Start from what they actually did
A quote request, a missed call, and a completed assessment are different signals. Match the follow-up to the inquiry and the service they asked about.
Know when to stop
Stop or adjust sequences when someone replies, books, opts out, or no longer needs the service. A useful workflow should respect the conversation.
Make ownership visible
Keep the follow-up history with the opportunity and assign a person to handle responses. Automation supports accountability; it does not replace it.
