Generate 300 Organic Leads per Month with Automation

Guide to Building a Follow-to-Die Automation Workflow for Consistent Leads Every Month – Set Up Once for a Year of Engagement

Application

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/

12-Month Workflow Template for B2B CRM Systems

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.

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.

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.

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.

Automation Flow Template

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

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.