Workflow 1 of 10 — New Lead Workflow
0/45items reviewed
Connecting...1
New Lead Workflow
Active Engagement Window
Trigger
Form submitted, inbound call, chat, lead created
Goal
Get call booked OR get timing/spec clarity
Cadence
6–8 SMS over 14 days + 2–3 emails (light)
0 approved
0 rejected
11 pending
smsDay 0 (5–15 min after inquiry)
Pending
Hi {{contact.first_name}} — it's {{user.name}} with {{company.name}}. Got your inquiry. Are you looking for something available soon (spec build) or a fully custom build?
smsDay 1
Pending
Quick question so I point you the right way: what model or style are you leaning toward, and what's your ideal timeline?
smsDay 3
Pending
If you share your "must-haves" (color, engine feel, interior vibe), I can send 1–2 builds that match your direction.
smsDay 5
Pending
We have a few build slots that open and close fast depending on parts and production timing. If you're aiming for a specific season/date, tell me what that is and I'll advise the best path.
smsDay 8
Pending
I can give you clean pricing guidance in two minutes if you tell me: are you trying to stay under a certain number, or just want the right build done right?
smsDay 12
Pending
Last note from me for now — do you want me to send (A) a short overview of the process and timelines, or (B) examples of builds closest to what you're picturing?
smsDay 14 (soft close)
Pending
Totally fine if this is a "later" decision. Want me to mark you for a follow-up in 30 days, 60 days, or just keep you in the loop with new builds?
emailEmail 1 (immediate)
Pending
Subject:We received your inquiry
Hi {{contact.first_name}},
Thanks for reaching out. A specialist will connect shortly.
If you reply with your ideal timeline and must-haves, we'll send the most relevant options (spec builds or custom).
– {{company.name}}
Thanks for reaching out. A specialist will connect shortly.
If you reply with your ideal timeline and must-haves, we'll send the most relevant options (spec builds or custom).
– {{company.name}}
emailEmail 2 (Day 3)
Pending
Subject:Build paths: available soon vs fully custom
Hi {{contact.first_name}},
Most clients fall into one of two paths:
1. A build that's available sooner (spec)
2. Fully custom, built to your exact preferences
Reply with "spec" or "custom" and your ideal timing. We'll guide you from there.
Most clients fall into one of two paths:
1. A build that's available sooner (spec)
2. Fully custom, built to your exact preferences
Reply with "spec" or "custom" and your ideal timing. We'll guide you from there.
emailEmail 3 (Day 10)
Pending
Subject:A quick way to narrow this down
Hi {{contact.first_name}},
To narrow quickly, reply with:
• Your preferred style/model
• Your ideal delivery window
• Two must-haves
We'll send only what matches.
To narrow quickly, reply with:
• Your preferred style/model
• Your ideal delivery window
• Two must-haves
We'll send only what matches.
rule
Pending
0–30 days → "Hot Lead" workflow (more direct scheduling)
30–90 days → "Warm Drift" workflow
90+ days → "Gone Cold / Long Consideration"
Asks about Highline → add Highline tag and enter Highline workflow
Asks Porsche → add Porsche tag and enter Porsche workflow
30–90 days → "Warm Drift" workflow
90+ days → "Gone Cold / Long Consideration"
Asks about Highline → add Highline tag and enter Highline workflow
Asks Porsche → add Porsche tag and enter Porsche workflow