Service buyers rarely convert on the first interaction. Lifecycle automation should feel like a strategist guiding them to the right engagement—never a blast.
Core Automations to Launch First
- Welcome + positioning sequence: Clarifies offer, social proof, and next steps within three emails.
- Consultation prep: Sends agenda, discovery questions, and relevant case studies 24 hours pre-call.
- Post-call follow-up: Delivers proposal recap, ROI calculator, and risk reversal assets.
Keep RevOps in the Loop
Pipeline health dashboards track email-assisted revenue, while feedback from sales informs new content offers. Data-backed scorecards help pause underperforming drips quickly.
Want help shipping this play faster?
Our crew can co-build the experiment with you—audit the funnel, prioritize the sprint, and launch inside 30 days.