CPG eBook Automation Flow
eBook Landing Page
→
eBook Drip
→
5 Week Nurture
→
AI SMS Engagement
→
Meeting Scheduled
→
Active Client
Detailed Flow:
Landing Page → Form Submit
↓
Added to CRM + Tag: CPG_EBOOK
↓
Email: Thank you w/ link
↓
SMS: Thank you w/ link
↓
Wait 1 day
↓
Email: Free Audit offer
↓
AI employee: if no reply
If reply → assign to human
↓
Wait 7 days
↓
Email: 20% off last day
↓
AI employee: if no reply - free audit
If reply → book meeting
↓
Enter 5-Week CPG Nurture
Facebook/IG Ads Automation Flow
FB/IG Lead Form
→
Inbound Flow
→
AI SMS Engagement
→
Meeting Booked
→
Payment
→
Onboarding
Detailed Flow:
FB/IG Lead Form Submit
↓
Zapier → CRM (cpg_fb_lead_form)
↓
AI SMS: Welcome + Book Call Link
↓
Wait 24 hours
↓
AI: Follow-up if no reply
If interest → AI books call immediately
↓
Wait 48 hours
↓
AI: Final follow-up + case study
If human needed → SMS alert to rep
↓
Meeting Booked?
Yes → Stop nurture, send meeting reminder
No → Continue light nurture (1x/week)
Outbound List Automation Flow
Outbound List
→
Cold Outbound Flow
→
10-Email Cadence
→
AI SMS If Interest
→
Meeting
→
Paid Client
Detailed Flow:
Upload List to Apollo/CRM
↓
Tag: outbound_lead
↓
Email 1: Introduction
↓
Wait 3 days
↓
Email 2: Value prop
↓
Wait 5 days
↓
Email 3: Case study
Continue 10-email sequence over 6 weeks
↓
Reply received?
Yes → AI SMS takeover + book call
No → Continue cadence
↓
AI SMS: Light touch follow-up
Warm Inbound Flow (Website / Free Tools)
Website Form
→
Inbound Flow
→
AI SMS Engagement
→
Meeting Scheduled
→
Payment
→
Onboarding
Detailed Flow:
Website Form / Free Tool Signup
↓
Added to CRM (warm_lead tag)
↓
AI SMS: Immediate response
AI answers question + offers strategy call
↓
AI conversation continues
If interest shown → AI books call
If needs human → SMS alert to rep
↓
Email: Follow-up + resources
↓
Wait 48 hours
↓
AI: Check-in via SMS
Continue every 48-72 hours until meeting or stop