32 Ready-to-Sell
Automation Packages
This document outlines all 32 CRM workflow automation packages available from DelegateYourWork.ca. Each package is built on advanced CRM triggers, powered by the Aria AI calling agent, and designed to deliver measurable ROI for businesses across Canada.
Core Packages (Any Industry)
These 8 foundational packages work for virtually any business. They target the most universal pain points — lead follow-up, appointment management, reputation, and cash flow.
Lead Nurture — New Lead Speed-to-Call
Setup
$997
Monthly
$197
Triggers
Contact Created, Form Submitted, Facebook / LinkedIn Lead Form, Google Lead Form Submitted
How it works
New lead comes in from any source → Aria calls within 60 seconds → SMS + email follow-up fires → contact tagged by outcome → pipeline stage updated automatically.
"Never lose a lead to slow follow-up again. Aria calls before your competitor even reads the notification."
Appointment — Booking & No-Show Recovery
Setup
$797
Monthly
$147
Triggers
Customer Booked Appointment, Appointment Status, Task Reminder
How it works
Booking confirmed → reminder SMS/email sequence fires at 24hr, 2hr, 30min → if no-show detected → Aria calls to reschedule → new appointment auto-booked → review request sent after show.
"Recover 30–40% of no-shows automatically without lifting a finger."
Reactivation — Dormant Contact Reactivation
Setup
$1,197
Monthly
$247
Triggers
Stale Opportunities, Contact Tag, Scheduler, Customer Replied
How it works
Scheduler fires weekly → pulls contacts tagged cold or stale → Aria calls with a reactivation offer → reply triggers new nurture sequence → opportunity re-opened in pipeline.
"Your dead leads are worth money. We resurrect them on autopilot."
Reputation — Review Generation Engine
Setup
$597
Monthly
$97
Triggers
Appointment Status (completed), Payment Received, New Review Received, Order Fulfilled
How it works
Job complete or payment received → SMS review request fires 2hrs later → if 5-star → auto-response + social share → if negative → alert owner + internal task created.
"Turn every completed job into a Google review — automatically."
Payments — Invoice & Payment Follow-Up
Setup
$697
Monthly
$127
Triggers
Invoice, Payment Received, Subscription, Refund
How it works
Invoice sent → payment reminder at day 3, 7, 14 → if unpaid → Aria calls → payment received → thank you + upsell SMS fires → refund requested → owner alert + retention sequence triggers.
"Get paid faster and recover revenue you would normally write off."
Pipeline — Sales Pipeline Automation
Setup
$1,497
Monthly
$297
Triggers
Opportunity Created, Pipeline Stage Changed, Opportunity Status Changed, Contact Tag
How it works
New opportunity → personalized intro email + SMS → stage change triggers next action (proposal sent, follow-up call, contract) → won = onboarding sequence → lost = 30-day re-engagement.
"Your CRM runs itself. Every deal gets the right follow-up at the right time."
E-commerce — Abandoned Cart Recovery
Setup
$797
Monthly
$147
Triggers
Abandoned Checkout, Order Submitted, Order Fulfilled, Product Review Submitted
How it works
Cart abandoned → SMS + email at 1hr, 24hr, 72hr with discount → order placed → fulfilment confirmation → post-delivery review request → repeat purchase offer at day 30.
"Recover 15–25% of abandoned carts with zero manual work."
Community & Courses — Community & Course Onboarding
Setup
$897
Monthly
$197
Triggers
New Signup / Group Access Granted, Lesson Started / Completed, Certificates Issued, Community Leaderboard Level Changed
How it works
Member joins → welcome sequence + quick-start SMS → lesson milestones trigger encouragement messages → certificate issued → testimonial request → leaderboard level-up → upsell to next tier.
"Keep your members engaged and convert completions into upsells automatically."
Industry-Specific Packages
These 24 packages are designed for specific verticals. Each one targets the exact pain points and buying patterns of that industry, making them easy to sell to the right client.
Health & Wellness
Chiropractic / Physio Patient Recall System
Re-activate patients who have not booked in 60 days. Aria calls, they book. You see 20% more recurring visits.
Gym / Fitness Studio Member Lifecycle
Onboard new members, celebrate milestones, catch cancellations before they happen — all automated.
Med Spa / Aesthetics Lead-to-Booking
Inquiry comes in, Aria calls in 60 seconds, consultation booked. No leads left sitting overnight.
Real Estate
Realtor Inbound Lead Qualifier
Aria calls every new lead instantly, qualifies them, and books a showing — while the agent sleeps.
Property Management Tenant Lifecycle
Lease renewals, rent reminders, maintenance follow-ups — all on autopilot. Never chase a tenant again.
Post-Closing Review & Referral Machine
One closing becomes three. Turn happy clients into a referral engine on autopilot.
Home Services
Contractor Estimate Follow-Up Bot
Quote sent and then nothing? Aria follows up so you don't have to. Close more jobs with zero extra effort.
HVAC / Plumber Seasonal Campaign
Spring AC tune-up. Fall furnace check. Aria fills the calendar before the season even starts.
Landscaping / Cleaning Referral Engine
Word-of-mouth revenue on autopilot. Every satisfied customer becomes a source of new business.
Legal / Finance
Law Firm Client Intake Automation
Potential client submits form, Aria qualifies in 60 seconds, retainer sent, consultation booked. Zero admin.
Accountant / Bookkeeper Invoice Recovery
Outstanding invoices followed up automatically. Get paid on time without the awkward calls.
Financial Advisor Prospect Nurture
12-touch nurture sequence runs itself. High-value prospects get a call at exactly the right moment.
Restaurant / Food
Restaurant VIP & Loyalty Automation
Birthday offers. Lapsed visit reminders. VIP invites. Turn one-time diners into regulars — automatically.
Food Truck / Catering Review Grabber
Build your Google reputation without ever asking awkwardly. It happens automatically after every order.
Catering / Event Inquiry Pipeline
From inquiry to signed contract in hours, not days. Every event lead handled professionally and fast.
Agency / B2B
Agency Client Onboarding Sequence
Professional onboarding from day one. New clients feel taken care of before you even open your laptop.
SaaS / Subscription Churn Prevention
Catch at-risk customers before they cancel. Reduce churn by 20–35% without adding headcount.
B2B Outbound Prospecting Machine
Import a list, let Aria and the sequence do the work. Qualified meetings land in your calendar automatically.
Automotive
Auto Shop Oil Change & Service Recall
Your bays stay full. Aria reminds every past customer before they go somewhere else.
Car Dealership Test Drive Follow-Up
Most deals are lost in the 48 hours after a test drive. Aria follows up so your sales team doesn't have to.
Retail / Salon
Hair / Beauty Salon Rebooking System
Your chair stays full. Aria looks after rebooking so you can focus on the client in your chair.
Retail Store Win-Back Campaign
60-day lapsed customers are your easiest sale. Win them back with a personalised offer and an Aria call.
Tattoo / Piercing Studio Aftercare & Upsell
Every session becomes a relationship. Aftercare, reviews, and rebooking handled without lifting a finger.
Boutique / Pop-up Event Promo System
Fill your events and convert attendees into repeat buyers — all running in the background before you arrive.
Ready to automate your operations?
Book a strategy call to discuss which of our 32 packages will deliver the highest ROI for your business.
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