Lead Generation & Tagging: Leads are captured through forms (FB Ads, Google, Event Registration) and tagged as "New Lead", assigned to users, and entered into the "New Lead Intro" workflow.

Engagement: Leads receive welcome emails/SMS, followed by reminders via email/SMS over 14 days to either respond or book an appointment.

Appointment Booking: If a lead responds, they are moved to the "Responded Lead" pipeline with reminders sent to book an appointment.

Appointment No Show: If a lead misses an appointment, follow-up SMS/email reminders are sent, and they are moved to "Nurture" if unresponsive.

Nurturing: Stale leads (14+ days) are re-engaged with follow-ups through SMS and email, and moved to the "Nurture" pipeline.

Purchased Leads: Once a lead purchases, the opportunity is updated, and staff is notified with a "Purchased" tag.

Unsubscribed Leads: Leads that unsubscribe are moved to the "Unsubscribed" pipeline, and DND is enabled for all channels.

Assets & Funnel Customization: Forms, funnels, and custom values (like logos, discount info) are used throughout the process to personalize communication and track lead progression.