New lead welcome sequence for therapy practices
Every new contact gets the same disciplined first 48 hours: an immediate text, a call within the hour, an email recap, and a booked next step. Frontdesk runs it for clients.
Trigger
A contact is created from any source: a call, a form, a chat, or a manual add.
Built from
Why teams set this up
Follow-up quality depends on who happened to be working and how their day went. Your best rep follows up five times. Your busiest rep, zero.
Identical follow-up discipline on every lead
First call inside the first hour
No lead exits the first week untouched
How the automation runs
A referral gets added to the CRM from a phone screenshot. Within the hour they have a welcome text, a qualification call, and a consultation on the books. The rep who added them did nothing else.
- 1Outbound SMS
An immediate text confirms you got their request
- 2Wait step
The sequence pauses briefly so the touchpoints feel human
- 3Outbound call
The AI calls to qualify and book within the first hour
- 4Conditional branch
Unreached leads get a different track than booked ones
- 5Email
A follow-up email recaps next steps either way
How therapy practices teams run it
Every inquiry gets the same gentle first week: a warm text, a scheduling call, and a reminder before the consult.
Synced with your systems
Built from standard Frontdesk blocks
No custom development. Each step is a building block you can rearrange, retime, or extend, so this workflow can grow into the next one.
Activation journeys that include this workflow
This workflow is one step inside larger activation journeys that run the full customer lifecycle.
Customer activation
Guide every new customer toward the behavior that proves value and builds momentum.
See the journey →Lead-to-demo activation
Respond while intent is high, answer early questions, and book the right next meeting.
See the journey →Trial user activation
Use behavior and conversation signals to rescue stalled trials before the evaluation window closes.
See the journey →Common questions
How does the new lead welcome sequence workflow start?
A contact is created from any source: a call, a form, a chat, or a manual add.
Which channels does this use?
This workflow runs over sms, outbound voice, email. Each step can use the channel that fits the customer and the urgency.
Can my team stay in control of when it fires?
Yes. The trigger can be a field a person flips on a ticket or contact, so a human makes the decision and Frontdesk does the follow-through. Any step can also route to a teammate with the transcript and collected data.
Does it keep our records up to date?
Every call, text, and email in the workflow is logged against the contact and ticket, with transcripts attached. Frontdesk can also sync contacts and fields to your CRM.
What happens when a customer needs a human?
The workflow hands off with context: the right teammate gets the full history, the transcript, and the collected answers, so the customer never repeats themselves.
Which systems does this work with for therapy practices businesses?
Frontdesk can work with HubSpot, Salesforce, Pipedrive, Google Calendar, Outlook, Webhooks, plus API and webhook connections for custom systems, so every conversation lands on the right record.
Thinking bigger than one workflow?
The customer journey library maps full lifecycle automations across activation, onboarding, retention, and growth.
Explore customer journeys →This workflow also runs for any industry.
See the all-industry version →More from speed to lead
Reach new leads while they are still on your website, and follow up like your best rep every time.
Instant form callback
A form submission triggers a phone call in under a minute, while the lead is still on your website.
Web chat to booked appointment
The website chat answers real questions from your knowledge base and converts visitors into booked appointments without a form in sight.
Quote follow-up sequence
Sent quotes stop dying in inboxes. A timed cadence of texts and calls runs until the customer decides, one way or the other.