R4 Leads — what fires on each trigger

Every event in a new lead's life → what runs by itself vs what gets drafted and waits for your click · Jul-22 PM
Trigger event Runs automatically Drafted — your click sends Gap / not wired yet
⚡

Lead clicks an R4 ad & applies

Typeform j4wHbfWD submitted

Ingested to the sales spine → card appears in the CRM pipeline (sales.stpierre.ai)

Auto

Identity token minted (DB trigger) → PostHog engagement linked to the person

Auto

Stage-entry SLA task created with the 2 qualification questions embedded (15-min sweep)

Auto

Nurture ladder "applied" family — question-first touch 1, no link. Drafted into the inbox only. Copy still awaiting your approval; no send phase exists by design.

Draft

Ad-level attribution degraded — R4 url_tags still null on all 27 ads

Gap
⚡

Lead replies (inbound message)

any SMS / iMessage / GHL inbound

Same-day follow-up task created (15-min sweep)

Auto

Stop-on-reply: inbound exits the nurture ladder — reco engine takes over the conversation

Auto

Reco engine drafts an exec summary + exactly 2 reply options in your voice when you open the thread. Your click through the guarded rail (DND / consent / STOP checks) is the send.

Draft

Instant-on-inbound drafting unwired — GHL webhook isn't pointed at the ingest endpoint (change gated on you), so drafts generate on thread-open instead

Gap
⚡

Lead books a call

active Calendly detected

Auto-move to Booked — the ONLY automatic stage move in the whole pipeline

Auto

T-5min screen-pop banner in the CRM before the call

Auto

booking_confirm SMS (the YES-ask) — the one candidate for true auto-send; you decide at gate G-6. Until then: draft.

Draft

12-email GHL pre-call pack — stays Draft forever, used as copy source; pre-call warm-up drafts land in the inbox. Email R1 = "have handy", never re-asks the YES.

Draft
⚡

Lead no-shows the call

missed appointment

No-show SMS split — 10-min ping → 2-hr question → next-morning link re-paste. All drafted, nothing sends itself.

Draft

No-show emails — NS1 preview-proof, NS2 sole keep-or-close. Drafted only.

Draft
⚡

Call happened, qualified, no close yet

disposition logged

Stage-entry SLA task per the new stage (15-min sweep); journey + milestone panel update themselves

Auto

Qualified-followup family — drafted rungs in your voice, awaiting copy approval; sends only via your click

Draft
⚡

Lead goes quiet

5 days no touch / long-term

5-day stale flag raised on the pipeline card — flagged only, never auto-moved

Auto

Long-term nurture family — drafted, gated on your copy approval, click-to-send

Draft
⚡

Background (no lead action needed)

overnight + every 15 min

R4 delivery: 27 ads / 9 niches, $100/day CBO — Meta allocates on its own through learning (~Jul-25)

Auto

Data rails: GHL mirror 05:45 · Meta sync 06:10 · PostHog 06:30 — watchdog-checked 09:00

Auto

Meta insights sync dead since Jul-20 (sp_ad_metrics_daily empty) — repair in flight; must be live before the first R4 performance read

Gap
Rule of thumb: green = plumbing and bookkeeping, runs itself. amber = anything a lead would actually receive — it always stops as a draft in the ONE inbox until you click send. That's architecture, not a temporary setting.