Examples of Lead Nurturing Workflows

[JorieMunroe]

On a past thread, we discussed some of the ways that workflows can trigger your team internally. You can use them to automate data clean up or to trigger notifications to your sales team.

Now, let’s discuss ways you can use workflows to engage your leads and customers.

For example, one of my all-time favorite ways to use workflows is to re-engage leads that have abandoned their shopping cart.

The concept here is simple: When someone adds an item to their online shopping cart but leaves your site without completing the purchase, you can trigger an email workflow that reminds them of their forgotten purchase and motivates them to Live the transaction by offering a special discount code or some other incentive to buy.

That’s my favorite use workflows! How are you currently using yours? Sound off in the comments below.

[Lorrie]

We use workflows for reminders and follow-ups after a webinar.
Depending on the campaign a prospect comes to us, we enroll them in an associated workflow that has offer that might appeal to them.

[JamesC100]

Re-engage using your best performing emails they will have missed previously.

[sfarshgar]

we are using workflows for online chats, for people that complete contact forms, registering in webinars, ...

[Blonzao1]

I like to check for Product interests, if new products or services emerge after the contact goes cold, you can effectively re-engage them offering new solutions for their needs

[TPrunyi]

Triggering reorder capaigns for customers who are nearing completion of their orders.

[JCaragher]

I use workflows for lead nurturing, following up with those who download an ebook or register for a webinar.

[IRyan]

We will use them to engage with contacts.

[FNasso]

Workflows are the best thing that ever happened! There are soo many options, I would recommend to get an A3 or A1 piece of paper and create your workflow there, taking into account every variable and action, so once you get into HubSpot, it's a quick win! Also, explore, try and a fail, the best way to learn it!

[MPoynton]

Using workflows to re-engage leads is a great trigger-action. 

[KHernandez]

Most companies use the for recruitment purposes 

[Yshannon77]

We will mostly likely use workflows to engage our clients after their initial service is complete to let them know that we offer other services that may be useful to them. 

[iqrls]

We are just starting to use workflows and that is way I'm doing this course.

[NMPohl]

We are just using ours right now to alert our sales people when customers hit significant milestones in our pipeline to make sure there is plenty of human touches! 

[MGlenn]

We use workflows to automate our trial onboarding process and nurture those in our pipeline. 

[CGabriel2]

I use it to build customer relations

[aagg]

Workflows can be useful when filtering leads by region. Engagements that are vetted by locations of interest to optimize leads is one way my company may thrive.

[BRiback]

I like to apply them to pre-expire efforts.

[ESingletary]

One workflow I've used a lot is to re-engage somone who has opened an email and spent some time on it but did not click the CTA. 

[Jroshan]

yeaaaa

[COcasio]

We use them to remind contacts of info sessions, webinars and events they have registered for. For example, once registered they are automatically put into a workflow that triggers one or two early reminders of the event, one the day before/of the event, and a follow-up email after the event. The follow-up also targets those who were unable to attend providing them a CTA for future similar events and contact info if they would like to connect with us.

[MandyS]

We have recently created the cart abandonment workflow for our customers which runs daily.