Automations Mastery: Build Workflows That Work

Call Date

August 14, 2025

Primary Topics

CRM, FBS

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Call Description

This hands-on training dives into the automation features of the Focused Business Suite, teaching coaches how to create workflows that save time and boost efficiency. The call covers the basics of triggers, actions, and conditions, and demonstrates how to set up automations for tagging, email follow-up, and branching logic. Real-world examples show how to automate onboarding, segment contacts, and personalize client journeys. The session also highlights built-in templates, troubleshooting tips, and best practices for maximizing automation in your coaching business.

Why this call matters

  • Shows how to automate repetitive tasks and client communications

  • Demonstrates practical workflow setups for onboarding and follow-up

  • Explains how to use triggers, actions, and conditions for advanced segmentation

  • Helps coaches personalize client journeys at scale

  • Equips users to leverage built-in templates and troubleshoot automations

 

Key Points:

  1. Automation Overview & Interface (00:11–04:29) – Introduction to FBS automations, navigation, and workflow creation.
  2. Triggers, Actions, and Conditions Explained (04:31–07:35) – The building blocks of every workflow and how they interact.
  3. Building a Simple Workflow (07:55–13:32) – Step-by-step setup: trigger on tag addition, filter by tag, and name your workflow.
  4. Workflow Assistant & Learning Tools (13:13–14:39) – Using built-in help and AI explanations for each workflow node.
  5. Testing & Publishing Workflows (15:06–23:14) – How to test, publish, and troubleshoot workflows with real contacts.
  6. Adding Actions: Wait Steps & Email Sends (16:27–26:19) – Chaining actions, scheduling delays, and sending automated emails.
  7. Branching Logic with Conditions (28:45–37:06) – Using if/else branches to segment contacts and personalize actions.
  8. Copying, Moving, and Managing Workflow Steps (37:08–41:41) – Efficiently building, copying, and moving nodes within workflows.
  9. Real-World Use Cases (48:12–49:15) – Automating onboarding, payment, and welcome sequences for new clients.
  10. Built-In Templates & Support (49:18–51:13) – Leveraging pre-built automations and accessing support resources.

Key Takeaways:

  • Automate onboarding and follow-up by building workflows triggered by tags or actions.
  • Use conditions and branches to personalize communications based on contact details.
  • Test and publish workflows to ensure automations run as intended.
  • Leverage built-in templates for common automation scenarios.
  • Monitor workflow statistics to track engagement and optimize processes.

Notable Quotes:

  • “The basis of these automations is that they are built with three things in mind: triggers, actions, and conditions.”
  • “You set it up once and in the contact area, all you’re doing is to go ahead and add the tag to them.”
  • “Anything is possible from here… you set it up one time, and that’s what we want to achieve with the automations.”

Action Steps from the Call:

  1. Create a new workflow in FBS using a trigger relevant to your client journey.
  2. Add wait steps and automated emails to streamline onboarding or follow-up.
  3. Use if/else conditions to segment contacts and personalize communications.
  4. Test and publish your workflow, then monitor enrollment history and stats.
  5. Explore and adapt built-in automation templates for your business needs.

Resources & Tools Mentioned:

  • Focused Business Suite (FBS): CRM and automation platform.
  • Workflow Assistant: Built-in help and AI explanations for workflow nodes.
  • Automation Templates: Pre-built workflows for common scenarios.
  • Contact Segmentation: Tags and conditions for personalized journeys.
  • Support: Reach out to support@focused.com for help.

Call Date: August 14, 2025

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