🧭 ClientsFlow — Lead Journeys & Branching Flowchart

Legend

Two orthogonal things are marked on every message: who triggers the send and whether the code path exists in production.

Who sends / approves

The human-gate invariant: every lead-facing email is DRAFT→APPROVE except the three transactional ones (GHL booking confirmation, the Meet calendar invite, the pre-call reminders), which are AUTO-SENT. Nothing else reaches a lead without an explicit human click.

Backend status (production v103)

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. Overlapping steps are repeated so each scenario reads standalone. Each message line shows the send-mode tag and (where it has one) the exact Hungarian subject line; in-thread replies have no new subject.

A — Positive first reply interested / neutral · new_lead_reply

B — Objection / pushback email_type = objection

C — Negative reply "nem érdekel" sentiment = negative

D — Ghosted / Lost lead writes back

E — Re-engaged after a nudge followup_no_reply

F — Reply on a sent-proposal thread proposal_followup

G — Existing paid client writes in project_update / ongoing

H — Non-lead / vendor / system mail other

Branching flowchart — from the lead's reply onward

Conditions are on the arrows; each box shows the email subject line (or "in-thread" / transactional label) + a short summary. Colours follow the send-mode legend; dashed = dormant/not-built on production.

flowchart TD
  START(["📨 Lead replies
(to cold email or a call)"]):::start
  CLS{"🤖 AI classifier
email_type · sentiment · booking_ok"}:::ai
  START --> CLS

  %% ===== branches by classifier =====
  CLS -->|"interested / neutral
(new_lead_reply)"| FR
  CLS -->|"re-engaged after nudge
(followup_no_reply)"| FR
  CLS -->|"objection / pushback"| NEGCOL
  CLS -->|"sentiment = negative"| NEGCOL
  CLS -->|"reply on proposal thread
(proposal_followup)"| PF
  CLS -->|"paid client writes in"| ONG
  CLS -->|"non-lead / vendor (other)"| OTH

  %% ===== A: positive / first reply =====
  FR["✍️→🟡 First reply (in-thread)
opener + fixed booking block
+ '📞 Hívd fel' call task"]:::gate
  FR -->|"books via link"| BOOKED
  FR -->|"no booking"| NUDGE
  FR -->|"rep phones instead"| CALLSET

  NUDGE["✍️→🟡 Nudge ladder (in-thread)
day 2 · day 5 · day 9 (graceful)"]:::gate
  NUDGE -->|"books"| BOOKED
  NUDGE -->|"still silent after #3"| LOST

  CALLSET["🟡 Rep sets Sales Call Date
manually (phone-agreed)"]:::man
  CALLSET --> BOOKED

  BOOKED["🔵 GHL booking confirmation
+ thank-you page"]:::ghl
  BOOKED --> MEET
  MEET(["🟢 Meet invite 'Weboldal Bemutató — {név}'
(GCAL-driven = dormant)"]):::dorm
  MEET --> REMIND
  REMIND["🟢 Reminders AUTO-SENT
24h 'Holnapi megbeszélés' · 1h 'Megbeszélés'"]:::auto
  REMIND -->|"attends"| CALL
  REMIND -->|"no-show"| NOSHOW

  NOSHOW["✍️→🟡 No-show rebook loop ×5 (in-thread)
ref 'Lemaradtunk egymásról, {név}?'"]:::gate
  NOSHOW -->|"rebooks"| BOOKED
  NOSHOW -->|"5 steps, no rebook"| LOST

  CALL{"🟡 Sales call (Fireflies records)
→ AI post-call form"}:::man
  CALL -->|"ready to buy"| PROP
  CALL -->|"timing objection
(still interested)"| NURT
  CALL -->|"needs 2nd call"| CALL2

  CALL2["🟡 New Sales Call Date
(date-picker auto-event = dormant)"]:::dorm
  CALL2 --> MEET
  NURT["🟡 Halaszt — nurture until {date}
(auto 'we'll reach out' email = not built)"]:::nobk
  NURT -->|"date arrives"| FR

  PROP["✍️→🟡 Proposal email
'Az ajánlatod — {cég} weboldal'
(DocuSeal doc + Stripe link)"]:::gate
  PROP -->|"signs + pays ≤2h"| PREPAY
  PROP -->|"signed, not paid"| ABANDON
  PROP -->|"opened, unsigned"| CHASESOFT
  PROP -->|"sent, unsigned"| CHASEFIRM

  ABANDON["✍️→🟡 Abandoned-cart reminders (in-thread)
+2h · +1d · +3d · ref 'Már csak egy lépés 🙌'"]:::gate
  ABANDON -->|"pays"| PREPAY
  ABANDON -->|"never pays"| LOST
  CHASESOFT["✍️→🟡 Proposal chase — soft (in-thread)"]:::gate
  CHASEFIRM["✍️→🟡 Proposal chase — firm (in-thread)"]:::gate
  CHASESOFT -->|"signs"| PREPAY
  CHASEFIRM -->|"signs"| PREPAY
  CHASESOFT -->|"never signs"| LOST
  CHASEFIRM -->|"never signs"| LOST

  %% ===== onboarding tail =====
  PREPAY["✍️→🟡 Welcome kit
'Üdv a fedélzeten! 🎉 Indulunk'
+ Drive folder · client portal"]:::gate
  PREPAY --> DEV
  DEV["🟡 Waiting for Dev → Dani Slack + task
→ Website Built"]:::man
  DEV -->|"full prepaid"| FULLPAID
  DEV -->|"partial"| BALANCE
  BALANCE["✍️→🟡 Balance due (in-thread)
'Elkészült a weboldalad 🎉 A fennmaradó…'"]:::gate
  BALANCE -->|"balance paid"| FULLPAID
  BALANCE -->|"unpaid"| LOST
  FULLPAID["🟡 Fully Paid → handover"]:::man
  FULLPAID --> HANDOVER
  HANDOVER["Handover invite
'Foglaljunk egy átadási hívást'
(authored, not auto-sent)"]:::dorm
  HANDOVER --> HANDED
  HANDED["🟡 Handed Over"]:::man
  HANDED --> REVIEW
  REVIEW["Review request +3d
'Hogy tetszik az új weboldalad?'
(authored, not auto-sent)"]:::dorm
  REVIEW --> WON([🏆 WON]):::won

  %% ===== B/C: negative & objection =====
  NEGCOL["🚫 Negative Replies column
objection: keep AI draft ·
negative: 'Köszönöm a visszajelzést!'"]:::neg
  NEGCOL -->|"Send + Booking FUP"| NEGFUP
  NEGCOL -->|"engageable objection converts"| FR
  NEGCOL -->|"Reply & Mark Lost"| LOST
  NEGCOL -->|"Archive, no reply"| LOST
  NEGFUP["✍️→🟡 +2-day nudge (in-thread)
'Érdekes lehet a lehetőség?'"]:::gate
  NEGFUP -->|"books"| BOOKED
  NEGFUP -->|"1 week silence"| GHOST
  GHOST([👻 Ghosted]):::term
  GHOST -->|"writes back interested"| REACT
  LOST([🪦 Lost — 60-day nurture]):::term
  LOST -->|"writes back interested"| REACT
  REACT["🟢 Auto-reactivated → new_lead"]:::auto
  REACT --> FR

  %% ===== F/G/H =====
  PF["✍️→🟡 Proposal-thread reply (in-thread)
answer + re-offer link · no booking link"]:::gate
  PF --> PROP
  ONG["Ongoing-client 'Client message' task
(dormant: main inbox ignored)"]:::dorm
  OTH["🟢 Logged / borderline-flagged /
ignored (no draft)"]:::auto

  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 ghl fill:#e8f0fe,stroke:#2563eb,color:#15336e;
  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;

Copy index — subject line · where it lives · send mode · status

Sources for the rendering approach: Mermaid flowchart syntax · Mermaid.js guide (Swimm) · Email customer-journey flowchart guide (Omnisend).