AI Pipeline

A powerful system designed to guide leads seamlessly through various stages of conversion. With four distinct pipelines at your disposal, you'll be able to to track and manage leads efficiently

1. AI SMS Appointment Setting Pipeline:

  • New Lead: Leads enter this stage when they first engage with your automated SMS appointment setting system.

  • Responded and Needs Follow-Up: For leads who have responded and require further engagement.

  • Booked Appointment: Leads who have successfully booked an appointment.

  • Showed Up: Leads who attended the scheduled appointment.

  • No Show: For leads who didn't show up as expected.

  • Sold: Leads who have made a purchase.

  • Lost: Leads who were not converted.

  • Cancelled and Needs Follow-Up: For appointments that were canceled and require re-engagement.

2. Inbox AI Pipeline:

  • New Lead: Initial stage for all leads through external sources such as Facebook, Instagram, and more.

  • In Convo: Leads actively engaged in conversation.

  • Won: Successfully converted leads.

  • Lost: Leads who didn't convert.

3. Inbox AI - Open Ended Email Response Pipeline:

  • Replied: Leads who have responded to email communications.

  • In Convo: Leads actively engaged in open-ended email conversations.

4. Inbox AI Magic Funnel Pipeline:

  • New Lead: Leads enter this stage when they engage with the AI Magic Funnel.

  • Clicked Sales Page: Leads who have shown interest by clicking on the sales page.

  • Abandoned Cart: For leads who started but didn't complete a purchase.

  • Clicked Deadline Page: Leads who have shown interest by clicking on the deadline page.

  • Replied: Leads who have engaged in conversation.

Effortless Tagging for Automation

Each stage in the AI Pipeline is a strategic touchpoint. Depending on the stage, tags are added to a lead's profile, triggering automated sequences that nurture leads, engage prospects, and drive conversions. It's a sophisticated system that streamlines lead management and ensures that your efforts are tailored to each lead's unique position in the pipeline.

Tracking Interactions with Precision

Tracking interactions is pivotal to understanding your leads and their behaviors. Within our system, you can monitor:

  • Clicks on links in emails.

  • Purchase actions.

  • Progress within your funnel.

  • Comprehensive statistics on clicks, sales, and customer data.

  • Detailed transaction information.

  • Page views, opt-ins, and conversion rates.

These insights empower you to make informed decisions and fine-tune your strategies for maximum impact.

As you delve deeper into the capabilities of the AI Pipeline, you'll discover the powerful interaction tracking features that allow you to engage leads effectively and convert them into loyal customers.

Learn more about Interaction Tracking.

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