Follow these 5 steps to build a lead-nurturing workflow that runs itself.
Map the Customer Journey
Understand each touchpoint before you automate it.
Set Up Trigger-Based Emails
React automatically to what leads actually do on your site.
Score and Segment Your Leads
Route hot leads to sales and nurture the rest automatically.
Personalize Every Follow-Up
Use merge tags and dynamic content to keep messages relevant.
Review and Optimize
Check your workflow analytics monthly and refine what isn’t converting.