Lead Capture & Tagging: Leads from forms (FB Ads, Google, Event Registration) are tagged "New Lead" and assigned to a user, initiating the "New Lead Intro" workflow.

Engagement Workflow: Leads receive a sequence of SMS and emails over 14 days. If they respond or book an appointment, they are moved to "Responded Lead" or "Appointment Booked" pipelines.

Follow-up & Nurture: Unresponsive leads are tagged as "Unresponsive" after 14 days, moved to "Nurture," and re-engaged with SMS and email follow-ups over 28 days.

Appointment No Show: Leads who miss appointments receive reminders and are moved to the "Nurture" pipeline if they remain unresponsive.

Re-engagement: Leads who respond in the "Nurture" workflow are tagged as "Re-engaged" and re-enter the "Responded to Nurture" workflow to schedule an appointment.

Purchased Lead: Upon purchase, leads are tagged "Purchased," and the opportunity is updated to reflect the transaction details and moved to the "Purchased!" pipeline.

Unsubscribed Leads: If a customer unsubscribes, all communication is stopped (DND enabled), and they are moved to the "Unsubscribed" pipeline.

Funnel & Customization: Customized funnels and forms capture lead details and appointment data, with follow-up reminders, including personalized assets like logos, testimonials, and offers to guide the customer through the process.