Lead Auto-Nurture Sequence

The Lead Auto-Nurture Sequence is an event-driven workflow that automatically reaches out to new leads over a 7-day window without any manual intervention. The moment a lead enters the system, the sequence begins.

How It Works

Trigger

The workflow fires automatically whenever a row in the leads table transitions to status = 'new' (i.e., on new lead creation). No manual action or scheduled job is required.

Email Schedule

Step	Timing	Description
Email 1	T+0	Sent immediately on lead creation
Email 2	T+3 days	Follow-up sent 3 days later
Email 3	T+7 days	Final follow-up sent 7 days later

Status Updates

After each email is dispatched, the lead's record is automatically updated:

leads.status → 'nurturing'

This ensures the leads table always reflects the current state of a lead's engagement with the nurture sequence.

Conversion Guard (Early Cancellation)

If a lead converts at any point during the sequence — i.e., leads.status transitions to 'converted' — all remaining scheduled emails are cancelled immediately. This prevents unnecessary outreach to leads who have already taken the desired action.

leads.status = 'converted'
  → remaining sequence steps cancelled

Status Lifecycle

null (lead created)
  └─▶ 'new'         ← sequence trigger fires
        └─▶ 'nurturing'  ← updated after each email
              └─▶ 'converted'  ← cancels remaining steps

Key Behaviours

• Fully automated: No human action required after lead creation.
• Idempotent trigger: The sequence is initiated once per null → 'new' status transition.
• Stateful tracking: Lead status is updated in leads after every email, giving full visibility into where each lead is in the sequence.
• Early exit: Conversion at any stage cleanly halts the remaining outreach.

Affected Entities

Entity	Field	Values Used
leads	status	'new', 'nurturing', 'converted'