Setter Pipeline

• Manual outbound call within 5 minutes of lead arriving
• Leave a brief voicemail and send a manual follow-up text if no answer
• Unresponsive within 15 minutes → move to Power Dialer
• Lead responds or picks up → move to Text Responded

Done when: Contact made (→ Text Responded), or unresponsive after 15 min (→ Power Dialer).

• One outbound call per contact, every day — no exceptions
• Maximum 7 days in stage; auto-advances to Unresponsive at day 7
• Contact picks up or responds → move to Text Responded
• Contact reached and disqualifies → move to Not Qualified
• Contact books and qualifies → move directly to Qualified

Done when: Contact made (any outcome) or 7 days elapsed.

• Anyone who picked up, replied, or re-engaged from nurture — but hasn't booked yet
• All follow-up is manual — no automated messages while they're active
• Respond within 5–30 minutes of any engagement
• Removed from Power Dialer queue the moment they enter this stage
• Goal: qualify and get the call booked → move to Qualified

Done when: Call booked and revenue threshold confirmed (→ Qualified), or disqualified (→ Not Qualified).

• Lead has booked a call AND confirmed they meet the revenue threshold
• Confirm appointment details — date, time, and calendar invite sent
• No further action needed until appointment is confirmed by lead

Done when: Lead verbally or in writing confirms they'll attend.

• Lead has confirmed they'll be available at the scheduled call time
• Remove from all automations except pre-call reminders (1 hr, 30 min, 15 min before)
• No other action needed — hold until call time

Done when: Call occurs (→ Live Call) or lead doesn't show (→ No-Show).

• Call has taken place — log outcome immediately: showed, duration, temperature
• Confirm call recording is captured
• Update the Closer (Jason) with all context: business size, budget, objections, temperature
• Remove from Setter pipeline — handoff to Sales is complete

Done when: Outcome logged, recording captured, Closer briefed.