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GROWTH / MARKETING AUTOMATION

Follow up with leads.
Keep service issues moving.

Keep the conversation moving—from the first inquiry to service follow-through. Bring marketing automation, your sales pipeline, and the people behind every account together in JanGuard.

Watch a workflow ↗Talk to our team →
From first inquiryTo the next conversation
INSIDE JANGUARD / Workflow builder

See how a workflow is put together.

Move between the builder and a sample execution log. Triggers, actions, and run history stay connected.

Workflow builderAM

Missed service follow-up

Version 2 · Sample
TriggerMissed service
ActionSend internal notification
Wait4 hours
ActionCreate issue
ACTION DETAILS

Send internal notification

Recipient

Regional coordinator

Message

A scheduled visit needs review. Open the building record to investigate.

Draft changes saved

Validation, dry runs, and version history support the publishing workflow.

Interface recreation based on JanGuard’s app screens · Fictional sample data · Select the tabs to explore

SEE THE CONNECTION

One moment.
A thoughtful next move.

Follow a fictional prospect through an example workflow. Choose what happens next and watch the conversation change.

New inquiry follow-upILLUSTRATIVE WORKFLOW
THE WORKFLOW 01 / 05
↗
TRIGGER

A new inquiry arrives

Office cleaning request

◎
OWNER

Assign the next step

Regional sales team

✉
MESSAGE

Send an acknowledgement

Personalized follow-up

◷
WAIT

Give them time to respond

1 business day · compressed for demo

⑂
DECISION

Choose the next move

A reply changes the path

THE CUSTOMER EXPERIENCE
9:41▰
JGJanGuard exampleSample conversation
TODAY
Hi Morgan, thanks for reaching out about evening cleaning at Parkside Office. When would a walkthrough work for you?
Thursday afternoon would be great.
✓Conversation startedYour representative takes the next step.
Illustrative message preview
A new opportunity enters the workflow.
ACTIVITY

Inquiry received from Parkside Office.

Fictional customer and illustrative workflow. Time is compressed. No messages are sent.

Beyond the first follow-up

Follow up on missed visits
and inspection findings.

Keep service exceptions moving, too. Connect a missed visit or inspection finding to the people responsible for the next step.

SAMPLE EXECUTION · NO MESSAGES SENT
Select a step to follow the run
Build a draft → validate → test → publish → review execution historyConnect inspections to follow-through →
Sales has the next conversation ↗Keep leads, proposals, and ownership together.Operations has the service record ↗Review the visit and the exceptions in context.Clients see the outcome ↗Make reports available through their portal.
LESS CHASING. MORE CONVERSATION.

Follow-up with
a sense of direction.

A facility manager requests a quote. A proposal needs a response. A client is ready to discuss next year. Give each moment a thoughtful next step.

01

Start with a meaningful moment.

Build your follow-up around the inquiry, proposal, or next conversation—not another spreadsheet reminder.

02

Make every message feel relevant.

Keep the facility, opportunity, and customer relationship at the center of your communication.

03

Give the next step an owner.

Bring your sales team into the conversation when a prospect is ready for personal attention.

04

Connect the whole sales journey.

Keep marketing close to your CRM, quoting process, and client experience.

BUILT AROUND YOUR BUSINESS

Every relationship
has a next chapter.

Explore ideas for the moments that matter to a cleaning company. Select a card to see a related example in the workflow above.

EXAMPLE 01↗

New commercial inquiry

A request comes in. A conversation begins.

Explore related workflow →EXAMPLE 02↗

Walkthrough reminders

Keep the next facility visit on the radar.

Explore related workflow →EXAMPLE 03↗

Proposal follow-up

Keep a good proposal from going quiet.

Explore related workflow →EXAMPLE 04↗

Reconnect with a prospect

Give a previous conversation a next step.

Explore related workflow →EXAMPLE 05↗

New-client welcome

Start the relationship with a clear handoff.

Explore related workflow →EXAMPLE 06↗

Renewal conversation

Make time for the next service review.

Explore related workflow →
AUTOMATION WITH A HUMAN SIDE

Know when
to step in.

The best follow-up creates a real conversation. Our example shows the moment a reply stops the nurture sequence and gives a representative the next move.

Explore the JanGuard CRM →
A conversation, connected Illustrative activity
  1. 01
    Inquiry receivedEvening cleaning · Office facility
  2. 02
    Owner assignedRegional sales team
  3. 03
    Prospect replied“Can we walk the building Thursday?”
  4. ✓
    Your team takes it from hereNurture stopped · Follow-up task created
ONE CONNECTED GROWTH TEAM

Keep the context.
Carry it forward.

CRM

Know the opportunity

↗

Marketing Automation

Keep the conversation moving

↗

Instant Quoting

Put the scope in writing

↗

Client Portals

Build the relationship

↗
A FEW USEFUL DETAILS

Before the
next step.

Is marketing automation available in JanGuard?+

Yes. Talk to our team about the workflows and configuration that fit your sales process.

Are these real messages and customer records?+

No. The interactive examples use fictional records and simulated messages to explain the workflow. Nothing is sent when you run an example.

How does this relate to CRM and quoting?+

Marketing automation supports the conversations around your sales process. Explore the CRM and quoting pages to see how JanGuard organizes opportunities, proposals, and customer relationships.

Which channels and plan should we use?+

Our team can confirm supported channels, setup requirements, and plan availability for your business. Contact us to map your workflow together.

MAKE THE NEXT MOVE

A better follow-up.
A stronger relationship.

Let’s talk about your workflow ↗