How do I add a "thinking about it" lead back to the initial lead handling sequence?
If a lead went cold after their consult and you want the automated nurture texts and emails to start reaching out again, here's how to re-enroll them without creating a duplicate record.
1
Understand when re-enrollment makes sense
Re-enrollment is appropriate when: the lead had a consult but never booked, they've been unresponsive for 2+ weeks, and you want automation to restart the nurture sequence. It is not appropriate if they're actively in conversation with you — in that case, just set a manual follow-up task instead.
2
Open the contact record and go to the Automations tab
Find the contact in the Contacts section and open their record. Scroll down to the Automations tab (sometimes labeled "Active Workflows" depending on your account configuration). You'll see any automations currently running or previously fired for this contact.
3
Manually add them to the nurture workflow
Click + Add to Workflow (or the equivalent button in the Automations tab). Select the lead nurture sequence your practice uses — typically named something like "Lead Received Nurture" or "45-Day Follow-Up Sequence." Confirm to enroll them. The automation will begin from the start of the sequence.
4
Move the pipeline card back to "Lead Received" only if instructed by your manager
Some practices prefer to move the card back to Lead Received when re-enrolling, so the pipeline reflects the lead's re-active status. Others leave it in Consult Booked. Check with your office manager on your practice's preference before moving the card — pipeline stage changes affect reporting.
Important: Check whether the contact has already received messages from the nurture sequence before re-enrolling. If they got 20 texts over 45 days and never responded, re-sending the same sequence from the start may annoy them. In that case, a single personal text from you is more effective than re-enrolling in automation.
Pro tip: Before re-enrolling, send one manual personal text first: "Hi [Name], I wanted to circle back and see if you had any questions about the consultation." If they respond, you don't need automation at all — handle it manually.