Web Form Lead Nurture Workflow
The workhorse follow-up for every form on your site — an instant reply on two channels, a seven-day push to book, and a 15-week nurture for anyone who isn't ready yet, so no enquiry is ever wasted.
- 1
Send the confirmation text
SMS — confirms receipt, sets reply time
- 2
Send the confirmation email
Email — repeats what they asked for
- 3
Notify your team
Email and SMS to the owner
- 4
Send the first nudge
SMS — one question to open the chat
- 5
Send the proof email
Email — a result plus booking link
- 6
Offer two times
SMS — two concrete slots
- 7
Send the last call
Email — closes the loop
- 8
Cold nurture for 3 months
15 weekly emails until they're ready
- 9
Build the sales pipeline
New lead through to won
- 10
Add the tagging system
Source, status, lifecycle and suppression tags
- 11
Set up the custom fields
Every field, named consistently
- 12
Configure the custom values
Business name, booking link, offer, reply-to
- 13
Stop the moment they respond
Stops all pending steps