10 Automations to Grow Your Revenue in 2025 [+ TEMPLATES]
Automations you can create in your Optix dashboard to grow your revenue this year
December 27, 2024
Blog
If you could wave a magic wand, what part of your business would you automate?
According to our clients, it would be communicating with leads.
Why is this so important to so many coworking owners and operators? Because engaging and communicating with leads increases conversions, which increases new member sign-ups, which increases revenue – and growth is really the name of the game.
In this article, we’re showing you 10 automations that you can use to grow your revenue in 2025. These are automated workflows that you can set up in your Optix account to take redundant repetitive tasks off your plate. We’ll even include some easy-to-use templates in the screenshots below, so you can set these up in your dashboard in minutes.
The best part? All of these automations were inspired by automations that our clients have running right now, so you know they are tried, true, and tested.
1. Send an exclusive offer to drop-in users
Trigger: Manual Enrollment (Automations+)
Do you have lots of drop-in users sitting in your dashboard that you want to re-engage? Create an automation that sends them an exclusive offer to encourage them to take action. This is a good one to have on hand during peak promotional times like Black Friday or New Years.
Hot Tip:
- The manual enrollment trigger allows for more granular control over who enters this automation and when
2. Give anyone who downloads your app a free day-pass
Trigger: New active user (Automations+)
Did you know your White-labeled App can be a powerful lead-generating tool? If you open your app up to public access and encourage people to download it via other channels, anyone can organically discover you. Then after someone downloads the app, you can gift anyone without a membership a free day pass to encourage them to come into the space.
Hot Tip
- Always pair a condition with your trigger and delays so that only leads or drop-in users who enter your system via your app will receive the promotion
3. Follow-up with drop-in leads
Trigger: New unconfirmed user
Drop-in leads are one of the hottest types of leads there are for a coworking space owner or operator. In Optix, these are leads who start to make a booking on your Optix Drop-in Widget, but don’t complete the process. Make sure no lead interested in visiting your space slips through the cracks with an automation that keeps leads engaged and encourages them to come visit the space for the first time!
Hot Tip
- Create account types based on your sales funnel and use account types to determine whether or not someone needs to continue in this automation after each delay
4. Upsell virtual mail memberships
Trigger: New plan added
One of the many benefits of a virtual mail program is the ability to use it as a compelling upselling opportunity. If you have members who are accessing and using the physical space, why not encourage them to add a virtual mail package at a nominal fee?
Hot Tip
- Always pair your delay with a condition associated with account type. This ensures that anyone who has already taken the action you want will be unenrolled.
5. Encourage casual members to purchase a long-term membership
Trigger: New plan added
For those with lots of drop-in bookings, such as on-demand offices or hourly room rentals, a simple automation to encourage drop-in users to purchase a long-term membership can make a big impact.
Hot Tip
- Set the automation to send an email only after a certain number of bookings have been made to make sure it’s hyper targeted to consistent, casual members
6. Target virtual users who haven’t visited your space yet
Trigger: New plan added
Let’s say you have a slew of virtual mail members or virtual community members who have never booked a resource in your space. Encourage them to engage with the space in some way with an automated email sequence.
Encourage virtual members to make a booking with an automated email nurture sequence. Generate more revenue through expansion.
Hot Tip
- Include different CTAs in each email you send, from making a booking to scheduling a tour, to increase the possibility of taking an action
7. Follow-up with new member requests
Trigger: New unconfirmed user
For those with private apps and communities, you may not want to let just anyone into your app. So how do you ensure those who want to join your space aren’t discouraged by the gated access? Create an automation that follows up with new member requests until they download the app.
Hot Tip
- Include an added bonus of allowance midway through the automation to further encourage leads to complete their member sign-up
8. Remind users to book a hot desk
Trigger: New plan added
Let’s say a new user purchased a hot desk package (this could be a Plan or a Pass), but they haven’t made a booking after a couple weeks. Set up an automation to encourage that user to make their first booking to encourage engagement and increase retention.
Hot Tip
- What do you think is an appropriate amount of time to wait before someone makes their first booking? Build this automation’s delays based on that time frame
9. Charge late fees automatically
Trigger: Date (Automations+)
Streamline your financial processes with automatic late fees. With this automation, any user with an overdue invoice balance greater than $0 seven days after their invoice is due will be automatically charged a late fee of your choice.
Hot Tip:
- Add a message notifying members that a fee has been charged to their account as a courtesy to encourage them to avoid late payments in the future
10. Follow-up with new trials after their first day
Trigger: Pass sale
Many coworking space owners and operators offer free day passes to help generate leads and get new members in the door. But what happens afterwards? Create an automation to follow up with trial members after their first day and share with them the information they need to get started as a full-time member.
Hot Tip
- Customize your email to make it creative, fun, and reflective of your community and all that you have to offer
Get started with Automations today!
If you’re one of the many coworking space operators looking to grow their business this year, then Automations may be just what you need.
With the automations we’ve shared in this article, you can easily stay in touch with leads, encourage members to upgrade, and handle repetitive tasks automatically – all while saving time for what matters most.
So, if you could wave a magic wand, what part of your business would you automate? Start with the areas that could make the biggest difference.
