Outcome. A buyer who opened a quote and then went quiet for five days gets a short, pre-written nudge sequence automatically, instead of waiting on the rep to notice and reach out.
Workflow map
Enrollment, branches and actions at a glance
sales-ops-010
flowchart TD
A[Quote status changes to Viewed] --> B[Delay 5 days]
B --> C{Quote status still Viewed?}
C -->|Yes| D[Enroll associated contact in Quote Viewed - Nudge sequence]
D --> E[Set Quote nudge sequence enrolled date]
C -->|No| F[End, no action]
When to use it, when not to
- UseUse it for quotes sent through the native quote tool where view and signature status are tracked reliably.
- UseUse it when your typical quote-to-decision window is close to five days; adjust the delay if your sales cycle is faster or slower.
- SkipDo not use it if the buyer contact does not have a real HubSpot owner with sequences access; the enroll action needs a sender.
- SkipDo not stack this on top of sales-ops-001 without checking for overlap; a contact can only be in one sequence at a time, so a contact still mid another sequence will simply be skipped here.
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.6 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.5 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
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.
