Lead Capture: Collect leads through forms on FB Ads, Google, or Event Registration with key details (Name, Email, Phone).

New Lead Workflow: Automatically tag as "New Lead" and assign to the relevant user. Trigger notifications and follow-ups via SMS and email.

Lead Engagement: If no response, tag as “Unresponsive” and move to the "Nurture" pipeline. If a response or appointment is booked, update the status.

Responded Lead Workflow: Engage with responded leads through text reminders and continue follow-ups to encourage appointment booking.

Appointment Management: Confirmed appointments trigger reminder emails/SMS. No-shows are re-engaged through follow-ups with a goal to reschedule.

Nurture Pipeline: Long-term follow-ups for stale leads, with targeted SMS and email nurture sequences.

Purchased Leads: Upon purchase, update the opportunity stage to "Won," and tag as "Purchased," notifying staff.

Unsubscribed Leads: Automatically mark unsubscribed leads with "Do Not Disturb" (DND) status and update the pipeline.