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Setter Pipeline — stpierre.ai

Business Pipeline › Setter Pipeline

Setter Pipeline

Primary KPI: Booked Calls
What this is
How an ad lead turns into a booked, confirmed sales call.
Master pipeline
Sales (delivery). Collins builds the automation.
Primary KPI
Booked Calls
What Collins does here
Close the gap between the by-hand flow and the agent flow.
Read time
About 4 minutes
🔒 Locked — do not touch

The SMS worker (our text-message sender) is frozen. A live TCPA case is open. TCPA is the law that governs business texting. Cold texts may go only to leads who opted in on a form. Live message tests go only to the phone ending 5477.

Read this pipeline two ways

On the left: how it runs today, by hand. On the right: what it becomes when an agent runs it. Collins closes the gap between them.

Human-run today

The real flow. Booking-gated. Locked 2026-07-12. Tap a step for the SOP.
  • 1New Ad Lead
    from a Meta (Facebook / Instagram) ad
  • 2Application
    a short Typeform (online form)
  • 3Booking
    the lead books on Calendly
  • 4Custom Demo
    a personalized demo is built
  • 5Confirmation Text
    delivers the demo link
  • 6Sales Call
    Akash runs it

Leads book themselves. Akash does not cold-call or chase leads. The first text is scripted and sent by the system. It is not held for approval.

Residual stages that still run: Qualified → Appointment Confirmed. Reminders fire 1 hour, 30 minutes, and 15 minutes before the call. Then the lead is handed to Akash.

Agent-run end state

What it becomes when a setter agent owns the front of this pipeline.

A setter agent runs:

  • speed-to-lead texts
  • follow-up
  • confirmations
  • no-show detection

Akash keeps the close. No agent ever takes the call.

Live pieces today:

  • Live Process 1 worker: lead form → tracker → fast reply → demo → booking → call.
  • Live GHL sales system (our sales CRM): a 17-stage pipeline. sales.stpierre.ai, live 2026-07-12.
  • Live Scripted speed-to-lead SMS (text) sends on its own.

The gap Collins builds

Who owns what

Collins
Builds and runs the setter automation. Owns the agent work end to end.
Akash
Owns the relationship and any human touch. Keeps the close.

Legacy stage map

Legacy — EyeFly-era model. Kept below as a visual reference only.
The stages here — call within 5 minutes, Power Dialer, a 7-day daily-call cadence, and manual text-back — are from the old EyeFly setter model. They are not the current process. Today, "follow-up" means working opted-in leads through the booking flow above.

Registry note: there is no standalone setter lane. The work is split across the Demand Agent and the CRM + Systems Agent.
New Ad Lead arrives from Meta campaign
  • Call within 5 min — voicemail + text if no answer
  • Unresponsive 15 min → Power Dialer
Lead In EyeFly-era Call within 5 min
Invalid Lead
  • Remove immediately — no further follow-up
  • One call per contact per day — max 7 days, then Unresponsive
Power Dialer EyeFly-era Daily call · max 7 days
Unresponsive
  • Long-term nurture (email + SMS) — response returns to Text Responded
  • Manual follow-up only — respond within 5–30 min
  • Goal: qualify and book → Qualified
Text Responded EyeFly-era Reply within 5–30 min
Not Qualified
  • Close contact — no further sales outreach
  • Confirm appointment details — date, time, calendar invite sent
Qualified still current  
  • Keep pre-call reminders (1h, 30m, 15m)
Appointment Confirmed still current  
No-Show
  • Recovery is being built — legacy path shown for reference
  • Log the outcome — hand to the close
Live Call Akash (the close) Booked Calls
Sales Pipeline ↓
Stage (tap for SOP)
Terminal branch
Trigger / input

Tap any stage circle to open its steps. Grey stages are EyeFly-era history.

Setter Pipeline · stpierre.ai