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Application Funnel Sequence Template

SMS Templates

Application Funnel Sequence Template

SMS Follow up sequence for application funnels

Last updated on 05 Nov, 2025

 

Applied, But Didn't Book A Call

Here's a short sequence for prospects that filled out the application but did NOT book a call. 

After they apply, add them to a Roezan list "Application Submissions" and start an automation "Application Follow Up"

Automation Actions:

1. Wait 20 min or send immediately

2. Conditional

Did contact subscribe to Booked A Call list?

Yes - Stop

No - Send this message

%FIRST_NAME%, It's [Name] from [Brand]. Thanks for submitting your application for [Program]. The next step is to book a call here to [reason for call]:[link to book a call]Reply STOP to stop

Automation Actions:

1. Wait 1 day

2. Conditional

Did contact subscribe to Booked A Call list?

Yes - Stop

No - Send this message

Hey %FIRST_NAME%, it looks like you haven't booked a call with us to [benefit of the call].Here's a link to find a time for you: [link to book a call] 

Automation Actions:

1. Wait 1 day

2. Conditional

Did contact subscribe to Booked A Call list?

Yes - Stop

No - Send this message

Hey %FIRST_NAME%, is everything OK? We received your application a few days ago but I noticed you haven't booked a call yet to get started.Do you still want help with [main thing]?

Automation Actions:

1. Wait 1 day

2. Conditional

Did contact subscribe to Booked A Call list?

Yes - Stop

No - Send this message

Hey %FIRST_NAME%, one last message just before we close your application. I noticed you haven't booked a call yet to get started with us.Maybe now's not the right time for you?But if you just haven't had a chance to book a call yet - here's the link one last time: [link to book a call]

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