Library / Lead nurturing / lead-nurturing-001

New lead welcome nurture (post form-fill drip)

Lead nurturing Marketing Hub Professional Contact Simple ~30 min to build

Outcome. New contacts who fill a top-of-funnel form get a 4-email welcome drip over about two weeks that introduces the company and nudges toward a second conversion, with no manual follow-up.

Workflow mapEnrollment, branches and actions at a glance
flowchart TD
    A[Form submission trigger] --> B[Set nurture_track = Welcome]
    B --> C[Send: Welcome 1]
    C --> D[Delay 2 days]
    D --> E{Clicked Welcome 1?}
    E -- Yes --> F[Send: Welcome 2a engaged]
    E -- No --> G[Send: Welcome 2b re-hook]
    F --> H[Delay 3 days]
    G --> H
    H --> I[Send: Welcome 3 proof point]
    I --> J[Delay 4 days]
    J --> K[Send: Welcome 4 soft CTA]
    K --> L[Delay 3 days]
    L --> M[Set welcome_nurture_completed = true]
    M --> N[Set nurture_track = None]

When to use it / when not to

What the full spec adds

  • Prerequisites: 4 items, every property with its internal name, type and options
  • Enrollment: trigger, criteria as ticked in the UI, re-enrollment rule, suppression
  • Steps: 11 numbered actions with their parameters, branches and delays
  • Known pitfalls: 5 traps seen in production
  • Test plan, Variants and the YAML build spec
  • Files: PDF, Markdown, properties JSON to create the fields in one API call

One-time payment. Includes every spec added to the pack later, up to the full 500. Consultants: Everything, forever adds the agency licence for unlimited client portals.

Everything add-on Install this workflow in my portal Two clicks: authorise your portal, confirm. Properties created, workflow delivered switched off, ready to review. Coming to Everything and Pro buyers first.