Evrly Sales Engine

Email & SMS System Architecture

NeuroCalmRX + LiftRX
ActiveCampaign
Entry Point
Website Visitor
Starts Quiz or Reaches Cart
🔔 Abandon Event Triggered
Quiz not completed OR Cart not purchased
ACTIVECAMPAIGN AUTOMATION
1
Add to Contact Record
Tags: abandon_quiz or abandon_cart,product_neurocalm or product_liftrx
Fields: abandon_timestamp, abandon_type, product_type
2
Create Deal from Contact
Pipeline: Abandonment Recovery → Stage: New Leads
Owner: Auto-assign to concierge agent via round-robin
3
Pipeline Begins
Broadcast automation triggered (starts Day 1+)
Concierge notified of new deal assignment
Cart Abandon
Assignment within 15 min
Quiz Abandon
Assignment within 1 hour
TWO PARALLEL LAYERS
📢
Broadcast Layer
Automated Sequences
Trigger: Starts Day 1+ (after concierge SMS)
Purpose: Awareness & Education
Channels: Email sequences + SMS touchpoints
Content: Universal pain points, no over-segmentation
👤
Concierge Layer
1:1 Human Outreach
Trigger: Within 15 min of deal creation
Purpose: Conversion & Relationship
Channels: 1:1 SMS → Phone → Personal Email
Activity: Based on deal stage & engagement
Purchase Completed
Deal → Closed | Remove abandon tags | Start onboarding automation