HubSpot Marketing

JorieMunroe
Inbound Professor
Inbound Professor

Examples of Lead Nurturing Workflows

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.

AndersU
Contributor

Examples of Lead Nurturing Workflows

I use them a lot for Slack notifications of page visits, new leads, etc. I create Slack channels such as "Lead Page Visits" and add the appropriate members ie. sales team.

nickpottle16
Member

Examples of Lead Nurturing Workflows

Just now beginning to learn about them.

DBaise
Member

Examples of Lead Nurturing Workflows

Just starting to learn about them...

MZazueta
Member

Examples of Lead Nurturing Workflows

The workflows we are using now, are for special promotions to our members, adding contect that shows them that is a limited time to take advantage of the promotion, to create the urgency to go to the form of purchase the package or to call us and continue to sell that special promotion. 

CBurt
Member

Examples of Lead Nurturing Workflows

Similar to reminding leads to go back to their shopping carts, reminding people to finish registering for a partner portal or a webinar.  

ADauksa
Participant

Examples of Lead Nurturing Workflows

Currently using workflows to notify sales members when someone fills out a form, sending emails when someone registers or click on a specific CTA, and creating lists!

CBrown6
Participant

Examples of Lead Nurturing Workflows

creating mqls from lead forms. 

BPurkeypile
Member

Examples of Lead Nurturing Workflows

The workflows that I see often are the abandoned cart workflows mentioned above and confirmation emails and/or texts I recieve before I have an appointment to either ammend or confirm my appointment. 

SDeMartini
Member

Examples of Lead Nurturing Workflows

Will be using them for events - to track registrations and follow up with event links/materials. Maybe send follow up emails after the events and info for upcoming webinars. 

DGarcia1203
Participant

Examples of Lead Nurturing Workflows

Use workflows to warm up contacts in the pipeline and follow up emails 

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Alopez7721
Participant

Examples of Lead Nurturing Workflows

He also use workflows to contact people who joined our website, but didn't leave their contacts.

SBanksS8
Participant

Examples of Lead Nurturing Workflows

We haven't used a lot of workflows yet, but coming from a sales background I can see the benefit. In sales, you have a HUGE network to maintain, literally thousands of contacts, and it's impossible to keep track manually. Marketing workflows help you keep the ball rolling with minimal effort so you can focus on the customers that respond and most need your help. 

BKamper
Participant

Examples of Lead Nurturing Workflows

We have three "retention" workflows that we're really excited about. Our business model tracks external wholesaler activity.

 

When the wholesaler doesn't submit business after 30 days, they get an automated they get a call from our success managment team

When the wholesaler produces 2 cases in 30 days, they get a thank you email and some encouragement to keep distributing with us

When the wholesaler produces 3 cases in 30 days, they get a call from our firm success team to ask how we can help and more active engagement

If the wholesaler doesn't produce within 60 days, they go into a re-engagement campaign  

 

This is a great way to continue to measure the productivity of your sales force without taking a ton of reporting time and rationing the responsibilities of your firm success team.

RLavender
Participant

Examples of Lead Nurturing Workflows

😀

LQuezada
Member | Platinum Partner
Member | Platinum Partner

Examples of Lead Nurturing Workflows

I love marketing automation, is amazing how tools can help us stay on top of the sales proccess, and most importantly it helps us provide a better customer service by contacting the customer on different stages of their process as we were offering a highly personalized service to them. 

editnic
Participant

Examples of Lead Nurturing Workflows

I also see a lot of great outcomes when using the abandoned cart workflow, especially if you uncover a pain point in the checkout process.

BDonelson
Participant

Examples of Lead Nurturing Workflows

As a consumer, this technique is wonderful.  It always catches me.  "You left something in your cart, here is 15% off".  

 

However, sometimes I just do that as standard practice now.  To get the future coupon 🙂  

briyanga
Member

Examples of Lead Nurturing Workflows

Good 

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vanessaELabs
Participant

Examples of Lead Nurturing Workflows

My workflows revolve around lists and targeting after form submissions. I also have workflows that do send internal emails to sales when one of their leads have reached a certain score so they can send a direct sales email check in.

BrendaCantuL
Member

Examples of Lead Nurturing Workflows

To let people know what they missed after they signed up for an event and didn't get to attend, and provide further information to help them.

AmirahZMJ
Member

Examples of Lead Nurturing Workflows

as an organiser and reminder on the stuff we need to do

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