Purpose
1. Automate nurturing of potential health consulting clients through automated email sequences.
2. Automatedly deliver educational, promotional, or onboarding messages to leads for conversion optimization and enhanced engagement.
3. Automating lead management, reducing manual follow-up, and ensuring consistent communication with targets in the healthcare consulting domain.
4. Automate segmentation of contacts based on behaviors, interests, or touchpoints for highly targeted messaging.
5. Increase retention and automatedly foster trust by automating regular touchpoints while providing value content and offers.
Trigger Conditions
1. Lead submits a consultation form on the website.
2. New lead is added to the CRM or email list via import/API.
3. Automated triggers when a lead downloads a whitepaper or health resource.
4. Automation on scheduled dates or after a set time since signup.
5. Lead responds to a prior campaign email (automatically move in sequence).
6. Automated re-engagement for inactive leads after set inactivity days.
7. Trigger automates when a lead clicks a specific link in a prior email.
Platform Variants
1. Mailchimp
2. HubSpot
3. ActiveCampaign
4. Salesforce Marketing Cloud
5. GetResponse
6. Drip
7. ConvertKit
8. SendGrid
9. Klaviyo
10. Zoho Campaigns
11. MailerLite
12. Brevo (formerly Sendinblue)
13. Moosend
14. Constant Contact
15. AWeber
16. Elastic Email
17. Omnisend
18. Pipedrive
19. Sharpspring
20. Keap (Infusionsoft)
Benefits
1. Automated retention and follow-up maximizes lead conversion for health consultants.
2. Automation reduces manual marketing, saving staff time and human error.
3. Drip sequences automate personalized information delivery and trust-building.
4. Tracking via automated flows enables detailed performance analytics.
5. Automated segmentation sharpens campaign relevance for improved results.
6. Automating the nurturing process creates consistency in messaging and brand perception.
7. Automatedly re-engage cold leads and abandoned consultations with targeted flows.