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Journey templates

These are the ready journeys inside Hey Tomo, shown step by step. Pick one for your industry, add your own wording and channels, and switch it on. Or let Tomo set it up for you.

10 journeys mapped22 more starter ideas6 industry packs

Ready journeys

Square dots send, rings wait, diamonds check, and the dark dot ends. Each card shows the channels a step tries, in order.

  • Any business
  • Service

Welcome and preferences

Greets a new contact, links to their preference page and asks in the app whether they want offers by email. Consent is saved with proof.

Starts when a new contact is added (imported contacts never start it)

  1. Welcome, with a link to choose messages in-app
  2. Ask: offers by email? (up to 7 days) in-app
  3. Your choices are saved email
  4. Done, with or without offers

A service message about something the customer already has with you. It sells nothing.

  • Any business
  • Reminder

Payment reminder

Reminds a customer about an unpaid invoice before and after the due date. Stops the moment it is paid, disputed or written off.

Starts when 3 days before the due date, at 10:00

  1. Reminder 1, email if WhatsApp fails WhatsApp · email · in-app
  2. Until the due date, 10:00
  3. Due today WhatsApp · email · SMS · in-app
  4. 3 days after, then 7 days after
  5. Two gentle past-due notes WhatsApp · email
  6. 15 days after
  7. Owner approves a firmer note?
  8. Firmer, still polite reminder WhatsApp · email
  9. 30 days after
  10. Call task for the team team inbox
  11. Handed to the team

A reminder: it keeps quiet hours, and an under-18's reminders can go to a parent or guardian.

  • Any business
  • Clinics
  • Reminder

Appointment reminder

Confirms a booking, reminds the evening before and 2 hours before, and offers to rebook after a no-show. No health details in any message.

Starts when a booking is made, or moved to a new time

  1. Booking confirmed WhatsApp · email · in-app
  2. Evening before, 18:00
  3. See you tomorrow WhatsApp · email
  4. 2 hours before
  5. See you in 2 hours WhatsApp · SMS · in-app
  6. Missed it?
  7. 2 hours
  8. Shall we rebook? WhatsApp · email
  9. Front desk: call to rebook team inbox
  10. Done. A cancellation or a completed visit ends it early

A reminder: it keeps quiet hours, and an under-18's reminders can go to a parent or guardian.

  • E-commerce
  • Service

Thank customers for large orders

When a large purchase comes in, thanks the customer on WhatsApp and leaves a note in their in-app inbox. You set the amount.

Starts when a purchase over the amount you choose

  1. Thank you WhatsApp
  2. Thank-you note app inbox
  3. Done

An update about the customer's own order. It sells nothing.

  • E-commerce
  • Marketing

Cart recovery

Someone adds to their cart and does not buy within an hour: one email reminder, said two ways as an A/B test, then a last nudge.

Starts when someone adds a product to their cart

  1. Bought within an hour?
  2. A/B test: two ways to say it
  3. Still in your cart / Your cart is saved email
  4. Bought within a day?
  5. Ordered before?
  6. A last nudge email
  7. Done, or as soon as they buy

Marketing: only to people who said yes to offers and are 18 or older. It keeps quiet hours and frequency caps.

  • Coaching
  • Reminder

Class reminders

Reminds the student the evening before each class, checks whether they came, and asks the team to call when they did not.

Starts when a class is booked

  1. Evening before, 18:00
  2. Class tomorrow, email if WhatsApp fails WhatsApp · email
  3. Came to class? (up to a day)
  4. Well done email
  5. Missed it: team calls the student team inbox
  6. Done

A reminder: it keeps quiet hours, and an under-18's reminders can go to a parent or guardian.

  • Clinics
  • Reminder

Follow-up visit

A week after a visit, suggests booking the follow-up. If the patient does not book within three days, the front desk gets a task. No health details in any message.

Starts when a visit is marked done

  1. A week later
  2. Time for your follow-up WhatsApp · email
  3. Booked within 3 days?
  4. Front desk: call to book team inbox
  5. Done

A reminder: it keeps quiet hours, and an under-18's reminders can go to a parent or guardian.

  • Lending
  • Reminder

EMI reminder before the due date

A reminder three days before an EMI is due, another on the day if it is still unpaid, and a note to the team about anyone who still owes. Messages go between 08:00 and 19:00 only.

Starts when 3 days before the due date, at 10:00

  1. EMI due soon WhatsApp
  2. Paid before the day?
  3. Due today SMS
  4. Still owes?
  5. Team: offer help with the payment team inbox
  6. Done

A reminder: it keeps quiet hours, and an under-18's reminders can go to a parent or guardian.

  • Subscriptions
  • Marketing

Trial ending

Five days after someone installs the app, an A/B test of two notes about the paid plan. Anyone who has not chosen a plan two days later hears once more.

Starts when someone installs the app

  1. Five days later
  2. A/B test: two ways to say it
  3. Your trial ends soon email
  4. Chose a plan within 2 days?
  5. Last day of the trial email
  6. Done

Marketing: only to people who said yes to offers and are 18 or older. It keeps quiet hours and frequency caps.

  • Any business

Review request

A day after a visit, asks how it went. Your AI employee reads the reply: happy customers are tagged, unhappy ones go straight to your team.

Starts when a visit is marked done

  1. A day later
  2. How did it go? email
  3. Replied within 3 days?
  4. AI employee: happy or not?
  5. Happy: tag the customer profile
  6. Unhappy: hand over to the team team inbox
  7. Done

A feedback ask: it keeps quiet hours and frequency caps.

And more inside the app

Each industry pack also suggests these starter journeys when you pick your industry in Hey Tomo.

Any business

Any other business

  • Win-backMarketing

Clinics

Clinic, lab or hospital

  • Refill reminderReminder
  • Report ready, book a consultService
  • Yearly check-upReminder

Coaching

Coaching institute or edtech

  • First lesson habitService
  • Free to paid (adults or guardian)Marketing
  • Inactivity rescue (adults only)Service
  • Exam countdownReminder
  • Renewal (guardian for minors)Reminder

E-commerce

D2C brand or online store

  • First order welcomeMarketing
  • Second order nudgeMarketing
  • Price change or back in stockMarketing
  • Cash on delivery to prepaidService
  • Win-backMarketing

Lending

Lending or NBFC

  • Unfinished applicationService
  • Mandate fixService
  • Gentle repayment help (08:00 to 19:00)Service
  • Repeat loanMarketing

Subscriptions

Subscription app

  • First aha momentService
  • Came back to the paywallMarketing
  • Failed renewal paymentService
  • Save before cancel, then win-backMarketing
Built in to every templateEvery journey checks consent when each message is sent, not just when it starts. Marketing and reminders keep quiet hours, and stop requests in any words, such as STOP, "band karo" or "mat bhejo", work at once. SMS steps use only your own DLT-registered templates. And every template is a starting point: change any step, wait or wording on the canvas. Build your first journey.

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