Bullpen · Follow-up System

Voice Memo Workflow

Trigger → which memo fires → on which channel. You record each once; the system routes it forever.

◆ The Routing trigger → memo → channel

When a lead or subscriber hits a trigger, the matched voice memo auto-fires on the channel(s) shown. Consented leads only — nothing goes to the cold pool.

New channel subscriberjoins the broadcast channel
greet-sub · Welcome + who you are + what they'll get
IG channel
Oregon IUL leadsource: oregon_iul
vm-or-iul · OR-specific IUL greeting
VoicemailiMessage
Trucker IUL leadsource: trucker_iul
vm-trucker · Trucker angle (on the road, protect family)
VoicemailiMessage
Veteran IUL leadsource: veteran_iul
vm-veteran · Veteran angle (service, legacy, honor)
VoicemailiMessage
Final Expense leadsource: final_expense
vm-fe · FE angle (simple, affordable, peace of mind)
VoicemailiMessage
Contractor IUL leadsource: contractor_iul
vm-contractor · Contractor angle (self-employed, no safety net)
VoicemailiMessage
Generic fresh leadany consented /q lead, no specific segment
vm-fresh · Warm generic "you reached out, real voice"
VoicemailiMessage
Missed connect / callbacktried once, no answer
vm-callback · No-pressure "text me a good time"
VoicemailiMessage
Recruit DM (IG keyword)commented BULLPEN / INCOME
ig-recruit · Recruit intro (remote, we train you)
IG DM
Cold thread re-engageconsented lead gone quiet
im-reengage · Soft "still around if it's on your mind"
iMessage

● Record List

Record each once (10–25s, your voice, phone's fine). Check it off as you go. A memo can't fire until its file's uploaded — so this list IS the activation checklist.

CHANNELS: Voicemail = ringless drop on the dialer  ·  iMessage = audio attachment in-thread  ·  IG = DM / channel.
Every send is consented-only + DNC-checked (cold pool hard-blocked). Ringless voicemail = a "call" under TCPA — same consent floor.
Progress saves on this device. Record → upload → it goes live.