Sticky Note Automate

Target Audience

• Sales Teams: This workflow is ideal for sales teams looking to automate lead scoring and outreach, ensuring they focus on high-potential leads.
• Marketing Professionals: Marketers can use this to streamline lead collection and email outreach, enhancing engagement with potential customers.
• Business Owners: Small business owners can utilize this workflow to efficiently manage leads without the need for extensive technical knowledge.
• Customer Support Teams: Support teams can benefit from this workflow by qualifying leads before engaging, ensuring they spend time on the most promising contacts.

Problem Solved

This workflow addresses the challenge of efficiently qualifying leads and automating outreach. It helps users:

• Validate Email Addresses: Ensures that only valid email addresses are pursued, reducing bounce rates and increasing engagement.
• Score Leads: Automatically scores leads based on criteria set by MadKudu, allowing teams to prioritize follow-ups effectively.
• Automate Outreach: Automatically sends personalized emails to qualified leads, saving time and increasing the chances of conversion.

Workflow Steps

1. Trigger: The workflow starts manually when a user submits the 'Contact us' form.
2. Email Verification: The submitted email is verified using Hunter to ensure it's valid.
3. Check Email Validity: If the email is valid, it proceeds to score the lead using MadKudu.
4. Lead Scoring: The lead is scored based on customer fit. If the score is greater than 60, the workflow continues.
5. Record Engagement: The engagement is recorded in HubSpot to track interactions with the lead.
6. Send Outreach Email: A personalized email is sent to the lead, thanking them and providing a link to schedule a call.
7. Handle Non-Qualified Leads: If the email is invalid or the lead score is low, the workflow takes no action, ensuring resources are not wasted on unqualified leads.