Rodrigo Rodriguez (Pragmatismo)
48c1ae0b51
- Add startup wizard module for first-run configuration - Add white-label branding system with .product file support - Add bot manager for lifecycle, MinIO buckets, and templates - Add version tracking registry for component updates - Create comparison doc: BASIC vs n8n/Zapier/Make/Copilot - Add WhatsApp-style sample dialogs to template documentation - Add data traceability SVG diagram ```
293 lines
8.4 KiB
QBasic
293 lines
8.4 KiB
QBasic
PARAM action AS STRING
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PARAM lead_data AS OBJECT
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lead_id = GET "session.lead_id"
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user_id = GET "session.user_id"
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current_time = FORMAT NOW() AS "YYYY-MM-DD HH:mm:ss"
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IF action = "capture" THEN
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lead_name = GET "lead_data.name"
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lead_email = GET "lead_data.email"
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lead_phone = GET "lead_data.phone"
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lead_company = GET "lead_data.company"
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lead_source = GET "lead_data.source"
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IF lead_email = "" THEN
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TALK "I need your email to continue."
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lead_email = HEAR
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END IF
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IF lead_name = "" THEN
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TALK "May I have your name?"
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lead_name = HEAR
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END IF
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new_lead = CREATE OBJECT
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SET new_lead.id = FORMAT GUID()
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SET new_lead.name = lead_name
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SET new_lead.email = lead_email
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SET new_lead.phone = lead_phone
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SET new_lead.company = lead_company
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SET new_lead.source = lead_source
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SET new_lead.status = "new"
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SET new_lead.score = 0
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SET new_lead.created_at = current_time
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SET new_lead.assigned_to = user_id
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SAVE_FROM_UNSTRUCTURED "leads", FORMAT new_lead AS JSON
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SET "session.lead_id" = new_lead.id
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SET "session.lead_status" = "captured"
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REMEMBER "lead_" + new_lead.id = new_lead
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TALK "Thank you " + lead_name + "! I've captured your information."
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END IF
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IF action = "qualify" THEN
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lead = FIND "leads", "id = '" + lead_id + "'"
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IF lead = NULL THEN
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TALK "No lead found to qualify."
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EXIT
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END IF
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score = 0
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TALK "I need to ask you a few questions to better assist you."
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TALK "What is your company's annual revenue range?"
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TALK "1. Under $1M"
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TALK "2. $1M - $10M"
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TALK "3. $10M - $50M"
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TALK "4. Over $50M"
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revenue_answer = HEAR
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IF revenue_answer = "4" THEN
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score = score + 30
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ELSE IF revenue_answer = "3" THEN
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score = score + 20
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ELSE IF revenue_answer = "2" THEN
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score = score + 10
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ELSE
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score = score + 5
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END IF
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TALK "How many employees does your company have?"
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employees = HEAR
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IF employees > 500 THEN
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score = score + 25
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ELSE IF employees > 100 THEN
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score = score + 15
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ELSE IF employees > 20 THEN
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score = score + 10
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ELSE
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score = score + 5
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END IF
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TALK "What is your timeline for making a decision?"
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TALK "1. This month"
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TALK "2. This quarter"
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TALK "3. This year"
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TALK "4. Just researching"
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timeline = HEAR
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IF timeline = "1" THEN
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score = score + 30
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ELSE IF timeline = "2" THEN
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score = score + 20
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ELSE IF timeline = "3" THEN
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score = score + 10
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ELSE
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score = score + 0
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END IF
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TALK "Do you have budget allocated for this?"
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has_budget = HEAR
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IF has_budget = "yes" OR has_budget = "YES" OR has_budget = "Yes" THEN
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score = score + 25
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ELSE
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score = score + 5
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END IF
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lead_status = "unqualified"
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IF score >= 70 THEN
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lead_status = "hot"
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ELSE IF score >= 50 THEN
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lead_status = "warm"
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ELSE IF score >= 30 THEN
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lead_status = "cold"
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END IF
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update_lead = CREATE OBJECT
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SET update_lead.score = score
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SET update_lead.status = lead_status
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SET update_lead.qualified_at = current_time
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SET update_lead.revenue_range = revenue_answer
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SET update_lead.employees = employees
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SET update_lead.timeline = timeline
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SET update_lead.has_budget = has_budget
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SAVE_FROM_UNSTRUCTURED "leads", FORMAT update_lead AS JSON
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REMEMBER "lead_score_" + lead_id = score
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REMEMBER "lead_status_" + lead_id = lead_status
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IF lead_status = "hot" THEN
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TALK "Great! You're a perfect fit for our solution. Let me connect you with a specialist."
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notification = "Hot lead alert: " + lead.name + " from " + lead.company + " - Score: " + score
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SEND MAIL "sales@company.com", "Hot Lead Alert", notification
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CREATE_TASK "Follow up with hot lead " + lead.name, "high", user_id
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ELSE IF lead_status = "warm" THEN
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TALK "Thank you! Based on your needs, I'll have someone reach out within 24 hours."
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CREATE_TASK "Contact warm lead " + lead.name, "medium", user_id
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ELSE
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TALK "Thank you for your time. I'll send you some helpful resources via email."
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END IF
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END IF
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IF action = "convert" THEN
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lead = FIND "leads", "id = '" + lead_id + "'"
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IF lead = NULL THEN
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TALK "No lead found to convert."
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EXIT
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END IF
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IF lead.status = "unqualified" OR lead.status = "cold" THEN
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TALK "This lead needs to be qualified first."
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EXIT
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END IF
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account = CREATE OBJECT
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SET account.id = FORMAT GUID()
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SET account.name = lead.company
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SET account.type = "customer"
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SET account.owner_id = user_id
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SET account.created_from_lead = lead_id
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SET account.created_at = current_time
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SAVE_FROM_UNSTRUCTURED "accounts", FORMAT account AS JSON
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contact = CREATE OBJECT
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SET contact.id = FORMAT GUID()
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SET contact.account_id = account.id
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SET contact.name = lead.name
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SET contact.email = lead.email
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SET contact.phone = lead.phone
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SET contact.primary_contact = true
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SET contact.created_from_lead = lead_id
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SET contact.created_at = current_time
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SAVE_FROM_UNSTRUCTURED "contacts", FORMAT contact AS JSON
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opportunity = CREATE OBJECT
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SET opportunity.id = FORMAT GUID()
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SET opportunity.name = "Opportunity for " + account.name
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SET opportunity.account_id = account.id
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SET opportunity.contact_id = contact.id
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SET opportunity.stage = "qualification"
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SET opportunity.probability = 20
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SET opportunity.owner_id = user_id
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SET opportunity.lead_source = lead.source
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SET opportunity.created_at = current_time
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SAVE_FROM_UNSTRUCTURED "opportunities", FORMAT opportunity AS JSON
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update_lead = CREATE OBJECT
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SET update_lead.status = "converted"
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SET update_lead.converted_at = current_time
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SET update_lead.converted_to_account_id = account.id
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SAVE_FROM_UNSTRUCTURED "leads", FORMAT update_lead AS JSON
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REMEMBER "account_" + account.id = account
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REMEMBER "contact_" + contact.id = contact
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REMEMBER "opportunity_" + opportunity.id = opportunity
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SET "session.account_id" = account.id
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SET "session.contact_id" = contact.id
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SET "session.opportunity_id" = opportunity.id
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TALK "Successfully converted lead to account: " + account.name
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notification = "Lead converted: " + lead.name + " to account " + account.name
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SEND MAIL user_id, "Lead Conversion", notification
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CREATE_TASK "Initial meeting with " + contact.name, "high", user_id
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END IF
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IF action = "follow_up" THEN
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lead = FIND "leads", "id = '" + lead_id + "'"
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IF lead = NULL THEN
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TALK "No lead found."
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EXIT
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END IF
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last_contact = GET "lead_last_contact_" + lead_id
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days_since = 0
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IF last_contact != "" THEN
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days_since = DAYS_BETWEEN(last_contact, current_time)
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END IF
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IF days_since > 7 OR last_contact = "" THEN
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subject = "Following up on your inquiry"
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message = "Hi " + lead.name + ",\n\nI wanted to follow up on your recent inquiry about our services."
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SEND MAIL lead.email, subject, message
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activity = CREATE OBJECT
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SET activity.id = FORMAT GUID()
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SET activity.type = "email"
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SET activity.subject = subject
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SET activity.lead_id = lead_id
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SET activity.created_at = current_time
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SAVE_FROM_UNSTRUCTURED "activities", FORMAT activity AS JSON
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REMEMBER "lead_last_contact_" + lead_id = current_time
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TALK "Follow-up email sent to " + lead.name
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ELSE
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TALK "Lead was contacted " + days_since + " days ago. Too soon for follow-up."
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END IF
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END IF
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IF action = "nurture" THEN
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leads = FIND "leads", "status = 'warm' OR status = 'cold'"
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FOR EACH lead IN leads DO
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days_old = DAYS_BETWEEN(lead.created_at, current_time)
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IF days_old = 3 THEN
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content = "5 Tips to Improve Your Business"
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ELSE IF days_old = 7 THEN
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content = "Case Study: How We Helped Similar Companies"
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ELSE IF days_old = 14 THEN
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content = "Free Consultation Offer"
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ELSE IF days_old = 30 THEN
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content = "Special Limited Time Offer"
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ELSE
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CONTINUE
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END IF
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SEND MAIL lead.email, content, "Nurture content for day " + days_old
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REMEMBER "lead_nurture_" + lead.id + "_day_" + days_old = "sent"
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END FOR
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TALK "Nurture campaign processed"
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END IF
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