Marketing · Workflow
Lead nurture journey with sales handoff
A not-yet-ready lead is nurtured and handed back to sales when it shows intent.
Step by step
Each step is a governed Action: it is permission-checked, logged, and either reversible or compensated.
- 1
CRM sends a not-ready lead to a Marketing journey.
- 2
The journey waits, branches on clicks and WhatsApp replies and sends consented messages.
- 3
A holdout group is excluded to measure lift.
- 4
On a score threshold or reply, the journey creates a CRM task or hands off to the AI SDR.
- 5
Attribution credits the journey on the won deal and posts the result to the ROI Ledger.
More Marketing workflows
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