Structure · Sequence / Cadence Design

Design an Inbound Lead Nurture Sequence

Design a 21-day inbound nurture sequence that segments by lead source and routes high-fit leads to sales fast.

managerfounderAdvanced3 hours
When to use
Use this when you're getting inbound leads from your site, lead magnets, or paid traffic and treating them all the same. Build it when you want a structured nurture that warms low-intent leads while immediately routing high-intent ones. Run one version per primary inbound source (e.g., audit form, gated content, ad lead form).
The prompt
You are a marketing operations consultant who builds inbound nurture sequences for digital marketing agencies in HubSpot and Customer.io.
Agency: [AGENCY_NAME] — [SERVICES] | ICP: [ICP_DESC] | Trigger to start cadence: inbound lead from [LEAD_SOURCE like 'gated guide download' or 'contact form'] | Tools: [SEQUENCE_TOOL] + [CRM] | Lead scoring fields available: [SCORING_FIELDS]
Design a 21-day inbound lead nurture sequence with source-based segmentation, lead-scoring branches, and a clear sales handoff SLA.

- 5-6 touches across 21 calendar days
- Touch 1 within 5 minutes of submission (if a fit) — even if automated
- Branch on lead score after Touch 2: HIGH score → sales SLA (handoff within 1 business day), LOW score → continue education nurture
- Must include: 1 welcome/instant-fulfill touch, 1 expectation-setter, 2 education/value touches, 1 sales-led ask (high-fit branch) or soft re-engagement (low-fit branch)
- Channel: email primary; optional retargeting ad sync mention
- Stop conditions: SQL booked, explicit decline, unsubscribe, marked as not-a-fit

Return a numbered table with columns: Touch # | Day | Branch (All / High / Low) | Channel | Goal | Asset | Handoff Trigger. Below the table, list the lead scoring threshold that splits High vs Low, the SLA for sales handoff, and the stop conditions.
Variables
  • [AGENCY_NAME] — Your agency's name
  • [SERVICES] — Service lines
  • [ICP_DESC] — Ideal customer profile
  • [LEAD_SOURCE] — The specific inbound source (e.g., 'free SEO audit form')
  • [SEQUENCE_TOOL] — HubSpot Workflows, Customer.io, ActiveCampaign
  • [CRM] — Your CRM
  • [SCORING_FIELDS] — Available scoring inputs (company size, role, vertical, intent fields)
Example input
Agency: Anchor SEO — SEO + content for ecom DTC | ICP: ecom brands $1M-$20M revenue | Trigger: 'Free Shopify SEO audit' form submission | Tools: HubSpot Workflows + HubSpot | Scoring fields: company revenue, platform = Shopify, role = founder/CMO
Example output
Touch # | Day | Branch | Channel | Goal | Asset | Handoff Trigger
1 | Day 0 (instant) | All | Email | Deliver audit + set expectations | Auto-generated audit PDF | —
2 | Day 2 | All | Email | Educate on key finding | 5-min Loom walkthrough | Score recalculated post-Loom view
3a | Day 3 | HIGH | Email | Sales ask | Founder intro + calendar link | AE assigned, SLA = book within 1 BD
3b | Day 5 | LOW | Email | Continue education | Case study: similar brand | —
4 | Day 10 | LOW | Email | Soft ask | "Want a deeper teardown?" | If yes → re-score → High branch
5 | Day 17 | LOW | Email | Final value | Industry benchmark report | —
6 | Day 21 | LOW | Email | Permission to pause | "Should we stop here?" | Reply triggers re-engagement queue

Lead scoring threshold (High): revenue >= $3M AND platform = Shopify AND role in [Founder, CMO, Head of Growth].
SLA: High-branch leads must have a booked discovery call within 1 business day of branching.
Stop conditions: SQL booked, explicit decline, unsubscribe, marked not-a-fit.
Pro tips
  • The Day 0 instant touch matters more than any later email — automate audit/asset delivery so leads never wait.
  • Recalculate lead score after Touch 2 — Loom views and link clicks are strong intent signals.
  • Hold sales accountable to the SLA with a CRM report; high-fit inbound leads decay 50% in conversion likelihood within 48 hours.
Works with
ClaudeChatGPTGemini
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