Automation is powerful—but timing is what makes it effective.

If you send all your emails or texts back-to-back, your leads might feel overwhelmed—or worse, tune you out. That’s why Agent CRM lets you add delay steps to your workflows, so your follow-ups feel natural, well-paced, and personalized.

Whether you’re nurturing a new lead or reminding a client about an appointment, smart delays help you get better engagement and more conversions.

🧠 Why Timing Matters in Automation

Adding delays to your workflows allows you to:

  • Space out follow-ups so they don’t feel rushed

  • Wait a day (or more) before sending your next message

  • Automate your schedule while still sounding human

  • Create drip campaigns that build trust over time

  • Increase open and reply rates by sending messages at the right moment

🛠️ Step-by-Step: How to Add Delays in Agent CRM

• Step 1: Go to Automations > Workflows

From the left-hand menu, click Automations, then select Workflows.
Open the specific workflow you want to build or edit.

• Step 2: Add Your First Trigger + Action

Start your workflow by choosing a trigger (e.g., tag added, form submitted).
Then add your first action, like Send Email or Send SMS.

• Step 3: Insert a Delay

Click the + button where you want to insert a pause in the sequence.
Then select:
Add Action > Delay

Set the delay length based on your needs:

  • Minutes

  • Hours

  • Days

  • Even specific dates or times

• Step 4: Build Your Full Sequence

Continue stacking:

  • Send Email

  • Wait 2 days

  • Send SMS

  • Wait 1 day

  • Assign Task to Team Member

Repeat until your workflow follows the perfect timeline for your client journey.

• Step 5: Publish & Test

Click Publish, then run a test.
Make sure each step:

  • Sends in the correct order

  • Fires at the expected time

  • Looks right to the recipient

🧪 Tip: Add yourself as a test contact to walk through the full sequence like a client would.

🎥 Want to Watch It in Action?

Visit the Branning Library to watch real-time walkthroughs of smart delay usage in workflows:
👉 Agent CRM Workflow Training

You’ll get practical tips on timing for emails, texts, reminders, and more.

✨ Pro Tip: Start with 1–2 Days Between Major Steps

This keeps your outreach friendly—not pushy. Once you’re live, you can adjust the delays based on:

  • Open rates

  • Reply behavior

  • Lead source (cold lead vs. warm referral)

Need help figuring out the right timing? Ask us in chat—we’ll help you optimize based on your industry and campaign type.

👉 Start your 14-day free trial and build follow-up workflows that feel personal, not robotic.


FAQ, Getting Started, Marketing, Software, Technology

Tagged in:

, , , , , , ,