Outcome. Contacts with a high engagement score but no open deal yet get a short sequence built entirely around social proof (case studies, testimonial video, third-party reviews), giving them the reassurance that often precedes a buying decision.
Workflow map
Enrollment, branches and actions at a glance
lead-nurturing-039
flowchart TD
A[High score, no deal] --> B[Send: case study]
B --> C[Delay 3 days]
C --> D[Send: testimonial video]
D --> E[Delay 4 days]
E --> F[Send: review site highlight]
F --> G[Set testimonial_nurture_completed = true]
When to use it, when not to
- UseUse for contacts who show real engagement (repeated site visits, high lead score) but have not converted to a sales conversation, where the missing piece is often trust rather than information.
- UseUse when the account has a real library of case studies, testimonial video, and third-party review site content to draw on; this fiche does not work with a single generic testimonial repeated three times.
- SkipDo not use this on brand-new leads with a thin engagement history; pair it after lead-nurturing-001 or lead-nurturing-010, not instead of them.
- SkipDo not use it once a deal already exists; hand off to a deal-stage nurture or sales-owned outreach instead.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.3 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.6 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.4 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
149 EUR
or the lead nurturing pack, 39 EUR
One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
