🧭 ClientsFlow — Lead Journeys & Branching Flowchart

What the funnel-automation overhaul changed (vs the pre-overhaul prod v103) — now ALL DEPLOYED

1. Human gate → preview-&-arm gate (Q13). live Outbound email runs as automated sequences, but a sequence can never start sending silently. The moment a lead enters a stage that arms a sequence, the dashboard raises a preview modal showing every email's exact copy + send schedule. Matt Approves & arms (then it sends on schedule), Edits, or Cancels. Only two sends skip the modal: transactional reminders and the first-touch clear-negative one-liner. A global AUTOSEND_ENABLED kill-switch defaults OFF in code but is currently ON in production (go-live 2026-06-19) — armed sequences send inside the 06:12–18:00 Mon–Fri window.
2. GHL retired entirely. retired Booking widget + booking-confirmation workflow and Workflow #1/#2 (stage sync) are off (GHL_ENABLED defaults OFF). /ghl/event is a 200 inert stub. The dashboard is the sole pipeline source of truth.
3. Own booking app. live Free/busy-aware over two calendars (work + personal), 07:00–18:00 (BOOKING_START_HOUR=7/END=18), 15-min grid, 30-min calls, 4h min lead. Signed, prefilled, slots-only token link. Booking success emails Matt + raises a "what changed" event. An off-screen anti-bot honeypot (a hidden company field) silently no-ops bot submissions.
4. No-show rebook: a 6-step rotation. live noshow_rebook armed via the preview modal — 6 fixed-copy steps at NOSHOW_WAIT_HOURS=[0, 24, 72, 120, 168, 240] (now / +1d / +3d / +5d / +7d / +10d), reusing the 3 approved emails in rotation (subjects "Más időpont jobb lenne?" · "15 perc is elég" · "Még érdekel a díjmentes anyag?"), each embedding the signed booking link. Replaces the old 5-step AI loop. (A re-booked no-show lead now correctly auto-moves out of Booking FUP back to Booked — fixed 2026-06-21.)
5. 3-way negative routing. live neg_kind ∈ {angry, negative, soft_objection}: angry → drop/log (existing client → task); clear negative at first touch only → auto one-liner → Lost; soft_objection → AI draft + Negative-Replies card (human). Classifier = Gemini 2.5 Flash (classify_email).
6. Main inbox surfaced (R3-gated). live The blanket "ignore clientsflow.hu" rule is reversed: known deal/lead → card; everything else → Notion "Logged" (not a Kanban card). Warmup/Instantly stays invisible.
7. UI. live A pipeline lead's new email jumps its card to the top with a red glowing pulse (.pulse-unread) + always-visible snippet; armed sequences show a marching-ants dashed border (.autoflow); a "what changed since last open" popup; a manual call scheduler; one unified status <select> per card for stage moves.

Run #1 findings → proposed product changes 🔧 proposed · not yet built

Legend

Two orthogonal things are marked on every message: who/what triggers the send and its build status.

Who sends / approves

The preview-&-arm invariant: no multi-email sequence ever leaves before Matt has seen its full copy + schedule in a stage-entry modal. The 10-no-edit streak only pre-fills the modal as a one-click "Approve & arm" — it never removes the modal or sends silently. A global AUTOSEND_ENABLED (default OFF) gates every auto-send.

Build status

The whole deployed overhaul is live as of 2026-06-21 — the only non-live items in §1–§7 are a handful of deliberately dormant emails (handover/review) and two spec-only forms (client-portal RFI, the "we'll reach out" auto-confirmation). Separately, the vision-truthful Run #1 surfaced seven 🔧 proposed product changes (B1–B7), collected in Run #1 findings — those are not deployed.

How any inbound reply is handled (the stem every scenario shares)

Scenarios — every distinct leaf path

Grouped into families A–H by what the lead's reply was. Shared sub-paths (booking → call → proposal) are abbreviated after the first full listing.

A — Positive first reply interested / neutral · new_lead_reply

B — Booked but didn't attend no-show

C — Attended the call

D — Proposal sent (chase & payment)

E — Negative reply neg_kind ∈ {angry, negative, soft_objection}

F — Ghosted / Lost lead writes back

G — Existing paid client writes in

H — Non-lead / vendor / system mail

Branching flowchart — from the lead's reply onward

Conditions on the arrows; each box shows the subject line (or "in-thread" / transactional) + a short summary. Colours follow the send-mode legend; cyan = armed auto-sequence (preview-&-armed first), dashed purple = dormant.

flowchart TD
  subgraph Legend ["ℹ️ LEGEND (Send mode)"]
    direction LR
    L1["🟢 AUTO-SENT 
 reminders + first-touch goodbye only"]:::auto
    L2["✍️→🟡 DRAFT→APPROVE 
 hand-authored, per-email"]:::gate
    L3["🤖⚡ ARMED SEQUENCE 
 preview-&-arm modal, then auto"]:::seq
    L4["🟡 MANUAL ACTION 
 no message"]:::man
    L5["[DORMANT / RETIRED]"]:::dorm
  end

  subgraph Triage ["1. Inbound Ingest & Triage"]
    START(["📨 Inbound Reply"]):::start
    MAIN{"Main inbox? 
 R3 routing"}:::ai
    CLS{"🤖 AI Classifier 
 (Gemini 2.5 Flash) 
 neg_kind 3-way"}:::ai
    LOG["📝 Notion 'Logged' 
 (no card)"]:::man
    START --> MAIN
    MAIN -->|"no deal match"| LOG
    MAIN -->|"known deal / new lead"| CLS
  end

  subgraph Booking ["2. Booking & Nudges (own booking app)"]
    FR["✍️→🟡 First Reply 
 own-booking link"]:::gate
    NUDGE["✍️→🟡 Nudge Ladder 
 Day 2 / 5 / 9 (kept)"]:::gate
    UNREACH["🤖⚡ new_lead_unreachable 
 (armed sequence)"]:::seq
    CALLSET["🟡 Manual Scheduler 
 event + conf email"]:::man

    CLS -->|"interested / neutral"| FR
    FR -->|"no booking"| NUDGE
    FR -->|"rep called, no answer"| UNREACH
    FR -->|"rep phoned, agreed time"| CALLSET
  end

  subgraph Meeting ["3. Meeting & Reminders"]
    BOOKED["🟢 Own-booking Conf 
 page + email to Matt"]:::auto
    MEET(["🟢 Meet Invite 
 'Weboldal Bemutató'"]):::auto
    REMIND["🟢 Reminders 24h & 2h 
 (modal-exempt)"]:::auto
    NOSHOW["🤖⚡ No-show Rebook 
 6-step rotation (0/+1d/+3d/+5d/+7d/+10d)"]:::seq

    FR -->|"books"| BOOKED
    NUDGE -->|"books"| BOOKED
    UNREACH -->|"books"| BOOKED
    CALLSET --> BOOKED
    BOOKED --> MEET --> REMIND
    REMIND -->|"attends"| CALL{"🟡 Sales Call"}:::man
    REMIND -->|"no-show"| NOSHOW
    NOSHOW -->|"rebooks"| BOOKED
  end

  subgraph Proposal ["4. Proposal & Chasing"]
    PROP["🤖⚡ Proposal Email (chase step 0) 
 in-thread + DocuSeal/Stripe"]:::seq
    CHASE["🤖⚡ Proposal Chase 
 (page-3 authored, armed)"]:::seq
    ABANDON["✍️→🟡 Abandoned-cart AI draft 
 signed, unpaid (NOT armed)"]:::gate

    CALL -->|"ready to buy"| PROP
    PROP -->|"signs + pays ≤2h"| PREPAY["Stripe Payment"]:::sys
    PROP -->|"signed, unpaid"| ABANDON
    PROP -->|"sent, unsigned"| CHASE
    CHASE -->|"signs"| PREPAY
    ABANDON -->|"pays"| PREPAY
  end

  subgraph Delivery ["5. Onboarding & Delivery"]
    ONB["✍️→🟡 Welcome Kit 
 'Üdv a fedélzeten!'"]:::gate
    DEV["🟡 Waiting for Dev 
 (Dani Slack ping)"]:::man
    BAL["✍️→🟡 Balance Due 
 [NO LIVE COPY]"]:::gate
    HANDOVER["Handover Invite 
 [DORMANT]"]:::dorm
    WON([🏆 WON]):::won

    PREPAY --> ONB --> DEV
    DEV -->|"full prepaid"| HANDOVER
    DEV -->|"50% deposit"| BAL
    BAL -->|"pays balance"| HANDOVER
    HANDOVER --> WON
  end

  subgraph Negatives ["Negative replies (3-way)"]
    ANGRY["🟢 Angry → drop/log 
 (client → task)"]:::auto
    GOODBYE["🟢 First-touch goodbye 
 one-liner (modal-exempt)"]:::auto
    SOFT["✍️→🟡 Soft objection draft 
 Negative-Replies card"]:::gate
    NEGFUP["🤖⚡ Negative-followup 
 +2-day nudge (armed)"]:::seq
    GHOST([👻 Ghosted]):::term
    LOST([🪦 Lost — 60d nurture]):::term
    REACT["🟢 Reactivation"]:::auto

    CLS -->|"angry"| ANGRY
    CLS -->|"negative + first touch + conf≥0.80"| GOODBYE
    CLS -->|"soft_objection"| SOFT
    GOODBYE --> LOST
    SOFT -->|"arm follow-up"| NEGFUP
    SOFT -->|"reply & mark lost"| LOST
    NEGFUP -->|"books"| BOOKED
    NEGFUP -->|"1 week silence"| GHOST
    GHOST -->|"writes back"| REACT
    LOST -->|"writes back"| REACT
    REACT --> FR
  end

  CLS -->|"proposal_followup"| PF["✍️→🟡 Proposal Reply 
 Q&A, no book link"]:::gate
  PF --> PROP
  CLS -->|"ongoing client"| ONG["Client Message Task"]:::man

  %% GHL retired
  GHLX["🔵 GHL booking/stage sync 
 RETIRED — /ghl/event = inert 200"]:::dorm

  classDef start fill:#e8f0fe,stroke:#2563eb,stroke-width:2px,color:#1c2230;
  classDef ai fill:#ffffff,stroke:#5c6675,stroke-width:1.5px,color:#1c2230;
  classDef auto fill:#e9f7ef,stroke:#1f9d55,color:#13502c;
  classDef gate fill:#fdf6e3,stroke:#b7791f,color:#6b4a10;
  classDef seq fill:#e0f7fb,stroke:#0e7490,color:#0b4250;
  classDef man fill:#eef1f5,stroke:#64748b,color:#33414f;
  classDef neg fill:#fdecea,stroke:#c0392b,color:#7d1f15;
  classDef term fill:#eef1f5,stroke:#64748b,stroke-dasharray:4 3,color:#33414f;
  classDef won fill:#e9f7ef,stroke:#1f9d55,stroke-width:2px,color:#13502c;
  classDef dorm fill:#f3ecfa,stroke:#8a4baf,stroke-dasharray:5 3,color:#4d2a66;
  classDef sys fill:#e8f0fe,stroke:#2563eb,color:#15336e;

Copy index — subject · source · send mode · status

Regenerated from the parallel session's plan change-the-incoming-recursive-map.md (WS1–WS12 + Q1–Q13 conflict review) and LEAD_JOURNEYS.html. Rendering: Mermaid flowchart syntax.