DAP HORIZONConceptual demonstration01 · LEAD CAPTURE
Website inquiry
Book a strategy call
Alex Rivera
alex@northwind.example
Interest: CRM & automation
Budget: $2k–5k
Submit
TRIGGER ACTIVATED
CRM contact record
ARAlex Rivera
✓ Contact created or updated
Lead source: Website Form
Interest: CRM & AutomationStatus: New Lead
Sales pipeline
Opportunity created
Stage: New LeadQualification
ServiceBudgetUrgencyReadinessQualified
→ Booking workflow
Budget fit · urgent · ready to talk
Needs nurturing
→ Follow-up sequence
Interested, not ready to book yet
Not ready
→ Long-term nurture path
Low urgency · stays in the CRM
Email · personalized
Subject: “Alex, a quick plan for your CRM setup”
{{first_name}}{{service}}SMS · personalized
Hi Alex, it’s DAP Horizon. Want a 15-min call this week?
Decision
Meaningful action?
Reply · form response · booking click
Email opens alone ≠ buying intent
Yes · engaged
Update status + notify sales
Tag: ENGAGED · task assigned
No action
Continue nurture sequence
Next touch after the wait step
Contact tags update dynamically
NEW LEAD
→
ENGAGED
→
QUALIFIED
Strategy call calendar
Thu · 10:30 · Strategy callSales pipeline
Appointment Booked
Moved from Qualified
■ Prospecting sequence stopped
Appointment workflow
Confirmation
SMS + email sent
Reminders
24 hours · 2 hours
Status check
What happened?
Attended
Progress to sales follow-up
Cancelled
Send rescheduling message
No-show
Trigger recovery sequence
Alex RiveraCRM & automation
Sam LeeNo booking · closed
Team notification
Human follow-up needed
Alex Rivera · sales call task assigned
Won
Customer onboarding
Separate workflow: welcome · kickoff · access
Lost
Future re-engagement
Only with consent · suppression rules apply
Contact record + opportunity = shared context for every workflow
Nurture paths
short + long-term
Recovery
reschedule + no-show
Re-engagement
consent + suppression
One connected system. Every lead accounted for.
DAP HORIZON
CRM & AUTOMATION SYSTEMS
Conceptual demonstration of a configured system. Not a screenshot of GoHighLevel.