AI Active
Claude AI — Connected
Model: Claude Sonnet
Powering: Smart Reply, Morning Brief, Predictions, Vastu Soul
B

Nurture

Live

7 sequences · Score-based routing · Zero lead left behind

📖
Nurture OS — SOP
How this module works
⚠️ SOP outdated — module code changed since this was written
− Removed: bulkEnroll
− Removed: pause
− Removed: resume
− Removed: stop
WhatsApp drip-sequence automation — enrolls leads into pre-built sequences (Hot, Warm, Cold, Reactivation, Retention, Referral, Post-Quote, or Custom) based on their status or behavior, then automatically sends scheduled messages, calls reminders, and status changes on a day-by-day timeline until the lead converts or the sequence ends.
Sections
📋
Sequences
Every sequence with its health status, step count, and how many leads are enrolled — enroll, pause, resume, or duplicate one from here.
🟢
Active
What is due today, plus the full enrollment table — see every lead currently moving through a sequence and change or stop it.
📊
Insights
Performance per sequence, overall analytics, and Behavioral Triggers — rules that auto-enroll or alert based on a lead score change, silence, or a missed follow-up.
🛠️
Builder
Create or edit a custom sequence — add steps, set the day each one fires, and pick WhatsApp, Call, Wait, Evaluate, or Task as the action.
7
Active sequences
0
In sequence
0
Due today
0
Completed
🔄
HOT Sequence
14d · 7 steps
0
⚪ No enrollments
⚡ Auto 14d · 7 steps
Steps
1
💬 Day 1 WHATSAPP
Instant Welcome + Value
2
📋 Day 1 TASK
Create Follow-up Task
3
💬 Day 3 WHATSAPP
Social Proof
4
💬 Day 5 WHATSAPP
Exclusive Offer
5
💬 Day 7 WHATSAPP
Direct Call Request
6
💬 Day 10 WHATSAPP
Free Value Add
7
💬 Day 14 WHATSAPP
Final Push
🔄
WARM Sequence
30d · 10 steps
0
⚪ No enrollments
⚡ Auto 30d · 10 steps
Steps
1
💬 Day 0 WHATSAPP
Friendly Welcome
2
💬 Day 3 WHATSAPP
Pure Value
3
💬 Day 7 WHATSAPP
Success Story
4
💬 Day 11 WHATSAPP
Soft Question
5
💬 Day 15 WHATSAPP
Gentle Introduction
6
💬 Day 21 WHATSAPP
Free Mini Audit
7
💬 Day 25 WHATSAPP
Specific Offer
8
💬 Day 28 WHATSAPP
Urgency
9
📋 Day 30 TASK
Score Checkpoint
10
💬 Day 30 WHATSAPP
Final Check
🔄
COLD Sequence
90d · 13 steps
0
⚪ No enrollments
+3
⚡ Auto 90d · 13 steps
Steps
1
💬 Day 0 WHATSAPP
Day 0 — First Touch
2
💬 Day 7 WHATSAPP
Day 7 — Value Drop
3
📌 Day 14 EMAIL
Day 14 — Case Study
4
💬 Day 21 WHATSAPP
Day 21 — Pain Point
5
💬 Day 30 WHATSAPP
Day 30 — Free Audit Offer
6
💬 Day 40 WHATSAPP
Day 40 — Social Proof
7
📌 Day 50 EMAIL
Day 50 — Authority Content
8
📞 Day 60 CALL
Day 60 — Direct Ask
9
💬 Day 70 WHATSAPP
Day 70 — Special Offer
10
💬 Day 75 WHATSAPP
Day 75 — Urgency Nudge
11
💬 Day 80 WHATSAPP
Day 80 — Objection Handler
12
💬 Day 85 WHATSAPP
Day 85 — Final Pitch
13
🔀 Day 90 EVALUATE
Day 90 — Evaluate & Route
🔄
Re-Activation
21d · 5 steps
0
⚪ No enrollments
⚡ Auto 21d · 5 steps
Steps
1
💬 Day 0 WHATSAPP
Pattern Interrupt
2
💬 Day 3 WHATSAPP
Exclusive Offer
3
💬 Day 7 WHATSAPP
New Launch
4
💬 Day 14 WHATSAPP
Honest Ask
5
📋 Day 21 TASK
Final or Archive
🔄
Client Retention
365d · 6 steps
0
⚪ No enrollments
⚡ Auto 365d · 6 steps
Steps
1
💬 Day 0 WHATSAPP
Welcome to Family
2
💬 Day 7 WHATSAPP
First Week Update
3
📋 Day 30 TASK
Month 1 Report
4
💬 Day 90 WHATSAPP
Quarter Review
5
💬 Day 180 WHATSAPP
Upsell
6
💬 Day 365 WHATSAPP
Anniversary
🔄
Referral Engine
14d · 4 steps
0
⚪ No enrollments
⚡ Auto 14d · 4 steps
Steps
1
💬 Day 0 WHATSAPP
Gratitude First
2
💬 Day 2 WHATSAPP
Referral Ask
3
💬 Day 7 WHATSAPP
Reminder
4
📋 Day 14 TASK
Reward on Convert
🔄
Post-Quote Follow-up
14d · 6 steps
0
⚪ No enrollments
⚡ Auto 14d · 6 steps
Steps
1
💬 Day 0 WHATSAPP
Quote Confirmation
2
💬 Day 2 WHATSAPP
Value Reinforcement
3
💬 Day 5 WHATSAPP
Similar Client Story
4
💬 Day 7 WHATSAPP
Deadline Creation
5
💬 Day 10 WHATSAPP
Objection Handler
6
📋 Day 14 TASK
Final Decision

Steps Due Today

✅
All clear — no steps due today

Active Enrollments 0 leads

🌱
No active enrollments
Enroll leads in sequences to start nurturing
Total Enrollments (All-Time)
1
Completed
0
Converted
0
Conv. Rate
0%
📈 Conversion Rate by Sequence
No conversions yet Once a lead converts while in a sequence, its conversion rate will show up here.
📊 Sequence Performance
🔄 HOT Sequence
0 enrolled 0% done 0% conv
🔄 WARM Sequence
0 enrolled 0% done 0% conv
🔄 COLD Sequence
1 enrolled 0% done 0% conv
🔄 Re-Activation
0 enrolled 0% done 0% conv
🔄 Client Retention
0 enrolled 0% done 0% conv
🔄 Referral Engine
0 enrolled 0% done 0% conv
🔄 Post-Quote Follow-up
0 enrolled 0% done 0% conv

Behavioral Triggers 8/8 Active

Invoice 7-Day Overdue Alert

Trigger when invoice is unpaid 7 days past due date

INVOICE OVERDUE Fired 0×
Missed Follow-up 2x Alert

Trigger when same follow-up is missed 2 times in a row

MISSED FOLLOWUP Fired 42908×
No Follow-up 3 Days

Trigger when an active lead has no follow-up scheduled for 3+ days

NO FOLLOWUP DAYS Fired 30799×
Score Drop Alert

Trigger when lead score drops by 20+ points in a single update

SCORE DROP Fired 14977×
Score Rise — Enroll HOT Sequence

Trigger when lead score rises above 80 — enroll in HOT sequence

SCORE RISE Fired 0×
HOT Score on New Lead Add

If new lead is scored HOT (80+) on add, immediately create follow-up task

SCORE RISE Fired 0×
Sequence Completed — No Convert

Trigger when a nurture sequence completes without converting the lead

SEQUENCE COMPLETED Fired 0×
5-Day Silent Lead Alert

Trigger when a lead has been silent (no contact) for 5 days

SILENT DAYS Fired 62260×

Sequence Builder

Steps
Edit Step
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