Welcome email sequence for new leads or clients

Purpose

1.1. Automate delivery of prompt, professional welcome email sequences to new leads or clients for auction houses.
1.2. Automated onboarding process to establish credibility, communicate auction highlights, clarify next steps, and collect essential information.
1.3. Automates nurturing by sharing auction schedules, bidding instructions, compliance reminders, and contact resources with new clients.
1.4. Automator introduces lead to auctioneer’s brand,
service and digital infrastructure via automated, scheduled messages.
1.5. Automation enables personalized, trackable, and timely messaging campaigns for both buyers and sellers joining the auction platform.

Trigger Conditions

2.1. New lead/client is added to CRM or submitted through website contact form.
2.2. Automated trigger on new registration via auction platform, newsletter signup, or external lead intake form.
2.3. Automation initiates when lead data is synced from partner portals, trade shows, or direct sales activities.
2.4. Automatable upon manual or automated import of leads from spreadsheet or third-party list.

Platform variants

3.1. HubSpot
• Feature/Setting: Use the "Workflows" automator, set trigger as new contact creation, automate multi-step email sequence with personalization.

3.2. Salesforce
• Feature/Setting: Configure "Process Builder" or "Flow Builder" to automate emails upon lead creation in Auctioneering Lead object.

3.3. ActiveCampaign
• Feature/Setting: Funnel new contacts to an "Automation" sequence, configure scheduled welcome emails and tagging automations.

3.4. Mailchimp
• Feature/Setting: Use "Customer Journeys" automator; trigger automated welcome series based on audience join event.

3.5. Zoho CRM
• Feature/Setting: Set up "Workflow Rules" for module Lead; automate sequence of emails and client onboarding tasks.

3.6. Pipedrive
• Feature/Setting: Leverage "Workflow Automation" to send automated welcome emails and add tasks for sales agents.

3.7. SendGrid
• Feature/Setting: Configure "Marketing Campaigns" API’s Automation Series; send templated future-dated welcome emails.

3.8. Outlook 365
• Feature/Setting: Use "Power Automate" to automate sending email sequences to new Outlook contacts added from auction signups.

3.9. Gmail with Google Apps Script
• Feature/Setting: Script automated welcome email sequence triggered by new row in Google Sheets registration log.

3.10. Twilio SendGrid
• Feature/Setting: Use "Automated Email Workflows" API with event webhooks for auction house onboarding series.

3.11. Marketo
• Feature/Setting: Set up "Smart Campaigns" to automate welcome email triggers when new Auctioneering leads added.

3.12. Brevo (Sendinblue)
• Feature/Setting: Configure "Automation Workflow"; trigger welcome sequence on new contact added with auction segment tag.

3.13. Intercom
• Feature/Setting: Use "Series" automator to automate emails when Auctioneer client profile created or event registration occurs.

3.14. Constant Contact
• Feature/Setting: Create "Automated Email Series" that starts on contact addition via website or CRM API integration.

3.15. Klaviyo
• Feature/Setting: Automate "Flows" to trigger multi-step auction house onboarding emails when lead added to List.

3.16. Freshsales
• Feature/Setting: Use "Sales Sequences" to automate welcome and orientation emails after lead import or form fill.

3.17. Keap (Infusionsoft)
• Feature/Setting: Set up "Campaign Builder" for automated email sequences and assign onboarding tasks to staff.

3.18. MailerLite
• Feature/Setting: Use "Automation" for new subscriber workflows, automate personalized welcome and next-step emails.

3.19. Pipefy
• Feature/Setting: Automate "Email Templates" on new card creation in Auction Lead Management pipe.

3.20. Microsoft Dynamics 365
• Feature/Setting: Use "Power Automate" flows to send staged onboarding emails on new Auctioneering Contact creation.

3.21. Zoho Campaigns
• Feature/Setting: Set up "Autoresponder" automation to deliver auction house orientation content for new email lists.

3.22. Slack (via integration)
• Feature/Setting: Automate posting welcome notifications to auction sales channel and trigger 1:1 email to new client using workflow builder.

3.23. AWS SES (Simple Email Service)
• Feature/Setting: Leverage Lambda triggers with SES API to automate onboarding emails on contact submissions.

3.24. Copper CRM
• Feature/Setting: Use "Workflow Automation" for instant, automated delivery of onboarding materials when lead added.

3.25. Monday.com
• Feature/Setting: Create automation recipes to trigger email sequences when new item added to auction leads board.

Benefits

4.1. Automates first-touch engagement for increased professionalism and higher conversion in auction client pipeline.
4.2. Automated system ensures no lead omitted, eliminating manual errors and maximizing onboarding speed.
4.3. Automates compliance by providing membership terms, bidding policy, and auction dates promptly.
4.4. Centralized tracking via automation allows performance measurement, optimizes follow-ups, and increases operational efficiency.
4.5. Automation enables scalable auction house growth by streamlining onboarding and nurturing routines for large lead volumes.