Well PlatformOwner deskFinwellJuniper Ledger Co.
Automations

Sequences

Follow-up sequences you write and version. Every edit is saved as a new version; the one that is on is the one that runs, and each message keeps the version it was sent from.

Delivery is paused

Sequences schedule and record every step, but FinWell is not delivering messages yet. Steps that come due while paused are skipped, never saved up.

Sequences
2
On
1
Scheduled
1

Your sequences

New lead follow-up

A new lead arrives · v2 of 2
On · v2right away: email · day 2: text · day 5: email

Stalled discovery nudge

A lead sits in Discovery for 7 days · v1 of 1
Offright away: email

Write a sequence or a new version

One step per line: days | email or sms | subject | message. Fields: {{client_display_name}}, {{firm_name}}, {{coverage_summary}}, {{booking_link}}.

This is the demo practice; nothing here is saved.

Recent steps

3 shown

New lead follow-up v2

Oct 4, 2026, 3:00 PM UTC · step-2
Scheduled

New lead follow-up v2

Oct 2, 2026, 3:00 PM UTC · step-1 · “Thanks for reaching out to Juniper Ledger”
SentRecorded; live delivery is not connected yet.

New lead follow-up v2

Oct 1, 2026, 3:00 PM UTC · step-2
SkippedThey have not agreed to texts.