Marketing Desk: Lead Nurture & Campaign Follow-Ups
Automate lead nurture sequences and campaign follow-up workflows
Outcomes
- Follow up with every inbound lead within 10 minutes of first contact
- Eliminate manual lead scoring and handoff between marketing and sales
- Run multi-step nurture sequences without anyone managing email sends
- Surface marketing-qualified leads in Slack the moment they cross the threshold
Before & After
Before
- New leads from the website or campaigns sit in HubSpot until someone remembers to follow up
- Lead scoring is manual or nonexistent; sales gets a list of names with no context
- Nurture sequences are set up once and never updated; half the emails reference outdated offers
After
- Every lead gets a personalized follow-up email within minutes of first contact
- Leads are scored based on engagement signals and handed to sales with a summary of what they did
- Sequences are monitored and tuned monthly; reply rates and conversion data feed back into the next iteration
Workflow Map
Integrations
Exceptions Handled
- Duplicate lead detected (same email, different form): merges into existing contact and continues the active sequence instead of restarting
- Lead replies to a nurture email: pauses the sequence and routes the reply to the assigned sales rep via Slack
- Email bounce: removes the address from the sequence and flags the contact for data cleanup
- Lead unsubscribes: immediately stops all automated emails and updates the opt-out status in HubSpot
- High-value lead from a named account: bypasses nurture and routes directly to sales with full context
7-Day Implementation Timeline
Audit existing lead flow; map sources, segments, and current follow-up process
Configure lead scoring rules in HubSpot based on fit signals and engagement thresholds
Draft nurture email templates for each segment; configure send cadence and personalization fields
Wire up MQL notifications in Slack and the sales handoff process
Build the engagement tracking dashboard in Google Sheets: leads by source, conversion funnel, reply rates
Parallel run: emails staged but not sent; marketing reviews drafts and cadence timing
Go live; first automated follow-up sends to real leads
Pricing Hint
Marketing workflows typically fall within the Grow plan. High-volume lead generation (100+ leads/month) may need Scale.
View pricing plans →Frequently Asked Questions
Yes. Each nurture track gets its own set of templates with merge fields for name, company, expressed interest, and source. You can run multiple campaigns simultaneously with different messaging.
The workflow checks for existing contacts before creating new ones. If the lead already exists, it updates their engagement history and adjusts their score rather than creating a duplicate.
The default setup handles inbound leads (form submissions, website visits). Outbound sequences can be added as a separate track during onboarding. Book a 15-min Fit Call to discuss your mix.
Your monthly ops report includes open rates, click rates, reply rates, and MQL conversion rates for each sequence. If a sequence underperforms, we flag it and recommend adjustments.
How It Works
When a new lead enters your system (form submission, website signup, campaign response), the workflow enriches their profile with available data, assigns an initial score based on fit and source, and places them into the right nurture track. The first follow-up email goes out within minutes, personalized to what the lead expressed interest in. Over the following days and weeks, the sequence continues on a configured cadence, with the workflow tracking opens, clicks, and replies to update the lead score. The moment a lead crosses your MQL threshold, your sales team gets a Slack notification with a full summary: who they are, what they engaged with, and a recommended next step.
Why It Matters
Most small marketing teams have the same problem: leads come in, and nobody follows up fast enough or consistently enough. A study sits in HubSpot for three days before anyone sends a reply. By then, the lead has moved on. Automated nurture solves the timing and consistency problem. Every lead gets a fast, relevant response, and the system handles the cadence so your team focuses on the leads that are ready for a real conversation instead of manually managing email sequences.
What You Get on Day Seven
By the end of implementation week, every new lead gets an automated follow-up within minutes and enters a personalized nurture sequence. The parallel run on Day 6 lets your marketing team review the automated drafts and cadence before real emails go out. From that point forward, your team monitors the dashboard for MQLs and focuses sales energy on the leads most likely to convert, while the nurture sequences run in the background without manual intervention.
Learn More
Ready to automate this workflow?
Book a 15-minute fit call. We will walk through your setup, confirm the integrations, and map out your 7-day go-live plan.
Marketing Desk: Lead Nurture & Campaign Follow-Ups
Book a 15-min Fit Call