Automations
⚡️ Leads2.4GHL

Video Sales Letter Opt-In

Nurtures VSL opt-ins toward a booked strategy call with gated email/SMS follow-ups and a long re-engagement sequence.

1 trigger 22 steps Advanced
What it does

When a prospect opts in through a VSL funnel, this automation runs a deep, multi-branch follow-up sequence across email and SMS. The workflow branches at multiple decision points based on engagement and response behaviour — contacts who engage get moved forward through progressively warmer sequences, while non-responders are routed into re-engagement tracks. The extended length of the workflow indicates a thorough follow-up cadence running across multiple days with consistent touchpoints throughout.

The value

A VSL opt-in is one of the highest-intent actions a prospect can take — they've watched the video, they're interested, and the first 24–48 hours are critical. This automation capitalises on that window by firing an immediate, multi-touch follow-up sequence that keeps the momentum going. The branching logic means engaged prospects get accelerated toward a sales conversation, while quieter leads are kept warm rather than abandoned.

Where it fits

This sits at the bottom of the awareness funnel — prospects who reach a VSL page have already been through some level of targeting or nurture. This automation is the bridge between video engagement and booked call. For clients running paid ads or content funnels that lead to a VSL, this is the sequence that determines whether that ad spend actually converts into revenue.

Overall purpose

Automatically nurture contacts who opt into the VSL funnel by creating a sales opportunity, encouraging them to book a strategy call through multiple email and SMS follow-ups, updating pipeline stages, and stopping reminders once a call has been scheduled.

The build — trigger → steps

Triggerentry point

VSL Form Submission

Form Submitted

Contact submits the VSL Opt-In form
  1. Tag Contact

    Action

    Add Contact Tag · vsloptin

  2. Check #1 — Strategy Call Scheduled?

    If / Else

    Condition: contact does NOT have tag "sales call | scheduled"

    Continues down the nurture only if no call is booked

  3. Create or Update Opportunity

    Action

    Pipeline: VSL Sales Pipeline · Stage: Initial VSL Lead

    Opportunity Name: {{contact.name}} | VSL #1

  4. Email #1

    Email

    Subject: Don't Forget to Book Your Strategy Session!

  5. SMS #1

    SMS

    Send SMS

  6. Increase Contact Engagement Score

    Action

    Modify Contact Engagement · +1 Point

  7. Wait — 1 Day

    Wait

    Time-Based Wait · 1 Day

  8. Check #2 — Strategy Call Scheduled?

    If / Else

    Condition: contact does NOT have tag "sales call | scheduled"

    Continues only if no call is booked

  9. Update Opportunity

    Action

    Move to Follow-Up Stage

  10. Email #2

    Email

    Subject: Let's Get You Scheduled

  11. SMS #2

    SMS

    Send SMS

  12. Wait — 1 Day

    Wait

    Time-Based Wait · 1 Day

  13. Check #3 — Strategy Call Scheduled?

    If / Else

    Condition: contact does NOT have tag "sales call | scheduled"

    Continues only if no call is booked

  14. Email #3

    Email

    Subject: Let's Get You Scheduled

  15. SMS #3

    SMS

    Send SMS

  16. Wait — 1 Day

    Wait

    Time-Based Wait · 1 Day

  17. Check #4 — Strategy Call Scheduled?

    If / Else

    Condition: contact does NOT have tag "sales call | scheduled"

    Continues only if no call is booked

  18. Update Opportunity

    Action

    Move to Re-Engagement Stage

  19. Long Re-Engagement Sequence

    Action

    5 Cycles · Email + SMS + Wait 1 Day each

    Each cycle: Send Email (Subject: Did we miss the mark?); Send SMS; Wait 1 Day

  20. Update Opportunity

    Action

    Move to Final Nurture / Unresponsive Stage

  21. If Strategy Call Is Scheduled

    If / Else

    Condition: contact has tag "sales call | scheduled"

    No actions currently configured; workflow ends

  22. Workflow Ends

    End

Timeline

  1. 1Day 0: Opportunity created (Initial VSL Lead) + Email #1 + SMS #1
  2. 2Day 1: Follow-Up stage + Email #2 + SMS #2
  3. 3Day 2: Email #3 + SMS #3
  4. 4Day 3: Re-Engagement stage
  5. 5Days 3–8: 5 re-engagement cycles (Email "Did we miss the mark?" + SMS + 1-day wait)
  6. 6End: Final Nurture / Unresponsive stage (or exit early once call is booked)
vslopt-innurtureemailsmsre-engagement