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Pipeline, New Lead, User landed on Website - Coggle Diagram
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User landed on Website
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Booked an appointment
Update opp in pipeline for appointment booked
Add tag "booked appointment"
Inform (414) 430-4277, +1 (817) 986-3563, +1 (214) 335-6270
Send Confirmation email and SMS to user and reminders for 24 hrs before, 1 hr before, 5 mins before
When they'll come from "lead filled registration form" automation, same workflow will be triggered for them
Call Happened?
No
No Show Sequence
In No Show sequence, we send them reminders to book again and inform our reps to call the lead to get them booked to the appointments for 30 days.
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