Pipelines: Stages include New Lead, Responded Lead, Appointment No Show, Appointment Booked, Nurture, Purchased, and Unsubscribed.

Workflows: Automates the process from lead capture through form submissions to follow-up actions via SMS and email.

Lead Capture: New leads are tagged and assigned to users based on the form (FB, Google, etc.) they filled out and moved to the New Lead workflow.

Follow-ups: Automated communication includes welcome emails/SMS, reminders, and repeated attempts to engage or book an appointment.

Nurture Workflow: Stale or unresponsive leads are moved into Nurture and re-engaged with personalized emails and SMS until they respond or book.

Appointment Management: Automated reminders and status updates (e.g., No Show, Canceled) help track and reschedule appointments.

Purchase and Unsubscribed Pipelines: When a lead purchases, the opportunity is marked as WON. Unsubscribed leads are flagged, and DND is enabled.

Assets & Forms: Includes custom assets like business logos, forms for lead generation, appointment scheduling, and customized funnel pages with specific CTAs and trust-building elements.