Follow-up timeline
Automation handles timing. Behavior and permission override it instantly.
A reply, a booking, or a STOP changes the plan before the next send.
Automation
WF-10 · Complete Your Interest Form
- 1Immediately: approved SMS with interest-form link
- 2Next permitted day: email reminder if form incomplete
- 3Day 3: SMS reminder if permitted and still incomplete
- 4Day 6: final email reminder if email is permitted
- 5Day 7: staff task and move to Nurture / Not Ready
Live record state
eligibleInterest Form PendingStep 1 of 5
Check for form completion
Human handoff
WF-40 · Human Handoff
- 1Inbound reply: stop nurture, move to Conversation Active, notify owner
- 2High-intent booking request: priority task
- 3Incomplete form after final reminder: next-business-day task
- 4Identity conflict: urgent review task before outreach
- 5Existing client: notify current owner without reassignment
Takeaway
Automation owns the timing; a reply, booking, or opt-out changes it immediately.