Compliance-Aware Email + SMS Follow-Up Automation. A sales team was making cold calls and losing the follow-up. Leads that asked to be contacted later had no reliable path back into the funnel, and the team had no way to guarantee they were respecting opt-in rules. I built a follow-up automation that handles the timing and the compliance in one system.

The workflow triggers when a call ends with a follow-up disposition, then runs a 3-day timed sequence of email and SMS touches. Before any message goes out, the system checks the contact's opt-in status, and any contact on the blacklist is skipped entirely. Follow-ups only ever go to people who asked for them.

Every step is visible in the CRM timeline, so the team can see exactly where each lead is in the sequence, and a human can take over at any point without breaking the flow. It turns "we'll follow up" from a promise into a guarantee, without adding another manual task to the day.