RootLogic Automation & Nurture
Automation & Nurture

What is the 45-day nurture sequence and what does it include?

The 45-day nurture sequence is RootLogic's built-in follow-up system that automatically keeps reaching out to leads who haven't booked — so no one falls through the cracks while you're busy with patients.

1
Understand what the sequence is for
Hair restoration is a considered purchase — most people research for weeks or months before committing to a consult. The 45-day sequence keeps your practice top of mind with a mix of texts and emails over that window, giving leads multiple chances to engage at their own pace.
2
Know what's included in the sequence
The sequence typically includes: an immediate welcome text (within minutes of form submit), a follow-up email within the first day, a second text check-in around day 3–5, periodic email touches at roughly 1-week intervals, and a final "last chance" message right around day 45. The exact content and timing is configured by Vitality for your specific practice.
3
Know what stops the sequence
The automation stops when a lead moves out of the Lead Received stage — to Hot Lead, Consult Booked, or Procedure Booked. Moving them forward (ideally via the calendar booking flow for Consult Booked and Procedure Booked) signals to the system that the lead is being handled and halts further nurture messages.
4
Review what's been sent in the Conversations tab
To see exactly which messages a specific lead has received, open their contact from the pipeline, click Go To Conversation, and scroll through the thread. Every automated text and email is logged there with timestamps alongside any manual messages you've sent.
5
What happens at day 45 if no movement
After the final message fires at day 45 and the lead still hasn't moved or responded, RootLogic automatically removes the opportunity card from your pipeline. The contact record is preserved — all their information stays in the Contacts tab — but the pipeline card is cleared to keep your view clean.
Pro tip: The nurture sequence handles persistence automatically, but it can't replace a real conversation. Use it as your safety net, not your primary outreach strategy. Your goal is to make a live phone call before the sequence even gets to day 3.