Follow-Up Sequences

What are Follow-Up Sequences?

Follow-up sequences are pre-written outreach steps for each sales stage. When you view a lead, the system shows the recommended sequence based on the lead's current sales stage so you know exactly what message to send or what call to make next.

Accessing the Editor

Go to Admin Dashboard and click Follow-Up Sequences in the sidebar under Content. Only admin accounts can access this page.

How the Editor Works

The editor is organized by sales stage:

Stage tabs at the top let you switch between stages
Each stage has its own set of steps shown as a vertical list
Use Add Step to create a new sequence step for the current stage
Each step shows the step number, channel, timing, objective, message preview, and CRM action
Use the edit (pencil) icon to modify a step, or the delete (trash) icon to remove it
Use the copy icon to copy the raw message template

Pagination

If a stage has many steps, pagination controls appear at the bottom. You can switch pages and the content updates without refreshing the page.

Editing a Step

Click the edit icon on any step to open the edit dialog. You can change:

Step Number - The order of this step within the stage
Channel - WhatsApp, Email, Phone Call, or WhatsApp Call
Timing - When this step should be done (e.g. "First 5-15 minutes", "Day 1")
Objective - A short title describing the goal of this step
Message Template - The message content. Use variable buttons to insert placeholders
CRM Tag - A label to tag leads after this step
CRM Action - A note about what to do in the CRM after this step

Message Variables

The message template supports two variables that are replaced with real data when shown on a lead detail page:

Variable	Replaced With
{{Name}}	The lead's name
{{Advisor Name}}	Your name (the logged-in user)

In the editor, variables are highlighted. Use the Insert Variable buttons below the text area to add them to your message.

How Sequences Appear on Lead Pages

On a lead's detail page (both CRM and Admin views), the right column shows a Recommended Lead Follow-Up Sequencepanel. It displays all steps for the lead's current sales stage. Each step card shows:

The step number and channel icon
The objective title
The timing and CRM tag
A preview of the message (click "Show full message" to see the rest)
A note about the CRM action to take

Action Buttons

Each step card has action buttons at the bottom that let you act immediately:

WhatsApp - Opens WhatsApp Web with the message pre-filled
Email - Opens your email client with the message in the body
Call - Opens your phone dialer with the lead's number
Script - Opens a dialog showing the full call script in a clean, readable format

If the lead has no phone number or no email, the corresponding button is disabled with a tooltip explaining why.

Phone Call and WhatsApp Call Scripts

Steps with Phone Call or WhatsApp Call channels show a Call button to dial the lead and a Script button that opens a dialog with the full call script. The script is formatted for easy reading with clear sections and bullet points. Use the script as a guide during the call.