Quick preview of what's inside:
• [Key Takeaway 1]
• [Key Takeaway 2]
• [Key Takeaway 3]

Over the next week, I'll send you additional resources on [topic]. Each email includes tactics you can implement immediately.

Have questions? Just hit reply.

[Your Name]

P.S. What's your biggest challenge with [topic]? Reply and let me know—I read every response.

Email 2 - Day 2:

Subject: How [Customer] used [Lead Magnet] to achieve [Result]

Hi [Name],

Yesterday you got [Lead Magnet]. Today I want to show you how [Customer Name] implemented these exact tactics to achieve [specific measurable result].

[Case study highlights with specific numbers]

The key insight: [Main takeaway]

Want similar results? [CTA]

[Your Name]

Email 3 - Day 4:

Subject: The #1 mistake people make with [Topic]

Hi [Name],

I've seen hundreds of companies implement [topic], and there's one mistake that kills results every time: [Specific mistake]

Here's how to avoid it: [Solution/tactic]

[Relevant story or example]

Try this: [Specific action they can take]

Let me know how it goes.

[Your Name]

Email 4 - Day 7:

Subject: [Tool/Resource] to make [Topic] easier

Hi [Name],

Quick one for you: I created a [tool/template/checklist] that makes [specific task] 10x easier.

[Brief description]

Grab it here: [LINK]

And if you want to see how we help companies like yours [achieve outcome], check out [product/service overview or demo link].

[Your Name]

Email 5 - Day 10:

Subject: Last email from me (for now)

Hi [Name],

This is my last email in this sequence. Over the past 10 days, you've gotten:
• [Lead Magnet]
• [Resource 2]
• [Resource 3]
• [Resource 4]

Here's what happens next: You'll hear from me monthly with new [tactics/insights/case studies]. No fluff, just actionable stuff.

Want to go deeper? [Product/service pitch with clear CTA]

Otherwise, talk soon.

[Your Name]

Performance: 40-60% open rates, 10-20% click rates, 5-15% conversion to next stage

Example 2: Free Trial Onboarding

Trigger: User signs up for free trial

Goal: Drive activation and conversion to paid

Sequence:

Email 1 - Immediate:

Subject: Welcome to [Product]! Start here 👇

Hi [Name],

Your trial is active! Here's how to get value in the next 60 seconds:

1. [First critical action]
2. [Second critical action]
3. [Third critical action]

[Big button: Get Started]

You have 14 days to explore everything. I'll check in throughout to make sure you're getting the most out of [Product].

Questions? Reply anytime.

[Your Name]
[Role, Company]

Email 2 - Day 1:

Subject: Quick win: [Specific feature/benefit]

Hi [Name],

Day 1 of your trial. Let me show you the fastest way to see results.

Most customers get their first win by [specific action that leads to aha moment].

Here's how: [Step-by-step]

Try it now: [CTA to product]

Takes 5 minutes, delivers immediate value.

[Your Name]

In-App Message - Day 2:

[If user hasn't completed key action]

"Want to see the most powerful feature?
[Feature name] is what makes our customers say 'how did I live without this?'

[Try it now]"

Email 3 - Day 5:

Subject: How [Customer] uses [Product] to [achieve result]

Hi [Name],

You're halfway through your trial. Wanted to share how [Customer], who's in a similar situation as you, uses [Product] to [specific outcome].

[Case study with specific tactics and results]

The best part: They saw results in the first week.

Want to chat about your specific use case? Book 15 minutes: [CALENDAR LINK]

[Your Name]

Email 4 - Day 10:

Subject: Trial ends in 4 days - Here's what to do

Hi [Name],

Your trial ends in 4 days. Quick check-in:

✓ Have you [completed key action 1]?
✓ Have you [completed key action 2]?
✓ Have you seen [key outcome]?

If not, let's fix that. I can help you get set up properly.

Book a quick call: [CALENDAR]
Or just reply and tell me what you're stuck on.

[Your Name]

Email 5 - Day 13:

Subject: Last day of your trial - Let's talk pricing

Hi [Name],

Trial ends tomorrow. If you've seen value (and based on your usage, I think you have), let's talk about continuing.

Here's your plan: [Recommended tier based on usage]

Why this plan:
• [Reason 1]
• [Reason 2]
• [Reason 3]

Lock in this price: [CTA]

Or schedule a call if you have questions: [CALENDAR]

[Your Name]

Email 6 - Day 15 (if expired without converting):

Subject: I know, I know... 😅

Hi [Name],

Your trial expired yesterday. Life happens—I get it.

If you still want to use [Product], I can extend your trial by [X days] or we can just get you set up on a paid plan.

Reply and let me know what works.

[Your Name]

Performance: 30-45% trial-to-paid conversion with active onboarding sequence

Example 3: New Customer Onboarding

Trigger: Purchase completed

Goal: Ensure successful adoption and reduce early churn

Sequence:

Email 1 - Immediate:

Subject: Welcome to [Company]! 🎉

Hi [Name],

Congrats on joining [Company]! Here's what happens next:

TODAY: You'll receive login credentials via separate email
DAY 2: Our team will reach out to schedule kickoff call
WEEK 1: Access to comprehensive training library
WEEK 2: First check-in to ensure everything's working

Your dedicated success manager: [Name, Photo, Email, Calendar Link]

Need immediate help? [Support Link] or reply to this email.

Excited to work with you!

[Your Name]

Email 2 - Day 1:

Subject: Your getting-started checklist ✓

Hi [Name],

Welcome! To get maximum value from [Product], complete these 5 steps:

□ [Setup step 1] - [Why it matters]
□ [Setup step 2] - [Why it matters]
□ [Setup step 3] - [Why it matters]
□ [Setup step 4] - [Why it matters]
□ [Setup step 5] - [Why it matters]

Start here: [CTA]

[Your Name]

Email 3 - Day 7:

Subject: How's your first week going?

Hi [Name],

You've been using [Product] for a week now. Quick check-in:

Are you seeing [expected outcome]?
Any questions or roadblocks?

Reply and let me know. If everything's smooth, here's what to explore next: [Advanced feature/tactic]

[Your Name]

Email 4 - Day 14:

Subject: [Customer] went from [state A] to [state B] in 30 days

Hi [Name],

Two weeks in. Wanted to share how [similar customer] went from [starting state] to [successful state] in their first month.

Here's exactly what they did: [Step-by-step]

Want help implementing this for your situation? Let's talk: [CALENDAR]

[Your Name]

Email 5 - Day 30:

Subject: Your first 30 days: Next steps

Hi [Name],

30 days with [Product]! Here's what we've accomplished:
• [Outcome 1]
• [Outcome 2]
• [Outcome 3]

Next 30 days, let's focus on:
• [Goal 1]
• [Goal 2]

And here's a new feature you'll love: [Feature]

[CTA to feature or calendar for strategic review]

[Your Name]

Performance: 60-80% reduction in early churn with proactive onboarding

Lead Nurturing Sequences

Example 4: Cold Lead Nurture (Long-Term)

Trigger: Lead captured but not sales-ready

Goal: Stay top-of-mind until they’re ready to buy

Cadence: Monthly value-add emails

Sequence:

Month 1:

Subject: [Industry] trend that's changing everything

Hi [Name],

Wanted to share something interesting I'm seeing across [industry]: [Trend or insight]

Here's what it means for companies like yours: [Implication]

Read more: [Link to content]

[Your Name]

Month 2:

Subject: How to [solve specific problem]

Hi [Name],

Quick tactical guide for you: [Specific problem-solving approach]

[Brief how-to or framework]

Full guide here: [Link]

[Your Name]

Month 3:

Subject: [Customer] achieved [result] - here's how

Hi [Name],

Case study I thought you'd find valuable: [Customer] was dealing with [problem you likely share], and here's how they solved it:

[Brief case study]

Full story: [Link]

[Your Name]

Repeat cycle with new content monthly.

If engagement (opens/clicks) increases, trigger hot lead sequence.

Performance: 15-30% eventual conversion over 12-18 months

Example 5: Abandoned Demo Request

Trigger: User starts but doesn’t complete demo request form

Goal: Recover interested leads

Sequence:

Email 1 - 1 hour later:

Subject: Did you mean to schedule a demo?

Hi [Name],

I noticed you started to schedule a demo but didn't finish. Technical issue?

If you're still interested, here's a direct link to my calendar: [LINK]

Or if you prefer, just reply with your availability and I'll send an invite.

[Your Name]

Email 2 - 24 hours later:

Subject: Quick question about [Product]?

Hi [Name],

Following up on the demo scheduling. If you have questions before booking, I'm happy to help.

Common pre-demo questions:
• [Question 1] - [Answer]
• [Question 2] - [Answer]
• [Question 3] - [Answer]

Still want to see it in action? Schedule here: [LINK]

[Your Name]

Email 3 - Day 3:

Subject: Watch instead? 5-min product overview

Hi [Name],

If scheduling a live demo doesn't work right now, I made a 5-minute overview video covering [key features/benefits].

Watch here: [VIDEO LINK]

Then if you want to see how it works for your specific situation, let's schedule 15 minutes: [CALENDAR]

[Your Name]

Performance: 20-35% recovery rate

Example 6: Post-Webinar Nurture

Trigger: Attended webinar

Goal: Convert attendees to customers

Sequence:

Email 1 - 1 hour after webinar:

Subject: Slides + recording from today's webinar

Hi [Name],

Thanks for joining today's webinar on [topic]!

Here are the resources:
📊 Slides: [LINK]
📹 Recording: [LINK]
📋 Checklist we covered: [LINK]

Promised bonus: [Additional resource]

Questions about anything we covered? Reply and let's discuss.

[Your Name]

P.S. If you want to see how [Product] helps you implement what we covered, schedule a personal demo: [CALENDAR]

Email 2 - Day 2:

Subject: Implementing [webinar topic]: Start here

Hi [Name],

Yesterday's webinar covered a lot. Here's where to start: [First actionable step from webinar content]

[Brief how-to]

Try this first. It's the foundation for everything else.

Need help? I can walk you through it: [CALENDAR]

[Your Name]

Email 3 - Day 7:

Subject: How [Customer] implemented [webinar topic]

Hi [Name],

Last week's webinar showed you what to do. Today I want to show you HOW.

[Customer Name] implemented [tactic from webinar] and achieved [specific result] in [timeframe].

Here's their exact process: [Step-by-step case study]

Want to replicate this? Let's talk: [CTA]

[Your Name]

Email 4 - Day 14:

Subject: Special offer for webinar attendees

Hi [Name],

As a thank you for attending [webinar topic], I have a special offer for you: [Discount/bonus/extended trial]

This is exclusive to webinar attendees and expires in 48 hours.

Claim it here: [CTA]

[Your Name]

Performance: 10-25% conversion from attendee to customer

E-commerce Automation

Example 7: Abandoned Cart Recovery

Trigger: Product added to cart, no purchase within 1 hour

Goal: Recover lost sales

Sequence:

Email 1 - 1 hour after abandonment:

Subject: You left something behind 👀

Hi [Name],

Looks like you left these items in your cart:

[Product image 1] - [Product name] - $[Price]
[Product image 2] - [Product name] - $[Price]

Total: $[Amount]

Still interested? Complete your order: [CTA]

[Customer Service]

Email 2 - 24 hours:

Subject: Still want these? Here's 10% off

Hi [Name],

Your cart is still waiting:

[Product images and names]
Original total: $[Amount]
With 10% off: $[Discounted amount]

Use code: CART10 at checkout

[Complete Purchase Button]

Offer expires in 48 hours.

Email 3 - 3 days:

Subject: Last chance - Cart expires soon

Hi [Name],

Final reminder about your cart:

[Product images]

We'll save it for 24 more hours, then it expires.

Questions? Reply and ask.
Ready to complete? [CTA]

[Customer Service]

SMS (if phone collected) - 2 hours after abandonment:

Hi [Name], you left [X] items in your cart. Complete your order: [short link]

Performance: 10-30% recovery rate, generating significant incremental revenue

Example 8: Post-Purchase Follow-Up

Trigger: Purchase completed

Goal: Build loyalty, encourage repeat purchase

Sequence:

Email 1 - Immediate:

Subject: Order confirmed! #[Order Number]

Hi [Name],

Thanks for your order! Here's what you bought:

[Order summary]

Expected delivery: [Date]
Track your order: [Tracking link]

Need anything? We're here: [Support email/phone]

[Company Name]

Email 2 - When shipped:

Subject: Your order is on the way! 📦

Hi [Name],

Good news! Your order #[Number] has shipped.

Track it here: [Tracking link]
Expected delivery: [Date]

We included [bonus/gift] as a thank you for your order.

Enjoy!
[Company Name]

Email 3 - 3 days after delivery:

Subject: How's everything?

Hi [Name],

You should have received your order by now. How is everything?

Love it? Leave a review: [Review link] (we'll give you 10% off your next order)

Any issues? Let us know: [Support link]

By the way, these go great with what you ordered: [Product recommendations]

[Company Name]

Email 4 - 30 days later:

Subject: Ready to reorder? Here's 15% off

Hi [Name],

It's been about a month since your order. Time to restock?

Here's 15% off your next purchase: LOYAL15

Shop now: [CTA]

[Company Name]

Performance: 20-40% repeat purchase rate improvement

Example 9: Browse Abandonment

Trigger: Viewed product(s), didn’t add to cart

Goal: Move browsers to purchasers

Sequence:

Email 1 - 24 hours later:

Subject: Still thinking about [Product]?

Hi [Name],

I noticed you were checking out [Product name] yesterday.

[Product image]

[Product name] - $[Price]
[Key benefit 1]
[Key benefit 2]
[Key benefit 3]

⭐⭐⭐⭐⭐ 4.8/5 from [X] reviews

Ready to buy? [CTA]

[Company Name]

Email 2 - 3 days later (if still haven’t purchased):

Subject: [Customer] loves their [Product] - read why

Hi [Name],

Still considering [Product]? Here's what [Customer name] said:

"[Testimonial highlighting specific benefits]"

[More reviews/social proof]

See for yourself: [CTA]

[Company Name]

Performance: 5-15% conversion from browser to buyer

Re-engagement Sequences

Example 10: Inactive Email Subscriber

Trigger: No email opens in 90 days

Goal: Re-engage or clean list

Sequence:

Email 1:

Subject: Did we lose you? 😢

Hi [Name],

I noticed you haven't opened our emails in a while.

That's okay—maybe we're not providing value anymore. But before you go, wanted to check:

What would make our emails worth reading?
• [Option 1]
• [Option 2]
• [Option 3]

Reply and let me know, or update your preferences: [LINK]

If we don't hear from you, we'll remove you from the list to avoid clogging your inbox.

[Your Name]

Email 2 - 7 days later (if no engagement):

Subject: Last email before we say goodbye

Hi [Name],

This is our last email unless you want to stay subscribed.

If you do: Click here: [CONFIRM SUBSCRIPTION]

If not: You'll be automatically removed in 7 days. No hard feelings.

Thanks for being with us.

[Your Name]

Performance: 10-20% re-engagement, rest removed (improves deliverability)

Example 11: Inactive Product User

Trigger: No login in 30 days

Goal: Re-activate user, reduce churn

Sequence:

Email 1:

Subject: We miss you! Come back to [Product]

Hi [Name],

Haven't seen you in [Product] lately. Everything okay?

Since you've been gone, we added:
• [New feature 1]
• [New feature 2]
• [Improvement 3]

Come check it out: [LOGIN LINK]

Or if you're stuck on something, reply and let's fix it.

[Your Name]

Email 2 - 7 days later:

Subject: [Name], can I help?

Hi [Name],

Still haven't seen you back in [Product]. Is something blocking you?

Common reasons people step away:
• Too complex (Let me simplify it)
• Not seeing value (Let me show you what you're missing)
• Too busy (Let me help you get quick wins)

Book 15 minutes and I'll personally help: [CALENDAR]

[Your Name]

Email 3 - 14 days later:

Subject: Last chance to save your account

Hi [Name],

Your account will be downgraded to free tier in 7 days due to inactivity.

Want to keep your [premium features]?

Log in and use it: [LOGIN]

Or if you're done with [Product], no worries—you can cancel anytime.

[Your Name]

Performance: 15-30% re-activation rate

Multi-Channel Automation

Example 12: High-Value Lead Multi-Touch

Trigger: Lead score exceeds threshold (e.g., 75 points)

Goal: Convert hot lead to customer

Day 1:

• Email: Personal note from sales rep
• LinkedIn: Connection request with note referencing their activity

Day 2:

• Phone call: AI voice agent or SDR outreach
• Email (if no answer): Voicemail summary and calendar link

Day 3:

• Email: Case study relevant to their industry
• Retargeting ad: Show testimonial ad on LinkedIn/Facebook

Day 5:

• Phone call: Second attempt
• Email: Video message addressing their likely questions

Day 7:

• Email: Limited-time offer or urgency element
• LinkedIn message: Value-add content share

Day 10:

• Email: “Should I stay in touch?” breakup email

Performance: 30-50% conversion to meeting for qualified leads

Implementation Best Practices

Start simple: Don’t build 25 automations at once. Start with:

1. Welcome sequence
2. Abandoned cart (if e-commerce)
3. Lead nurture
4. Re-engagement

Get these right first, then expand.

Personalization: Use merge tags:

• First name
• Company name
• Specific product/feature they viewed
• Custom fields based on segmentation

Testing: A/B test:

• Subject lines
• Send times
• Content approaches
• CTA copy
• Offer types

Timing: Respect time zones, don’t email at 2am.

Opt-out: Always include unsubscribe. Clean lists perform better than large lists.

Monitor performance: Weekly review:

• Open rates
• Click rates
• Conversion rates
• Unsubscribe rates
• Revenue generated

Iterate: Automation is never “done.” Continuously improve based on data.

The Bottom Line

Marketing automation turns inconsistent manual marketing into scalable, predictable systems.

Key benefits:

• Consistency (perfect execution every time)
• Scale (handle 10x volume)
• Personalization (right message, right time)
• Efficiency (free up team for strategy)
• Data (track and optimize everything)

Start today:

1. Choose one sequence from this guide
2. Map it out in your automation tool
3. Write the emails
4. Set triggers and timing
5. Launch and monitor
6. Optimize based on data

Then add another sequence. And another. Within 90 days, you’ll have a full automation engine working 24/7.

The businesses winning in 2025 are the ones with sophisticated automation working around the clock while competitors rely on manual processes.

Ready to add voice automation to your marketing stack? Try RealVoice AI free for 14 days and deploy AI voice agents that call leads, qualify prospects, and schedule meetings automatically—the perfect complement to your email and SMS automation workflows.