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Lead Engagement

14-Touch Follow-Up Sequence Agent

90-day multi-channel drip across SMS, email, and voicemail with stage-based triggers keeping every lead warm across the full nurture window.

Overview

The 14-Touch Follow-Up Sequence Agent runs a structured 90-day nurture campaign across SMS, email, and voicemail. Each touch is timed and triggered by lead engagement, keeping prospects warm until they're ready to buy.

What 14-Touch Follow-Up Sequence Agent Solves

Without a structured sequence, follow-up is random. Some leads get contacted once and forgotten. Others get spammed. Your team has no consistent process. 14-Touch Follow-Up Sequence Agent runs every lead through a 90-day drip calendar: touch 1 (SMS day 1), touch 2 (email day 3), touch 3-14 spread across 90 days. Each touch is auto-adjusted by lead responsiveness, so hot leads get faster follow-up while cold leads get spaced out.

How It Works

On lead entry, a 90-day calendar is triggered. Each touch fires on schedule, adjusted for engagement. Replies escalate to a live agent; non-responders continue the sequence.

1

Sequence Enrollment & Stage Mapping

New leads are enrolled in the 14-touch sequence. Their stage (awareness, consideration, decision) is set based on initial engagement or source.

Add lead to 14-touch sequence calendar
Set initial stage: awareness (cold), consideration (engaged), decision (hot)
Trigger day-1 SMS immediately
Schedule day-3 email, day-7 voicemail, etc.
2

Multi-Channel Touch Delivery with Responsive Timing

Touches mix channels (SMS, email, voicemail) and content (pain points, social proof, offers). Timing adjusts based on opens, clicks, and replies.

Send SMS touches on days 1, 5, 11, 21, 45, 60, 75
Send email touches on days 3, 9, 15, 30, 50, 70
Send voicemail touches on days 7, 18, 35, 55
Fast-track hot leads: if replied, advance to deal stage
3

Engagement Tracking & Escalation

All touches are logged. Opens, clicks, and replies are tracked. Hot leads are escalated to live agents; cold leads continue the sequence.

Log all sends, opens, clicks, replies to CRM
Escalate replies to agent SMS queue immediately
Flag engaged leads for manual outreach
Archive non-responsive leads after day 90

Key Benefits

Consistent 14-touch schedule ensures no lead is forgotten
90-day window catches prospects across the full decision cycle
Multi-channel mix (SMS + email + voicemail) reaches different preferences
Responsive timing prioritizes hot leads without manual intervention
14-Touch Follow-Up Sequence Agent | The Independent Broker Collective