Purpose
1.2. Nurture dormant leads by sending personalized email/SMS at set intervals, offering value content, reminders, and incentives.
1.3. Maintain top-of-mind presence for prospects, promote service booking, and educate on preventative maintenance.
1.4. Reduce manual workload, prevent lead attrition, and boost conversion rates across the pipeline.
Trigger Conditions
2.2. Form submission received but no service booked within 15 days.
2.3. Lead status set to “Dormant” or “Unresponsive”.
2.4. Automated inactivity detection from email/SMS opens/clicks.
Platform Variants
3.1. Mailchimp
• Feature/Setting: Customer Journey Builder — set trigger to “Contact becomes inactive”; use Email Send action with scheduled delays.
3.2. ActiveCampaign
• Feature/Setting: Automations — On “Last interaction > 30 days”, trigger drip sequence via Send Email action.
3.3. HubSpot
• Feature/Setting: Workflows API; trigger: lead status change, sequence: email & task queue.
3.4. Salesforce
• Feature/Setting: Process Builder + Pardot Engagement Studio; trigger on status field, use email/nurture path.
3.5. Zoho CRM
• Feature/Setting: Workflow Rules; trigger on lead inactivity, invoke Deluge script to send series of emails.
3.6. SendGrid
• Feature/Setting: Marketing Campaigns API, create automation triggered by new segment.
3.7. Twilio SendGrid
• Feature/Setting: Drip Campaign via Transactional Templates & Automation triggers via API call.
3.8. MailerLite
• Feature/Setting: Automation; trigger: custom field status = “Dormant”, action: scheduled email flow.
3.9. Klaviyo
• Feature/Setting: Flows; trigger: segment conditions, deploy email/SMS reminders at intervals.
3.10. Moosend
• Feature/Setting: Automation Workflows; trigger: inactivity, automate personalized follow-ups.
3.11. Drip
• Feature/Setting: Workflows; set “No activity” as trigger, add staggered email sends.
3.12. Constant Contact
• Feature/Setting: Autoresponder series; activate when contact is added to “Dormant Leads” list.
3.13. Campaign Monitor
• Feature/Setting: Automation Rules; trigger drip on segment update.
3.14. Pipedrive
• Feature/Setting: Workflow Automation; trigger: lead stage, action: integrated campaign launch.
3.15. SharpSpring
• Feature/Setting: Visual Workflow Builder; schedule nurture drip upon inactivity trigger.
3.16. Intercom
• Feature/Setting: Series Automation; detect inactivity, launch targeted message flow via Messenger or Email.
3.17. SMS via Twilio
• Feature/Setting: Programmable Messaging API; trigger SMS follow-ups after inactivity interval.
3.18. WhatsApp Business API
• Feature/Setting: Trigger automated template message sequence for dormant lead numbers.
3.19. Facebook Messenger (Meta API)
• Feature/Setting: Automated Message Sequence via Messenger Platform; trigger on segment change.
3.20. Google Workspace (Apps Script + Gmail API)
• Feature/Setting: Script monitors CRM sheet, sends personalized drip emails after set days of inactivity.
Benefits
4.2. Fully eliminates manual lead follow-up, saving time and staff effort.
4.3. Delivers targeted nurture content, increasing qualified bookings.
4.4. Allows precise timing and channel selection tailored to each lead’s preferences.
4.5. Enables scalable, measurable re-engagement for air compressor repair providers.