The Lifecycle Automation Playbook

Acquire and convert

• 1. New lead welcomeTrigger: form or resource download. Goal: first meaningful engagement. Sequence: immediate thank-you with the resource, day 2 related insight, day 5 invitation to talk. Metric: lead to meeting rate.
• 2. Nurture by interestTrigger: lead not sales-ready. Goal: education toward readiness. Sequence: one useful piece every 7-10 days matched to their stated goal. Metric: nurture to opportunity rate.
• 3. Meeting follow-upTrigger: discovery call completed. Goal: momentum. Sequence: same-day summary, day 3 relevant example, day 7 proposal check-in. Metric: proposal acceptance rate.
• 4. Proposal chaserTrigger: proposal sent, no response in 5 days. Goal: decision. Sequence: gentle check-in, answer common objections, offer a call. Metric: time to decision.