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Franchise sales touch-points are weeks apart, not days, and a validation call runs 20-30 minutes, not a quick dial. SalesThumb's sequence engine lets you build multi-step email/SMS/task cadences that trigger on stage entry, lead source, rating change, or a document send. The power dialer places the call over Twilio and, once the rep types or dictates their own notes, an AI pass turns that free text into a structured outcome/next-step/objections summary for the rep to review before saving — it never listens to or transcribes the call itself.
Welcome & 14-day nurture
Trigger: stage entry · Inquiry
Thanks for the interest, {{firstName}}
Sends the opportunity overview + a link to book an intake call.
Quick check-in text
"Hey {{firstName}} — did the overview land? Happy to answer questions."
Rep task: follow-up call
Creates a task for the assigned rep — not sent automatically.
Wait
No action — just holds the enrollment until day 14.
Still interested in {{territory}}?
Break-up style email offering one more call before pausing outreach.
Enrollment
Active
9
Completed
22
Total enrolled
31
No open/reply-rate tracking or A/B testing exists on sequence steps today — enrollment counts are the real numbers this screen has.
Features, zoomed in
Three capabilities built specifically for the day-to-day of a working shop.
Deep dive · 01
A sequence is a list of steps (email, SMS, task, or a plain wait) with a day-offset between each. It can be enrolled manually, or set to auto-enroll when a prospect enters a stage, comes from a given lead source, changes rating, or gets a document sent. There's no fixed starter-sequence library out of the box — you build the cadence your team actually uses.
Sequences
4 sequences built by this team · none ship as defaults
Welcome & 14-day nurture
activeTrigger: Stage entry · Inquiry
FDD review — 14-day window
activeTrigger: Document sent · FDD
HOT lead fast-track
activeTrigger: Rating change · HOT
Stale lead reactivation
pausedTrigger: Manual
Deep dive · 02
Click a prospect's phone number to place a Twilio-bridged call to your own phone, which then connects to the prospect. The call panel surfaces the prospect's real profile, next-best-action, and deal-risk signals before you dial. After the call, type or dictate your notes and "Extract with AI" turns them into an outcome label, a next step, and any objections raised — pulled only from what you wrote, never invented, and always shown as a draft for you to review before it's saved to the timeline.
M. Okafor(614) 555-0188
Scottsdale North · AZ
Prospect (real data)
Investment budget
$200k–300k
Territory interest
Scottsdale North, AZ
AI pre-call brief (before dialing)
Deal risk 32/100. Last touch: email opened, no reply in 6 days. Open with the Scottsdale North territory question he raised last call.
Your notes (typed or dictated)
"talked about scottsdale north territory again he wants the june discovery day and asked about the royalty and ad fund numbers before he'll look at the fdd"
Extract with AI
from your notes aboveInterested, wants June discovery day
Send royalty + ad-fund breakdown before FDD
Wants royalty/ad-fund numbers before reviewing the FDD
Draft only — nothing is saved to the timeline until you review and confirm it below.
What's included
Everything that ships on day one. No feature-gating surprises inside a single plan.
See every angle
Every meaningful view, the path through it, and the moments that matter — so you know exactly what you're buying.
Power dialer
Real prospect context on the right; AI-structured notes after you write your own.
Power dialer
5 in queue · click any number to call · Twilio Voice
J. Whitfield
Email opened · May 4
M. Okafor
Call · May 2
S. Calloway
Note · Apr 30
D. Reinhart
Form submission · Apr 29
P. Nguyen
Email reply · Apr 27
J. Whitfield · real context
Investment budget
$150k–200k
Target territory
Chicago North Shore, IL
AI pre-call brief, generated from this prospect's real activity — read before you dial.
After the call, type or dictate your own notes — AI structures them into outcome / next step / objections for you to review.
Who it's for
What it replaces
How it works
Add email, SMS, task, or wait steps with day-offsets between them. Set it to manual enrollment, or auto-enroll on a stage, lead source, rating change, or document-sent trigger.
Add prospects one at a time or trigger enrollment automatically. The sequences page shows active/completed/total enrollment counts per sequence.
Click to call over Twilio. Type or dictate your notes after the call; AI extracts outcome, next step, and objections from what you wrote for you to review and save.
What this looks like in a shop
Illustrative scenario: A franchise-development rep used to hang up and immediately dread typing up notes before the next call. With the dialer's post-call AI extraction, she talks through what happened out loud, the notes get structured into an outcome and next step in a few seconds, and she reviews and saves before moving to the next dial — no separate note-taking app, no half-written scrawl she has to decipher the next morning.
Questions
Fits in with
Twilio Voice
Powers the click-to-call dialer
Explore more
Inquiry → qualified → discovery day → mutual evaluation → award. Custom, renamable stages; a weighted forecast; a real territory-conflict flag.
A branded, hosted intake form or embeddable iframe. Submissions land in your pipeline auto-rated by declared budget — no manual entry.
Track existing franchisees who take validation calls, request or schedule a call with one from the roster, and rate the outcome — a rating of 4-5 auto-advances the prospect's pipeline stage.
A 4-step sales playbook with target timelines and live conversion rates. A versioned FDD document library. A real compliance audit log built from actual pipeline activity.