Lead Pipeline Stages: Leads move through stages such as New Lead, Responded Lead, Appointment Booked, No Show, Nurture, Purchased, and Unsubscribed.

Lead Generation Workflows: Automated actions based on form submissions (from FB Ads, Google, etc.), including tagging, assigning users, and adding leads to the appropriate workflow (New Lead Intro).

Engagement and Follow-Up: Automated emails/SMS to nurture new leads, with multiple touchpoints over a set period (e.g., 10 minutes, 24 hours, 14 days) to prompt responses or appointment bookings.

Appointment Management: Triggers for booking confirmations, reminders, and re-engagement for no-shows, leading to an updated pipeline stage for rebooked appointments.

Nurturing Stale Leads: Leads that remain unresponsive for over 14 days are tagged and moved to the "Nurture" pipeline, with follow-up emails and SMS to re-engage.

Purchase Confirmation: Once a lead converts, the opportunity is marked as "Purchased," and the customer is added to the “Purchased” pipeline, with relevant tags and staff notifications.

Unsubscribe Management: For leads that request to unsubscribe, the system ensures a Do Not Disturb (DND) status across channels and updates the pipeline stage accordingly.

Funnel Customization: Customizable assets such as logos, discount offers, service area names, and customer testimonials are used to tailor each step of the lead generation and booking process.