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Competitor comparison page nurture branch

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.

Contact24 stepsUpdated for HubSpot seat pricing
OutcomeA known contact who views a "versus [competitor]" page gets differentiation content right away, and a contact who visits more than once inside a week triggers a sales alert instead of staying inside marketing alone.
Workflow maplead-nurturing-019
Page view: competitor comparison page leads to Set competitor_page_last_viewed. Set competitor_page_last_viewed leads to Which competitor?. Which competitor? leads to A: Send: vs Competitor A email; B: Send: vs Competitor B email; C: Send: vs Competitor C email; Other: Send: general differentiation email. Send: vs Competitor A email leads to 2+ competitor page views in 7 days AND alert not yet sent?. Send: vs Competitor B email leads to 2+ competitor page views in 7 days AND alert not yet sent?. Send: vs Competitor C email leads to 2+ competitor page views in 7 days AND alert not yet sent?. Send: general differentiation email leads to 2+ competitor page views in 7 days AND alert not yet sent?. 2+ competitor page views in 7 days AND alert not yet sent? leads to Yes: Notify owner; No: No action. Notify owner leads to Set alert_sent = true. A B C Other Yes No Page view: competitor comparison page Set competitor_page_last_viewed Which competitor? Send: vs Competitor A email Send: vs Competitor B email Send: vs Competitor C email Send: general differentiation email 2+ competitor page views in 7 days AND alert not yet sent? Notify owner No action Set alert_sent = true
Page view: competitor comparison page leads to Set competitor_page_last_viewed. Set competitor_page_last_viewed leads to Which competitor?. Which competitor? leads to A: Send: vs Competitor A email; B: Send: vs Competitor B email; C: Send: vs Competitor C email; Other: Send: general differentiation email. Send: vs Competitor A email leads to 2+ competitor page views in 7 days AND alert not yet sent?. Send: vs Competitor B email leads to 2+ competitor page views in 7 days AND alert not yet sent?. Send: vs Competitor C email leads to 2+ competitor page views in 7 days AND alert not yet sent?. Send: general differentiation email leads to 2+ competitor page views in 7 days AND alert not yet sent?. 2+ competitor page views in 7 days AND alert not yet sent? leads to Yes: Notify owner; No: No action. Notify owner leads to Set alert_sent = true. Yes No Page view: competitor comparison page Set competitor_page_last_viewed Which competitor? A Send: vs Competitor A email B Send: vs Competitor B email C Send: vs Competitor C email Other Send: general differentiation email 2+ competitor page views in 7 days AND alert not yet sent? Notify owner No action Set alert_sent = true

When to use it, when not to

Use it

  • Use when the site has one or more dedicated competitor comparison pages tracked well enough to identify which competitor a visit was about.
  • Use it as an intent signal layered on top of general nurture, not a replacement for it. A single comparison-page view does not mean the contact is ready to buy.
Read more on when to use itShow less

Skip it

  • Do not use it if comparison pages are not built as separate, trackable URLs per competitor. A single generic "competitors" page cannot drive the per-competitor branch in Steps.
  • Do not fire the sales alert on the very first visit. A single page view is common browsing behavior; the repeat-visit threshold in Steps exists to filter noise before a rep gets involved.
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 · 4 parts

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

Steps · 24 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 · 8 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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