Marketing Automation for Lead Management

Templates for lead management using marketing automation.

6 month service reminder

Encourage regular maintenance by reminding contacts to book in a service 6 months after their last one.

Updating Your Custom Email Signature

Add a personalized email signature to sign off your content.

Setting Up Specific List Unsubscribe

Give your contacts the option to unsubscribe from specific types of emails.

Sunset Policy Re-Engagement

Re-engage contacts that have been sunsetted in Autopilot.

Timestamping Email Sends

Track when contacts interact with your email sends.

Notify your team when a customer is at risk of churn

If a customer requests to cancel their account, keep your team updated to follow up as soon as possible.

Lead Scoring Daily Website Visits

This Lead Scoring Daily Website Visits journey is a simple yet effective way to determine how engaged a contact is with your website or app, allowing you to quickly identify contacts that are more active.

Immediately notify your team of every sales opportunity

Keep your team in the loop as soon as anew enquiry is submitted.

Event SMS Journey

Capture event attendees with an SMS and send them on a follow up journey.

Updating attendees about changes to an event

Keep your event attendees up to date with any changes you make.
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HEAD of customer happiness at oscar razor
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