Lead Capture & Tagging: Leads are captured via forms on various platforms (FB Ads, Google, Social Media) and tagged (e.g., “New Lead”, “FB Lead”, “Funnel Lead”) for segmentation.

New Lead Workflow: Immediate automated SMS and email are sent to the lead, followed by follow-ups every 24 hours. No response triggers the "Unresponsive" tag and the lead moves to the Nurture pipeline.

Responded Lead Workflow: Leads that respond are tagged as "Responded" and follow-up with staff to book an appointment. If no appointment is booked, they are moved to Nurture.

Appointment Booking & Reminders: Once an appointment is confirmed, automated confirmation emails/SMS are sent with reminders leading up to and after the appointment. Missed appointments trigger the No Show workflow for rebooking.

Nurture Workflow: Stale or unresponsive leads (14+ days) are tagged for nurturing, receiving SMS and email follow-ups. Leads who re-engage are moved back to the Responded workflow.

Purchase Stage: Once a lead makes a purchase, they are tagged "Purchased!" and the opportunity is marked as WON. Staff is notified of the new customer.

Unsubscribed Handling: Leads who opt-out are tagged "Unsubscribed," their communication channels are set to Do Not Disturb (DND), and they are removed from future marketing workflows.

Customizable Funnel Assets: Funnels are personalized with business logos, discount offers, and local market information. Links for booking, appointment confirmations, and other assets are integrated into workflows for seamless lead interaction.