Getting leads is just the first step—what really drives results is fast, consistent follow-up. If you’re doing it manually, it’s easy to miss leads or respond too slowly.
Spending just 30–45 minutes now to set up automated follow-up (aka nurture sequences) can save you 15–20 minutes per lead—and make sure prospects hear from you right away. That speed gives you a major edge.
Once set up, new HTR leads will automatically flow into your CRM, get tagged, assigned, and followed up with—no manual work needed. Just set your lead preferences, and everything else is handled for you.
Most HTR leads reach out to 3 vendors at once. If you’re not following up instantly, you’re likely losing deals to competitors who are.
This guide will walk you through how to set up your nurture sequences so you can save time, respond faster, and close more deals.
OBJECTIVE
Setup nurture sequences to automatically followup with direct and matched leads to:
✔️ Save time on manual followup and gain visibility into your funnel
✔️ Automatically followup with new leads based on type (direct vs matched)
✔️ Reduce time to followup to improve success rates
Avg. Setup Time
30-45 minutes
Avg. Time Savings
15-20 minutes per lead
How to Turn Leads Into Deals With Automated Follow-Up
In Part 2, you connected Zapier to send new HTR leads into your CRM.
Now it’s time to take the final step—set up nurture sequences for each lead type (Matched and Direct) so they’re automatically added to the right follow-up flow as soon as they come in.
This ensures every lead hears from you immediately with messaging tailored to how they discovered you.
The video tutorial below walks you through an example of our recommended nurture sequence setup for direct and matched leads to have their own dedicated flow.
TIP: Download the copy/paste templates from the tutorial to use as a base to (a) save time setting up your own nurture sequences and (b) to make sure you're following best practices.
