How to Use Planning Center Workflows for Guest Follow-Up | Step-by-Step Guide for Churches

Want to improve guest follow-up at your church? In this step-by-step guide, we walk through building a Planning Center Workflow to help you create a warm and effective connection with new visitors. ⛪️ 🤝 By following this workflow, your church can engage visitors, make meaningful connections, and grow your community effectively. ⏰ Timestamps: Stay on Track with Key Topics! 0:00 - Intro: Why Guest-Follow Up Is Important 2:00 - Adding Collaborators to Your Planning Center Workflow 3:40 - Documenting Your Church Processes 4:35 - Step 1: Sending a personal text from the senior pastor or church leader (same-day follow-up) 7:25 - Step 2: Verifying the guest’s Planning Center Membership Type for accurate communication 9:00 - Step 3: Assigning a Guest Connection Team (GCT) member to build relationships 10:38 - Step 4: Sending a personal email to encourage next steps 12:52 - Step 5: Transitioning a guest into a regular attender 15:22 - Extra Credit: Connect Card → Guest Workflow Automation 16:35 - Final Recap Learn more about Digital Outreach: https://digitaloutreach.com/ 📢 Don't forget to like, comment, and subscribe for more church management tips! #PlanningCenter #ChurchGrowth #GuestFollowUp #ChurchLeadership #MinistryTools #ChurchAdministration