This system allows you to set it up once and let it run, automatically nurturing leads for 12 months. No need for constant adjustments; simply add new contacts from events, workshops, or any lead sources, and the system will send emails in a pre-defined flow.
Ideal for B2B companies looking to implement a robust CRM without the hassle of daily management.
Discover more about Marketing Automation features here:
Review the year and set goals for the upcoming year.
October: Hosting Connection Events
Week 37: Send invitations to join a networking event.
Content: Announcement of the event and the benefits of attending.
Week 38: Share stories from a previous event.
Content: Summary of the previous event’s highlights and attendee feedback.
Week 39: Provide the monthly newsletter.
Content: Summary of events, news, and promotions.
Week 40: Send a survey email to gather feedback.
Content: Survey on the customer’s product experience.
November: Year-End Promotion
Week 41: Send an email announcing the year-end promotion.
Content: Special offers and registration details.
Week 42: Share a case study on product optimization.
Content: Detailed analysis of a customer optimizing processes with CRM.
Week 43: Provide a new feature tutorial video.
Content: Brief video on how to use the latest feature.
Week 44: Send an announcement about the year-end workshop.
Content: Workshop details and the benefits of attending.
December: Year-End Review & New Year Planning
Week 45: Send a year-end summary email.
Content: Recap of the year's achievements and customer appreciation.
Week 46: Share goals and plans for the upcoming year.
Content: Company objectives for the next year.
Week 47: Announce Lunar New Year promotions.
Content: Details of the holiday promotion program.
Week 48: Provide a product features summary document.
Content: Guide on using and optimizing product features for the upcoming year.
Automation Flow Template
Select Weekly Recurring and set the email send interval to 7 days.
With this system, a one-time setup enables you to focus on lead generation activities and events. Whenever a new lead is added, they’ll automatically be nurtured with an email flow over the next 12 months, ensuring a steady stream of organic leads every month.
