> For the complete documentation index, see [llms.txt](https://emailbase.gitbook.io/english/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://emailbase.gitbook.io/english/basics/effective-application-tips/generate-300-organic-leads-per-month-with-automation.md).

# Generate 300 Organic Leads per Month with Automation

## <mark style="color:orange;">**Application**</mark>

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:*** [***https://emailbase.net/marketing-automation/***](https://emailbase.net/marketing-automation/)

## <mark style="color:orange;">12-Month Workflow Template for B2B CRM Systems</mark>

{% tabs %}
{% tab title="Introductory Phase (January - March)" %}

### **Phase 1: Introduction & Engagement (January - March)**

**Objectives:**

* Introduce your brand and products to potential customers.
* Begin building customer relationships.
* Collect customer data for use in future campaigns.

**January: Introduction & Kickoff**

* **Week 1:** Company and Mission Introduction
  * Content: Why we’re here and our vision to support customers.
* **Week 2:** Key Product/Service Introduction
  * Content: CRM features and benefits for boosting business efficiency.
* **Week 3:** Customer Success Story
  * Content: A case study showcasing how CRM improved a client’s sales.
* **Week 4:** Upcoming Event Announcement
  * Content: Details about an upcoming CRM-focused webinar/workshop.

**February: Lunar New Year Promotions**

* **Week 5:** New Year Greetings & Annual Plans
  * Content: Summary of new product plans with a festive greeting.
* **Week 6:** Lunar New Year Promotion Announcement
  * Content: Special offers on CRM solutions.
* **Week 7:** Product User Guide Distribution
  * Content: A detailed, step-by-step CRM usage guide.
* **Week 8:** Industry Trends for the New Year
  * Content: Insights into technology and CRM trends impacting B2B.

**March: Relationship Strengthening**

* **Week 9:** Product Experience Check-In
  * Content: A brief survey to gather feedback on the CRM system.
* **Week 10:** Optimization Checklist
  * Content: Tips and steps for maximizing CRM efficiency and workflow.
* **Week 11:** Tips & Tricks Sharing
  * Content: CRM tips to enhance team productivity.
* **Week 12:** New Product/Service Announcement
  * Content: Details on a new offering and how it supports business growth.
    {% endtab %}

{% tab title="Introductory Phase (January - March)" %}

### **Phase 2: Promotion & Engagement Boost (April - June)**

**Objectives:**

* Increase customer interest and engagement.
* Drive sales through promotional offers.
* Strengthen customer relationships through education and information sharing.

**April: Q1 Promotion**

* **Week 13:** Send email about Q1 promotional offer.
  * Content: Details about special pricing and how to sign up.
* **Week 14:** Share free educational resources.
  * Content: Provide guides on maximizing CRM efficiency.
* **Week 15:** Send a case study of a successful project.
  * Content: In-depth analysis of how CRM helped a business succeed.
* **Week 16:** Host an online Q\&A session.
  * Content: Invite customers to a session on using CRM effectively.

**May: Customer Care and Added Value**

* **Week 17:** Send a thank-you email to event participants.
  * Content: Summarize key takeaways from the event and express appreciation.
* **Week 18:** Share expert tips.
  * Content: Tips from industry experts on CRM usage.
* **Week 19:** Announce a free webinar.
  * Content: Details on the topics to be covered in the webinar.
* **Week 20:** Send a survey to gather feedback.
  * Content: Ask which CRM features customers would like to see improved.

**June: Review and Improve**

* **Week 21:** Send an email about product upgrades.
  * Content: Announce new features and explain how to use them.
* **Week 22:** Share a product tutorial video.
  * Content: Step-by-step video on how to use new CRM features.
* **Week 23:** Provide an industry trend analysis report.
  * Content: A report on CRM and tech trends.
* **Week 24:** Send an email about an upcoming workshop.
  * Content: Details on the workshop and registration information.
    {% endtab %}

{% tab title="Relationship Building & Interest Stimulation (July - September)" %}

### **Phase 3: Relationship Maintenance & Interest Stimulation (July - September)**

**Objectives:**

* Sustain customer interest and loyalty.
* Create opportunities for customer engagement and feedback.
* Encourage customers to refer the product/service to others.

**July: Mid-Year Promotion**

* **Week 25:** Send an email announcing mid-year promotions.
  * Content: Details on special offers available this month.
* **Week 26:** Share an infographic on product benefits.
  * Content: A visual infographic showing how CRM benefits businesses.
* **Week 27:** Send a reminder email about an upcoming event.
  * Content: Specific details on the time, location, and topics of the event.
* **Week 28:** Provide guidance on more effective product usage.
  * Content: Tips on using hidden CRM features to maximize benefits.

**August: Sustaining Interest**

* **Week 29:** Share a customer success story.
  * Content: Details on how a customer grew their business with CRM support.
* **Week 30:** Send a thank-you email to loyal customers.
  * Content: A thank-you message with special offers for loyal customers.
* **Week 31:** Provide industry news updates.
  * Content: Noteworthy news and events in the CRM industry.
* **Week 32:** Launch a customer contest.
  * Content: Details on the contest and how to participate.

**September: National Day Promotion**

* **Week 33:** Send National Day greetings and announce a promotion.
  * Content: Exciting offers for the holiday.
* **Week 34:** Share an article on industry trends from the past year.
  * Content: Analysis of recent changes and trends.
* **Week 35:** Send a survey to gather customer feedback.
  * Content: A survey asking which CRM features customers would like added.
* **Week 36:** Provide updated product tutorial materials.
  * Content: New guides explaining how to use recent features effectively.
    {% endtab %}

{% tab title="Closing Sales Phase (October - December)" %}

### **Phase 4: Wrap-Up & Interaction Stimulation (October - December)**

**Objectives:**

* Strengthen customer engagement.
* Encourage participation in promotional programs.
* 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.
    {% endtab %}
    {% endtabs %}

## <mark style="color:orange;">Automation Flow Template</mark>

Select **Weekly Recurring** and set the email send interval to 7 days.

**Log in to launch your Automation Campaign here**: <https://app.emailbase.net/automation>

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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.