1 · Intake
Read GHL Status
Use tags, appointments, opportunities, conversations, and calls as the evidence layer.
2 · Segment
Split the Leads
10 scheduled leave sales nurture. 29 contacted, not scheduled enter active follow-up.
3 · Nurture
7-Day Sequence
Email, voice, and SMS work together. Keep SMS light and only use it if consent/sending path is clean.
4 · Handoff
Route the Outcome
Booked leads get reminders. Interested leads create hot human tasks. STOP/DNC suppresses immediately.
5 · Report
Prove Progress
Daily counts: booked, replied, no-answer, suppressed. Share only the masked CSV.
Build Gates
SMS consent + STOP handling confirmed
Quiet hours respected
Suppression list overrides triggers
Approval before live sends/calls
7-Day Sequence
- Day 0: Email 1 + voice attempt
- Day 1: SMS 1 + Email 2 variant
- Day 2: Voice attempt 2
- Day 3: SMS 2
- Day 5-7: close-loop, then long-term nurture
Channel Assets
- Email copy bank: 3 core emails
- SMS copy bank: 2-3 touches max
- Voice script: under 2 minutes
- Outcome tags drive exits and reporting
Exit Rules
- Booked: stop nurture, send reminders
- Interested: create hot human task
- No answer: continue until close-loop
- STOP/DNC/bad number: suppress immediately
QA note: this page intentionally avoids raw contact data. The linked CSV is masked for review.