Prospect Pipeline Automation Cheat Sheet

This document is a cheat sheet that outlines the stages of the Prospect Pipeline Automation process utilized by Good Vibe Squad. It details how leads enter various stages, including 'New Leads,' 'Booked Appointment,' 'In Contact,' 'Holding,' 'No Show,' 'Reactivation,' '1003 Started,' 'Not Yet Ready,' 'Credit Repair,' 'Docs Requested,' '1003 Completed,' and 'Pre-Approval.' Each stage is described with specific criteria for lead entry, the automated actions taken by the system, and the duration for which leads remain in each stage. For instance, leads in the 'New Leads' stage receive automated follow-ups to initiate conversations, while those in the 'Booked Appointment' stage receive reminders about upcoming appointments. The document emphasizes the importance of managing leads effectively through automation to enhance engagement and conversion rates.