Get the exact steps and email templates we use with our clients — so your team can follow up consistently and never lose track of the people who matter most.
Every church wants to follow up well. But without clear steps and ownership, things slip.
The first-time guest who never heard back. The volunteer who got stuck in onboarding limbo. The person who raised their hand for next steps and then… nothing.
It's not that your team doesn't care. It's that there's no system making sure every person gets the attention they deserve.
That's exactly what workflows solve.
If your church primarily uses text, you can absolutely use these steps with texting tools like Clearstream or Text In Church. The key is simple: spell out the steps in the workflow so anyone can jump in and help.
These are the five workflows churches ask us for first, because they cover the moments that matter most.
Turn a visit into a relationship.
Get new volunteers from "yes" to serving with confidence.
Follow through when someone raises their hand.
Track sensitive situations so nothing gets missed.
Steward generosity and re-engage the disengaged.
These workflows are based on real church implementations. They're not theory — they're what actually works.
We've helped hundreds of churches migrate to and optimise Planning Center. These five workflows are the ones churches ask for first — especially when things feel disorganised or people are getting missed.
They're a great starting point. And for most churches, they're exactly what's needed to bring some sanity to follow-up.
Workflows solve the processproblem. But most churches eventually hit a different ceiling:
That's not a workflow problem. That's atraining and clarity problem.
Ongoing, role-based training that helps your entire team understand how Planning Center actually works — and how to use it with confidence. Admins learn to configure it correctly and keep data clean; staff learn to use it day to day without constant help; volunteers get simple, clear guidance.
It's ongoing rather than a one-time course because your team changes, Planning Center evolves and ministry seasons shift.
