Opt-in + Follow Up Campaign

When a prospect submits a lead magnet form, this automation fires immediately — tagging them as a lead magnet contact, creating or updating an opportunity in the pipeline, then hitting them across three channels simultaneously: email, SMS, and WhatsApp. It also updates their engagement score and sets a 1-day wait before the next step in the follow-up sequence begins.

Most businesses deliver a lead magnet and then go quiet. This automation ensures that the moment someone raises their hand, they're contacted across every channel they're likely to be active on — email, SMS, and WhatsApp — dramatically increasing the chance they actually see and engage with the follow-up. The pipeline opportunity creation means the lead is immediately visible and trackable in the sales process, not just sitting in a contact list somewhere.

This is the lead magnet activation engine — the automation that turns a downloaded checklist, guide, or template into an active sales conversation. For clients using content to attract leads, this is the critical next step that determines whether the lead magnet investment pays off. Without this, leads opt in and disappear. With it, every opt-in becomes a multi-touch follow-up sequence within minutes.