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Executive sponsor introduction email sequence

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Marketing Hub Professional.

Contact3 stepsUpdated for HubSpot seat pricing
OutcomeA new customer's primary contact receives an introduction to their executive sponsor within a few days of becoming a customer, without a rep having to remember to send it manually.
Workflow mapcustomer-onboarding-023
Lifecycle stage = Customer, Executive Sponsor Name known leads to Delay 3 business days. Delay 3 business days leads to Send executive sponsor intro email. Send executive sponsor intro email leads to Set Executive Sponsor Email Sent Date. Lifecycle stage = Customer, Executive Sponsor Name known Delay 3 business days Send executive sponsor intro email Set Executive Sponsor Email Sent Date
Lifecycle stage = Customer, Executive Sponsor Name known leads to Delay 3 business days. Delay 3 business days leads to Send executive sponsor intro email. Send executive sponsor intro email leads to Set Executive Sponsor Email Sent Date. Lifecycle stage = Customer, Executive Sponsor Name known Delay 3 business days Send executive sponsor intro email Set Executive Sponsor Email Sent Date

When to use it, when not to

Use it

  • Use it when your company assigns an executive sponsor (a named leader, not the day-to-day CS owner) to new or strategic accounts as a relationship-building practice.
  • Use it when the sponsor's name is known and stable enough to reference in an automated email rather than needing a person to pick one per deal.
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Skip it

  • Do not use it if executive sponsors are only assigned to a subset of accounts (large deals, for example), add a filter on deal amount or plan tier so the email only sends where a sponsor actually exists.
  • Do not use it as a substitute for the sales-to-CS handoff itself, see customer-onboarding-001, this fiche is a customer-facing touch, not an internal handoff.
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The rest of this spec

Prerequisites · 3 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 3 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 4

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 2 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV

The properties JSON creates the fields in one call. The workflow JSON documents the build.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

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