Lead Pipeline Management: Leads move through stages from New Lead to Responded, Appointment Booked, No Show, Nurture, Purchased, and Unsubscribed, with each stage defining unique engagement and follow-up actions.

Automated Lead Organization: Incoming leads are tagged by source (FB, Google, Event) and added to a workflow. Staff are notified, and leads receive a welcome email and SMS, with scheduled follow-ups to drive responses or appointment bookings.

New Lead Engagement Workflow: Sequential follow-ups over two weeks (via SMS and email) encourage response or appointment booking. Leads who remain unresponsive are tagged and added to the Nurture pipeline.

Appointment Management & Follow-Up: For booked appointments, automated reminders (3 days, 1 day, and 10 minutes before) ensure attendance. Canceled or no-show appointments are tagged, followed up, and added to Nurture if unresponsive.

Nurture & Re-Engagement Flow: Leads in Nurture receive periodic emails and SMS over a 14-day period to re-engage. If a response is received, they’re re-tagged, and staff are prompted to schedule an appointment.

Purchase Completion & Tagging: Upon purchase, opportunity status updates to WON with the purchase value, previous tags are cleared, and staff are notified of the new customer.

Asset Management: Customizable elements (agency info, business logo, crew image, discount details) support personalization across workflows, email, and SMS touchpoints.