Harvard Business Review reports that, depending on the study and industry, acquiring a new customer is anywhere from five to 25 times more expensive than retaining an existing one. (Harvard Business Review)
What triggers it
A deal is marked closed-lost. That's the moment most teams stop following up — and the moment this workflow starts.
The walk-through
Here's the shape of it — every step visible on the canvas, every delay yours to change:
- An email goes out — carrying the required unsubscribe link, like every email the platform sends.
- A deliberate pause — nothing for 3 days, on purpose.
- An instant text from your business number — consent-gated, and it queues in your Approvals inbox before it sends.
- A deliberate pause — nothing for 4 days, on purpose.
- An email goes out — carrying the required unsubscribe link, like every email the platform sends.
- 2 days later, Arianna places an AI call — only to contacts with prior express consent on file, inside calling hours, per TCPA rules.
- 2 days later, the workflow checks — Replied?
- If yes:
- A handoff to Autopilot, which works the deal toward your pipeline's goal from there (included on the Pro and Agency plans).
- If no:
- The workflow enrolls them in Long-Term Nurture — the long game takes over from here.
- If yes:
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 Mortgage & Lending 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 Mortgage & Lending 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 →