Drip nurturing campaigns for leads not yet converted

Purpose

1.1. Execute automated, multi-step nurturing campaigns that target unconverted air duct cleaning leads, delivering sequenced content across channels to re-engage, educate, and accelerate conversion.
1.2. Facilitate targeted follow-ups that address lead objections, provide value (e.g., health info, discounts), and personalize outreach to cold leads.
1.3. Ensure consistent brand presence and detailed tracking of engagement throughout the HVAC lead cycle.

Trigger Conditions

2.1. New lead marked “not converted” in CRM after a defined idle period (e.g., 7 days).
2.2. User abandonment post-initial inquiry/submission on web form without booking.
2.3. Explicit pipeline move to “nurture” or “lost deal,” tracked by lead status updates in sales tools.
2.4. Lack of activity (no reply/no conversion event) over a rolling period (customizable, e.g., 3-14 days).

Platform variants

3.1. ActiveCampaign
• Feature/Setting: Automations > Start on tag ("Not converted"), Send sequence, track engagements.

3.2. HubSpot
• Feature/Setting: Workflows > Enrollment trigger (Lead Status=Unconverted), drip emails, smart lists.

3.3. Mailchimp
• Feature/Setting: Customer Journeys > Triggered by tag, send series, auto-segment non-converts.

3.4. Salesforce Pardot
• Feature/Setting: Engagement Studio > Set "Lead Unconverted" Rule, drip flow, scoring updates.

3.5. Marketo
• Feature/Setting: Smart Campaigns > Trigger (Status Unconverted), multi-email stream, scoring rules.

3.6. Zoho CRM
• Feature/Setting: Automation > Workflow Rule (Lead status), initiate email drip, update fields.

3.7. Infusionsoft (Keap)
• Feature/Setting: Campaign Builder > Tag trigger, delay timers, sequence emails.

3.8. Constant Contact
• Feature/Setting: Automation Path > List activity trigger, schedule messaging, monitor responses.

3.9. Intercom
• Feature/Setting: Series > Segment “Not Converted,” send automated chat/email sequences.

3.10. Sendinblue
• Feature/Setting: Automation > If lead not converted, trigger workflow, timed nurturing emails.

3.11. Twilio SendGrid
• Feature/Setting: Marketing Campaigns API > Segment filter, automated email drip.

3.12. Klaviyo
• Feature/Setting: Flows > Status-based filter, drip content, dynamic property targeting.

3.13. Drip
• Feature/Setting: Workflow > Tag trigger, if-unconverted branch, send timed emails.

3.14. Customer.io
• Feature/Setting: Campaign > Trigger on lead attribute, send sequence, event-based delays.

3.15. Pipedrive
• Feature/Setting: Workflow Automation > Stage/Status-based triggers, loop in nurturing.

3.16. Google Ads
• Feature/Setting: Customer Match > Upload segment of unconverted leads for retargeting drip ads.

3.17. Facebook Ads
• Feature/Setting: Custom Audiences > Sync ‘not converted’ leads, deliver sequenced ad campaigns.

3.18. LinkedIn Marketing Solutions
• Feature/Setting: Matched Audiences > Upload unconverted segment, nurture via sponsored content.

3.19. Slack (via API integration)
• Feature/Setting: Webhook/API > Notify sales/marketing channels on drip campaign engagement.

3.20. SMS platforms (e.g., Twilio SMS API, Plivo)
• Feature/Setting: SMS API > Trigger drip text flows for re-engagement based on CRM status.

Benefits

4.1. Maintains persistent engagement with cold/lost HVAC leads.
4.2. Increases conversion rates through targeted sequencing and timing.
4.3. Automates cross-channel outreach—email/SMS/social—freeing up sales resources.
4.4. Tracks nurture effectiveness and lead reactivation with data-driven reporting.
4.5. Ensures personalized campaigns at scale with minimal manual intervention.