Sequences

Start from a template

Pre-built for home care intake, recruiting, and referral workflows. Pick one and wire it into a pipeline stage.

5 templates

Post-inquiry nurture

Client pipeline

New client inquiry lands. Four touches across SMS, email, and voice over ten days.

SMSEmailVoice
Editable after install

Caregiver applicant nurture

Recruiting pipeline

Applicant submits the recruiting form. Confirms receipt, gets a background-check link, and locks in an interview.

SMSEmailVoice
Editable after install

Consult to WellSky intake handoff

Client pipeline

Consult is marked Qualified. Assigns the intake coordinator and creates the WellSky client record.

Internal taskSMSWellSky syncEmail
Editable after install

Lapsed lead re-engagement

Client pipeline

Contact goes quiet for 30 days. One SMS, two branches based on reply.

SMS
Editable after install

Referral partner activation

Referral pipeline

A new referral source sends their first lead. Thank-you task, status update, and a closed-rate report.

Internal taskSMSEmail
Editable after install

Your sequences

Click a row to inspect the steps and current enrollments.

6 total
NameChannelsStatusEnrolledLast run
Post-inquiry nurture (Leads)
Client pipeline
Active4718m ago
Caregiver applicant nurture
Recruiting pipeline
Active2347m ago
Consult to WellSky handoff
Client pipeline
Active93h ago
Lapsed lead re-engagement
Client pipeline
Paused141d ago
Referral partner activation
Referral pipeline
Paused62d ago
VA Aid and Attendance follow-up
Client pipeline
Draft01w ago

Post-inquiry nurture (Leads)

Active

47 enrolled · last ran 18m ago · Client pipeline

Read-only preview
Trigger
Trigger
Contact lands in Leads · Stage: New
Wait
Wait 1 day
Send window 9 AM to 9 PM local
SMS
SMS to primary contact
"Hi [contact.first_name], following up on your inquiry about care for [recipient.first_name]…"
Consent okA2P registered
Quiet hours: 9 AM to 9 PM local
Wait
Wait 2 days
Email
Email: care overview
Sends the PDF and a scheduling link for the consult call.
Consent ok
Branch
Branch on reply
Replied → exit. No reply → continue.
Wait
Wait 3 days
SMS
SMS check-in
"Just checking in. Want to set up a quick call this week?"
Consent missingA2P registered
Quiet hours: 9 AM to 9 PM local
Wait
Wait 5 days
Voice
AI voice callback
Opens with the HIPAA disclosure. Books a consult or leaves a callback request.
Consent ok
Task
Assign intake coordinator
Round-robin among on-shift coordinators if the lead engages.

Current enrollments

Contacts moving through this sequence right now. Recipient line shows who the care is for.

8 contacts
ContactCurrent stepDays inNext actionState
MG
Maria Garcia
POA for Rosa Garcia
Wait 2 days
3d
Mon 11:58 AMjust now
In progress
JW
James Whitman
Adult son of Eleanor Whitman
Email: care overview
5d
Sun 10:33 PMjust now
In progress
PA
Priya Anand
Daughter, primary contact
SMS check-in
8d
Sun 11:58 PMjust now
In progress
TB
Tom Becker
Self (recipient and contact)
AI voice callback
10d
Sun 11:28 PMjust now
In progress
LP
Linda Park
POA for Henry Park
Stopped at SMS check-in
6d
Sun 5:58 PM4h ago
Stopped· TCPA opt-out (STOP keyword)
DC
David Cho
Son-in-law, billing proxy for Soo Cho
Assign intake coordinator
12d
Sun 4:58 PM5h ago
Completed· Consult booked
RA
Renee Alvarez
Granddaughter, secondary contact
Wait 3 days
4d
Mon 7:58 PMjust now
In progress
MB
Marcus Brown
Adult son, primary contact
Email: care overview
5d
Mon 3:58 AMjust now
In progress

The workflow engine wires up in M4. For now this view is read-only. Once the Inngest jobs and consent gates are live, enrolling a contact will fire real SMS, email, and AI voice steps with per-contact consent checks and TCPA quiet-hours enforcement on every outbound.