Lead Opt-in Workflow
Last updated: April 12, 2026
Last Updated: April 12, 2026
Customer-Facing Guide
What this workflow is for
Lead Opt-in Workflow is the standard first-touch workflow pattern for a new opted-in lead.
What good lead opt-in outreach should do
Reach out shortly after opt-in while the lead still remembers the action they took.
Sound conversational instead of like bulk SMS.
Invite a low-friction response instead of front-loading links or media.
Best-practice shape
Wait a short amount of time after opt-in rather than sending instantly.
Open with a short intro that includes the sender name and company.
Split the opener into two short messages if that fits your process.
Ask one easy question to start a real conversation.
Common mistakes
Sending immediately in a way that feels fully automated.
Using long blocks of text.
Including links or media before the contact responds.
Following up too aggressively instead of letting the conversation develop naturally.
How to verify it worked
Check that the contact enrolled after the opt-in.
Confirm the opening messages were actually sent at the intended time.
Check whether replies and later workflow branches behave as expected.