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Long-cycle "nurture until sales-ready" drip

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.

Contact17 stepsUpdated for HubSpot seat pricing
OutcomeContacts who are not ready to buy get a slow, low-frequency series of touches over several months, instead of going silent or getting nurtured on a cadence meant for active buyers, and they exit automatically the moment they show real intent.
Workflow maplead-nurturing-015
Enrolled: score below threshold, not paused leads to Touch 1; Score crosses threshold, or meeting booked, or becomes customer. Touch 1 leads to Delay 30d. Delay 30d leads to Touch 2. Touch 2 leads to Delay 30d. Delay 30d leads to Touch 3. Touch 3 leads to Delay 30d. Delay 30d leads to Touch 4. Touch 4 leads to Delay 30d. Delay 30d leads to Touch 5. Touch 5 leads to Delay 30d. Delay 30d leads to Touch 6, sequence ends. Score crosses threshold, or meeting booked, or becomes customer leads to exits anytime: Unenrolled. exits anytime Enrolled: score below threshold, not paused Touch 1 Score crosses threshold, or meeting booked, or becomes customer Delay 30d Unenrolled Touch 2 Delay 30d Touch 3 Delay 30d Touch 4 Delay 30d Touch 5 Delay 30d Touch 6, sequence ends
Enrolled: score below threshold, not paused leads to Touch 1; Score crosses threshold, or meeting booked, or becomes customer. Touch 1 leads to Delay 30d. Delay 30d leads to Touch 2. Touch 2 leads to Delay 30d. Delay 30d leads to Touch 3. Touch 3 leads to Delay 30d. Delay 30d leads to Touch 4. Touch 4 leads to Delay 30d. Delay 30d leads to Touch 5. Touch 5 leads to Delay 30d. Delay 30d leads to Touch 6, sequence ends. Score crosses threshold, or meeting booked, or becomes customer leads to exits anytime: Unenrolled. exits anytime Enrolled: score below threshold, not paused Touch 1 Delay 30d Touch 2 Delay 30d Touch 3 Delay 30d Touch 4 Delay 30d Touch 5 Delay 30d Touch 6, sequence ends Score crosses threshold, or meeting booked, or becomes customer Unenrolled

When to use it, when not to

Use it

  • Use for contacts confirmed as a legitimate fit, but early: no urgency, no budget yet, or explicitly "check back later."
  • Use it as the long-tail home for leads that would otherwise sit untouched between short nurture tracks and the point they eventually become sales-ready.
Read more on when to use itShow less

Skip it

  • Do not use it for contacts already covered by a shorter, active nurture track. This fiche is specifically the slow lane.
  • Do not run it without a real exit condition. An always-on drip that never checks for sales-readiness just becomes permanent, low-value noise in the inbox.
Read more on when to skip itShow less

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 · 5 parts

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

Steps · 17 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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