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Lead Nurturing

Post-Opt-In Nurture Sequence

Seven-day email and SMS sequence warming leads from first opt-in to discovery call booking, with a day-by-day content ladder and a conversion trigger at day seven.

Overview

The Post-Opt-In Nurture Sequence runs a 7-day journey from opt-in to booked discovery call. Each day builds on the prior — establishing need, building proof, creating urgency, and driving conversion.

What Post-Opt-In Nurture Sequence Solves

Lead opts in but there's no immediate next step. They cool off while your team manually tries to reach them later. Most high-intent leads convert at a competitor who called within 10 minutes. Post-Opt-In Nurture Sequence fires automatically on opt-in. Day 1: product overview (warm). Day 3: case study (proof). Day 5: limited-time offer (urgency). Day 7: discovery call booking link (convert). No manual work.

How It Works

On lead opt-in, a 7-day calendar launches. Each day delivers a new email and optionally an SMS. Day 7 includes a clear CTA to book a discovery call.

1

Opt-In Trigger & Sequence Enrollment

Lead opts in via form, email, or SMS. The agent enrolls them in the 7-day sequence and sends day-1 email immediately.

Capture opt-in source: ad, website form, landing page
Extract: lead name, email, phone, property interest
Enroll in post-opt-in sequence
Send day-1 email within 5 minutes of opt-in
2

Day-by-Day Content Ladder Delivery

Each day delivers strategically ordered content: overview → proof → urgency → conversion. SMS reinforces on days 2, 4, 6.

Day 1: Email 'Welcome + product overview' (establish need)
Day 2: SMS 'Follow up: quick question'
Day 3: Email 'Case study from investor like you' (proof)
Day 4: SMS 'Still interested?'
Day 5: Email 'Limited-time offer (12 properties, this week only)' (urgency)
Day 6: SMS '48 hours left'
Day 7: Email 'Final: Book a 20-minute discovery call [LINK]' (conversion)
3

Conversion Tracking & Escalation

Clicks on discovery call CTA trigger instant escalation. Non-responsive leads are archived or moved to long-term nurture.

Track clicks on discovery call link
On click: create calendar invite for next available slot
Send SMS confirmation: 'Confirmed: Discovery call [date/time]'
Non-responders (day 7 no click): move to monthly newsletter or archive

Key Benefits

7-day sequence converts higher than single email or call
Content ladder builds understanding and trust progressively
SMS reinforcement keeps top-of-mind without being spammy
100% automated means day-1 opt-in leads are nurtured, not forgotten
Post-Opt-In Nurture Sequence | The Independent Broker Collective