Nurture Email Sequences

Automated 3-email nurture sequence: Welcome → Discovery → Proposal. Goes to all new leads automatically.

← CRM Pipeline
01
Day 0
Welcome Email
Sent immediately when a lead enters the pipeline. Introduces AppointIQ and asks about their practice.
02
Day 2
Discovery Email
Follow-up 2 days later. Asks about their current situation, tools, and goals.
03
Day 5
Proposal Email
Sent 5 days later. Shares what working together looks like and includes a soft call-to-action.
Welcome email
welcome Day 0 Active
Subject Line
Thanks for reaching out — next steps
Email Body
Hi {{contact_name}}, Thank you for your interest in AppointIQ. We help service businesses automate their review requests and track inbound leads. What type of practice do you run, and what's your biggest challenge right now? Looking forward to connecting. — The AppointIQ Team
Personalization Variables
{{contact_name}} · {{business_name}} · {{phone}}
Discovery email
discovery Day 2 Active
Subject Line
Quick question about your goals
Email Body
Hi {{contact_name}}, I wanted to follow up on your inquiry. A few quick questions: 1. How many locations do you operate? 2. Are you currently using any automated review or lead tracking tools? 3. What would a perfect outcome look like for you in the next 90 days? Feel free to reply directly — I read every email. Best, AppointIQ Team
Personalization Variables
{{contact_name}} · {{business_name}} · {{phone}}
Proposal email
proposal Day 5 Active
Subject Line
Here's what we can do for {{business_name}}
Email Body
Hi {{contact_name}}, Based on what you've shared, here's what working together would look like: - Automated review requests to your entire patient base - Lead tracking from phone calls and web forms - A simple dashboard for your team No contracts. No setup fees. We get you live in 48 hours. Would you like to schedule a quick 15-minute call to get started? AppointIQ
Personalization Variables
{{contact_name}} · {{business_name}} · {{phone}}
How triggering works
When a new lead is created (via intake form or API), the system automatically queues all 3 emails. Each email is sent with its configured delay — Day 0, Day 2, and Day 5 after lead creation. From the CRM Pipeline, click any lead card and use "Trigger Nurture Email" to manually send the welcome sequence immediately.