Follow-up email and SMS sequences for new leads

Purpose

1.1. Engage new leads automatically with timely, personalized follow-up emails and SMS to increase conversion rates for air duct cleaning services.
1.2. Nurture leads, provide service details, answer common questions, and prompt bookings without manual intervention.
1.3. Reduce missed opportunities from delayed or forgotten responses while tracking lead activity for further targeting.
1.4. Maintain consistent communication in compliance with industry standards, improving customer experience and retention.

Trigger Conditions

2.1. New lead form submission on website or landing page.
2.2. Lead data entry into CRM from inbound call or third-party referral.
2.3. API webhook from ad sources (Google, Facebook, Yelp) signaling new inquiry.
2.4. Lead added to specific campaign or tagged “new” in CRM.
2.5. Manual trigger by sales agent when prospect needs nurturing sequence.

Platform Variants

3.1. Twilio
• Feature/Setting: SMS API “Messages Create” endpoint; configure with recipient number, message body, and scheduling logic.
3.2. SendGrid
• Feature/Setting: “Mail Send” API; set up dynamic templates, configure subject, sender, recipient; schedule send time.
3.3. Mailgun
• Feature/Setting: “Send Message” API; use template variables for personalization, and set delivery time.
3.4. ActiveCampaign
• Feature/Setting: Automations builder; trigger on new contact, add conditional email/SMS actions, track opens/clicks.
3.5. HubSpot
• Feature/Setting: Workflow Automations; trigger on contact creation, assign sequence/email/SMS tasks.
3.6. Salesforce
• Feature/Setting: Process Builder or Flows; set up triggers for “lead created,” send via email alert or integrated SMS app.
3.7. Zoho CRM
• Feature/Setting: Workflow Rules; initiate email/SMS actions from lead entry, integrate with SMS gateway.
3.8. Pipedrive
• Feature/Setting: Workflow Automation; trigger “Person Created,” use email template, connect SMS provider via API.
3.9. Keap (Infusionsoft)
• Feature/Setting: Campaign Builder; automate email series and third-party SMS.
3.10. Freshsales
• Feature/Setting: Workflow Automations; start email/SMS when lead matches criteria, customize wait times between steps.
3.11. Klaviyo
• Feature/Setting: Flows; trigger on list entry, set up multi-touch email/SMS automation with conditional branches.
3.12. Constant Contact
• Feature/Setting: Automated Welcome Emails; schedule follow-up series from contact addition.
3.13. Drip
• Feature/Setting: Workflows; trigger on tag/apply, send email, integrate with SMS app via webhook.
3.14. Moosend
• Feature/Setting: Automation Designer; trigger on “Subscribed,” add email series, connect to SMS provider.
3.15. Google Sheets + Gmail API
• Feature/Setting: Script trigger (on new row), Gmail “Users.messages.send” to automate personalized batch emails.
3.16. Outlook + Power Automate
• Feature/Setting: Flow trigger on new contact, send email, integrate with SMS API (like Twilio via HTTP action).
3.17. Intercom
• Feature/Setting: Series; send email/SMS follow-up on new lead with advanced conditions.
3.18. SMSAPI
• Feature/Setting: SMS send method; configure scheduled messages and lead data merge fields.
3.19. Plivo
• Feature/Setting: Message API’s “Send SMS”; define number, template, and trigger time via CRM integration.
3.20. MessageBird
• Feature/Setting: Flow Builder; on webhook or API request, trigger SMS/email sequence.

Benefits

4.1. Consistent, timely engagement boosts lead-to-customer conversion.
4.2. Personalized communications improve trust and response rates.
4.3. Freed staff resources reduce manual labor and errors.
4.4. Trackable campaigns allow optimization through analytics.
4.5. Multi-channel follow-up ensures leads are reached on their preferred medium.
4.6. Automated stop/opt-out compliance for regulations safeguarding reputation.