Brevo Lead Nurture Email Automation Setup

Service Scope

Brevo Lead Nurture Email Automation Setup is a fixed-scope Brevo email marketing service for one business, one Brevo account, one approved lead source, one primary conversion goal, and up to five nurture emails.

The service configures one supported trigger, up to five emails, approved delays, one basic qualification or engagement branch, and conversion or ineligibility exits using data visible in Brevo.

The objective is to create a clear, maintainable email journey that educates and progresses leads without expanding into a full CRM, sales pipeline, or custom scoring implementation.

Define Entry and Conversion Rules

We translate one approved acquisition source and one primary goal into the available Brevo trigger, eligibility, and exit logic.

• List, form, or attribute trigger
• Email permission status
• Lead qualification inputs
• Primary conversion event or attribute
• Re-entry and frequency controls

Build the Nurture Sequence

We configure up to five client-approved emails and delays that move from initial value and education toward one clear next step.

• Welcome or context
• Problem and solution education
• Proof or credibility
• Offer or consultation path
• Final follow-up

Add One Basic Branch and Exit Logic

We configure one supported split based on an approved attribute or engagement condition and remove contacts from the journey after the defined conversion or eligibility change.

Testing and Validation

We use representative test contacts to review entry, branch behavior, email order, delays, personalization, conversion exits, and workflow status.

• Entry trigger
• Contact eligibility
• Email order and timing
• Branch condition
• Conversion or ineligibility exit
• Activation status

Implementation Summary

At handoff, the client receives a concise implementation summary covering the completed work and any visible platform limitations or unresolved third-party dependencies.

• Automation goal
• Trigger and entry rules
• Emails and delays
• Branch and exit logic
• Test results
• Recommended performance review points

Client Requirements

Before work begins, the client must provide the following access, information, and approvals:

• Brevo administrator access
• The required website, store, DNS, or source-platform access for the approved scope
• Final brand assets, business information, and implementation instructions
• Timely review and approval of proposed settings and test results
• One defined lead source and primary conversion goal
• Final copy, images, and links for up to five emails
• Approved qualification and branch rules
• Reliable conversion data or contact attribute
• Representative test contacts and written activation approval

Delivery and Revisions

Standard delivery is 10–12 business days after the strategy inputs, final content, data rules, and test contacts are ready.

One consolidated correction round is included when submitted within seven days of delivery and remains within the approved scope. New content, a replacement brief, additional assets, or a materially different configuration is treated as separate work.

Important Scope Boundaries

The following items are not included in this service:

• Signup form creation
• CRM pipeline or sales process design
• Custom lead scoring
• More than five emails or one branch
• Custom event development
• Copywriting or content strategy
• Sales-team training
• Guaranteed lead conversion, delivery, or revenue