NexTen Partners
Ultimate Automated Outreach System
Creating a Multi-Channel Lead Nurturing Process That Drives Responses
Project Overview
Duration
2 weeks
Team Size
1 specialist
Technologies
About the Project
NexTen Partners needed a comprehensive outreach system to consistently follow up with leads across multiple channels until establishing first contact.
The Challenge
The client was struggling with inconsistent follow-up processes, missed opportunities, and the time-consuming nature of managing outreach across different communication channels. Their manual approach resulted in leads falling through the cracks.
Our Solution
We developed a 13-step automated outreach process that seamlessly handles follow-up across email, text, LinkedIn, phone calls, and handwritten letters. Using Close CRM, Duck Soup, and Zapier, we built a system that nurtures leads for up to three weeks in a natural, organic way until receiving a response.
Workflow Overview
This automated outreach system utilizes Close CRM and Duck Soup to create a seamless 13-step process that spans multiple communication channels:
- Initial lead entry into Close CRM triggers the workflow
- Automated email sequences with personalized content
- LinkedIn connection requests and follow-up messages
- SMS/text message outreach at strategic intervals
- Integration with physical mail services for handwritten notes
- Automatic routing based on prospect responses
Results & Impact
- Simplified lead entry to a single CRM input step
- Automated follow-up across 5 different communication channels
- Maintained consistent outreach for 3 weeks per lead
- Significantly increased response rates with natural-feeling automation
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