Funnels

1. Select Leads

Choose imported, discovered, or manually added leads for a specific audience.

2. Generate Assets

Draft emails, SMS messages, call scripts, tasks, and follow-up steps.

3. Review and Approve

Approve AI-generated copy, bulk actions, and paid workflow steps before use.

4. Work the Funnel

Execute outreach, log touches, move leads through stages, and follow up.

1. Select Audience

Choose leads by source, type, organization category, pipeline stage, location, or campaign goal.

2. Build Sequence

Create email, SMS, call, and follow-up steps for the selected audience.

3. Approve AI

Review AI-generated templates, enrichment, and higher-cost actions before using them.

4. Execute

Move leads through campaigns, call lists, pipeline stages, and follow-up tasks.

Review Before Sending

Users should approve AI-generated emails, SMS messages, call scripts, and campaign steps before outreach is sent or scheduled.

Audience-Specific Messaging

Funnels should adapt tone, offer, timing, and next steps based on lead source, organization type, relationship, and campaign goal.

Execution Controls

Bulk outreach, paid AI actions, enrichment, and automated follow-ups should use clear approvals, limits, and workspace settings.

1. Draft Funnel

User describes the audience, goal, offer, sequence type, and desired outreach path.

2. Generate Assets

BOS prepares emails, SMS messages, call scripts, prompts, tasks, and suggested timing.

3. User Reviews

The user approves copy, edits tone, confirms timing, and checks any paid or bulk AI actions.

4. Activate Funnel

Approved funnel steps become campaigns, tasks, call lists, follow-ups, and pipeline actions.

Funnel

Stores the audience, goal, source, status, owner, and overall campaign strategy.

Funnel Step

Stores each email, SMS, call, task, delay, or follow-up step in the sequence.

Funnel Member

Connects leads, contacts, and organizations to a specific funnel and tracks their progress.

Template Asset

Stores reusable emails, SMS messages, call scripts, prompts, and campaign copy.

Build a sequence for new leads with intro emails, calls, follow-ups, and next-step reminders.

Organize churches by fit, contact status, ministry opportunity, campaign stage, and follow-up cadence.

Track referral partners, networking contacts, strategic relationships, and co-marketing opportunities.

Create a follow-up path for stale leads, past conversations, missed calls, and dormant opportunities.