Contacts — Incoming
● Live
MR
Maria Rodriguez
T65 — Medicare
Contacted
JT
James Turner
Supplement
Nurture
PL
Patricia Lee
Part D
Follow-up
DW
David Warren
T65 — Medicare
⚡ New Lead
Pipeline — CRM
3 moving
New Lead
David W.
$1,200/yr
T65
Susan K.
$980/yr
Supp
Contacted
Maria R.
$1,450/yr
T65
Quote Sent
James T.
$760/yr
Supp
Enrolled
Patricia L.
$1,100/yr
✓ Won
Email — AI Composer
AI
Auto-drafting personalized follow-up
To:
Subj:
Send Now →
Content — Auto-Scheduled
AI Writing
Sun
Mon
Tue
Wed
Thu
Fri
Sat
22
23
FB Post
24
IG Reel
25
LinkedIn
26
FB Live
27
IG Story
28
29
LinkedIn
30
FB Post
1
2
IG Reel
3
4
FB Post
5
Automation — Live Feed
⚡
New lead captured — David Warren
Form → CRM → tagged T65 → drip enrolled
0:01
✉️
Welcome email sent — Maria R.
AI personalized · Medicare Advantage
0:04
📅
Appointment booked — James T.
Thu Jun 26 · 11:00 AM · Zoom
0:08
📱
3 posts scheduled to FB · IG · LI
AI caption · auto-hashtags · optimal time
0:12
🏆
Patricia L. — Enrolled ✓
Pipeline moved · onboarding triggered
0:17
Appointments — Booked
4 today
9:00
AM
Maria Rodriguez
Medicare Review · Zoom
Done
11:00
AM
James Turner
Supplement Quote · Zoom
Now
2:00
PM
David Warren
T65 Consult · Phone
Auto-booked
4:30
PM
Susan Kim
Medicare Advantage · Zoom
Auto-booked
AIOS COACH · AUTOPILOT