Lead Capture & Organization: Automate lead entry through forms (FB Ads, Google, Event Registrations) and categorize leads into relevant stages (e.g., "New Lead," "FB Lead," "Funnel Lead").

Follow-Up Automation: Trigger email and SMS follow-ups for new leads, with timed reminders (10 min, 24 hrs, 48 hrs, etc.) until a response or appointment is booked.

Appointment Booking & Reminders: Automate appointment scheduling, confirmations, and reminder sequences (via SMS and email) to ensure leads show up.

Nurture Workflow: Automatically move unresponsive leads into a "Nurture" stage, sending ongoing engagement emails/SMS to re-engage and convert.

Stale Lead Management: Leads who don't respond after multiple attempts are tagged as "Stale" and moved to the Nurture workflow for continued follow-up.

No-Show & Canceled Appointments: For missed or canceled appointments, automate follow-up sequences (SMS/email) to encourage rebooking and keep the lead warm.

Purchase Tracking: Once a lead makes a purchase, update their opportunity status, apply "Purchased" tag, and notify staff.

Unsubscribed Leads: Automatically stop all communications and mark the lead as "Unsubscribed" when they opt out, ensuring compliance with preferences.