Lead Pipeline Stages: Leads move through seven pipeline stages: New Lead, Responded Lead, Appointment No Show/Canceled, Appointment Booked, Nurture, Purchased, and Unsubscribed, each with distinct follow-ups and triggers to optimize engagement and progression.

Initial Lead Workflow: All new leads from forms (via FB, IG, TikTok, Google, or events) are tagged based on source, assigned to a team member, and added to the “New Lead Intro” workflow, which initiates an email/SMS welcome sequence to prompt a response or appointment booking.

New Lead Engagement Workflow: The “New Lead Intro” includes scheduled follow-ups (via SMS and email) over two weeks to encourage a response or booking. Leads without response after 14 days are tagged “Unresponsive” and moved to the Nurture pipeline.

Response and Nurture Workflows: Leads who respond to “New Lead” or “Nurture” workflows are re-engaged and guided toward booking an appointment. Unresponsive or stale leads are tagged and directed into the Nurture pipeline with extended follow-up cycles to maintain engagement.

Appointment Management: For confirmed appointments, automated reminders (3 days, 1 day, and 10 minutes before) are sent to encourage attendance. No-show or canceled appointments trigger a workflow to rebook, adding tags and reinitiating follow-ups as needed.

Conversion and Unsubscribing: Upon purchase, opportunity status is marked “WON,” and previous tags are cleared. Staff are notified of new customers, while unsubscribed contacts are marked “DND” across all channels, ensuring compliance with preferences.

Customizable Assets: Key assets (agency details, logo, discount offer, crew images) are personalized to enhance brand presence across email, SMS, and funnel touchpoints. Workflow-specific links support seamless automation.

Opt-in Page: Displays branding elements, discount offers, a location-based call-to

action, lead form, and service area map.