FSG

Sequences

Operational programs run off stages and dates. Outreach sequences run off lists.

Active sequences

9 / 10

Currently enrolled

2,076

records across all programs

Avg open rate

39%

2,506 emails sent

Avg reply rate

6%

154 replies

Operational programs

8· attached to records by stage or date

Sequence	Trigger	Steps	Enrolled	Open / reply	Active
Proposal follow-up Morgan's cadence: week, week, a few days, escalate to salesperson, then stretch out.	Project enters Proposal Sent	12	5	59% 16%
RFQ follow-up (vendors)	Vendor quote requested	5	4	79% 48%
Work order acceptance	Work order sent	4	2	no sends yet
Schedule-date ask	Work order accepted without date	5	3	no sends yet
COI renewal	COI expires in 30 days	6	2	no sends yet
Client rating & referral	Project work complete	3	1	79% 45%
Owner post-completion call	Project work complete	1	1	no sends yet
Sealcoat reminder (+24 months, April)	Paving project billed	3	6	no sends yet

Outreach sequences

2· enroll a list; exit on reply

Sequence	Trigger	Steps	Enrolled	Open / reply	Active
Spring thaw outreach	Manual / March 15 yearly	4	1,840	33% 2%
Cold outreach — property managers (Melanie)	Manual enroll from list	7	212	42% 4%