Trigger
New lead arrives
A new contact, referral, or inbound form submission starts the workflow.
Playbook
New lead to meeting
Start with a new inquiry, qualify interest, send the right follow-up, and convert it into a booked consultation.
Action
Qualify and outreach
Score fit, draft the first message, and continue follow-up until the lead responds.
Approval
Review sensitive language
Require human approval before any compliance-sensitive wording is sent.
Result
Booked consultation
Measure success by booked meetings, reply rate, and show-up rate.