{
  "format": "uplevelre.setup-pack",
  "schemaVersion": 2,
  "packId": "8c1f6a2e-4b3d-4e7a-9f21-3d5c7b9a1e04",
  "name": "Speed to Lead Starter",
  "description": "Every new lead gets a text inside a minute, a call task for the owner, a Hot Lead tag while they are fresh, and a smart list that keeps this week's new leads in one place.",
  "author": "Morgan Reyes · Reyes Systems Consulting",
  "version": "1.0.0",
  "exportedAt": "2026-09-22T20:45:00Z",
  "resources": [
    {
      "key": "tag-hot-lead",
      "kind": "tag",
      "name": "Hot Lead",
      "data": {
        "color": "#ef4444"
      }
    }
  ],
  "automations": [
    {
      "key": "auto-speed-to-lead",
      "document": {
        "format": "uplevelre.automation-template",
        "version": 1,
        "name": "Speed to Lead",
        "description": "Text a new lead right away, tag them Hot Lead, and give the owner a call task due in 15 minutes.",
        "category": "lead_nurture",
        "settings": {
          "allow_reenrollment": false,
          "stop_on_reply": true,
          "daily_send_limit": 200,
          "send_window_days": [
            0,
            1,
            2,
            3,
            4,
            5,
            6
          ],
          "send_window_skip_holidays": false
        },
        "references": [
          {
            "type": "tag",
            "id": "tag-hot-lead",
            "name": "Hot Lead"
          }
        ],
        "graph": {
          "nodes": [
            {
              "id": "trigger",
              "kind": "trigger.contact_created",
              "config": {},
              "position": {
                "x": 0,
                "y": 0
              }
            },
            {
              "id": "hasphone",
              "kind": "control.if",
              "config": {
                "condition": {
                  "mode": "all",
                  "rules": [
                    {
                      "kind": "has_phone"
                    }
                  ]
                }
              },
              "position": {
                "x": 0,
                "y": 170
              }
            },
            {
              "id": "sms",
              "kind": "action.send_sms",
              "config": {
                "body": "Hi {{first_name|there}}, it's {{agent_name}} with {{company_name}}. Thanks for reaching out — I'll call you shortly. Anything specific you'd like to know first?"
              },
              "position": {
                "x": -220,
                "y": 340
              }
            },
            {
              "id": "tag",
              "kind": "action.add_tag",
              "config": {
                "tag_id": "tag-hot-lead"
              },
              "position": {
                "x": 0,
                "y": 510
              }
            },
            {
              "id": "task",
              "kind": "action.create_task",
              "config": {
                "title": "Call new lead: {{first_name}} {{last_name}}",
                "description": "Fresh lead. Call within 15 minutes; speed is the whole game.",
                "task_type": "call",
                "priority": "high",
                "due_in_value": 15,
                "due_in_unit": "minutes",
                "assign_to": "owner",
                "show_on_calendar": false
              },
              "position": {
                "x": 0,
                "y": 680
              }
            }
          ],
          "edges": [
            {
              "id": "e1",
              "source": "trigger",
              "target": "hasphone",
              "handle": "next"
            },
            {
              "id": "e2",
              "source": "hasphone",
              "target": "sms",
              "handle": "true"
            },
            {
              "id": "e3",
              "source": "hasphone",
              "target": "tag",
              "handle": "false"
            },
            {
              "id": "e4",
              "source": "sms",
              "target": "tag",
              "handle": "next"
            },
            {
              "id": "e5",
              "source": "tag",
              "target": "task",
              "handle": "next"
            }
          ]
        }
      }
    }
  ],
  "smartLists": [
    {
      "key": "list-hot-leads-this-week",
      "name": "Hot leads this week",
      "description": "Contacts tagged Hot Lead in the last 7 days.",
      "color": "#ef4444",
      "icon": "flame",
      "filters": {
        "version": 2,
        "root": {
          "type": "and",
          "children": [
            {
              "type": "cond",
              "field": "tags",
              "op": "has_any",
              "value": [
                "tag-hot-lead"
              ]
            },
            {
              "type": "cond",
              "field": "created_at",
              "op": "in_last_days",
              "value": 7
            }
          ]
        }
      }
    }
  ],
  "messageTemplates": [
    {
      "key": "tmpl-missed-you",
      "name": "Missed you — quick text",
      "channel": "sms",
      "category": "Follow up",
      "subject": "",
      "body": "Hi {{first_name|there}}, {{agent_name}} here. Tried you a moment ago — what's a good time to talk today?",
      "richTextDoc": null
    }
  ]
}