Database and sphere-of-influence nurture requires agents to manually scan contact lists, personalize emails, and log activities across multiple tools. This fragmented workflow consumes weekly and delays outreach by days.
Automation identifies contacts due for outreach, generates personalized emails, sends them immediately, and logs all activity in the CRM. the team focuses on meaningful conversations instead of administrative tasks.
The full workflow, from trigger to completion.
The automation platform monitors for contacts whose last touch date plus their cadence interval has passed, or whose birthday or anniversary is today.
The automation retrieves the contact's full record, including notes, recent interactions, personal details, and engagement history.
The automation reads the contact context and generates a personalised, warm email that references their situation, recent life event, or market activity. the automation selects from pre-approved templates and personalises tone and content.
The automation sends the composed email from the automation's account and logs the send timestamp.
The automation creates an activity record documenting the email sent, timestamp, and content.
The automation calculates the next touch date based on the contact's cadence rules and updates the record.
The automation sends a notification to the automation confirming the email was sent and showing the contact's next scheduled touch date.
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Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
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