Automated follow-ups and drip email campaigns

Purpose

1.1. Systematically nurture and convert leads by automating segmented email sequences tailored for prospective aircraft buyers and sellers.
1.2. Maintain consistent engagement—sending timely information, promotions, and educational content to prevent lead drop-off and maximize conversions.
1.3. Automate reminders, responses, and follow-ups whenever a lead performs a key action or fails to respond after initial contact.
1.4. Integrate follow-up cadences for cold leads, warm leads, and hot prospects, ensuring touchpoints throughout the sales funnel.
1.5. Ensure regulatory-compliant unsubscribe and preference management.

Trigger Conditions

2.1. New lead is captured via web form, event, or manual entry.
2.2. Lead status updated (e.g., "Contacted", "Demo Booked", "Proposal Sent").
2.3. No response after X days from previous communication.
2.4. Email link click or form completion detected.
2.5. Manual override or fast-track triggered by sales.
2.6. Event: lead opened email but did not reply or schedule.
2.7. Tag or segment assignment, e.g., "Jet Buyer – High Value".
2.8. Lead anniversary or milestone (e.g., 1 week since initial inquiry).
2.9. Re-engagement date for dormant/cold lead.
2.10. System-detected interest via website activity/API.

Platform Variants

3.1. HubSpot
• Workflow Automation: Use “Lead Nurturing Workflow”; configure trigger as 'New Contact' and action as ‘Send Email Sequence’.
3.2. Salesforce
• Process Builder/Flow Builder: Trigger on Lead Status change; Configure 'Send Email Alert' action.
3.3. Mailchimp
• Customer Journey Builder: Start Journey on list addition; automate multi-step drip with delay timers.
3.4. ActiveCampaign
• Automation Recipes: “When Tag Added” trigger; add flow for personalized timed emails.
3.5. Zoho CRM
• Workflow Rules: Trigger on lead field update; action ‘Send Email Notification’ or invoke email template.
3.6. Microsoft Dynamics 365
• Power Automate: Trigger on new lead record; configure sequence of ‘Send Email (V2)’ steps with delays.
3.7. Pipedrive
• Smart Email Sequences (via Pipedrive Automations): Triggered by deal stage update; send templated emails at intervals.
3.8. SendGrid
• Marketing Campaigns API: Use ‘Create Single Send’ for initial outreach, ‘Create Automation’ for drip scheduling.
3.9. Twilio SendGrid Email API
• Programmatic trigger via Event Webhook; use transactional templates for response-based follow-ups.
3.10. Marketo
• Smart Campaigns: Trigger “Fills Out Form”, “Email Not Delivered”; define flow steps for sending emails and changing program status.
3.11. ConvertKit
• Visual Automations: On form submission, initiate “Drip Sequence” emails and tag appropriately.
3.12. Klaviyo
• Flows: Use “List Joined” trigger; automate timed touchpoints using “Time Delay” and “Conditional Split”.
3.13. Gmail API
• BatchSend function: Create and schedule personalized emails based on CRM trigger via API.
3.14. Outlook Office 365
• Power Automate flow: Trigger “When new email arrives in shared mailbox (V2)”; automate reply and follow-up sequence.
3.15. Keap (Infusionsoft)
• Campaign Builder: Start with “Web Form Submitted”; configure sequence with follow-up emails at set intervals.
3.16. Copper CRM
• Workflow Automation: Trigger upon lead field change; configure “Send Email” action using email templates.
3.17. Intercom
• Series Automation: Automatic journeys based on lead events, e.g., “Sign-up”; timed auto-messages and follow-ups.
3.18. Freshsales
• Workflow Automation: Trigger on ‘New Lead’; automate “Send Email” actions with custom message templates.
3.19. Autopilot
• Journeys: Use “Smart Segment Entered” trigger; design multi-step email journeys for engagement.
3.20. Lemlist
• Campaign Automation: API-triggered campaigns on lead import; configure drip steps and conditional pathing.
3.21. Drip
• Workflow Automation: Start with “New Subscriber”, define branch logic and delays for multi-step onboarding/drip.
3.22. Apollo.io
• Sequences: Trigger prospects by status; define sequential outreach and schedule, integrating with CRM triggers.
3.23. Outreach.io
• Triggers: Sequence activation based on lead action; configure templates, delays, and branching.
3.24. Omnisend
• Automation Workflow: Lead-signup event triggers; create sequential emails, set delays, conditionals for behavior.

Benefits

4.1. Ensures timely, consistent, and data-driven lead nurturing without manual effort.
4.2. Maximizes prospect engagement and conversion throughout the long sales lifecycle typical in aircraft sales.
4.3. Frees sales teams to focus on high-value interpersonal interactions.
4.4. Tracks engagement metrics—opens, clicks, responses—for optimization.
4.5. Reduces lead loss and improves overall brokerage pipeline health.
4.6. Personalizes communications at scale, improving response rates and satisfaction.
4.7. Provides audit trails and compliance-ready communication records.