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Send first follow-up SMS to new sales leads

Lead activities don't always trigger outreach, leaving prospects without scheduling details. Send a follow-up SMS so prospects get booking info and advisors can confirm meetings same day.

Send first follow-up SMS to new sales leads

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Overview

Every delay after a logged lead activity is a missed chance to book a consultation. This flow sends a tailored SMS as soon as a qualifying activity is recorded so advisors can convert replies and confirm meetings same day.

Send first follow-up SMS to new sales leads