Nurture Pipeline & Drips & KPIs 📊 🔄

Nurture Pipeline Standard Operating Procedure (SOP)

Objective

This SOP outlines the steps for managing leads through the nurture pipeline effectively, ensuring timely follow-ups and responses.

Key Steps

Step 1: Lead Movement to 30-Day Nurture 0:27

• Leads that finish the Perseverant pipeline and complete skip tracing are automatically moved to the 30-day nurture campaign.
• You can also manually move leads to the 30-day nurture if needed.

Step 2: 30-Day Nurture Campaign 0:52

• The 30-day nurture lasts for 30 days.
• It includes messages and emails sent every three days.

Step 3: Transition to 3-Month Nurture 1:05

• If there are no responses after the 30-day nurture, leads automatically transition to the 3-month nurture.

Step 4: Transition to 6-Month Nurture 1:18

• After the 3-month nurture, if there are still no responses, leads move to the 6-month nurture.

Step 5: Transition to 12-Month Nurture 1:26

• If there are no responses after the 6-month nurture, leads transition to the 12-month nurture.

Step 6: Move to Dead Bucket 1:35

• After the 12-month nurture, if there are still no responses, leads should be moved to a 'dead bucket' or 'no response bucket'.

Step 7: Responding Leads 1:59

• If a lead responds at any point, they should be moved back to the ACQ pipeline.
• All active automations and workflows for that lead will stop.

Step 8: Restarting Nurture Campaigns 2:24

• If a lead is moved back to nurture after responding, they will start the nurture process over again.

Step 9: Customizing Wait Steps 2:43

• Establish wait times before each drip campaign starts:
  • 30-day nurture: 3-5 days wait
  • 3-month nurture: 7-10 days wait
  • 6-month nurture: 15 days wait
• Customize these wait times as needed.

Step 10: Handling Ghosted Leads 3:23

• Manually move leads who have ghosted from the ACQ pipeline to the 'ghosted' category.

Step 11: Handling Offer Rejections 3:42

• Move leads who rejected offers to the 'offer ejected' category.

Step 12: Cancelled Deals 4:00

• Mark deals as 'cancelled' if they are no longer active.

Step 13: Follow-Up with Nurtured Leads 4:10

• Ensure that leads in the nurture pipeline are regularly followed up by team members.

Cautionary Notes

• Ensure that leads are not left unattended in the nurture pipeline for too long.
• Be mindful of the timing when moving leads between stages to avoid confusion.

Tips for Efficiency

• Regularly review the status of leads in the nurture pipeline to identify those that may need immediate attention.
• Use templates for messages and emails to streamline communication.

Link to Loom

https://loom.com/share/7e0680bed24544beb2ae9042022de0e2

‍