HubSpot Lead Nurture Email Automation Setup

Service Scope

HubSpot Lead Nurture Email Automation Setup is a fixed-scope HubSpot Email Marketing service for one business, one HubSpot account, one lead-nurture workflow, and up to five automated marketing emails.

The service covers the approved quantities and configuration described below in one HubSpot account. Work outside those quantities is quoted separately.

The objective is to deliver a practical, documented configuration that the client can understand, approve, and continue using after handoff.

Map the Lead Nurture Journey

We review the target lead segment, enrollment conditions, lifecycle goals, email sequence, timing, exit conditions, and sales-handoff criteria supplied by the client.

• Enrollment criteria
• Lifecycle goal
• Email sequence
• Timing and delays
• Exit and handoff conditions

Build the Nurture Workflow

We configure one HubSpot nurture workflow with up to five automated emails, up to ten total actions, and up to three simple conditional branches where supported by the client's plan.

• 1 nurture workflow
• Up to 5 automated emails
• Up to 10 total workflow actions
• Up to 3 simple conditional branches
• Enrollment, suppression, and exit rules

Testing and Validation

We test representative records through the key workflow paths, preview each email, and verify the visible enrollment, delay, branching, and exit behavior.

• Approved quantities and settings
• Names, properties, fields, and mapping logic
• Visible HubSpot status and permissions
• Representative test result
• Exceptions requiring client action

Implementation Summary

At handoff, the client receives a concise implementation summary covering the completed work, the configuration visible in HubSpot, and any unresolved platform or third-party dependency.

• 1 HubSpot nurture workflow
• Up to 5 automated emails
• Up to 10 workflow actions
• Up to 3 conditional branches
• Enrollment and suppression rules
• Basic personalization review
• Representative path testing
• Implementation summary

Client Requirements

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

• HubSpot Super Admin access or the permissions required for the approved work
• An active HubSpot plan that supports the requested configuration
• Final business information, brand assets, content, data, and implementation instructions required for the service
• Permission-based contact data and accurate subscription or marketing-status instructions when contacts are involved
• Timely review and written approval of proposed settings and test results
• Marketing Hub plan supporting the requested workflows and automated emails
• Final approved copy and assets for up to five emails
• Written nurture stages, delays, and exit conditions
• Representative test contacts

Delivery and Revisions

Standard delivery is 5–7 business days after all required access, content, data, and approvals are received. Platform processing, DNS propagation, app review, or other third-party delays may extend completion.

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

Important Scope Boundaries

The following items are not included in this service:

• Lead scoring build
• Sales sequence configuration
• Custom-coded workflow actions
• More than 5 emails or 10 actions
• Ongoing workflow optimization
• HubSpot subscription, contact-tier, add-on, app, or third-party software fees
• Original legal, privacy, or regulatory advice
• Unapproved work outside the stated quantities
• Ongoing management after handoff
• Guaranteed delivery, inbox placement, engagement, leads, conversions, or revenue