Core Principles
Reach out within 5 minutes of the form arriving.
Is it okay if I text you three quick questions to see if CGM is covered?
One goal per touch, one clear next step.
No waiting: respond fast and follow up the same day.
Optional Opt-Out: add "Reply STOP to opt out" if compliance allows.
7-Day Speed-to-Close Cadence
Use for instant form leads and "See If I Qualify" submissions. If no engagement by Day 7, move into the 30-Day Nurture flow.
Hi {{first_name}}, this is Barry at Trinity HME. Thanks for reaching out about CGM. May I text you three quick questions to confirm coverage?
Hi {{first_name}}, Barry at Trinity HME. You just asked for CGM details. Do you have two minutes to confirm coverage now, or is later today better?
Subject: Your next CGM step
Hi {{first_name}}, thanks for your interest in CGM. I can confirm coverage with three short questions by text or phone. What works best for you?
30-Day Nurture and Reactivation
Starts automatically on Day 8 for non-responders. Don't run both playbooks at the same time.
Lead Engagement Questions
Who is your primary insurance provider?
What city and ZIP will we ship to?
Is this the best number for text updates?
After you have the answers, finish by text or book a five-minute call.
Response Guidelines
Rotate channels: text - call - email - text
Vary the ask: book a call - get the guide - send insurer + ZIP
Keep it one question per message
Pause after Week 4
Mirror their channel
Confirm permission: "Is it okay if I text you updates on this number?"
Summarize the next step and set a time
Send a calendar invite when time is set
Visual Flow Charts
Lane Mapping
• Respond in DM within 1-3 minutes (or ASAP)
• Follow the 7-Day Speed-to-Close cadence
• First touch = same channel as submission, then text or call
• If they fill a form, text or call same day if possible
• Use a shortened 7-day cadence
• Bridge into nurture if they do not engage
• Day 1: Send the PDF automatically via email
• Next business day: email follow-up for questions
• Then: move to a 4-6 week drip email sequence
• Week 1: "Your Guide to CGM Coverage" - recap PDF and invite them to see if they qualify
• Week 2: "3 Signs You're Ready for a CGM" - checklist + CTA to schedule a call
• Week 3: "How to Make CGMs Affordable" - insurance coverage breakdown
• Week 4: "What Our Patients Say" - testimonials + CTA
• Week 5: "Your Next Step to Better Control" - re-invite to fill the "See If I Qualify" form
Updated Sales Cadence Instructions
• Respond in DM within 1-3 minutes (or ASAP)
• Confirm receipt and answer initial questions
• Move to text or call for deeper qualification
• Then follow the 7-Day Speed-to-Close cadence
• Text or call first (same day, ideally within an hour)
• Follow the 7-Day Speed-to-Close cadence
• Auto-send the PDF via email
• Next business day: call or email to check in
• If no reply, start the slow lane drip
Logic note: Leads automatically move from Playbook 1 to Playbook 2 on Day 8 if they have not replied or have said "not now." Do not run both playbooks at once.
Paid Traffic To Qualified Leads
Channels
- Meta
- Facebook and Instagram
Ad Types
- Instant Lead Form, Fast Lane. Form opens inside Meta. Highest speed, lowest friction.
- Landing Page, Mid or Slow Lane. Click goes to our CGM page with "See If I Qualify" and free resources.
What Each Ad Promises
- Instant Form: Check your CGM coverage in minutes.
- Landing Page: Free CGM resources. Start where you are.
From Click To Conversation
Trigger: Submitted an Instant Form on Meta, or used "See If I Qualify" on the landing page.
First Touch: If they chose Instant Message, reply in Meta DM within 1-3 minutes. Otherwise, text or call first, same hour if possible.
7-Day Speed-To-Close
- Day 0: Immediate response. DM if they asked for it, then text and email confirmation.
- Day 1: Morning text, afternoon call.
- Day 2: Email follow-up.
- Day 3: Value add, short tip or FAQ, then text.
- Day 4: Call with a simple next step.
- Day 5: Check interest, email or text.
- Day 7: Final touch and set expectation for a later check-in.
Log It
- Create or update the lead in Lead Center.
- Record channel, status, and next action.
Trigger: Chose a free resource on the landing page, for example Starter Kit or Food Lists.
First Touch: Text or call same day. Keep it helpful and short.
If No Reply: Run Days 0 to 3 of the fast cadence, then move to slow lane drip.
Goal
- Invite them to complete "See If I Qualify."
- Book a quick coverage call if they are ready.
Trigger: Requested the lead magnet PDF and did not complete "See If I Qualify."
First Touch: PDF is emailed automatically. Next business day: friendly email or call to check for questions.
Drip Sequence, 4 to 6 Weeks
- Week 1: Your CGM coverage guide, quick next step to check eligibility.
- Week 2: Three signs you are ready for a CGM, invite a 10-minute coverage call.
- Week 3: How coverage and costs work, simple comparison chart.
- Week 4: Patient stories and common results, soft CTA to qualify.
- Week 5+: One practical tip per week, always end with "See If I Qualify."
Exit To Fast
- Any reply or click to "See If I Qualify" moves the lead back to the fast cadence.
• DM-opt-in: reply in 1-3 minutes.
• New form lead: text or call within 60 minutes during business hours.
• After-hours: first touch by 9:30 a.m. next business day.
• Always reply in the channel they started, then add text or call.
• Source: Instant Form or Landing Page
• First touch time
• Channel used
• Current lane: Fast, Mid, Slow
• Next scheduled action