1. Capture and label at the point of entry
Every lead arrives with a source, a product interest and a status. Web forms, dialer calls and WhatsApp enquiries all create the same contact record, so the nurture engine never guesses where somebody came from.
2. Segment by why they are waiting
Segment on the reason for the delay, not the industry. Waiting for budget, waiting out a competitor contract, and simply unconvinced need three different message sets.
3. Build the cadence
Each track is a sequence across email, SMS and WhatsApp, with manual call tasks where a human is better. Frequency starts weekly, then widens to fortnightly and monthly.
4. Let replies interrupt automation
Reply detection pauses the track and pushes the thread to the owner. Suppression rules stop open deals and closed accounts receiving nurture messages at all.
5. Score and prioritise daily
AI scoring reorders the database every morning so the owner starts with the contacts who moved yesterday rather than the ones at the top of the alphabet.
6. Hand back to sales on a trigger
A reply with intent, a score threshold or a pricing request converts the contact into a pipeline deal with an owner and a task.