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Lead scoring & sales hand-off email automation

Tag leads “warm-lead” when they click, and “sales-ready” when they click the demo invite, so your team calls the right people. Hand your sales team the leads who are actually interested, at the right moment.

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How it works

Starts when the tag “lead” is added. 2 emails over 5 days.

  1. Day 0: send “What our customers say about us”
    Design: Customer reviews / testimonials template
  2. Wait 2 days
  3. Only continue if the contact clicked in the previous email
    Everyone else leaves the sequence here.
  4. Tag the contact “warm-lead”
  5. Day 2: send “Want a quick walkthrough?”
    Design: Book a demo template
  6. Wait 3 days
  7. Only continue if the contact clicked in the previous email
    Everyone else leaves the sequence here.
  8. Tag the contact “sales-ready”

Frequently asked questions

What is a lead scoring & sales hand-off automation?

Tag leads “warm-lead” when they click, and “sales-ready” when they click the demo invite, so your team calls the right people. Hand your sales team the leads who are actually interested, at the right moment.

How does the lead scoring & sales hand-off sequence start?

Starts when the tag “lead” is added. Each contact then moves through the steps on their own schedule.

How many emails are in the lead scoring & sales hand-off sequence?

It contains 2 emails over 5 days. You can add, remove or reorder steps, change the waiting times and edit every email.

How do I set up this lead scoring & sales hand-off automation?

Create a free ENB Technologies account, go to Automations › New automation and choose “Lead scoring & sales hand-off”. It is created with every email designed in your brand. Review it, then click Activate.

Also searched as: lead scoring automation, marketing to sales handoff, sales qualified lead email, mql to sql workflow, engagement tagging

At a glance

  • Goal: Hand your sales team the leads who are actually interested, at the right moment.
  • Trigger: Tag added
  • Length: 2 emails over 5 days
  • Smart rules: skips people who unsubscribe; waits for double opt-in confirmation

Use this workflow free

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