The Sales & Booking System 6 automations · 1 pipeline
From the moment someone fills out a Dubsado form to the day their booking is confirmed — six automations, wired together, working while you sleep.
How the whole thing fits together
An inquiry lands, and everything after that runs itself: the lead gets filed, texted, booked onto a call, walked through a Sip & See tour, and confirmed — each step handing off to the next automatically. One branch runs alongside the whole thing: if a lead ever texts back STOP, a separate automation catches it the moment it happens and marks them Lost, wherever they are in the pipeline.
Reading this map: the five solid boxes left to right are the linear path every lead walks — click any one for its full walkthrough. The dashed box hanging off First Message isn't a sixth step in the chain — it's live the whole time, watching for a STOP reply from any lead who's ever received a text, and pulling them out the moment it sees one.
The six walkthroughs
Start with Dubsado Inquiries and follow the arrows. Each page has its own video, a plain-English summary, an under-the-hood breakdown, and a clear "what you can safely change".
Unit 01 · Make
Dubsado Inquiries
Catches a new Dubsado inquiry email, sorts it into one of six inquiry types, and files it as a Lead in Airtable.
Unit 02 · Make
First Message
Sends a brand-new lead their first SalesMSG text and tags the contact.
Unit 03 · Make
Sales Calls (Calendly)
Logs every consultation call — booked, rescheduled, or cancelled — against the Lead and assigns a team member.
Unit 04 · Make
Sip & See Tours (Kit)
Matches a Kit tour signup to an existing client or lead — or creates a new one — and books the tour.
Unit 05 · Make
Booking Notifications
Catches the "appointment confirmed" email and posts the booking straight to your team's Slack channel.
Unit 06 · Make
SalesMSG Opt-Outs
Catches a STOP reply and marks the matching Lead as Lost, automatically.