1
What Templates Are Available
Jtek includes pre-built workflow templates for the most common follow-up and communication scenarios. Templates save hours and give you a proven starting structure.
- New Lead Follow-Up — A 5-step SMS + email sequence for reaching out to new leads immediately after they fill out a form or get added to Jtek. Includes a 5-minute response, 1-day follow-up, and 3-day check-in.
- Appointment Reminder (24hr + 1hr) — Automatically sends a reminder text 24 hours before and 1 hour before a scheduled appointment. Dramatically reduces no-shows.
- Missed Call Text-Back — When a contact calls your Jtek number and you miss it, this workflow fires an automatic SMS within 60 seconds: "Hey! Sorry I missed your call — I'll be right with you."
- Review Request — Sends a follow-up SMS or email after a closed deal or completed appointment asking the client to leave a review. Includes a direct Google review link.
- Re-Engagement Drip — A 3-step sequence for leads who've gone cold (no response in 30+ days). Uses soft, low-pressure touchpoints to see if they're still interested.
Jtek
Automations
CHOOSE A TEMPLATE
New Lead Follow-Up
5 steps · SMS + Email
Appt Reminder
2 steps · SMS
Missed Call Text-Back
1 step · SMS
Review Request
2 steps · SMS + Email
Use This Template
Tip: The Missed Call Text-Back template alone can recover a significant number of leads who would otherwise leave for a competitor who answers first. Activate it on day one.
2
Loading a Template
Loading a template creates a new workflow pre-populated with the trigger, actions, and wait steps already configured. You just review and customize before activating.
- Go to Automations > Workflows.
- Click "+ New Workflow." A modal appears asking how you'd like to start.
- Click "Start from Template" instead of "Start from Scratch." The template gallery opens.
- Browse or search for the template you want. Each template shows a short description, the number of steps, and the channels it uses (SMS, Email, etc.).
- Click "Use This Template." Jtek creates a new workflow in Draft mode with the template's steps already built. It's named after the template — rename it to match your use case before saving.
Tip: Templates create a copy — your changes don't affect the original template. You can load the same template multiple times to create variations for different lead sources or service types.
3
Customizing a Template
Templates come with placeholder messages. Before you activate a template, replace the placeholder content with your actual business name, voice, and specific links.
- Open every SMS action and replace the placeholder text with your actual message. Write in your own voice — templates often sound generic until you personalize them.
- Check every personalization tag. Make sure
{{contact.first_name}}and other tags match your contact data fields. If your contacts don't have a first name on file, the tag will render blank. - Update any links. The Review Request template includes a placeholder Google review URL. Replace it with your actual Google Business listing link. Same for any other URLs in email templates.
- Review the trigger and filter settings. Templates use generic trigger conditions. Update the trigger filter to match your actual tagging system (e.g., change "New Lead" to whatever tag you actually use).
- Test with a real contact before activating. Add yourself as a test contact, apply the trigger condition, and confirm every step fires correctly and every message reads naturally before flipping to Active.
Important: Never activate a template without customizing it first. Leads receiving a message that says "[Your Business Name]" or contains a broken link will lose trust immediately. Templates require customization — they're starting points, not finished products.
4
Duplicating a Workflow
Duplicating an existing workflow is the fastest way to create a variation — for a different service, location, lead source, or audience segment — without starting from scratch.
- Go to Automations > Workflows. Find the workflow you want to duplicate in the list.
- Click the three-dot menu (⋯) on the right side of the workflow row. A dropdown menu appears.
- Select "Duplicate." Jtek creates an exact copy of the workflow, including the trigger, all actions, and wait steps. The copy is named "[Original Name] — Copy" and is set to Draft automatically.
- Rename and adjust. Open the duplicate, rename it to reflect its new purpose (e.g., "New Lead Follow-Up — Sellers"), and update the trigger filter, messages, and any other settings that differ from the original.
- Activate when ready. The duplicate is completely independent from the original — changes to one don't affect the other. Activate it only after you've customized and tested it.
Tip: Build one great workflow for your most common use case, then duplicate and adapt it for other scenarios. This is faster than rebuilding and ensures your best-performing structure gets reused.
5
Keeping Workflows Organized
As your automation library grows, organization matters. A cluttered workflow list makes it hard to find what you need and easy to accidentally activate the wrong thing.
- Use descriptive, consistent naming. A good workflow name includes what triggers it and what it does: "New Lead — Facebook — 7 Day SMS Nurture." Avoid vague names like "Workflow 3" or "Follow-Up v2."
- Include the trigger in the name. This lets you scan the list and immediately understand what starts each workflow without opening it. "Appt Booked — Reminder Sequence" is instantly clear.
- Use folders for 10+ workflows. Jtek supports workflow folders. Group by type: "Lead Nurture," "Appointment," "Post-Sale," "Re-Engagement." Folders are in the left panel of the Workflows page.
- Archive inactive workflows instead of deleting. Archiving preserves the workflow's structure and execution history. If you need to reference it later or re-activate it, it's still there. Deleted workflows are gone forever.
- Review and audit quarterly. Every 3 months, open your workflow list and ask: Is this still active? Is it still relevant? Are the messages still accurate? Outdated workflows with stale content or broken links run silently until you check.
Tip: Add a date to the workflow name when you update it: "New Lead Follow-Up — Updated Mar 2026." This makes it easy to spot outdated versions and confirm which one is your current standard.