Day 6 · Graceful Close

WF02 Phase 5 — Sequence End

The automated cadence closes. Hot/Warm leads get flagged for reception. Cool leads end cleanly.

Active · Currently In Play

Phase 5 is the graceful exit. On Day 6, if the lead still hasn't booked, the opportunity moves to No Answer, Complete. From there the disposition depends on temperature: high-value leads get flagged for manual reception follow-up; Cool/Standard leads close the active cadence and hand off to the Engine 2 Trust pipeline for long-term nurture.

Nothing is ever "lost." The contact record stays alive, stays tagged, and stays inside a cadence that re-engages when the patient is ready — whether that's next month or next year.

Phase 5 logic

Step 5.1 · Wait until Day 6

From form submission.

Step 5.2 · If / Else — Already Booked?

Booked → END cleanly. No further action.
Not booked → update opportunity stage.

Step 5.3 · Update Opportunity Stage

Stage → No Answer, Complete. No further automated messages after this point.

Step 5.4 · If / Else — High-Value Lead?

Condition: qual_lead_temperature = Hot or treatment interest is Dental Implants, Invisalign, Veneers or Dental Bonding.
High value → Step 5.5 (flag for manual follow-up).
Cool / Standard → Engine 2 handoff. Monthly educational cadence begins.

Step 5.5 · Flag for Manual Reception Follow-up

Apply tag: QUAL - Manual Follow-up Required.
Create task for reception to review and optionally reach out manually. No automated message fires — manual follow-up is a reception decision only.

Day 6 exits

Booked

Lead booked at any point during the 6-day window. Stage already moved to Booked at that point. Day 6 workflow skips cleanly. AI cadence retired at the moment of booking.

High-Value (Hot/Warm)

Stage = No Answer, Complete. Tag QUAL - Manual Follow-up Required applied. Reception sees the task on their dashboard for discretionary outreach.

Cool / Standard → Engine 2

Stage moves to No Answer, Complete. Contact hands off to the Engine 2 Trust pipeline — 12 months of monthly educational touches, Purchase Moment triggers watching. Nothing is lost, just paced differently.

Clean close on disqualified

Wrong Number, Not Interested, or manually disqualified leads end the sequence fully — no further automation, no handoff, no drip. Honest exits matter.

Why Day 6 is a handoff, not an ending

Most Engine 1 cadences die on Day 6 — the lead is marked lost, the workflow ends, the record goes cold. The Growth Hub treats Day 6 differently. Booked leads have already exited cleanly; high-value leads get a human on the file; Cool leads walk straight into Engine 2's long-term nurture. The cadence changes pace, but the relationship keeps going. That's how one-off enquiries become long-term patients.