Appointment Scheduling Workflow
Gets a warm lead from 'interested' to a time in the diary, then escalates to a human before the lead goes cold.
- 1Instantly
Send the booking link
SMS — direct calendar link
- 2+1 hour
Send the email version
Email — same link, more context
- 3Day 1
Send the first nudge
SMS — offers two specific times
- 4Day 3
Send the second nudge
Email — removes the friction, restates the value
- 5Day 4
Create a call task
Internal — human picks it up
- 6On booking
Halt and move stage
Stops the sequence, advances the pipeline