Project Description

Once a new lead enters the pipeline, the workflow triggers a structured sequence of nurturing actions including automated SMS, emails, task assignments, and conditional logic based on lead responses or actions. Each branch adapts to lead engagement—for example, triggering reminders or additional messaging if no reply is received. The process continues through multiple stages, providing persistent, relevant outreach until the lead replies or reaches a predefined outcome.

Key Features and Steps

• Automated Multi-Channel Outreach:
  Sends a combination of SMS and emails at timed intervals to maximize response rates.

• Conditional Logic and Branching:
  Adjusts follow-up path based on whether the lead replies, clicks, or engages with a message.

• Activity-Based Reminders:
  Assigns tasks or triggers notifications to sales reps if leads are unresponsive after set periods.

• Dynamic Nurturing Sequences:
  Supports several follow-up rounds with tailored content, continuing outreach until the desired action or reply is received.

• End-to-End Lead Tracking:
  Ensures every step and outcome is logged and visible within the CRM, giving clear oversight over lead status and activity history.