teams running behavior-based nurture with branching, scoring, and segmentation
Watch for: plan and add-on boundaries affect available actions
View ActiveCampaignPaid linkAgencies / sales nurture
Stay useful to an inbound B2B prospect while respecting timing and reducing frequency as the lead remains inactive.
3 emails · Day 21 timing question, day 60 scoped resource, day 120 quarterly opt-down; yield immediately to any active opportunity. · 3 platform options
Bottom line
An inbound prospect has no active quote, proposal, meeting, customer project, reply, or explicit decline after the configured threshold.
Best for
Inbound B2B leads with original context and a known timing or decision blocker.
Use when
Use the documented timing (Day 21 timing question, day 60 scoped resource, day 120 quarterly opt-down; yield immediately to any active opportunity.) only while the recipient still needs this follow-up.
Watch for
Cold lists, explicit declines, active opportunities, or current customers.
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Email 1 / Day 14–30 after inbound contact when no active opportunity or human conversation exists.
An inbound agency prospect has been inactive for 21 days with no open proposal, meeting, or current opportunity and no explicit decline. This template includes the decision context, owner, timing, risk controls, and stop conditions needed to implement it safely.
SubjectHas the timing changed for {{original_topic}}?
Email 2 / Around day 60 when the stated problem remains current and no active opportunity exists.
An agency prospect remains inactive after sharing a specific business problem, and the strategist has one evidence-bound observation useful to that context. This template includes the decision context, owner, timing, risk controls, and stop conditions needed to implement it safely.
SubjectOne way to frame {{stated_problem}}
Email 3 / At day 120 after prior nurture when no engagement or active opportunity exists.
An inbound lead has remained inactive through early nurture and is ready for quarterly contact or a clean opt-down rather than monthly follow-up. This template includes the decision context, owner, timing, risk controls, and stop conditions needed to implement it safely.
SubjectKeep this open or reduce updates?
Enter only after active-opportunity checks, cap early contact, reduce to quarterly after day 90, assign replies to the sales owner, and stop on any higher-intent event.
teams running behavior-based nurture with branching, scoring, and segmentation
Watch for: plan and add-on boundaries affect available actions
View ActiveCampaignPaid linkSaaS and digital-product teams with trustworthy behavioral events
Watch for: requires reliable instrumentation and identity design
Visit Customer.ioB2B organizations aligning marketing, sales, and service around shared CRM data
Watch for: packaging, contacts, seats, and onboarding complicate total cost
View HubSpot