Automations

Lead Nurture Sequences

Follow up with leads automatically over days and weeks until they're ready to buy.

1

What Is a Nurture Sequence?

A nurture sequence is a pre-planned series of messages spread across days or weeks — designed to keep your business top of mind until a lead is ready to act.

  1. Not every lead is ready to buy today. Many leads are 30, 60, or 90 days out. A nurture sequence keeps you in front of them without requiring manual follow-up every few days.
  2. Sequences use multiple channels over time. A typical sequence might look like: Day 1 SMS intro → Day 3 email with value content → Day 7 SMS check-in → Day 14 final offer or ask.
  3. Each touchpoint has a job. The first message establishes contact. Subsequent messages provide value, build credibility, and nudge toward action. The final message creates urgency or closes the loop.
  4. Sequences run while you sleep. Once built and activated in Jtek, the sequence runs automatically for every qualifying lead — you don't think about it again until a lead replies.
  5. Sequences should stop when the lead responds. The moment a lead replies or takes action, they leave the automated sequence and become a live conversation that you handle personally.
Tip: Research shows that 50% of sales go to the first rep who responds — and 80% of deals close between the 5th and 12th follow-up. A nurture sequence is how you show up consistently without burning out.
2

Planning Your Sequence

Before you build anything in Jtek, map out your sequence on paper. A well-planned sequence builds better than one improvised step by step in the workflow editor.

  1. Decide how many touchpoints. For most leads, 5–8 touchpoints over 14–30 days is effective. More than that risks irritating the lead; fewer risks losing them to inactivity.
  2. Assign a channel to each touchpoint. Alternate between SMS and email to avoid monotony and catch leads on whichever channel they prefer. Example: SMS, Email, SMS, Email, SMS.
  3. Write what each message will say. Draft each message before building. SMS messages should be under 160 characters and conversational. Emails can be longer but should still be focused on a single point.
  4. Define your stop condition. When do you stop the sequence? The most common answer: stop when the lead replies. Also stop if they book an appointment, unsubscribe, or reach a certain pipeline stage.
  5. Plan for the "what if they never reply" scenario. After your final touchpoint, what tag or status do you add to this contact? "Unresponsive" or "Nurture Exhausted" helps you track these leads separately for re-engagement later.
3

Building It in Jtek

Once you have your sequence planned, building it in Jtek is a matter of stacking actions and wait steps in the workflow canvas.

  1. Create a new workflow in Automations > Workflows > + New Workflow. Name it clearly: "New Lead Nurture — 14 Day."
  2. Set the trigger: Contact Created, filtered by the tag that qualifies a lead for this sequence (e.g., Tag = "New Lead").
  3. Add your first action: Send SMS — set delay to Immediately. Write your Day 1 intro message with the contact's first name personalized.
  4. Add a Wait step: Wait 3 days. Then add your Day 3 action: Send Email — link to a resource, a case study, or a market update that provides value.
  5. Continue the pattern: Wait 4 days → Send SMS check-in → Wait 7 days → Send Email with final offer or soft ask. Add an "Add Tag: Nurture Complete" action at the end so you know who finished the sequence.
Nurture sequence — workflow canvas
Jtek
Automations
TRIGGER: Contact Created
SMS · Day 1 · Immediately
⏱ Wait 3 days
Email · Day 3 · Case study
⏱ Wait 4 days
SMS · Day 7 · Check-in
· · · continues · · ·
Tip: Write all your messages before touching the workflow builder. It's much faster to build when you're copying pre-written text into the action fields instead of writing and designing simultaneously.
4

Stopping the Sequence on Reply

Nothing is more off-putting than getting an automated follow-up from a business you're already in conversation with. Set up a stop condition so the sequence ends the moment a lead replies.

  1. Create a second workflow with the trigger "Inbound SMS Received" — filtered to contacts who currently have the tag that enrolls them in your nurture sequence.
  2. In that workflow's action: Add Tag "Replied" to the contact, then use a "Remove from Workflow" action to pull them out of the nurture sequence immediately.
  3. The "Remove from Workflow" action stops the contact from receiving any further automated messages in the nurture sequence, even if they're mid-wait-step.
  4. Alternatively, use an If/Else condition inside your nurture workflow itself: before each Send SMS or Send Email action, check "If contact has Tag = Replied, skip this step." This is simpler for shorter sequences.
  5. Once stopped, the lead enters your regular inbox. You'll see their reply in Conversations and can take over the relationship with a personal response from there.
Tip: Also stop the sequence when an appointment is booked. A lead who just scheduled a call with you doesn't need to receive "just checking in" texts — it looks like your systems don't communicate.
5

Measuring Results

A nurture sequence should improve over time. Use Jtek's built-in reporting to identify where leads are dropping off and refine your content and timing.

  1. Open the Execution History tab on your workflow. Every contact who entered the sequence is listed with their current step and final status (completed, stopped, errored).
  2. Email open rate — For each Send Email action, you can see how many contacts opened the email. Low open rate on a specific step signals a weak subject line — test a different one.
  3. SMS delivery rate — Jtek shows delivery confirmations for SMS. High failure rates usually mean bad phone numbers in your list. Clean up contacts regularly.
  4. Drop-off step analysis. If most contacts stop progressing after step 3, that step may be creating opt-outs or the message may be off-putting. Review and rewrite that touchpoint.
  5. Conversion attribution. Tag contacts who reply or convert during the sequence, then check what percentage of enrolled leads ultimately responded. This is your sequence's conversion rate — improve it with every iteration.
Tip: Review your nurture sequence performance once a month. Look at the step with the highest drop-off and rewrite that message. One improvement per month will compound dramatically over a year.
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