Onboarding series for leads who haven’t converted

Purpose

1.1. Automate multi-channel onboarding engagement for new leads who have not converted, maximizing touchpoints and driving conversions for aerial dance class sign-ups.
1.2. Sequence includes welcome messages, FAQ links, class schedules, instructor intros, and reminders, all tracked for engagement.
1.3. Consolidates marketing, communication, and analytics in one streamlined workflow, reducing manual overhead and improving consistency.

Trigger Conditions

2.1. New lead opt-in without payment or booking within set timeframe (e.g., 48 hours).
2.2. No interaction detected for predefined period post-inquiry.
2.3. Tag in CRM or marketing platform indicating “Lead – Unconverted.”
2.4. Manual trigger by staff when follow-up needed.
2.5. Scheduled batch import of leads from web forms, social ads, or events.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Configure “Send Message” API for personalized nudges; sample: use /Messages endpoint with merge fields.
3.2. SendGrid
• Feature/Setting: Create automated email journeys; API v3/mail/send triggers onboarding sequence email.
3.3. Salesforce
• Feature/Setting: Lead status workflows auto-triggered via Process Builder; configure “Send Custom Notification.”
3.4. HubSpot
• Feature/Setting: Automated "Workflow" enrollment with lead segmentation condition; API endpoint /contacts/v1/contact/createOrUpdate.
3.5. Mailchimp
• Feature/Setting: Customer Journey automation with “Delay” actions; integrate via /lists/{list_id}/members endpoint.
3.6. ActiveCampaign
• Feature/Setting: Automations using “If/Else” for unconverted leads; trigger via POST /api/3/contacts/sync.
3.7. Intercom
• Feature/Setting: Series campaign using “Lead Conversion” rules; send in-app messages via /messages endpoint.
3.8. Zendesk Sell
• Feature/Setting: Smart Lists for unconverted leads; automated alerts using /api/v2/contacts endpoint.
3.9. Facebook Ads
• Feature/Setting: Sync unconverted leads to “Custom Audience;” use Graph API batch upload.
3.10. Google Sheets
• Feature/Setting: App Script triggers email sequence by new row detection; configure onEdit() event.
3.11. Calendly
• Feature/Setting: Send booking reminder emails via Webhooks when no action on invitation.
3.12. Klaviyo
• Feature/Setting: Flow builder to automate onboarding sequences; use POST /api/v1/person.
3.13. Pipedrive
• Feature/Setting: Automated deal stage triggers; “Activity Scheduler” for follow-up emails.
3.14. Constant Contact
• Feature/Setting: Automated Series for “No engagement” triggers.
3.15. WhatsApp Business API
• Feature/Setting: Send follow-up messages using /v1/messages endpoint.
3.16. Slack
• Feature/Setting: Workflow Builder notification to salesperson for manual follow-up.
3.17. Drift
• Feature/Setting: Playbook chat automation for missed conversions via /contacts endpoint.
3.18. Typeform
• Feature/Setting: Trigger onboarding sequence from new form submission webhook.
3.19. SurveyMonkey
• Feature/Setting: Email survey automation to unconverted leads; configure “Trigger Email Collectors.”
3.20. Zoho CRM
• Feature/Setting: Workflow rules for unconverted lead status, automated email/sms via /crm/v2/Leads API.
3.21. Gmail API
• Feature/Setting: Send onboarding emails from business account via /users.messages.send.
3.22. Telegram
• Feature/Setting: Send onboarding reminders using Bot API /sendMessage.

Benefits

4.1. Increased conversion rates via timely, multi-touch communication.
4.2. Reduced manual workload for marketing/sales staff.
4.3. Consistent, branded engagement across multiple platforms.
4.4. Improved data collection on lead behavior and pipeline bottlenecks.
4.5. Rapid iterative testing of onboarding messaging to optimize results.
4.6. Scalable process supporting high lead volumes without increased effort.