Build an Automated Lead Follow-Up Sequence

Design a complete automated lead follow-up system for [product name], a [one-sentence product description]. This sequence triggers when a lead [trigger event, e.g. "signs up for a free trial," "downloads a whitepaper," or "requests a demo"] and nurtures them toward [conversion goal, e.g. "booking a sales call" or "upgrading to a paid plan"].

**Lead scoring criteria:**
Before any follow-up, classify the lead into one of three buckets based on the data we have:
- Hot lead: [define criteria, e.g. "company size 50+, filled out all form fields, visited pricing page"]
- Warm lead: [define criteria, e.g. "signed up but incomplete profile, browsed 3+ pages"]
- Cold lead: [define criteria, e.g. "signed up with a personal email, only visited one page"]

Create a different follow-up track for each bucket.

**Hot lead track (7 days, 4 touchpoints):**
- Day 0 (immediate): Personalized welcome email from [founder/sales rep name]. Reference their company by name. Offer a calendar link to book a 15-minute call this week. Tone: direct, respectful of their time.
- Day 1: SMS or Slack notification to sales rep with lead details and a suggested talk track based on their company profile.
- Day 3: If no call booked — send a short case study email featuring a customer in their industry. Include one specific metric.
- Day 6: If still no engagement — final email with a Loom video walkthrough customized to their use case. Subject: "made this for [company_name]."

**Warm lead track (14 days, 5 touchpoints):**
- Day 0: Welcome email — friendly, explains what they now have access to. Include 3 quick-start steps.
- Day 2: Educational email — share the most common mistake new users make and how to avoid it.
- Day 5: Product tip email — highlight the one feature that gets the most "aha" moments, with a 30-second walkthrough link.
- Day 9: Social proof email — 2-3 short testimonials from users similar to them.
- Day 13: Re-engagement — "You've been quiet" email. Ask one question: "What's holding you back?" Offer a call or a reply.

**Cold lead track (21 days, 3 touchpoints):**
- Day 1: Simple welcome, low commitment. Link to one helpful blog post or guide.
- Day 7: Value-only email — a useful tip they can apply regardless of whether they use [product name].
- Day 20: Breakup email — "Should I stop emailing you?" with a one-click unsubscribe and a one-click "actually, let's talk" option.

**Automation rules:**
- If a lead books a call or upgrades at any point, immediately stop the sequence
- If a lead opens 3+ emails but never clicks, trigger an internal alert for manual outreach
- If a lead clicks a pricing link, move them up one bucket (cold → warm, warm → hot)
- All emails should come from a real person's name, not "[product name] Team"
- Track: open rate, click rate, reply rate, and conversion rate per email

For each email, provide: subject line, preview text, body copy (under 120 words), and CTA.