Skip to content
The Workflow Library
Get the full library

Job title / seniority based 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.

Contact18 stepsUpdated for HubSpot seat pricing
OutcomeA contact gets messaging pitched at the right altitude, strategic framing for a senior title and hands-on detail for an individual contributor, based on a seniority level derived from their job title.
Workflow maplead-nurturing-028
Filter: seniority known, not customer leads to Seniority value?. Seniority value? leads to C-Level: 2-email strategic track; VP or Director: 2-email dept-outcomes track; Manager: 2-email team-rollout track; Individual Contributor: 2-email hands-on track. 2-email strategic track leads to Set completed = true. 2-email dept-outcomes track leads to Set completed = true. 2-email team-rollout track leads to Set completed = true. 2-email hands-on track leads to Set completed = true. C-Level VP or Director Manager Individual Contributor Filter: seniority known, not customer Seniority value? 2-email strategic track 2-email dept-outcomes track 2-email team-rollout track 2-email hands-on track Set completed = true
Filter: seniority known, not customer leads to Seniority value?. Seniority value? leads to C-Level: 2-email strategic track; VP or Director: 2-email dept-outcomes track; Manager: 2-email team-rollout track; Individual Contributor: 2-email hands-on track. 2-email strategic track leads to Set completed = true. 2-email dept-outcomes track leads to Set completed = true. 2-email team-rollout track leads to Set completed = true. 2-email hands-on track leads to Set completed = true. Filter: seniority known, not customer Seniority value? C-Level 2-email strategic track VP or Director 2-email dept- outcomes track Manager 2-email team-rollout track Individual Contributor 2-email hands-on track Set completed = true

When to use it, when not to

Use it

  • Use when the product genuinely reads differently to different seniority levels, for example an executive cares about outcomes and an implementer cares about setup detail.
  • Use it together with a classification step that maps raw job title text into a small number of seniority buckets, since branching directly on free-text job title is not practical.
Read more on when to use itShow less

Skip it

  • Do not use it if job title data is mostly blank or unreliable. A branch fed by an unreliable field mostly falls into the "Unknown" bucket, undercutting the point.
  • Do not build more than 3 or 4 seniority buckets. A finer split multiplies content work without a proportional gain in relevance.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 2 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 · 18 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 · 6 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, code

The properties JSON creates the fields in one call. The workflow JSON documents the build. The custom coded action ships as a ready-to-paste .js file.

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.

Unlock all 565 specs, 149 EUR

One-time, excl. VAT. 30-day refund. Installs in 3 portals. Founding price until 30 November.

Read the free Lead nurturing spec

Not the workflow you needed?

More in Lead nurturing

50 specs in this section

See all 50 This category, 39 EUR
FreeNew lead welcome nurture (post form-fill drip)Contact13 steps Wait until email opened (3-day expiry), then branch on open vs no-openContact7 steps Buying-committee role based nurture branchContact9 steps Content download / lead magnet nurture dripContact18 steps

Read 12 complete specs before you pay.

One per category, same format as the paid ones. Email only, no card.

We email the link, then a short note when specs change. Nothing else.

149 EUR199

Full library, 565 specs
Get the full library