Send welcome email and SMS to new program leads
Send welcome email and SMS to new program leads
Your program leads entering the initial status lack immediate outreach, leaving prospects uncontacted and less likely to convert. Send the first-step email and SMS so contacts hear from you same day.
Overview
When a lead reaches your initial intake status, delayed outreach can let interested prospects cool off or slip out of the pipeline. This workflow marks the lead, enrolls the contact in the first-step sequence, and sends the step-one email and SMS so contacts hear from you same day and program coordinators can act immediately.