Hot Lead & Appt Booking Workflow

Follow this workflow whenever you get a hot lead!

Click the "Conversations" tab in your software sidebar and find the conversation for the hot lead.

You can make the call from your office phone, or directly from the software. Always dial again if the prospect doesn’t pick up the first time. This increases pickup rates.

We recommend sending the “Initiate Booking” template.

When you get a response from the lead, the best thing to do is give them a phone call while they are already engaging with you.

You can also text back and forth with them until you find an appointment time that works for them.

>> If the lead goes cold on you and stops responding, you can move them into the “✨AI Followup” column and our AI concierge will work to re-engage the lead.

How to move to the “✨AI Followup” pipeline stage via the Conversations tab:

Make sure you are using our phone scripts and using the A/B close to make it easier to get them to agree to a deposit.

Follow this tutorial for the step-by-step on how to book a deposit.

(Make sure to open the links above in a new tab.)

Book the appointment in your EMR, send the lead the “Appointment Booked” confirmation template (or use your own) to confirm an appointment, and then move the lead to the “📅 Appt Booked” column in the Sales Pipeline.