Playbook: Build a Cold-Lead Nurture Workflow With SMS Drips and Automations
Turn cold leads into booked deals with a Revamp365 nurture chain: segment contacts, run an SMS drip cadence, and automate status moves and opt-outs.
Step 1: Segment your cold leads in Contacts CRM
Open Contacts CRM from the left navigation and isolate the leads to nurture. Tag the batch (for example cold-2024) or build a saved view filtered by Lead Status and Lead Temperature. Set the temperature to Cold on the group so the segment is unambiguous. Selections over 500 contacts run in the background. Confirm the contacts have valid phone numbers — skip-trace any that are missing one first. See set lead status and temperature for the full pipeline of status values (NEW, #1 Make Contact, #2 Warm Follow Up, and so on).
Step 2: Build the SMS drip cadence
The drip lives in a multi-day Workflow. Go to AI Voice → Workflows, click Create Workflow, and on the Cadence step either start from a template or build your own. Template Span Use for Aggressive 7-Day 7 days Fresh, time-sensitive leads Moderate 5-Day 5 days Standard follow-up 30-Day Mild 30 days Long-tail cold lists 6-Month Drip 180 days Stay top-of-mind Add Send SMS steps and set the wait before each (minutes, hours, or days). Personalize with variables: {first_name}, {last_name}, {address}, {workflow_name}. Publishing SMS steps requires an approved A2P 10DLC registration. Until then you can Save Draft, but a red banner blocks publishing. For message-writing detail, follow build an SMS drip sequence. To enroll the segment from Step 1, use the workflow's assign dialog and pick your saved view or tag.
Step 3: Automate status moves and opt-outs
Automations react to events so the nurture stays clean. Open Automations from the left nav, click + Create automation, choose a trigger, add optional conditions, then Add step. Useful patterns for cold nurture: Trigger Inbound SMS received → step Set lead temperature to Warm and Add tag replied. A reply means the lead is no longer cold. Trigger Lead status changed to a hot stage → Enroll in AI Agent for a two-way conversation. Trigger SMS opt-out received → Turn DNC on. STOP replies already suppress sends; this mirrors the flag onto the contact. Set the enrollment policy to control re-enrollment throttling, then Activate the automation (toggle it back to Pause anytime).
Step 4: Hand warm leads to the pipeline
When a lead engages, create a deal and track it on your board. Use move and bulk-update deals to advance the stage as the conversation progresses.
How the pieces connect
The segment defines who gets messaged. The drip cadence does the repeated outreach. Automations watch for replies, opt-outs, and status changes, then update records and escalate. Review delivery and reply stats on each campaign, and check Automations → Logs to confirm steps are firing as expected.