Automated nurture campaigns for non-converted leads

Purpose

1.1. Automated nurture campaigns for non-converted leads automate the process of continual, personalized engagement via omni-channel messaging for individuals who inquire but do not book Lasik consultations or surgeries.
1.2. Automates systematic follow-up through educational resources, offers, and reminders, aiming to increase lead conversion rates and maintain engagement in the LASIK surgery sales funnel.
1.3. Autonomously triggers scheduled communications using dynamically segmented lists, personalizing content relevant to lead behavior and interests, and automating re-engagement strategies to boost patient acquisition efficiency.

Trigger Conditions

2.1. Automatedly triggered when a lead submits a form but does not convert within a set timeframe (e.g., 7 days).
2.2. Automates after a lead cancels or no-shows a consultation without rebooking.
2.3. Automatically initiates upon CRM status change to "non-converted" or similar label.
2.4. Automation kicks off on defined inactivity periods (e.g., no email opens/clicks in 14 days).
2.5. Automator deploys on specific web events, such as abandoned information packets or incomplete bookings.

Platform Variants

3.1. Salesforce
• Feature/Setting: Workflow Rules + Process Builder; automate personalized email drips via Email Services and leads status update triggers.
3.2. HubSpot
• Feature/Setting: Workflows API; automate nurture emails and SMS based on contact lifecycle stage.
3.3. Mailchimp
• Feature/Setting: Customer Journeys Builder; configure automatable sequence based on segment criteria and engagement scoring.
3.4. ActiveCampaign
• Feature/Setting: Automations; automate email/sms sequences for non-converted tag or field.
3.5. Microsoft Dynamics 365
• Feature/Setting: Power Automate + Marketing Insights; automateely launches campaigns on record updates.
3.6. Marketo
• Feature/Setting: Smart Campaigns; automatedly targets leads with behavior-driven campaign flows.
3.7. Infusionsoft (Keap)
• Feature/Setting: Campaign Builder; automate follow-up after form submissions without sale.
3.8. Zoho CRM
• Feature/Setting: Workflow Automation + Zoho Campaigns API integration to trigger nurture emails.
3.9. Twilio
• Feature/Setting: Messaging API; automate SMS reminders and educational follow-ups.
3.10. SendGrid
• Feature/Setting: Marketing Campaigns API; automate batch nurturing and transactional re-engagement.
3.11. Intercom
• Feature/Setting: Series Automation; send personalized in-app and email nudges to unconverted leads.
3.12. Drip
• Feature/Setting: Automated Workflows; automate lead scoring, segmentation, and nurture path.
3.13. Pipedrive
• Feature/Setting: Workflow Automations; trigger email/sms drip on deal status non-conversion.
3.14. Klaviyo
• Feature/Setting: Flows; automate multi-channel sequences targeting specific segments.
3.15. Eloqua
• Feature/Setting: Program Canvas; automate lead flows based on conversion milestones.
3.16. Freshsales
• Feature/Setting: Journey Automations; automatedly assign leads to nurture journeys.
3.17. Constant Contact
• Feature/Setting: Email Automation; schedule repeated drips to lists lacking conversion actions.
3.18. GHL (GoHighLevel)
• Feature/Setting: Workflow Automation; automate call/sms/email sequences post no-show.
3.19. Outreach.io
• Feature/Setting: Sequence Automation; automate follow-up and reminder tasks for SDRs.
3.20. Zapier
• Feature/Setting: Zap Automation; connect CRM, email, SMS apps to trigger nurture sequences on rule.
3.21. Google Ads
• Feature/Setting: Audience Retargeting API; automate ad re-engagement for site visitors not converted.
3.22. Segment
• Feature/Setting: Engagement API; automate personalized content pushes across channels.
3.23. Unbounce
• Feature/Setting: Webhook Automation; auto-sends incomplete submission data for custom follow-ups.
3.24. Slack
• Feature/Setting: Workflow Builder; automate internal alerts to sales team for leads needing nurture.

Benefits

4.1. Automates repetitive lead nurture to save time and reduce manual errors.
4.2. Automatedly improves lead-to-patient conversion through targeted, personalized engagement.
4.3. Automation reduces patient drop-off by consistent multi-channel messaging.
4.4. Automates segmentation and triggers iteratively optimize follow-up based on real-time behaviors.
4.5. Automation delivers quantifiable increases in schedule rates, patient volume, and revenue.
4.6. Automating allows for scalable outreach with less staff overhead.
4.7. Automator provides measurable campaign analytics enabling continuous process improvement.