This one runs entirely on its own. Nothing needs marking, moving, or sending by hand. The one thing that needs a person is answering anybody who writes back.
What ClinicMonk™ has already done
When someone completes the Lead Magnet Form, the automation:
Sends them the guide straight away.
Sends follow-up emails over the next five days, each with your consult booking link — unless they're already a client, in which case they get the guide on its own.
Tags them as having received the lead magnet, so your other automations don't offer them the same thing again.
A separate article covers exactly what gets sent, and when.
What you don't have to do
You don't send the guide. It goes out on its own, within moments.
You don't mark anything. There's no outcome to record, unlike a consult call.
You don't add them to your follow-up. The sequence runs, and at the end they're tagged for the longer nurture emails automatically.
The one thing that needs you
Every email in the sequence couple be replied to, and some Leads will.
A reply arrives as a new message in Conversations, the same as any other message. To be told when one comes in, your notification settings need Notify for all new conversations & messages initiated with the account turned on. Without it, replies sit in Conversations until somebody goes looking.
To answer one:
Click Conversations in the left sidebar.
Look for unread messages.
Open the conversation and reply.
What happens next
Replying doesn't stop the automated lead magnet emails. Someone who writes back after the first email still gets the second and third on schedule, unless they book a consult call, or become clients, in which case they are automatically removed.
What you're aiming for
The emails carry your consult booking link, so some people will book without you doing anything. For the ones who reply instead, the conversation is where a request for a free guide can turn into a booked consult, or even a paid appointment with a therapist.