Examples of Lead Nurturing Workflows

JorieMunroe
HubSpot Employee
HubSpot Employee

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.

795 Réponses 795
LT99
Membre

I'm not sure if this is quite right but, after a purchase is made... A follow up email is sent to our customer, encouraging further purchase of our products through a discounted coupon, or send emails of clothing items that are similar to what they showed interest in - so that in theory they may become more enticed if they spot something even more to their liking.

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KSantomauro
Membre

We will be reaching out to stalled deals with workflows to help re-engage the pootential customers.

KepheraWesley
Membre

I learned a lot from these examples. Thank you

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RHudman
Participant

I think some automation around reminders to re-engage and upcoming events would be great. As well as maybe updates on new service offerings. 

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caneja
Membre

Lead nurturing workflows are crucial for guiding customers through the sales funnel and building relationships. Examples include the Welcome Series Workflow, which involves sending a personalized welcome email, highlighting top products or services, sharing customer testimonials or case studies, and offering special discounts or promotions to encourage purchases. These workflows help build trust and drive sales. 

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PRenteria
Membre

Examples include customer feedback, eductional content, lead scoring, and event follow ups.

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Ifeanyi
Participant

This is a great example. Thanks

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rmalhotra7
Membre

Lead nurturing workflows involve various strategies to guide leads through the buyer's journey and build relationships.

Examples include welcome series, educational content, product onboarding, reengagement campaigns, event promotions, lead scoring, abandoned cart recovery, and customer feedback requests. These workflows aim to engage leads at different stages, nurturing them towards conversion and fostering loyalty.

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AWilliams918
Membre | Partenaire solutions Platinum
Membre | Partenaire solutions Platinum

A re-engagement workflow is a series of steps or actions designed to reconnect with inactive or disengaged users, customers, or subscribers. This workflow typically involves sending targeted communications or offers to encourage these individuals to re-engage with your product, service, or content. Re-engagement workflows can include email campaigns, personalized messages, special promotions, or other strategies aimed at reigniting interest and participation from dormant or lapsed users. The goal is to rekindle their engagement and bring them back into the active user or customer base.

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SKashyap2
Membre

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SKumar794
Membre

  Lead scoring workflows
Lead nurture workflows
Video integration workflows
Re-engagement workflows

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KohFujimoto
Membre

Workflow that inquires the current status after a certain period passed since we provided the services. 

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YWang62
Participant

By adopting a workflow approach, work efficiency can be improved, and the customer journey enriched, through automation, thereby increasing user retention.

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Efe1
Membre

You can use it for reminding the companies events to customers.

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QRYe
Membre

My favorite part of the workflow is getting in touch with the target customers, and their thoughts and reactions also give me a lot of new ideas.

DSears
Participant

Im a really big fan of event follow ups. Did the event meet expectations? Was the title clear? Did you know what you attending? How did you hear about the event? Did you bring a friend? Would you bring a friend? How can we make events better?

MWellman
Participant

Do you also contact 'no shows'? Maybe to ask if there was a problem accessing the event? Anything we can do to make joining easier? Would they like to be kept informed about similar events in future?

SEscolero
Contributeur

Educational/Counseling Content Workflow

Objective: To educate leads about their problems and your solutions.

  • Step 1: Segment leads based on their interests or problems they've indicated.
  • Step 2: Send a series of emails, each focusing on a specific topic related to their interests, with links to in-depth articles, videos, or webinars.
  • Step 3: Include case studies or testimonials to showcase the effectiveness of your solutions.
  • Step 4: Conclude with a CTA for a free consultation or trial, pushing them towards a decision.
KrishnaP
Membre

My favorite type of lead nurturing workflow is personalized birthday emails. These emails provide discounts or free items to people as a "gift" that entices them to buy the product or redeem that product for being a part of the company's loyalty program. 

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NArroyo
Membre

One example of a lead nurtuing workflow is event follow-ups. After attending a live webinar, conference or any event hosted by a brand, leads recieves emails thanking the for attending and in these emails, there are additional information/resources related to the topics. 

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MiriãPaula
Contributeur

My favorite workflow is targeted content. Because it shows which are the most effective channels for reaching customers and approaching them according to the approach appropriate to their profile.