Lead Organization: New leads are tagged by source (e.g., Facebook, Google), assigned to a user, and added to the “New Lead Intro” workflow.

Automated Follow-Ups: Leads receive a welcome email/SMS and periodic follow-ups (SMS/email) for 14 days to encourage engagement or appointment booking.

Responded Leads: Responding leads are tagged and prompted for appointment scheduling; reminders are sent if no appointment is booked within 14 days.

Appointment No-Show/Canceled: No-shows are automatically reminded to rebook through SMS/email and added to the Nurture workflow if unresponsive.

Appointment Confirmations: Booked appointments trigger confirmation and reminders 3 days, 1 day, and 10 minutes prior to the scheduled time.

Nurture Workflow: Unresponsive leads or canceled appointments receive a 14-day follow-up sequence, tagged as “Nurture” if still inactive.

Purchased Leads: Successful sales are tagged “Purchased” with all prior tags removed, and an internal staff notification is sent.

Assets: Customizable branding, location, and discount fields for workflows and forms, plus specific links for appointment confirmation and funnel stages.