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.
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.
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.
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.
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
VSL Form Submission
Form Submitted
Tag Contact
ActionAdd Contact Tag · vsloptin
Check #1 — Strategy Call Scheduled?
If / ElseCondition: contact does NOT have tag "sales call | scheduled"
Continues down the nurture only if no call is booked
Create or Update Opportunity
ActionPipeline: VSL Sales Pipeline · Stage: Initial VSL Lead
Opportunity Name: {{contact.name}} | VSL #1
Email #1
EmailSubject: Don't Forget to Book Your Strategy Session!
SMS #1
SMSSend SMS
Increase Contact Engagement Score
ActionModify Contact Engagement · +1 Point
Wait — 1 Day
WaitTime-Based Wait · 1 Day
Check #2 — Strategy Call Scheduled?
If / ElseCondition: contact does NOT have tag "sales call | scheduled"
Continues only if no call is booked
Update Opportunity
ActionMove to Follow-Up Stage
Email #2
EmailSubject: Let's Get You Scheduled
SMS #2
SMSSend SMS
Wait — 1 Day
WaitTime-Based Wait · 1 Day
Check #3 — Strategy Call Scheduled?
If / ElseCondition: contact does NOT have tag "sales call | scheduled"
Continues only if no call is booked
Email #3
EmailSubject: Let's Get You Scheduled
SMS #3
SMSSend SMS
Wait — 1 Day
WaitTime-Based Wait · 1 Day
Check #4 — Strategy Call Scheduled?
If / ElseCondition: contact does NOT have tag "sales call | scheduled"
Continues only if no call is booked
Update Opportunity
ActionMove to Re-Engagement Stage
Long Re-Engagement Sequence
Action5 Cycles · Email + SMS + Wait 1 Day each
Each cycle: Send Email (Subject: Did we miss the mark?); Send SMS; Wait 1 Day
Update Opportunity
ActionMove to Final Nurture / Unresponsive Stage
If Strategy Call Is Scheduled
If / ElseCondition: contact has tag "sales call | scheduled"
No actions currently configured; workflow ends
Workflow Ends
End
Timeline
- 1Day 0: Opportunity created (Initial VSL Lead) + Email #1 + SMS #1
- 2Day 1: Follow-Up stage + Email #2 + SMS #2
- 3Day 2: Email #3 + SMS #3
- 4Day 3: Re-Engagement stage
- 5Days 3–8: 5 re-engagement cycles (Email "Did we miss the mark?" + SMS + 1-day wait)
- 6End: Final Nurture / Unresponsive stage (or exit early once call is booked)


