May 28 • General discussion
Skool Workflow Templates for Onboarding, Engagement, and Retention
If you are new to Skool automation, start with templates.
Templates help you avoid staring at a blank workflow builder wondering what to automate.
Here are three workflow templates every Skool community should have.
𝗧𝗲𝗺𝗽𝗹𝗮𝘁𝗲 𝟭: 𝗡𝗲𝘄 𝗠𝗲𝗺𝗯𝗲𝗿 𝗢𝗻𝗯𝗼𝗮𝗿𝗱𝗶𝗻𝗴 𝗪𝗼𝗿𝗸𝗳𝗹𝗼𝘄
Trigger:
New member joins.
Actions:
1. Send welcome DM
2. Ask what they want help with
3. Point them to the start-here post
4. Wait 3 days
5. Check if they introduced themselves
6. Send a follow-up if they did not
7. Wait 7 days
8. Ask what they are working on now
Goal:
Turn a new member into an active participant.
𝗧𝗲𝗺𝗽𝗹𝗮𝘁𝗲 𝟮: 𝗪𝗲𝗲𝗸𝗹𝘆 𝗘𝗻𝗴𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗪𝗼𝗿𝗸𝗳𝗹𝗼𝘄
Trigger:
Every week.
Actions:
Monday: goals post
Wednesday: help thread
Friday: wins thread
Optional:
Send reminders to members who have not participated.
Goal:
Create predictable community rituals.
𝗧𝗲𝗺𝗽𝗹𝗮𝘁𝗲 𝟯: 𝗥𝗲𝘁𝗲𝗻𝘁𝗶𝗼𝗻 𝗥𝗲𝘀𝗰𝘂𝗲 𝗪𝗼𝗿𝗸𝗳𝗹𝗼𝘄
Trigger:
Member goes inactive or shows drift signals.
Actions:
1. Check their activity
2. Segment them as inactive, stuck, or at-risk
3. Send a soft check-in
4. Invite them to a help thread or resource
5. Alert owner if they are high-value
Goal:
Catch members before they churn.
These three workflow templates cover the core lifecycle:
New member joins.
Member participates.
Member starts drifting.
System brings them back.
That is the foundation of Skool workflow automation.
You do not need 50 workflows on day one.
You need the right first three.
Want ready-to-use workflow templates for Skool onboarding, engagement, and retention? StickyHive helps Skool owners create community automation workflows from one place.
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Skool Workflow Templates for Onboarding, Engagement, and Retention
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