Lead Nurturing Email Automation

Service Scope

Lead Nurturing Email Automation is a fixed-scope email automation service for one business, one email marketing platform, and one lead nurture workflow with up to five automated emails.

Create a structured nurture journey that uses approved timing, contact data, and engagement conditions to move leads through a defined marketing sequence.

Map the Lead Nurture Journey

We define the target lead segment, enrollment conditions, lifecycle goal, email sequence, delays, branch logic, and exit or handoff criteria.

• Lead enrollment criteria
• Nurture objective
• Sequence stages
• Timing and delays
• Exit or sales-handoff conditions

Build the Lead Nurture Workflow

We configure one nurture workflow with up to five emails, up to twelve native actions, and up to three conditional branches where supported.

• 1 lead nurture workflow
• Up to 5 automated emails
• Up to 12 workflow actions
• Up to 3 conditional branches
• Enrollment, suppression, and exit logic

Testing and Validation

We run representative leads through the main workflow paths and verify delays, branches, exclusions, email content, and exit conditions.

• Enrollment test
• Main-path testing
• Conditional branch testing
• Email preview and personalization review
• Exit-rule validation

What's Included

• 1 lead nurture workflow
• Up to 5 emails
• Up to 12 actions
• Up to 3 branches
• Enrollment and exit logic
• Testing and activation
• Workflow documentation

Client Requirements

The client must provide the access, content, data, and approvals needed to configure and test the automation.

• Administrator or workflow access to the selected email marketing platform
• An active plan that supports the requested automation features
• Permission-based contact data with accurate subscription status
• Final approved email copy, brand assets, links, and offers
• Accurate contact, customer, event, or commerce data required by the trigger
• Representative test records
• Timely review and written approval before activation
• Written lead stages or nurture criteria
• Final copy and assets for up to five emails

Delivery and Revisions

Standard delivery is 6–8 business days after all required access, content, data, and approvals are received. Platform processing, integrations, and data availability may extend completion.

One consolidated correction round is included when requested changes remain within the approved scope. New emails, new branches, new triggers, replacement content, or materially different workflow logic are quoted separately.

Important Scope Boundaries

The following items are not included unless specifically stated:

• Lead scoring model setup
• Sales sequence configuration
• Custom-coded actions
• More than 5 emails or 12 actions
• Email marketing platform subscription, add-on, or third-party application fees
• Purchased or scraped contact lists
• Original legal, privacy, or regulatory advice
• Guaranteed inbox placement, engagement, leads, conversions, retention, or revenue
• Work outside the stated quantities or workflow logic