Setter Pipeline

Primary KPI: Booked Calls

New Ad Lead arrives from Meta campaign

Call within 5 min — voicemail + text if no answer
Unresponsive 15 min → Power Dialer

Lead In Setter Lead Call within 5 min

Invalid Lead

Remove immediately — no further follow-up

One call per contact per day — max 7 days, then Unresponsive

Power Dialer Setter Lead Daily call · max 7 days

Unresponsive

Long-term nurture (email + SMS) — response returns to Text Responded

Manual follow-up only — respond within 5–30 min
Goal: qualify and book → Qualified

Text Responded Setter Lead Reply within 5–30 min

Not Qualified

Close contact — no further sales outreach

Confirm appointment details — date, time, calendar invite sent

Qualified Setter Lead

Remove from automations — keep pre-call reminders (1h, 30m, 15m)

Appointment Confirmed Setter Lead

No-Show

Call within 5 min — voicemail + text
Unresponsive 15 min → back to Power Dialer

Log outcome and brief Sales Manager (Jason) — handoff complete

Live Call Closer (Jason) Booked Calls

Sales Pipeline ↓

Active stage

Terminal branch

Trigger / input