video1.0<iframe src="https://www.loom.com/embed/09730f2ea6544ed693d147635d3bc610" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/09730f2ea6544ed693d147635d3bc610-d03105fcecd2d2a2.gif742.827This Loom walks through the workflow process for Haven and Co.’s new lead capture from form submission to lead nurturing. When a form is submitted, the lead is tagged as “Haven Lead,” an opportunity card is created in the new inquiry stage, and a confirmation email is sent with an assurance that the team will respond within 24 hours. The agent is then notified, and after a one-day wait a personal outreach email is sent inviting a discovery call; branches send leads to a consultation workflow if an appointment or consultation is booked. If not booked, the workflow sends up to two warm nudge emails over subsequent waits of two days, then after another two days tags the lead as cold, removes the Haven Lead tag, closes the file, and enrolls them in long-term nurture.