Client Journey

Cr8tive Lyfe Unlimited

A 6-stage automated workflow that moves every inquiry from first contact to booked appointment — with smart routing, personalized messaging, and a personal touch from the Cr8tive Lyfe team.

Select a Stage

Step 01 · Intake Form

Inquiry Submitted

Trigger: Client submits the Cr8tive Lyfe inquiry form

Ivorey Tags Applied

studio_rental_leadproduction_leadeducation_leadministry_leadconsultation_pastor_christy

Data Captured

—Event or service type

—Suites or spaces requested

—Preferred date and time

—Contact preference (email or phone)

Actions

1Tag client based on service selection in Ivorey

2Record inquiry in Ivorey CRM

3Trigger Stage 2 immediately (within 5 minutes)