1. Trigger — Appointment Status - Trigger: Appointment Status → New - Enrollment: Contact Only - Event Type: Normal - Calendar: Growth Strategy Meeting - Tag: appointment_booked Purpose: The workflow starts when a contact books a Growth Strategy Meeting through the website. 2. Send Thank-You SMS Action: SMS – Thank You For Booking The Appointment Hi {{contact.first_name}}, your Growth Strategy Meeting has been successfully booked. We look forward to speaking with you at the scheduled time. Thank you! Calendar Link: {{appointment link}} 3. Internal Notification Send a notification to the Sales Manager: {{contact.full_name}} has booked a Growth Strategy Meeting. 4. Create Opportunity - Pipeline: Knock Knock Leads - Stage: Appointment Booked - Opportunity Name: {{contact.full_name}} - Opportunity Source: {{contact.source}} 5. Wait — 1 Day Before Appointment Wait until 1 day before the scheduled appointment. 6. IF/ELSE — Opportunity Status Condition: Pipeline = Knock Knock Leads AND Stage = Appointment Booked YES → Send Reminder SMS 1 NO → End Workflow 7. Reminder SMS 1 Hi {{contact.first_name}}, this is a reminder that your Growth Strategy Meeting is scheduled for tomorrow. We look forward to speaking with you. Appointment Link: {{appointment link}} 8. Wait — Customer Reply Wait: Until Contact Replies Timeout: 12 Hours Reply To: Reminder SMS 1 9. Reminder SMS 2 If the customer does not reply within 12 hours: Hi {{contact.first_name}}, we have a meeting scheduled at 5 PM. Please confirm whether you will be joining. 10. IF/ELSE — Reply to SMS 2 Condition: Contact Replied = True YES → Final Email → End NO → End Workflow 11. Final Email Subject: Thank You for Confirming Your Meeting Hi {{contact.first_name}}, Thank you for confirming. We look forward to speaking with you at the scheduled time. Best Regards, {{Business Name}} Overall: Appointment → Confirmation → Sales Notification → Opportunity → 1-Day Reminder → Reply Check → Second SMS → Final Reply Check → Final Email/End.