Mountain View Events
Casey asked about a September Saturday wedding for 150 guests and wants a tour.
Book a qualified tour without promising availability.
Lead follow-up sequence pilots start around $3,500.
Generated from setupyour-agent-products
Lead follow-up sequence demo
This static proof packet turns one valuable inquiry, approved facts, missing details, and a conversion goal into a three-message follow-up sequence. Every message requires human approval, and the packet does not claim email, CRM, calendar, SMS, booking, payment, or website write access is already wired.
Ask before promising.
- exact wedding date
- preferred tour windows
- phone number
Generated sequence
Messages, owner tasks, and non-goals.
The sequence preserves the lead while keeping every external touch human-approved.
# Lead Follow-Up Sequence: Mountain View Events Lead: Casey <casey@example.com> Conversion goal: Book a qualified tour without promising availability. Follow-up window: 10 days ## Inquiry summary - Casey asked about a September Saturday wedding for 150 guests and wants a tour. ## Approved facts - Tours run Tuesday through Saturday. - The venue handles weddings and private events up to 180 guests. - Booking holds, availability, discounts, and contract terms require owner approval. ## Missing details - exact wedding date - preferred tour windows - phone number ## Human-approved messages ### Message 1 - day 0 Purpose: Reply quickly and ask for the missing details. Subject: Quick follow-up from Mountain View Events Approval required: yes Hi Casey, thanks for reaching out to Mountain View Events. I have this noted: Casey asked about a September Saturday wedding for 150 guests and wants a tour. Before we point you to the right next step, could you send exact wedding date, preferred tour windows, phone number? A person will review the details before anything is promised. ### Message 2 - day 3 Purpose: Nudge the lead with one useful approved fact. Subject: Still interested in Mountain View Events? Approval required: yes Hi Casey, I wanted to follow up on your request for Mountain View Events. One useful detail: Tours run Tuesday through Saturday. If this still matters, reply with exact wedding date and we will route it for human review. ### Message 3 - day 10 Purpose: Close the loop without pressure and preserve the lead. Subject: Should we close the loop? Approval required: yes Hi Casey, I am closing the loop on your Mountain View Events inquiry for now. If you still want help, reply here and a person can pick it back up. We will not hold dates, change a calendar, apply discounts, or update records without human approval. ## Owner tasks - Review and approve message 1 before any external send. - Confirm the approved fact used in message 2 is still accurate. - Stop the sequence if the lead replies, opts out, books, or becomes risky. - Record the outcome manually until a client-specific CRM/email integration is approved. ## Acceptance checks - Every message is marked approvalRequired. - The first message asks for missing details instead of inventing them. - The sequence stops on reply, opt-out, booking, or risk escalation. - No output claims email, CRM, calendar, booking, or payment integrations are already wired. ## Non-goals - No autonomous external sending in v0. - No CRM, calendar, email, SMS, booking, payment, or website write access until explicitly approved and scoped for the client. - No availability promises, booking holds, discounts, refunds, legal answers, or contract terms beyond approved escalation language. - No live customer data, credentials, private transcripts, or uploads stored in this reusable product repo. ## Pricing anchor - Lead follow-up sequence pilots start around $3,500.