Lead Generation & Tagging: Capture leads from various sources (FB Ads, Google, Event Registration), automatically tag as “New Lead,” assign users, and initiate workflows based on lead source.

New Lead Workflow: Automated welcome emails, SMS, and follow-ups with reminders every 24 hours. Leads not responding are tagged as "Unresponsive" and moved to the “Nurture” pipeline.

Responded Leads: Triggered when a lead responds, and they are moved to the "Responded Lead" pipeline. If no appointment is booked, they are added to the "Nurture" pipeline.

Appointment No Show & Rescheduling: Automated SMS, email, and reminders follow when an appointment is missed or canceled, with a goal to rebook the appointment.

Nurture & Re-engagement: Stale leads are moved to the “Nurture” pipeline for further engagement via SMS and email, with the goal to re-engage and book an appointment.

Appointment Confirmation: Automated appointment confirmations, reminders, and status updates sent via SMS and email to ensure appointment attendance.

Purchase Confirmation: Upon purchase, the opportunity is updated, previous tags are removed, and the “Purchased” tag is added, notifying the staff of the new customer.

Unsubscribed Leads: Leads who unsubscribe are added to the “Do Not Disturb” list, and the opportunity is updated to reflect this status.