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Leads - Coggle Diagram
Leads
Scheduled in first interaction
Conflict Check
No conflict
Before the meeting send the Intake to make sure the lead is qualified for the meeting and send friendly 1x reminder
Consultation Meeting
Reject the case on the phone
Send a text outside Intaker
End
Missed consulation
Send Missed consultation sequence - Stop when booked 2x for first week, 1 evry week up to a month, then once a month for 6 months
They schedule
Ghost
end
Client is qualified (Pending Engagement)
Send a sequence that has the payment link & follow-up calendly link multiple times. Should stop only manually.
They pay
Goes to Clio Grow
book a follow up
1 more item...
not pay
end
Has Conflict
Cancel meeting
end
Did not schedule in first interaction
Book Consultation/Awaiting Contact sequence - Tiffany sends them - Mark sent the emails that these consultations go to
not book
end
Booked consultation