Marketing and Client RetentionPurpose
1.2. Nurture leads, identify reasons for non-conversion, and offer additional value, including incentives or consultations, while minimizing manual effort for staff.
1.3. Ensure consistent outreach, enhance client retention strategies, and gather actionable feedback to improve future quoting and sales processes.
Trigger Conditions
2.2. Lead did not schedule appraisal or sign service agreement within [Y] business days post-quote.
2.3. No outbound or inbound communication from lead within [Z] hours after the quote.
2.4. Lead marked with “Follow-up Needed” tag in project management platform.
Platform Variants
3.1. Salesforce
• Function: Workflow Rule > Outbound Message or Process Builder
• Sample: Trigger process flow on “Quote Sent” status and initiate drip campaign via connected messaging API.
3.2. HubSpot
• Feature: Workflow Automation → “Did not convert after quote” trigger
• Sample: Enroll contacts in follow-up email sequence via Marketing Hub.
3.3. Mailchimp
• Feature: Customer Journeys → Conditional split
• Sample: Start follow-up journey for users with “Quote sent” but not “Converted” tag; send multi-step emails.
3.4. ActiveCampaign
• Feature: Automations → “Quote Sent, No Purchase” trigger
• Sample: Trigger follow-up SMS and personalized email campaign.
3.5. Zoho CRM
• Feature: Workflow Rules + Blueprint
• Sample: Send follow-up task and email once quoted lead remains stagnant.
3.6. Pipedrive
• Feature: Deal Rotting → Custom Workflow
• Sample: Send follow-up message on deals that stagnate in quote stage.
3.7. Microsoft Dynamics 365
• Feature: Power Automate Flow
• Sample: Automated reminder emails and call tasks from the “Quote” sales stage.
3.8. Google Sheets + Gmail API
• Setting: Scheduled Script
• Sample: Detect leads in “Quote Sent” sheet; send personalized bulk emails via Apps Script + Gmail API.
3.9. Twilio
• API: Programmable SMS → Message Resource
• Sample: Auto-send SMS reminders with direct scheduling link post-quote.
3.10. SendGrid
• API: v3 Mail Send
• Sample: Trigger batch follow-up emails with tracking parameters.
3.11. Slack
• Feature: Incoming Webhooks
• Sample: Notify sales rep in real time for manual follow-up when automated sequence fails.
3.12. Intercom
• Setting: Automated Campaigns
• Sample: Drip in-app notification, email, and chat for quote follow-ups.
3.13. Outlook
• Feature: Flow / Power Automate integration
• Sample: Send follow-up from company account automatically to open leads post-quote.
3.14. Drip
• Feature: Automation Rules
• Sample: Segment and nurture leads with tailored message series.
3.15. WhatsApp Business API
• API: /messages endpoint
• Sample: Send personalized WhatsApp reminder to leads with 24-hour template.
3.16. Marketo
• Feature: Triggered Campaigns
• Sample: Start email sequence for all “Quoted: Not Converted” leads in Smart List.
3.17. Freshsales
• Feature: Smart Workflow
• Sample: Auto-send email/SMS based on lead status stagnancy post-quote.
3.18. Keap (Infusionsoft)
• Feature: Follow-up Sequence builder
• Sample: Time-based automation for non-converting “Appraisal Quote” segment.
3.19. Calendly
• API: Event Type Invitee Created
• Sample: Remind or prompt lead to book on calendar post-quote if not scheduled.
3.20. Outreach.io
• Feature: Sequence Automation
• Sample: Add leads to follow-up sequence after quote action and analyze response rates.
3.21. Insightly
• Feature: Workflow Automations
• Sample: Email/SMS drip for leads in “Quote sent” milestone without conversion track.
3.22. Aircall
• Feature: Integration with CRM workflows
• Sample: Automated call reminders for manual follow-up post-campaign.
Benefits
4.2. Reduces manual monitoring and repetitive work for staff.
4.3. Provides data on lead engagement and reasons for non-conversion.
4.4. Increases customer satisfaction by timely and relevant communication.
4.5. Multichannel outreach increases the likelihood of engagement and deal closure.