Workflow Specifications

All workflows: OFF / draft until Nazim approves exact test activation. Fake test contacts only. Sender: GAP (D5). Active email copy: Email Copy.md (E0, E1, E2, U1–U3, E5–E7). E3/E4 are retained as inactive Day 10 reference variants. Timings marked ASSUMPTION.

Guideline alignment note: the supplied Pareto_FinalProject_Guidelines.md.docx is the submission authority for this revision. It requires two qualified follow-ups and three unqualified nurture emails. The Day 10 slides/transcript describe three qualified follow-ups and one unqualified delivery email; that earlier version is preserved as a documented discrepancy, not the active strict-guidelines sequence.

Global settings for every workflow:

Allow re-entry: Off (prevents loops and duplicate sequences).
Stop on response: On for nurture emails.
Send only if email_consent = true and the email is valid.
Quiet hours: send 8:00 AM–6:00 PM contact time (ASSUMPTION).

WF1 — Opt-in (all submissions)


Trigger	Form submitted: Handoff Plan form
Filters	None (every completed submission)

Step	Action
1	Create/update contact; save all custom and hidden fields
2	Add tag `lm-handoff-plan`
3	If `previous_assistant = failed` → add `prev-va-failed`
4	Compute tier (Low → High → Potential, see CRM map); set `fit_tier`; add matching `fit-*` tag (remove others)
5	Create/update opportunity in "Handoff Plan Lead Magnet": stage Opted In
6	If high → move to Qualified. If potential/low → move to Unqualified Leads
7	Send E0 Plan delivery immediately (all tiers)
8	Internal notification N1 to the Pareto team inbox (GAP: address)
9	Branch: high → add to WF2; potential/low → WF3

Failure paths: email bounce → tag email-bounced, notify team, no further emails. Missing handoff_top_1 (app hand-off failed) → still send E0 with generic wording ({{contact.handoff_top_1|default:"your top task"}}) and flag handoff-missing for review.

Redirect (form setting, not workflow): high → booking page; others → thank-you page.

WF2 — High-fit follow-up (2 value + booking-nudge emails)


Trigger	Added from WF1 (tier = high)
Goal / exit	Tag `call-booked` added → exit immediately

Step	Wait	Action
1	1 day	If not `call-booked` → send E1
2	2 days (day 3)	If not `call-booked` → send E2 (Burned Buyer paragraph if `prev-va-failed`)
3	—	End. Opportunity stays in Qualified for manual follow-up

WF3 — Unqualified nurture (3 emails after delivery)


Trigger	Added from WF1 (tier = potential or low)

Step	Wait	Action
1	2 days	If consent remains true → send U1
2	3 days later (day 5)	If consent remains true → send U2
3	4 days later (day 9)	If consent remains true → send U3, then end

The unqualified sequence is educational and does not use a booking CTA. It preserves the low-fit no-sales-push rule while satisfying the guideline's three-email nurture requirement.

WF5 — Booking confirmation and reminder


Trigger	Appointment booked on Pareto Talent Right Hand Discovery Call (mock calendar, test location only)

Step	Wait	Action
1	—	Add tag `call-booked` (this exits WF2)
2	—	Move opportunity to Call Booked
3	—	Send E5 Booking confirmation
4	—	Internal notification N2 (call booked)
5	Until 24 h before the call	Send E6 Reminder
5b	If booked less than 24 h before	Skip step 5; send E7 Short reminder 1 h before (`ASSUMPTION`)

Cancellation (calendar status = cancelled): remove call-booked, move back to Qualified, notify team. Do not restart WF2 (re-entry off).

Planned email per tier

Tier	Emails
High, never books	E0 (day 0), E1 (day 1), E2 (day 3)
High, books on day 2	E0, E1, then E5 at booking, E6 24 h before; E2 and E3 suppressed
Potential	E0 (day 0), U1 (day 2), U2 (day 5), U3 (day 9)
Low	E0 (day 0), U1 (day 2), U2 (day 5), U3 (day 9)

Known gaps

plan_pdf_link: PDF generation from app data and hosting not built (G-PDF). E0 uses {{contact.plan_pdf_link}}. Until built, a test can link to a hosted sample PDF.
Booking link in E1–E2: {{booking_link}} = mock calendar URL, GAP until built.
Team notification address and test sender: GAP (D5).
Activation: needs Nazim's approval of exact copy, sender and test contacts.