Most B2B teams build 1-2 HubSpot workflows and stop. The compounding effect of marketing automation comes from building 8-12 workflows that cover the full lifecycle. Here are the 9 workflows every B2B should build first — in order of ROI impact.
Triggered when a new contact fills any form. Three emails — instant welcome, day-1 educational, day-3 demo CTA. Builds trust before sales reaches out.
When a contact crosses MQL threshold (lead score X), auto-create a deal, assign to the right rep based on territory/round-robin, post in Slack, and send a templated outreach email. Eliminates lead-rot in the queue.
Visit to /pricing or /demo + form-fill = instant Slack alert to the rep. These are your hottest leads and rep response time within 5 minutes increases close rate by 6-9x.
Continuously update lead score based on behavior (email opens, page visits, content downloads) and demographic data (company size, industry, geography). Routes to sales when threshold is hit.
Four emails over two weeks to dormant contacts. Recover 5-10% of dead pipeline. Suppresses the rest from future blasts (cleans your sender reputation).
Time-based emails synced to product usage events. Day 1 onboarding, day 3 feature unlock, day 7 use-case, day 12 conversion CTA. Lifts trial conversion 20-40%.
Promote → register → reminder → attended/no-show segmentation → replay → sales follow-up. One workflow runs the entire event lifecycle hands-free.
Gated whitepaper or ebook → instant delivery email → 5-email educational sequence → sales handoff when contact reaches MQL score. Recovers content investment fast.
Post-close kickoff email, milestone reminders (day 7, day 30, day 60), NPS survey at day 90, upsell trigger when usage hits expansion threshold. Critical for B2B retention.
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