Lead Capture & Classification: Leads are captured through various forms (FB Ads, Google, Event Registration) and tagged as "New Lead" with specific source tags (e.g., FB Lead, Funnel Lead).

Follow-up Automation: New leads receive an automated sequence of welcome emails and SMS, followed by reminders at intervals of 10 minutes, 24 hours, and 14 days, aiming to engage the lead or schedule an appointment.

Nurture Workflow: If a lead doesn't respond, they are moved to the "Nurture" stage after 14 days, where they receive continued SMS and email engagement to reignite interest.

Appointment Scheduling: Leads who respond and book an appointment are sent confirmation messages and follow-up reminders at set intervals (3 days, 1 day, and 10 minutes before the appointment).

Appointment No-Show Handling: If an appointment is missed or canceled, the lead is moved to "Appointment No Show" and enters a re-engagement workflow to rebook the appointment.

Engagement & Re-engagement: Leads who engage or re-engage with nurture efforts are tagged as “Re-engaged” and continue through workflows aiming to schedule an appointment.

Purchase & Conversion: Once a purchase is made, the opportunity is updated to "Won", the lead is tagged as "Purchased", and staff is notified of the new customer.

Unsubscribed Leads: Leads who unsubscribe or opt-out are tagged as “Unsubscribed,” DND (Do Not Disturb) is enabled across channels, and their opportunity is updated accordingly.