Lead journey
Alex M.New enquiry1 touchpoint
- New
- Contacted
- Qualified
- Booked
Routing rules
- Tier AHigh fit and intentBook now
- Tier BFit, low urgencyNurture
- Tier CNot ready yetRe-engage
- HotNeeds a person nowOwner alert
- HeldMissing contact detailsException queue
Follow-up clock
- 0 minSMS and email sentSent
- 5 minOwner alert in SlackAlerted
- 1 hourCall task createdQueued
- Day 1First nudgeQueued
- StopReply or booking ends the sequenceRule