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.

543 Replies 543
MEspela
Member

Examples of Lead Nurturing Workflows

1) Sign ups from tradeshows where potential customers sign up to a promotional offer e.g. 30 day free service or product trial (SaaS product) and a 10% Off initial discount for purchase. 
2) Specialized email offer (with expiry date) is uploaded in CRM and sent to the tradeshow list of potential customers in the email list.
3) 3 days before expiry date, customer success team contact list of potential customers.
4) An onboarding email is sent to those list who accepts the Offer. They also get included in the 'subscriber list' as part of accepting.
5) Those that didn't action on the offer will get a promo email 30 days after expiry date to entice with another offer. 

0 Upvotes
Anonymous
Not applicable

Examples of Lead Nurturing Workflows

A strategy we use to engage customers through a nurturing workflow is to offer them personalized discounts to incentivise conversions - whether they’re a new lead, a customer we’re looking to re-engage, or even someone who abandoned their cart. 

 

However, we know it can be a bit time consuming to create, track, manage, and distribute single-use coupon codes at scale, which is why we built the Coupons App

 

It integrates directly into your HubSpot account, so you can easily generate, distribute, and track coupons to boost customer engagement and drive sales.

 

With the Coupons App, you can: 

 

  • Bulk upload and/or generate an unlimited number of unique coupon codes
  • Automatically sync coupon data with HubSpot
  • Trigger single-use coupon sends in your HubSpot workflows
  • Track your marketing campaigns with real-time insights

 

If anyone on this thread is interested in trying it out, we’re happy to set you up with a 7-day free trial if you email us at support@dashapps.com. 🙂 

 

For more info - you can check out our listing on the HubSpot app marketplace

 

jstith
Participant

Examples of Lead Nurturing Workflows

We realized we had a significant number of users signing up for an account but not making a purchase. We started a special automated workflow for them so that we can continue to educate them about the brand and encourage them to place an order or book a demo call.

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JPFields
Member

Examples of Lead Nurturing Workflows

Updating all workflows presently.

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JCMOREAU
Member

Examples of Lead Nurturing Workflows

we do not use it yet

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RayAllan
Participant

Examples of Lead Nurturing Workflows

interesting

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fkaada
Contributor

Examples of Lead Nurturing Workflows

First, spark interest with a chatbot 24/7, then genuinly follow up to further quality them and clarify Q&A, then send an email series and schedule a call filtered by company size, niche and income. Lastly, agree on next step and close the deal while following the process in Hubspot A-Z and CRM.

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WMazouz
Participant

Examples of Lead Nurturing Workflows

Implementing this lead nurturing workflow helps maintain engagement, educates leads, and guides them towards conversion, ultimately improving sales efficiency and customer satisfaction. One effective way to use workflows to engage leads and customers is through a personalized email nurture sequence, and that is done by:

Welcome Email: Automatically send a personalized welcome email when someone subscribes or signs up for your service.

Educational Series: Set up a series of emails that provide valuable content related to the interests or pain points of your leads. This could include blog posts, guides, case studies, or webinars.

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chattayil
Member

Examples of Lead Nurturing Workflows

Sending offers or discounts on accessories to someone who has purchased a phone can indeed be considered a form of lead nurturing. This strategy leverages the initial purchase to maintain engagement and encourage further transactions, thereby enhancing customer lifetime value.

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FRashid
Member

Examples of Lead Nurturing Workflows

One effective way to use workflows to engage leads and customers is through a multi-step email nurturing sequence. Here's an example:

  1. Welcome Email: As soon as a lead subscribes or fills out a form, trigger an automated welcome email thanking them for their interest and providing an overview of your services or products.

  2. Educational Content: Follow up with a series of emails offering valuable content, such as blog posts, eBooks, or webinars related to their interests or pain points. Space these emails a few days apart to avoid overwhelming the lead.

  3. Personalized Follow-Up: Use workflows to segment leads based on their interactions with the initial emails. For instance, if a lead clicks on a link about a specific product, trigger a follow-up email providing more detailed information or a case study related to that product.

  4. Engagement Check: If a lead hasn’t engaged with your emails after a certain period, use a workflow to send a re-engagement email offering a special incentive, such as a discount or a free consultation, to reignite their interest.

  5. Sales Notification: When a lead reaches a certain engagement threshold (e.g., multiple email opens or clicks), trigger a notification to your sales team to follow up with a personalized call or email, ensuring timely and relevant outreach.

By setting up such workflows, you can nurture leads with tailored content, maintain their interest over time, and ensure that your sales team engages with leads at the right moment. This not only improves the lead's experience but also increases the chances of conversion.

MRoss0
Member

Examples of Lead Nurturing Workflows

Re-engagement automatic emails that are triggered by a status change.

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JCHubspot
Member

Examples of Lead Nurturing Workflows

I would like to automate a workflow to re-engage with leads that have watched some parts of my video to encourage them to finish the rest, or begin a new one.

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MKyle6
Member

Examples of Lead Nurturing Workflows

We use automation in many ways on our site. An abandoned cart is always a no-brainer. We also trigger promotional-based emails based on what the user searched. 

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01316
Member

Examples of Lead Nurturing Workflows

Reading everyone's relpy was super helpful and I would like to use part of it with my team.

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JE3
Member

Examples of Lead Nurturing Workflows

The workflow I'm most familiar with is Abandoned Cart. We have also experimented with Abandoned Browse.

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joetucker6
Participant

Examples of Lead Nurturing Workflows

I would definetly have to say personalized emails are the best ways to use worksflow withs our customers. Great use indeed.

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ManishBadaya91
Member

Examples of Lead Nurturing Workflows

I've found workflows to be incredibly effective for lead generation and nurturing prospects who regularly visit our website and engage with our emails. For instance, we use workflows to send personalized content recommendations based on their browsing history and interactions with our emails. This not only keeps them engaged but also moves them further down the sales funnel by providing value and maintaining regular contact. How are others leveraging workflows to engage and convert leads? Share your experiences below!

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CVillanueva4
Member

Examples of Lead Nurturing Workflows

This is genius! I like your idea to focus on providing value (personalized at that) for folks who are in the nurturing stage. Personalized content recommendations are a wonderful idea. Do you maintain a large database of content pieces and use the workflow to pick and choose which piece to email the lead? This sounds like a lot of work - but worthwhile!

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BKersten
Participant

Examples of Lead Nurturing Workflows

personalized emails

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SRezvani
Member

Examples of Lead Nurturing Workflows

personalized emails are definitely the best

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