Every lead moves through a set of stages, and each stage has its own follow up. Leads that don't respond keep getting worked, and every path leads to the same place: a booked appointment. Your team watches one column, Appointment Set.
| Stage | What it means | What happens there |
|---|---|---|
| New | A lead just came in | Fast first contact by text, email, and AI call |
| Unresponsive | No reply yet | More attempts across channels and times of day |
| Follow Up | They replied but haven't booked | Regular check ins that ask for the appointment |
| Long Term Nurture | Not ready yet | Lighter follow up over weeks or months, so you're the one they call when they're ready |
| Active Conversation | The lead is talking right now | The AI handles the back and forth and works toward booking |
| Appointment Set | Booked | The appointment is on your team's calendar with the details |
| Missed Appointment | They didn't show | Follow up works to get them rebooked |
Your stages are set up with you during setup, so your names may be different. These are the most common.
Our team handles setup and changes for every plan. Call (661) 491-7391, 8 AM to 5 PM Pacific. We usually respond the same day.
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