Outreach & SMS Nudges
Compliance-approved campaigns across phone, SMS, and email — sequenced to the active campaign window.
Mock data
SMS sent
31
Click rate
58%
Booked from SMS
11
Outreach not started
89
Active
Oct 1 – Oct 20Premier Early Booking
Tier 1 current members
Book highest-priority plan review appointments
Targeted42
31 sent11 booked
Phone
SMS
Email
Scheduled
Oct 21 – Nov 25Standard Member Review
Tier 2 and selected Tier 3 current members
Schedule standard annual plan review appointments
Targeted100
0 sent0 booked
SMS
Email
Planned
Nov 26 – Dec 7Prospect Focus
New prospects, age-ins, referrals
Convert qualified prospects into consultations
Targeted65
0 sent0 booked
SMS
Email
Phone