Lead Follow-Up Sequence
by Smileworks Team · v2.0.3
Sends a timed SMS follow-up sequence to new leads: Day 1, Day 3, and Day 7 messages.
Rating
4.6 / 5
163 reviews
Uses
9.9K
all time
Est. Time
~30 sec (trigger)
per run
Updated
Nov 1, 2025
v2.0.3
Screenshots
Welcome SMS sent
Follow-up with info
Appointment offer
About this task
Automates your lead nurturing pipeline with a proven 3-touch follow-up sequence. Newly added leads receive a warm Day 1 message, a Day 3 value-add message, and a final Day 7 offer message. Replies are tracked and the lead stage in your Kanban board is updated automatically based on engagement.
How it works
Trigger on new lead creation in the Lead Pipeline
Send Day 1 welcome SMS with office info and next steps
Schedule Day 3 follow-up with treatment info relevant to their interest
Schedule Day 7 conversion SMS with appointment offer
Track reply engagement and move lead to 'Contacted' stage
Escalate hot leads (replied within 1hr) to assigned agent
Reviews
100% of reviewers gave 4 or 5 stars
Sarah Kim
Marketing Coordinator
Our lead-to-appointment conversion rate went from 18% to 31% in the first month. Unbelievable difference.
Leonard Snart
Practice Manager
The day 7 message timing feels a bit aggressive for some demographics. Would love to configure per lead source.
Felicity Smoak
Office Administrator
Hot lead escalation is brilliant. Our team is calling back within minutes now.
Lead Follow-Up Sequence
Free · ~30 sec (trigger) · Lead Management