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Digital Lead Playbook
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Day
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SwitchboardStart campaign by sending first SMSSend SMSSend SMSSend SMSSend SMSSend SMSSend SMSSend SMSSend SMSEnd campaign by sending last SMS
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AgentImmediately Double dial lead. If they don't answer, send No Engagement SMS 1No call or SMSSingle dial. If they don't answer, send No Engagement SMS 1-5No call or SMSSingle dial. If they don't answer, send No Engagement SMS 1-5No call or SMSSingle dial. If they don't answer, send No Engagement SMS 1-5No call or SMSSingle dial. If they don't answer, send No Engagement SMS 1-5No call or SMS
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30 minutes later Single dial lead. If they don't answer, send No Engagement 2
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2-3 hours later Single dial lead. If they don't answer, send No Engagement 3
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Best Practices
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At any point if the lead responds and request text, pivot to Best Life/MP template SMS 1
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When the lead engages, stop automation by clicking the red button and tag them "responded". Do not rely on the system, manully do these two items
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