Eve Financial × Happy Sleep · Campaign Journey

From cold dial
to closed deal to
office financing.

Every GHL pipeline stage, every disposition Clear Source logs in GHL, and every follow-up campaign that fires in between. Clear Source dials out and updates records directly inside GHL — everything lives in one CRM. One page. No guessing.
Launch April 27, 2026
Pipeline Eve · GHL
Version 1.0
Built by Badmouth
Proposed · Optional
Cold email as a secondary channel. Feeds positive replies into Stage 1 alongside Isaac's network. Runs on separate sending domains so eve.co stays clean. Not required for launch — plugs in without re-architecting anything.

Legend

Pipeline stage
Disposition / trigger
Follow-up campaign
Conversion / activated
Proposed channel
Cooled / suppressed

Who owns what

Clear SourceDialing, dispositions, Happy Sleep onboarding
BadmouthEmail, SMS, webinar campaigns
Eve FinancialFinancing expansion / upsell
Phase 0
Lead Source
Entry into the pipeline
Source · Warm
Isaac's Dental Influencer Network
130K+ dental offices across 5 committed KOLs.
Source · Proposed
Cold Email (secondary)
Separate domains. Positive reply → Stage 1.
Phase 1
Outreach
Dialer · dispositions route the lead
Stage · New Lead
New Lead
Imported to GHL · queued for Clear Source.
Stage · Attempted - No Contact
Attempted — No Contact
Couldn't reach DM. Re-queues for next dial cadence.
Dispositions landing here No Answer → C1 Voicemail Left → C1 Gatekeeper Blocked → C2 Gatekeeper Info Passed → C2
Campaigns firing here
Campaign 1 · Email + SMS
No-Answer / Voicemail Follow-Up
Softens the next dial attempt. Replies promote to Warm.
Campaign 2 · Email
Gatekeeper Bypass Email
Direct to practice inbox. Skips front desk.
Phase 2
Qualification
DM reached · interest rising
Stage · Warm Lead
Warm Lead
DM reached. Asked for info, a webinar, or a callback.
Dispositions landing here Connected - Send Info → C3 Connected - Webinar → C4 Connected - Callback Clear Source
Campaigns firing here
Campaign 3 · Email
Send-Info Package
Happy Sleep + Eve deck, proof, demo CTA. Click-through promotes to Hot.
Campaign 4 · Email + SMS
Webinar Registration + Reminders
Safety net for fence-sitters. Attendance promotes to Hot.
Phase 3
Conversion
Demo booked · deal closing
Stage · Hot Lead
Hot Lead
DM raised intent. Ready for demo or close call.
Dispositions landing here Connected - Interested Agent close
Stage · Booked Demo
Booked Demo
Live demo or discovery call scheduled via GHL.
Stage · Closed Deal
Closed Deal — Happy Sleep Signup
$50 signup complete. Office is live · receiving patient referrals.
Phase 4
Onboarding
Handled by Clear Source · no Badmouth campaigns
Clear Source-owned · Not in scope
Happy Sleep Onboarding
Clear Source handles activation directly with the new partner. First referral, dashboard access, pricing walkthrough, support — all owned by the call team. No Badmouth email in this phase.
Trigger · Day 30
Active Partner Check
Clear Source confirms referral activity in GHL and flags the partner for Eve's expansion team.
Phase 5
Expansion
Handled by Eve Financial · no Badmouth campaigns
Eve-owned · Not in scope
Financing Upsell Conversation
Eve Financial's team runs the full-financing upsell directly. Patient financing, premium sleep-apnea tier, night-guard financing — all closed through Eve's success team.
Stage · Office Financing
Office Financing — Activated
Multi-revenue partner. Full financing live.

Cooled pathNo Longer Interested · long-term nurture

Never deleted · continuously re-warmed
Stage · No Longer Interested
No Longer Interested
Declined after a real conversation. Dialer stops.
→
Campaign 5 · Email monthly
Long-Term Nurture
Case studies, ROI proof, product updates, re-engagement offers.
→
Re-engagement
Back to New Lead
Any click, reply, or form submit returns them to the dial queue.

Pipeline map

All 8 stages · all 12 dispositions
New Lead
  • Upload only · not yet dialed
  • Isaac network import
  • Cold email reply (proposed)
  • Re-engaged from nurture
Attempted - No Contact
  • No Answer
  • Voicemail Left
  • Gatekeeper - Blocked
  • Gatekeeper - Info Passed
Warm Lead
  • Connected - Send Info
  • Connected - Webinar
  • Connected - Callback
Hot Lead
  • Connected - Interested
  • Click-through on Campaign 3
  • Webinar attended (Campaign 4)
Booked Demo
  • Calendar event booked
  • Discovery / close call scheduled
Closed Deal
  • $50 Happy Sleep signup complete
  • Contract / DocuSign returned
Office Financing
  • Full Eve financing activated
  • Premium sleep-apnea upgrade enabled
  • Night-guard financing live
No Longer Interested
  • Connected - Not Interested
  • Connected - Already Has Solution
  • DNC Requested · suppresses
  • Wrong Number · suppresses

Campaign breakdown

5 campaigns in scope + 1 proposed · every email, every topic
01
No-Answer / Voicemail Follow-Up
Fires the moment an agent logs a No Answer or Voicemail disposition. Keeps the lead warm between dial attempts and surfaces interest through inbox + text before we burn another call.
Trigger · No Answer / VM Stage · Attempted - No Contact Length · 5 days · 5 touches
Day 0 · 1hr later
Just missed you, Dr. [Name]Reference the voicemail. Two-sentence intro to Happy Sleep referral program. Soft CTA: reply or pick a time.
Day 0 · +2hr
SMS
Hi Dr. [Name] — Eve / Happy Sleep follow-upCasual text. "Tried you earlier. Free for a 5-min chat this week?" Opt-out line included.
Day 2
The 80 bucks most dentists leave on the tableThe math. 1 referral = $80–120 in recurring office revenue. Simple, numbers-forward.
Day 4
3 ways dental offices are using Happy SleepThree short use-case vignettes. Night guards, sleep apnea, patient financing. Each with a dollar outcome.
Day 5
SMS
Last check"Want me to stop reaching out, or is this week better?" Clear out or re-engage.
02
Gatekeeper Bypass Email
Fires when the front desk blocks the call. Two-email sequence designed to land directly in the decision maker's inbox — and get forwarded by the person who intercepted it.
Trigger · Gatekeeper Blocked / Info Passed Stage · Attempted - No Contact Length · 3 days · 2 emails
Day 0 · 30min after block
For Dr. [Name] — re: patient financing + referral revenueSubject written to be forwardable. Three sentences max. Identifies Dr. by name, references Happy Sleep, offers a 15-min call.
Day 3
Quick one for Dr. [Name]Proof line (KOL name or office case study) + direct Calendly. No fluff. Designed to get one click.
03
Send-Info Package
Fires when the agent logs "Connected - Send Info" — the DM asked for details. Delivers the pitch, builds belief over a week, and pushes to a booked demo.
Trigger · Connected - Send Info Stage · Warm Lead → Hot Lead Length · 7 days · 4 emails
Day 0 · 15min post-call
As promised: Happy Sleep + Eve partnership infoPartnership deck attached. Three bullet-point takeaways. Book-a-demo CTA.
Day 2
The 5 ways this pays your officeThe 5 revenue streams: $50 signup, night guard ordering, financing-for-guards, full patient financing, premium sleep-apnea referrals. Each with a number.
Day 4
How Dr. [case] added $[X]/monthSingle office case study. Before/after. One pull-quote. One number.
Day 7
Ready to see it live? 20 min this week?Direct demo CTA. Calendly embed. "Reply with a time" fallback.
04
Webinar Registration + Reminders
Fires when the DM requests the webinar — the safety net for fence-sitters and callback no-shows. A full 5-touch cadence around a recurring weekly webinar date.
Trigger · Connected - Webinar / no-show Stage · Warm Lead → Hot Lead Length · 8 days · 5 touches
T-7 days
You're in — here's your Happy Sleep webinar linkRegistration confirmation. Date/time in local tz. Three things they'll walk away with.
T-2 days
What you'll see on ThursdayAgenda + 3 concrete outcomes. Adds context so they prioritize showing up.
T-1 day
Tomorrow at [time] — add to your calendarCalendar file attached. "Bring a coffee, 30 min, Q&A at the end."
T-60 min
SMS
Starting in 1 hourLive join link. Short. Designed to catch the calendar-forgetters.
T+1 day
Replay
Missed it? Here's the 20-min replay + next stepReplay link + a direct book-a-call CTA for anyone who watched but didn't decide.
05
Aggressive Nurture (No Longer Interested)
High-touch, value-forward sequence for offices that said no after a real conversation. We stay present with proof, product drops, and industry context until something on their side shifts — and they raise a hand again.
Trigger · Stage = No Longer Interested Stage · No Longer Interested → New Lead Length · ~34 emails/yr · 2/wk → 2/mo
Day 1
You passed on Happy Sleep — here's what's nextRespect the no. Set expectation: "You'll hear from us 1–2x per week at first, tapering after a month. STOP to opt out." Sets the cadence contract.
Day 4
The office that said no — then added $[X]/monthCase study: skeptical office that started slow. Proof that the skepticism is normal and reversible.
Day 7
The 80 bucks per night-guard referral, broken downPure math email. How each referral compounds. No ask.
Day 11
Patient financing is shifting — here's what moved this monthIndustry update. CareCredit vs alternatives. Market framing, not pitch.
Day 14
"We've tried programs like this before" — why this one sticksObjection handler. Common skepticisms addressed head-on. Honest, not defensive.
Day 18
New: night-guard financing programProduct drop. Concrete reason to re-look.
Day 21
2-minute ROI calculator for your officeInteractive tool. Enter patient volume, see potential monthly revenue.
Day 25
"Where do the referrals actually come from?" — here's the workflowAnswer the #1 question from skeptical offices. Video walkthrough of real partner's process.
Day 28
Day 30 check-in — want a 10-min call?First re-engagement ask. Low-friction. "If not, we'll taper to weekly from here."
Weeks 5–12
Weekly cadence · 1 email/week · Months 2–3Rotating themes: partner case studies · new product features · KOL interviews · patient-level ROI stories · referral playbooks · reply-bait industry polls.
Day 90
90-day mark — what's changed for you?Second re-engagement ask. Softer. "Anything shift in the office we should know about?"
Months 4–12
Sustain cadence · 2 emails/month · year roundMid/long-term value drip. New KOL partnerships · seasonal plays (year-end patient financing push) · industry reports · ROI leaderboards · "your competitor is using this" nudges.
Day 365
A year later — here's a waiver + priority onboardingAnnual re-engagement offer. Waived $50 signup, priority onboarding slot, direct intro to a KOL peer. Final clean ask to reconsider.
06PROPOSED
Cold Email — Top-of-Funnel Feeder OPTIONAL
This is a proposal — not committed for launch. A secondary channel to feed warm replies into Stage 1 alongside Isaac's network. Runs on separate sending domains so eve.co reputation stays protected. Positive replies hand off to Clear Source for dialing. Easy to turn on later if you want — nothing breaks if you don't.
Source · Cold outbound Domain · Separate sender Length · 15 days · 5 touches
Day 0
Quick question for Dr. [Name]Pattern interrupt. One line of context, one question. No pitch. Goal: get a reply, not a click.
Day 3
The $[X] most dental offices leave on the tableReply-bait with a number. Specific to dental. One line asking if they want the breakdown.
Day 7
How [peer practice / KOL] runs itSocial proof. Name-drop a recognizable office or KOL. Short paragraph. One-question close.
Day 12
Should I close the loop?Break-up email. "Want me to stop reaching out?" — the highest-performing reply driver in cold email.
Day 30+
Low-cadence re-engagement dripIf no reply after break-up, drop into a 1/month light-touch sequence. Value-first content. Never a pitch.
Eve × Happy Sleep · Campaign Journey v1.0 Badmouth · 2026-04-22