/* page-pipeline-sequences.jsx — Sales follow-up sequences The Recruiting workbench pattern, applied to sales pipeline. A lead enrolled in a sequence gets multi-touch SMS+email follow-up automatically; replies pause the sequence and flag the rep. Exposed as window.PipelineSequences (sub-tab of Pipeline). */ (function () { const SEQ = [ { id: "ps1", name: "Quote follow-up · Med Supp", channel: "sms_email", active: 28, days: 12, steps: [ { day: 0, ch: "SMS", template: "Hi {{first}}, this is {{rep}} with Atlas. I just texted you the Plan G quote — check your messages. Q's? Reply here." }, { day: 1, ch: "Email", template: "Subject: Your Plan G quote\n\n{{first}}, here's the breakdown of your Plan G estimate. Hospital max out-of-pocket = Part B deductible. PDF attached." }, { day: 3, ch: "SMS", template: "Hey {{first}} — most folks have one specific question after seeing the quote. What's yours?" }, { day: 7, ch: "Email", template: "Subject: Quick check-in\n\nSometimes life gets busy. If now isn't right, I get it. Want me to reach out in 30 days instead?" }, { day: 12, ch: "SMS", template: "Last text from me, {{first}}. If you'd rather connect with someone else or you're set, just reply STOP and I'll close out." }, ]}, { id: "ps2", name: "Final Expense nurture", channel: "sms", active: 14, days: 10, steps: [ { day: 0, ch: "SMS", template: "Hi {{first}}, {{rep}} from Atlas. The $15K final expense plan we discussed comes to $${ap}/mo. Want me to email the full breakdown?" }, { day: 2, ch: "SMS", template: "Quick reminder, {{first}} — if you'd like, I can also pull a $10K version for comparison. Just reply with which one." }, { day: 5, ch: "SMS", template: "Hey {{first}} — thinking about you. Funeral costs in {{state}} averaged $9,840 last year. Plan locks in your rate today." }, { day: 10, ch: "SMS", template: "Last note. If you want to revisit, text me. If not, no hard feelings — wishing you the best." }, ]}, { id: "ps3", name: "App In · sigs missing", channel: "sms_email", active: 4, days: 5, steps: [ { day: 0, ch: "SMS", template: "Hey {{first}} — saw a couple sigs are missing on your application. Quick docusign in 90 seconds? I'll text the link." }, { day: 1, ch: "SMS", template: "Hey {{first}}, sending the sig link again — let me know if you're not getting it." }, { day: 3, ch: "Email", template: "Subject: Need 60 seconds — application waiting\n\n{{first}}, the carrier's holding your application until I get the last two signatures. Here's the link: {{sig_url}}" }, { day: 5, ch: "SMS", template: "Final note — without sigs the app expires Friday. Two clicks: {{sig_url}}" }, ]}, { id: "ps4", name: "Cross-sell · FE issued → Med Supp", channel: "email", active: 9, days: 60, steps: [ { day: 30, ch: "Email", template: "Subject: Quick check-in 30 days post-issue\n\nHow's the new policy treating you? Any questions on what's covered?" }, { day: 45, ch: "Email", template: "Subject: One more option for you\n\nFolks who chose final expense often also benefit from a Medicare Supplement. 3-min explainer attached." }, { day: 60, ch: "Email", template: "Subject: Want me to run the numbers?\n\nIf you've thought about Med Supp, I can pull a quote in your zip in 5 minutes." }, ]}, ]; const ENROLLED = [ { id: "e1", lead: "Cheryl Hampton", seq: "ps1", step: 2, status: "active", nextSendIn: "in 14h", lastReply: "—", owner: "marc" }, { id: "e2", lead: "Robert Mendez", seq: "ps3", step: 1, status: "paused", nextSendIn: "—", lastReply: "5m ago", owner: "dani" }, { id: "e3", lead: "Patricia Volker", seq: "ps1", step: 3, status: "active", nextSendIn: "in 2d", lastReply: "—", owner: "kira" }, { id: "e4", lead: "Ramona Diaz", seq: "ps3", step: 0, status: "active", nextSendIn: "now", lastReply: "—", owner: "kira" }, { id: "e5", lead: "Don Phelps", seq: "ps2", step: 2, status: "active", nextSendIn: "in 3d", lastReply: "—", owner: "sade" }, { id: "e6", lead: "Naomi Reese", seq: "ps4", step: 0, status: "complete", nextSendIn: "—", lastReply: "1mo ago", owner: "jada" }, ]; function PipelineSequences({ role = "owner" }) { const [sequences, setSequences] = React.useState(SEQ); const [activeId, setActiveId] = React.useState(SEQ[0].id); const [edits, setEdits] = React.useState({}); const [paused, setPaused] = React.useState({}); const seq = sequences.find(s => s.id === activeId) || sequences[0]; const enrolled = ENROLLED.filter(e => e.seq === seq.id); const updateStep = (i, body) => setEdits({ ...edits, [seq.id]: { ...(edits[seq.id] || {}), [i]: body } }); const addSequence = () => { const name = prompt("Name for the new sequence?"); if (!name?.trim()) return; const id = "ps" + (sequences.length + 1) + "_" + Math.random().toString(36).slice(2, 6); const fresh = { id, name: name.trim(), channel: "sms_email", active: 0, days: 7, steps: [ { day: 0, ch: "SMS", template: "Hi {{first}}, this is {{rep}}. Quick follow-up." } ]}; setSequences(s => [...s, fresh]); setActiveId(id); window.toast && window.toast(`Created "${name.trim()}" — edit steps below`, "success"); }; const togglePause = () => { setPaused(p => ({ ...p, [seq.id]: !p[seq.id] })); const isPausing = !paused[seq.id]; window.toast && window.toast(isPausing ? `Paused "${seq.name}" · enrolled leads will skip next sends` : `Resumed "${seq.name}"`, isPausing ? "info" : "success"); }; const saveEdits = () => { const myEdits = edits[seq.id] || {}; const count = Object.keys(myEdits).length; if (count === 0) { window.toast && window.toast("No edits to save", "info"); return; } setSequences(prev => prev.map(s => { if (s.id !== seq.id) return s; return { ...s, steps: s.steps.map((st, i) => myEdits[i] != null ? { ...st, template: myEdits[i] } : st) }; })); setEdits(e => ({ ...e, [seq.id]: {} })); window.toast && window.toast(`Saved ${count} edit${count === 1 ? "" : "s"} to "${seq.name}"`, "success"); }; const addStep = () => { setSequences(prev => prev.map(s => { if (s.id !== seq.id) return s; const lastDay = s.steps.length > 0 ? s.steps[s.steps.length - 1].day : 0; return { ...s, steps: [...s.steps, { day: lastDay + 2, ch: "SMS", template: "Hey {{first}}, just a quick check-in." }] }; })); }; return (

Sequences

{sequences.map(s => { const en = ENROLLED.filter(e => e.seq === s.id && e.status === "active").length; const isPaused = !!paused[s.id]; return ( ); })}

{seq.name}

{seq.channel} · {seq.active} leads in flight
{seq.steps.map((s, i) => (
{i + 1}
D+{s.day}
{s.ch} {}} options={[{ v: "any", l: "Send to anyone" }, { v: "no_reply", l: "Only if no reply" }, { v: "no_book", l: "Only if not closed" }]}/>