Starting a lead on an action plan

Nurture autopilot runs editable follow-up plans on your behalf. Start a lead on a plan and the system works it — every send is visible on the lead's timeline, and you can pause or edit any step.

Starting your first plan

1. Open a lead and choose an action plan — the pre-built plans cover new buyer leads, seller enquiries, and long-term nurture
2. Review the steps: each one shows exactly what will send and when
3. Edit anything — subject lines, timing, the whole step — or use the plan as shipped
4. Start the plan; the timeline records every send, open, and click

Behavioral triggers

Plans can react to what the lead does on your site: a sold-watcher trigger queues follow-up the day a home trades in a neighbourhood they watch, and a price-drop trigger fires when a listing in their band and zone comes down.

CASL is enforced in the send path

Every contact carries a consent basis, and the send path refuses non-compliant sends by construction. If a plan step can't legally send to a contact, it won't — and the timeline tells you why.