Lead-response research published in Harvard Business Review found companies that tried to contact new leads within an hour were nearly seven times as likely to qualify them as those that waited even an hour longer. (Harvard Business Review)
What triggers it
A new remodeling lead arrives — from a website form, a landing page, a list import, or any connected lead source. The moment the contact is created, this workflow starts.
The walk-through
Here's the shape of it — every step visible on the canvas, every delay yours to change:
- The deal is created in your pipeline instantly — dropped into the New Lead stage and marked Hot, so nothing lives in a spreadsheet limbo.
- The contact is tagged
website-lead, so you can always see exactly who this workflow has touched. - An instant text from your business number — consent-gated, and it queues in your Approvals inbox before it sends.
- A handoff to Autopilot, which works the deal toward your pipeline's goal from there (included on the Pro and Agency plans).
How it stops
Out of the box it stops the moment the contact replies — the conversation is yours (or Arianna's) from there. And if they text STOP, everything halts instantly. That's a compliance rule, not a setting.
The rails
Every touch in this workflow runs on the same rails as everything else in Sales Team Toolbox:
- Consent first. Texts and calls go only to contacts with prior express consent on file. No consent, no send — no exceptions.
- The Approvals inbox. AI-drafted texts and calls queue for your approval before anything goes out, until you deliberately switch a step to auto-approve.
- STOP always wins. One opt-out halts every workflow for that contact, instantly. It is not a setting you can turn off.
- Quiet hours and send-fatigue limits. Touches respect calling hours and per-contact frequency caps.
- An unsubscribe link in every email. Standard, always.
The fine print lives in the compliance FAQ.
You don't import this. Pick Home Remodeling at signup and this workflow — plus 6 more — installs itself before onboarding ends. Already customized yours? Nothing here ever overwrites your edits.
The rest of the Home Remodeling suite
Under the hood
Every step above is a node on a visual canvas you can open and edit. Read how workflows run, the node reference, your niche suite, and Autopilot & Agent Goals (Autopilot is included on the Pro and Agency plans).
See where this fits in the platform: the full product tour →