Overview:
This automation ensures multiple follow-ups when you leave a voicemail for a lead that didn’t respond initially. If no contact is made after multiple attempts, the lead is marked as abandoned.
1. Triggering the Automation:
Manually move the contact to Step 2b: Left a Voicemail after you leave a message.
2. Follow-Up Process:
Tag the Lead: A tag is added identifying the contact as a lead.
Automated Messaging:
5 minutes after the voicemail, a text message is sent.
1 minute later, an email follows, reiterating the voicemail message.
Task Creation and Further Attempts:
After a day, a task is assigned to the user for another follow-up call.
Another round of email and text follow-ups occurs on the second day.
A third attempt follows if there's still no response.
3. Marking as Abandoned:
After three unsuccessful attempts, the lead is marked as abandoned and moved to the abandoned stage, indicating no opportunity to give a quote.