This article explains what ClinicMonk™ does when a lead's status is set to Won — how the contact changes, which automations stop, and the welcome email the new client receives.

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Setting a lead's status to Won. That's the only trigger, and it doesn't matter which stage the lead was in when you did it.

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It isn't only a label. The long-term nurture emails come in two versions — one written for leads, one for clients — and ClinicMonk™ picks between them based on this field. Because the contact becomes a client before being tagged, a won lead gets the client version: the same topics, shorter, mostly without the invitation to book a consult.

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It also means a contact who was partway through the lead version of that sequence moves across to the client version rather than continuing with booking invitations they no longer need.

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Subject: A Little Extra Support Before Your Appointment.

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It's addressed to them by first name, acknowledges that they've booked, and offers a link to your welcome resource. It also sets out that you'll occasionally send resources, wellness tips and clinic updates, and tells them how to unsubscribe.

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It's skipped if they've already been sent that resource. ClinicMonk™ checks first, so someone who picked up your welcome resource earlier — before they ever booked — doesn't receive the same offer again. They still get tagged for nurture, exactly as everyone else does.

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The long-term nurture emails. Every other automation stops, but this one is deliberately left alone, because the tag applied in step 4 is what starts it.

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If they were already receiving nurture emails as a lead, they carry on from the same point in the client version rather than starting over.