Sequences You Can Offer
Key Rule (IMPORTANT)
👉 You do NOT install all sequences at once.
You layer them as the client climbs the ladder.
Sequence 1 = Lead Recovery (the spine)
This should be installed for every client. Non-negotiable.
Inbound Call / Form / Ad
↓
Missed?
↓
Instant SMS Follow-Up
↓
Conversation Re-engaged
↓
Appointment Booked
↓
Pipeline Updated
Sequence 2: No-Show Reduction
Problem: Appointments booked, but people don’t show.
Flow:
Appointment Booked
↓
Automated Reminder (24h)
↓
Automated Reminder (2h)
↓
Confirmation / Reschedule Option
↓
Pipeline Updated
Why it’s valuable:
Direct revenue protection
Who it’s for:
Clinics, legal, consulting, med spas, home services
Sequence 3: Estimate / Quote Follow-Up
Problem: Estimates sent → silence → lost jobs.
Flow:
Estimate Sent
↓
Automated Follow-Up (24–48h)
↓
Objection Handling Message
↓
Final Nudge
↓
Pipeline Updated
Why it’s valuable:
This becomes your “Sales Assistant” layer
Sequence 4: Reactivation (Dead Leads)
Problem: Old leads sitting in CRM doing nothing.
Flow:
Cold / Lost Lead
↓
Reactivation SMS/Email
↓
New Conversation
↓
Appointment Booked
Why it’s valuable:
Strong upsell after month 1
Sequence 5: Post-Job Review / Referral
Problem: No reputation flywheel.
Flow:
Job Completed
↓
Review Request
↓
Referral Prompt
↓
Pipeline Updated
Why it’s valuable:
Feels like “marketing” but it’s ops-driven
Sequence 6: Payment Follow-Up (Later)
Problem: Slow or missed payments.
Flow:
Invoice Sent
↓
Reminder (Day 3)
↓
Reminder (Day 7)
↓
Owner Alert
This becomes part of Ops Assistant later.
