Wetscapes Funnel Design

Enter the password to view the SOP, pipeline, and email flow documentation.

Pipeline

Final pipeline for Wetscapes Funnel Design. This is the simple operational version for documenting what each stage means from lead to paid invoice.

1. Call Center Lead

New inbound lead, human team trying to book.

2. AI Follow-Up Active

Human attempts paused or reduced, AI now working to book design.

3. Design Booked

Appointment on calendar.

4. No Show / Reschedule

Booked but missed / needs rebooking.

5. Design Completed

Appointment happened.

6. Offer Sent

Proposal out.

7. Client Needing Install Date

Sold, waiting on scheduling.

8. Install Scheduled

Install date confirmed.

9. Install Complete

Job done.

10. Invoice Sent

Billing out.

11. Invoice Paid

Closed loop complete.

12. Lost

Dead deal at any point.

What This Means

  • Call Center Lead: new inbound lead, human team trying to book.
  • AI Follow-Up Active: AI takes over to book design after human attempts slow down.
  • Design Booked: appointment is on calendar.
  • No Show / Reschedule: missed appointment, needs rebooking.
  • Design Completed: appointment happened.
  • Offer Sent: proposal out.
  • Client Needing Install Date: sold and waiting for scheduling.
  • Install Scheduled: install date confirmed.
  • Install Complete: job done.
  • Invoice Sent: billing out.
  • Invoice Paid: process complete and paid.
  • Lost: dead deal at any point.

My Take

This is clean and usable if you want a simple operational pipeline.

  • Every stage has a clear operational meaning.
  • Team handoffs are easier to track.
  • Deal status is visible from lead to payment.

Interactive Pipeline

Click any stage in the funnel to view its meaning and operational notes.

Lead to Revenue Flow

Click a stage to inspect the SOP meaning without leaving the funnel.

Call Center Lead

New inbound lead, human team trying to book.

Focus

Initial human outreach and booking attempt.

Use This Stage When

The lead is new and the call center team is still actively working it.

AI Follow-Up Active

Human attempts paused or reduced, AI now working to book design.

Focus

Automated follow-up sequence aimed at getting the design appointment booked.

Use This Stage When

Human touches are reduced and AI becomes the primary booking engine.

Design Booked

Appointment on calendar.

Focus

Protect attendance and prepare for the appointment.

Use This Stage When

The prospect has committed to a specific date and time.

No Show / Reschedule

Booked but missed / needs rebooking.

Focus

Recover the missed appointment and get a new time locked in.

Use This Stage When

The original design appointment did not happen and follow-up is now about rebooking.

Design Completed

Appointment happened.

Focus

Advance the client toward the offer and next-step decision.

Use This Stage When

The design meeting was successfully completed.

Offer Sent

Proposal out.

Focus

Proposal follow-up, objection handling, and conversion.

Use This Stage When

The client has received pricing or a formal proposal and a decision is pending.

Client Needing Install Date

Sold, waiting on scheduling.

Focus

Move the signed client into fulfillment planning.

Use This Stage When

The deal is won, but the install date has not yet been finalized.

Install Scheduled

Install date confirmed.

Focus

Coordinate readiness, crew timing, and client expectations.

Use This Stage When

The install has a confirmed date and is officially on the calendar.

Install Complete

Job done.

Focus

Confirm completion, document outcomes, and transition to billing.

Use This Stage When

The work has been completed and the project is ready for invoicing.

Invoice Sent

Billing out.

Focus

Payment follow-up and closing the billing loop.

Use This Stage When

The invoice has been delivered and payment is now pending.

Invoice Paid

Closed loop complete.

Focus

Archive, report, and use the win for future optimization.

Use This Stage When

The client has paid and the workflow is fully complete.

Lost

Dead deal at any point in the pipeline.

Focus

Mark the opportunity accurately and preserve the reason for loss.

Use This Stage When

The deal is no longer active, regardless of where it exited the pipeline.

Email Flows

Lifecycle nurture sequences that support each stage of the Wetscapes pipeline.

Wetscapes "Offer Sent" Nurture Flow

2-Year Email Automation Sequence

Flow Logic Overview

  • Trigger: Estimate sent to lead.
  • Segment: Cold lead, timing objection, no decision yet.
  • Goal: Stay top of mind, build trust, handle the "not ready yet" objection gradually, and convert when the window opens.
  • Tone: Formal, professional, human.
  • Sender: Wetscapes Team.

Flow Structure

  • Month 1: High frequency. Strike while warm. 6 emails.
  • Months 2 to 6: Bi-weekly. Nurture with value. Keep the dream alive.
  • Months 7 to 24: Monthly. Long-game trust-building. Content-led.

Strike While Warm

Frequency: Days 1, 3, 7, 14, 21, 30. Goal: Reinforce the decision, handle hesitation, keep Wetscapes the frontrunner.

Sustained Nurture

Frequency: Every 2 weeks, 10 emails. Goal: Deliver value, stay relevant, handle objections passively through content.

1. Customer Story

Feature a completed project with photos and homeowner quote.

2. Maintenance Myth-Busting

5 things people get wrong about pool upkeep.

3. Design Spotlight

Highlight a pool shape or feature from your catalog.

4. Seasonal Prep

What to do before pool season starts.

5. ROI and Home Value

How a pool affects your property value.

6. Installation Process

What happens after you say yes.

7. FAQ

Answer the 5 most common questions from prospective buyers.

8. Before and After

Visual-led, minimal copy.

9. Financing Angle

How most homeowners fund their pool project.

10. Re-engagement

Soft check-in: Still dreaming about a pool?

CTA Rotation

  • View the project gallery.
  • Reply with any questions.
  • Your estimate is still on file. Let us know when you are ready.

Long-Game Monthly Content

Frequency: Once per month, 18 emails. Goal: Maintain presence, build authority, be the obvious choice when they are ready.

Education

Pool chemistry basics, energy efficiency tips, landscaping around pools.

Inspiration

Seasonal backyard setups, lighting ideas, pool entertainment.

Social Proof

Customer anniversaries, reviews, project spotlights.

Brand Trust

Behind the scenes at Wetscapes, team spotlights, project milestones.

Soft Re-engagement

Your estimate is still on file. Here is what has changed since then.

CTA Rotation

  • See our latest projects.
  • Read the full article.
  • Your estimate is still on file. Let us talk when you are ready.

Flow Logic Notes

Branching rules to build into your CRM and automation system.

  • If the lead replies at any point, remove from sequence and hand off to sales immediately.
  • If the lead clicks the estimate link, trigger a same-day follow-up call task for the sales team.
  • If the lead opens 3 or more emails in Month 1, flag as warm and increase sales team priority.
  • If the lead unsubscribes, log in CRM and attempt one personal phone outreach before closing.
  • If the lead converts, exit the flow immediately and enter the onboarding sequence.

Funnels

Add each funnel with purpose, trigger, and conversion goal.

Stages

Define entry/exit criteria for every stage in your client journey.

Team Notes

Keep this as a running changelog for SOP updates and decisions.