B2B Lead Nurturing Process

Start of the Workflow/Process.

Retrieve new lead information from the 'Leads' data model after a form submission or import.

Change the lead status from 'New' to 'In Progress' once the nurturing process begins.

Calculate a lead score based on interaction frequency, company size, and industry variables.

Update the Lead Data Model entry with the newly calculated score.

Create a task for the Sales Development Representative to perform initial outreach.

Send an automated personalized introduction email to the lead's email address.

Fetch all previous email opens and clicks from the 'Interactions' data model.

Sum the number of clicks and divide by total emails sent to determine engagement intensity.

Create a task for the SDR to call the lead if the engagement rate is above a certain threshold.

Send a text message to the lead if they have expressed high interest via a web form.

Create a new entry in the 'Opportunities' data model when a lead reaches a 'Qualified' state.

Update the lead entry to mark the marketing campaign responsible for the conversion.

Create a task in the Sales Rep's calendar to conduct a discovery call.

Send a targeted email containing relevant case studies based on the lead's industry.

Create a report summarizing the conversion rate from 'Lead' to 'Opportunity' for the week.

Delete or archive lead entries that meet the 'Unqualified' criteria to keep the data model clean.

End of the Workflow/Process.