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DELIVERY MODULE 1 to 2 weeks

Closed Lost Nurture Workflow

Send a short automated email series to contacts on deals marked closed lost, so lost opportunities hear from you again and can come back when they are ready.

Delivery module

AU$560

1 to 2 weeks

Enquire About This Module Enquire About This Module

What this module actually does

Included

Client has every closed lost deal followed by a three-email series to its contacts, sent automatically.
Contacts who re-engage leave the series so they are not emailed while talking to sales.
Deals lost for reasons the client excludes are never enrolled.

Not included

Email copywriting
Building a branded email template (see Branded Email Template Build)
Discount or free trial offer setup
Sales tasks or deal creation when a contact re-engages
Closed lost reason property setup or pipeline changes
Recovery of deals lost before the workflow is turned on, unless agreed
More than 3 emails or more than one pipeline
Larger nurture programs (see Nurture & Re-Engagement Programs)

How it runs

Kickoff

We confirm exactly what the module needs to do and sort out the access we need, so there's no delay once work starts.

Build

We build and configure the module in your portal, working from the scope we agreed.

Handover

You get it tested, documented, and walked through with your team.

What we need from you

Partner Admin access to HubSpot, needed before Nurture Rules Confirmation
The pipeline, and any closed lost reasons that should not enrol, needed before Nurture Rules Confirmation
Marketing Hub Professional or Enterprise (automated emails in workflows need it), needed before Closed Lost Nurture Workflow
An existing HubSpot email template with your logo and branding, needed before Nurture Emails (3)
Subject line, body and call to action for each of the 3 emails, needed before Nurture Emails (3)
Whether deals already marked closed lost should be enrolled, needed before Closed Lost Nurture Workflow

What do I actually get at the end?

A part of your HubSpot portal that's built, tested, and documented, plus a handover so your team knows how to use it.

How long does it take?

The timeline shown above is a rough guide for this module, counted in weeks from the point scope and access are confirmed. It moves with how quickly your team can give us access and sign-offs.

Can this be combined with other modules?

Yes. Modules are often bundled into one Build Project, so if you need more than one, we scope them together.

Want this module in your scope?

Enquire and we'll come back with timing and how it fits with everything else you need.

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