Lead Management: Leads are captured via forms (FB Ads, Google, Event Registration), tagged, assigned, and added to the appropriate pipeline stage (New Lead).

New Lead Engagement: Automated workflows trigger a series of email/SMS messages, nurturing unresponsive leads and moving them to the Nurture pipeline if no response.

Responded Leads: Leads that respond are moved to the "Responded Lead" pipeline, with follow-ups for appointment booking and re-engagement if no appointment is made.

Appointment Handling: Booked appointments are confirmed with reminders and follow-up forms, while no-shows are tagged and nurtured back into the pipeline for rebooking.

Nurture for Stale Leads: Leads that are stale (no response after 14 days) are moved to the Nurture pipeline, receiving periodic reminders via SMS and email to re-engage them.

Purchased Leads: Once a lead converts to a customer, their opportunity is updated with the purchase value and tagged as “Purchased.”

Unsubscribed Leads: Leads that opt-out (unsubscribe) are tagged and have Do Not Disturb (DND) activated across all channels.

Customization & Forms: Custom funnel designs, lead generation forms, and tracking links tailored to your agency's branding and promotional offers.