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⚡ Advanced7.1GHL

A.I. Powered New Leads

Central AI hub capturing leads from 11 channels and routing each by source into tailored email, SMS, IG, WhatsApp, and AI-voice nurture.

11 triggers 90 steps 10 branches Advanced
What it does

This is the single most comprehensive automation in the entire system — a massive, multi-column AI-powered workflow that serves as the central intelligence hub for all new lead activity across every channel simultaneously. Across ten or more parallel entry points it captures leads from website forms, social media, funnels, inbound calls, chat interactions, and manual CRM entries — all feeding into a central qualification node. From there, AI logic analyses each lead's source, behaviour, and data profile before routing them into the appropriate branch. Each branch runs its own full qualification, tagging, pipeline creation, and multi-channel follow-up sequence — email, SMS, and AI voice or chat — tailored to where the lead came from and what they've indicated about their intent. Deeper in the workflow, secondary AI decision layers assess engagement and re-route contacts based on how they've responded, creating a continuously adaptive follow-up system that gets smarter with every interaction.

The value

This automation replaces what would otherwise require a full lead management team — capturing every lead from every channel, qualifying them intelligently, routing them correctly, and following up across multiple touchpoints without a single manual action. The AI layer means the system doesn't just fire static sequences — it adapts based on real behaviour, prioritising hot leads, re-engaging cold ones, and ensuring the right message reaches the right person at the right time. For any business serious about scaling lead generation, this is the engine that makes it possible without scaling headcount at the same rate.

Where it fits

This is the crown jewel of the Advanced automation suite — the automation that ties every other lead-related workflow together into a single, intelligent system. Where individual automations handle specific channels or scenarios, this one operates across all of them simultaneously, creating a unified lead management experience that no manual process or disconnected tool stack can replicate. In client presentations and sales conversations, this automation is the most powerful demonstration of what an AI-powered business operating system actually delivers — not a collection of tools, but a single intelligent system that runs the entire front end of the business automatically.

Overall purpose

This workflow is a master lead capture, routing, and multi-channel nurture system. It accepts leads from multiple entry points, standardises them into a single New Leads pipeline, and delivers an automated follow-up campaign using Email, SMS, Instagram DMs, WhatsApp, and AI Voice Calls. The workflow also adapts its behaviour based on: - Lead source - Available contact information - Instagram interactions - AI Voice Call interactions

The build — trigger → steps → branches

Triggersentry point

Chat Widget Lead

Contact Tag Added

Tag = chat widget | lead

Route chat widget leads into the default New Leads nurture.

Demo Kit Funnel

Form Submission

Route Demo Kit leads into the workflow.

A.I. Sales Team Funnel

Form Submission

Route AI Sales Team leads into the specialised AI-first workflow.

Training Funnel

Form Submission

Route Training Funnel leads into the workflow.

Mastermind Accelerator Funnel

Form Submission

Route Mastermind leads into the workflow.

Lead Magnet Funnel

Form Submission

Route Lead Magnet downloads into the workflow.

Case Study Funnel

Form Submission

Route Case Study leads into the workflow.

Group Access Granted

Group Access

Enroll contacts when group access is granted.

Instagram Comment

Instagram Comment

Capture leads commenting on Instagram posts with predefined keywords.

Instagram DM

Instagram Direct Message

Capture inbound Instagram conversations.

Facebook Lead Form

Facebook Lead Form

Capture Facebook Lead Ads.

  1. Tag Contact — New Lead

    Action

    Add Contact Tag · new lead

    Identify every incoming contact as a new lead for AI tracking and reporting.

If / Elsesplits into 10

What Is The Trigger

Chat Widget52 steps

Default path — chat widget leads enter the primary New Leads nurture directly. This is the shared Core New Leads Nurture that most other branches also merge into.

  1. Create Opportunity

    Action

    Create Opportunity · New Leads Pipeline

    Create an opportunity for every new lead.

  2. Modify Engagement Score

    Action

    Modify Contact Engagement · +2 Points

    Increase engagement score upon entry.

  3. Wait — 1 Hour

    Wait

    Time-Based Wait · 1 Hour

  4. Email #1

    Email

    Subject: {{contact.first_name}}, are you against seeing similar successes in your business?

  5. SMS #1

    SMS

    Send SMS

    Reinforce Email #1.

  6. Instagram DM #1

    Action

    Send Instagram DM

    Mirror the SMS content.

  7. WhatsApp #1

    Action

    Send WhatsApp

    Send a personalised introduction with a demo link.

  8. AI Voice Call

    Action

    AI Voice Call

    Not sent on Day 1.

  9. Tag — new lead day 1

    Action

    Add Contact Tag · new lead day 1

  10. Facebook Conversion Event

    Action

    Facebook Conversion API · Event: Lead

    Record a Lead conversion.

  11. Wait — 22 Hours

    Wait

    Time-Based Wait · 22 Hours

  12. Email #2

    Email

    Subject: {{contact.first_name}}, Are you against joining the 170+ entrepreneurs using this software?

  13. SMS #2

    SMS

    Send SMS

  14. Instagram DM #2

    Action

    Send Instagram DM

  15. WhatsApp #2

    Action

    Send WhatsApp

  16. AI Voice Call

    Action

    AI Voice Call

    Automated AI follow-up call.

  17. Tag — new lead day 2

    Action

    Add Contact Tag · new lead day 2

  18. Wait — 22 Hours

    Wait

    Time-Based Wait · 22 Hours

  19. Email #3

    Email

    Subject: {{contact.first_name}}, Is there a reason you wouldn't want 237 appointments from our A.I. Sales Team?

  20. SMS #3

    SMS

    Send SMS

  21. Instagram DM #3

    Action

    Send Instagram DM

  22. WhatsApp #3

    Action

    Send WhatsApp

  23. AI Voice Call

    Action

    AI Voice Call

  24. Tag — new lead day 3

    Action

    Add Contact Tag · new lead day 3

  25. Wait — 22 Hours

    Wait

    Time-Based Wait · 22 Hours

  26. Email #4

    Email

    Subject: {{contact.first_name}}, Is it too much to get 100+ new customers with our A.I. Instagram Automation?

  27. SMS #4

    SMS

    Send SMS

  28. Instagram DM #4

    Action

    Send Instagram DM

  29. WhatsApp #4

    Action

    Send WhatsApp

  30. AI Voice Call

    Action

    AI Voice Call

  31. Tag — new lead day 4

    Action

    Add Contact Tag · new lead day 4

  32. Wait — 22 Hours

    Wait

    Time-Based Wait · 22 Hours

  33. Email #5

    Email

    Subject: {{contact.first_name}}, Are you opposed to saving $500-$2500 monthly with our software?

  34. SMS #5

    SMS

    Send SMS

  35. Instagram DM #5

    Action

    Send Instagram DM

  36. WhatsApp #5

    Action

    Send WhatsApp

  37. AI Voice Call

    Action

    AI Voice Call

  38. Tag — new lead day 5

    Action

    Add Contact Tag · new lead day 5

  39. Wait — 22 Hours

    Wait

    Time-Based Wait · 22 Hours

  40. Email #6 (Day 6)

    Email

    Subject: Is it unreasonable to close a 90k deal with our A.I. sales team?

  41. Wait — 22 Hours

    Wait

    Time-Based Wait · 22 Hours

  42. Email #7 (Day 7)

    Email

    Subject: Is there a reason not to achieve 10k wins like our partners?

  43. Wait — 22 Hours

    Wait

    Time-Based Wait · 22 Hours

  44. Email #8 (Day 8)

    Email

    Subject: Do you prefer making less money this year?

  45. Wait — 22 Hours

    Wait

    Time-Based Wait · 22 Hours

  46. Email #9 (Day 9)

    Email

    Subject: Are you against adding $1,000 to $1,000,000 with our snapshot?

  47. Wait — 22 Hours

    Wait

    Time-Based Wait · 22 Hours

  48. Email #10 (Day 10)

    Email

    Subject: Is it too much to add $6,683/mo to your business?

  49. Wait — 22 Hours

    Wait

    Time-Based Wait · 22 Hours

  50. Email #11 (Day 11)

    Email

    Subject: Is it too much to add our DFY systems to scale your business?

  51. Wait — 30 Days

    Wait

    Time-Based Wait · 30 Days

  52. Workflow Ends

    End
Demo Kit Funnel3 steps

  1. Add Demo Kit Tag

    Action

    Add Contact Tag · Demo Kit

  2. Set Source

    Action

    Set Contact Source · Demo Kit Funnel

  3. Merge Into New Leads Nurture

    Action

    Go To · Core New Leads Nurture

    Merge into the shared New Leads nurture sequence.

Training Funnel3 steps

  1. Add Training Funnel Tag

    Action

    Add Contact Tag · Training Funnel

  2. Set Source

    Action

    Set Contact Source · Training Funnel

  3. Merge Into New Leads Nurture

    Action

    Go To · Core New Leads Nurture

    Merge into the shared New Leads nurture sequence.

Case Study Funnel3 steps

  1. Add Case Study Tag

    Action

    Add Contact Tag · Case Study

  2. Set Source

    Action

    Set Contact Source · Case Study Funnel

  3. Merge Into New Leads Nurture

    Action

    Go To · Core New Leads Nurture

    Merge into the shared New Leads nurture sequence.

Lead Magnet Funnel6 steps

  1. Add Lead Magnet Tag

    Action

    Add Contact Tag · Lead Magnet

  2. Set Source

    Action

    Set Contact Source · Lead Magnet Funnel

  3. Thank You Email

    Email

    Send Email · Thank You

  4. Send SMS

    SMS

    Send SMS

  5. Add WhatsApp Note

    Action

    Add WhatsApp Note

  6. Merge Into New Leads Nurture

    Action

    Go To · Core New Leads Nurture

    Merge into the shared New Leads nurture sequence.

Group Access3 steps

  1. Add Free Group Tag

    Action

    Add Contact Tag · Free Group

  2. Set Source

    Action

    Set Contact Source · Group Access

  3. Merge Into New Leads Nurture

    Action

    Go To · Core New Leads Nurture

    Merge into the shared New Leads nurture sequence.

Mastermind Accelerator3 steps

  1. Add Mastermind Accelerator Tag

    Action

    Add Contact Tag · Mastermind Accelerator

  2. Set Source

    Action

    Set Contact Source · Mastermind Accelerator

  3. Merge Into New Leads Nurture

    Action

    Go To · Core New Leads Nurture

    Merge into the shared New Leads nurture sequence.

AI Sales Team Funnel7 steps

AI-first onboarding sequence that calls the lead before entering the main nurture.

  1. Add AI Sales Team Tag

    Action

    Add Contact Tag · AI Sales Team

  2. Set Source

    Action

    Set Contact Source · AI Sales Team Funnel

  3. AI Voice Call (Immediate)

    Action

    AI Voice Call

    Place an AI Voice Call immediately.

  4. Wait — Until Call Completed

    Wait

    Wait · Until AI Voice Call Completed

  5. Instant SMS

    SMS

    Send SMS

  6. Wait — 5 Minutes

    Wait

    Time-Based Wait · 5 Minutes

  7. Begin Day 1 Nurture

    Action

    Go To · Core New Leads Nurture

    Begin Day 1 nurture and merge into the main New Leads sequence.

Instagram8 steps

Instagram Interactive Branch — convert Instagram comments and DMs into qualified CRM leads by collecting missing contact details before merging.

  1. Add IG DM Tag

    Action

    Add Contact Tag · IG DM

  2. Welcome Interactive DM

    Action

    Send Instagram DM · Welcome (interactive)

  3. If No Interaction

    If / Else

    No reply to welcome DM

    Send a follow-up DM; wait for reply.

  4. If 'Free' Selected

    If / Else

    Reply = Free

    Ask for Name; save contact name.

  5. Check Email

    If / Else

    If email is missing

    Ask for Email.

  6. Check Phone

    If / Else

    If phone is missing

    Ask for Phone.

  7. Interactive Menu

    Action

    Send Instagram DM · Menu

    Options: On Demand Demo; AI Instagram Training.

  8. Update Source + Merge

    Action

    Set Contact Source · IG · Go To Core New Leads Nurture

    After a button click, update source to IG and merge into the New Leads nurture immediately before the Day 1 Email.

None (Fallback)1 steps

Fallback path for any unmatched trigger.

  1. No Actions

    Action

    No Actions

    Fallback path for any unmatched trigger.

Timeline

  1. 1Entry: tag 'new lead', route by source, create New Leads opportunity, +2 engagement
  2. 21 hr: Email #1 + SMS #1 + IG DM #1 + WhatsApp #1 + Facebook Lead event; tag 'new lead day 1' (no AI voice call Day 1)
  3. 3Day 2: Email #2 + SMS/IG/WhatsApp #2 + AI Voice Call; tag 'new lead day 2'
  4. 4Day 3: Email #3 + SMS/IG/WhatsApp #3 + AI Voice Call; tag 'new lead day 3'
  5. 5Day 4: Email #4 + SMS/IG/WhatsApp #4 + AI Voice Call; tag 'new lead day 4'
  6. 6Day 5: Email #5 + SMS/IG/WhatsApp #5 + AI Voice Call; tag 'new lead day 5'
  7. 7Days 6-11: email-only nurture (Email #6 through #11), ~daily
  8. 8After Day 11: wait 30 days, then workflow ends
ailead-capturemulti-channelnurturerouteromnichannel