Marketing Automation Setup

Flows, lists, and data for lifecycle email/SMS.

6 ITEMS · FREE TO USE · WORKS AS A BRANDED INTAKEFLOW PORTAL

IntakeFlowSAMPLE PORTAL · DUMMY DATA

ESP/CRM access (Klaviyo, HubSpot, Mailchimp)Secure credential · REQUIRED
••••••••••••stored encrypted — revealed only by you
List / segment export with fieldsFile upload · REQUIRED
attachment.pdfuploaded
Store or product catalog accessSecure credential
For browse-abandon and purchase flows.
••••••••••••stored encrypted — revealed only by you
Brand voice examples for emailsFile upload
brand-guidelines-2026.pdfuploaded
Flows you want builtMulti-select · REQUIRED
Welcome, abandoned cart, win-back, post-purchase…
Welcome seriesAbandoned cartPost-purchase
Promo calendar / discount rulesFile upload
attachment.pdfuploaded

Want this checklist branded for your studio?

IntakeFlow sends any template as your own client portal — your logo and colors, auto-saving answers, reminders, and one-click review.