Overview

Automated email sequences that nurture leads based on their temperature (hot/warm/cold). Runs daily to check which contacts need follow-up and sends personalized emails automatically.

What It Does

• Runs every morning at 9 AM to check for contacts needing follow-up
• Segments leads by score: Hot (80+), Warm (40-79), Cold (<40)
• Sends different email sequences based on lead temperature
• Creates activity records for every email sent
• Updates next follow-up dates automatically
• Prevents leads from going cold due to forgotten follow-ups

Business Impact

• Time saved: 8-12 hours per week (eliminates manual follow-up tracking)
• Follow-up rate: 100% (never miss a scheduled follow-up)
• Conversion increase: 25-40% (timely, consistent outreach)
• Lead engagement: Personalised messaging based on behaviour
• Pipeline velocity: Faster movement through sales stages

Technical Requirements

Required Accounts:

• Airtable (uses existing Contacts table from Project 1)
• Make.com (Free plan works)
• Email sending capability (Gmail, Outlook, or SMTP)