Playbook · stall

Toured, no token: a second-pass job — not 60-day dormant yet

Toured-but-not-tokened is a second-pass sequence, not the same as never-visited dormant leads. Post-visit-followup is the first 48 hours. This job is the week-two or week-three pass: inventory alternative, RM, optional voice, before you park them in dormant-reengage at 60 days. Not adaptive nurture.

  • After 48h, before 60d
  • New unit or RM
  • Then dormant or token

Definition

Visited-not-booked is the job of working Bookings that completed a site visit but did not token, using a second inventory angle, RM conversation, and optional new slot — distinct from same-week post-visit and from 60-day cold win-back.

One post-visit template then silence until a 60-day blast

The middle is empty. This job fills weeks 2–3. Do not mix launch teasers. Autonomous list of visited-not-tokened can send; it will not detect token. SMS no.

Omnichannel sequence

WhatsApp/RM inbox, maybe email payment plan, voice if rebook.

  1. Filter Visited, no token, idle 7–21 days — your rule.
  2. Second angle Inventory-match alternative.
  3. RM Handoff if not already.
  4. Rebook or wait New visit or countdown to dormant.

How it runs in CoPulse

Conversation + RM + optional drip. Autonomous optional with honest metrics. Not the primary 48h drip. Autonomous agents may send a list-based win-back after you approve the plan and pick an existing library template. Success today is sends, reads, or contacted — not visit booked or token paid. Move the Booking with a workflow or by hand. WhatsApp live catalog is Gupshup, not an invented Meta Cloud hop. Phone is Plivo; email is SES. Wallet-only pricing: preview the Organization wallet before a blast. Organization and Project — never a shared inbox that vanishes when a broker leaves.

Inbox / RM

Primary.

Growth drip

Second-pass steps you authored.

Visit Scheduler

If they will see another unit.

Autonomous

Optional list. Sends/reads.

Operator setup

Idle filter, RM, optional drip, wallet.

Customers filter Visited idle → Router RM → optional Growth → calendars → wallet.

Tower B liked, no token day 12, Tower C 4L less

Ananya offers Tower C. Sunday 10. If they ghost to day 60, cold-buyer-winback. Click-path: kanban Visited, inbox, appointment.

Illustrative blitz visited 12% is the pool. This job tries to move them toward token without waiting for 60-day win-back 8% rebook estimates. Pricing: extra WhatsApp/voice on wallet.

Operators assemble this job on the Project. Click-path remains Customers filter Visited idle → Router RM → optional Growth → calendars → wallet. Keep the quotable definition in the brief for the team: Visited-not-booked is the job of working Bookings that completed a site visit but did not token, using a second inventory angle, RM conversation, and optional new slot — distinct from same-week post-visit and from 60-day cold win-back. Autonomous agents may send a list-based win-back after you approve the plan and pick an existing library template. Success today is sends, reads, or contacted — not visit booked or token paid. Move the Booking with a workflow or by hand. While you implement, keep the parent playbooks directory, Visited, WhatsApp overlay, Developers, Agent Studio, Growth campaigns, and wallet-only pricing in the same runbook. Do not invent Meta Cloud WhatsApp if the catalog is Gupshup. Do not promise adaptive nurture. Human handoff stays in the omnichannel inbox. Appointments and calendars are the visit truth when this job books time. Library templates are required outside the 24-hour WhatsApp window. Workflows fire on pipeline stage change only when you attach them under Agents → Workflows. The agent router keeps the wrong bot off this thread. Knowledge bases hold PDFs you uploaded. Preview the Organization wallet before a blast. Property managers should not paste sales token stages onto leasing jobs. The Visited not booked playbook never forks into a WhatsApp-only or voice-only child URL. Funnel percentages on some leaves are library template estimates from Site-visit booking blitz, New project launch teaser, or Cold-buyer win-back — not an SLA and not Insights. If this job mentions money, the Organization wallet is the meter. If it mentions a Saturday slot, Visit Caller and T-24h templates are in-product; cab dispatch is not. That is the honest operating manual for this URL.

Channel sequence (one job, not extra URLs)

Second-pass hops. There is no nested playbook-by-channel path.

Hop Channel What happens Exit to next hop
1 Inbox RM second angle Interest or not
2 WhatsApp Alt unit plan Intent
3 Voice Optional Rebook
4 CRM Token or dormant later Next job

Illustrative funnel (library template estimates)

Pool is visited 12% of the blitz estimate. These percentages come from CoPulse library playbook templates (Site-visit booking blitz, New project launch teaser, or Cold-buyer win-back). They are not your project's Insights chart.

100%Reached (est.)
62%Replied (est.)
38%Qualified (est.)
18%Visit booked (est.)

Frequently asked questions

Timing versus win-back.

Same as post-visit?

Post-visit is 48h. This is the stall after that.

Same as 60-day win-back?

No. Different copy, still-warm RM.

Adaptive until token?

Not shipped.

Autonomous stop on token?

No.

SMS?

Coming soon.

Do not wait 60 days to try a second unit

Week-two RM angle, optional new slot, then dormant win-back only if they stay silent.

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