Create a workflow triggered by New contact where source equals your ACA lead vendor. Add an immediate text, a call task, and a two-day email sequence, and exit the workflow the moment the client replies or an application is submitted.
Build the ACA follow-up sequence
Open Automations → New workflow and set the trigger to New contact with tag ACA.
Step 1 — send an SMS within two minutes introducing the agent by name.
Step 2 — create a call task for the assigned producer.
Step 3 — after 20 minutes with no reply, send a subsidy-estimate email.
Steps 4–6 — space follow-ups over days 2, 4, and 7.
Add exit conditions: replied, appointment booked, or application submitted.
Compliance guardrails
Respect business hours and the contact's time zone.
Include opt-out language in the first SMS.
Suppress contacts carrying a do-not-contact tag.
What is a realistic cadence?
Six to eight touches across the first 10 days across text, call, and email captures most of the available contact rate.