marketing-automation

name	marketing-automation
description	Marketing automation workflows, lead nurturing, segmentation, and lifecycle marketing.
allowed-tools	Read, Glob, Grep

Marketing Automation

Scale personalized marketing through intelligent automation.

---

1. Automation Strategy

Level	Focus	Examples
Basic	Time-based triggers	Welcome series, drips
Behavioral	Action-based triggers	Cart abandonment, browse
Predictive	AI-driven	Churn prevention, recommendations

---

2. Lead Lifecycle Stages

Stage	Definition	Automation
Subscriber	Email opt-in	Welcome series
Lead	Showed interest	Nurture sequence
MQL	Marketing qualified	Score + handoff
SQL	Sales qualified	Sales notification
Opportunity	In pipeline	Sales support
Customer	Converted	Onboarding
Advocate	Loyal	Referral program

---

3. Lead Scoring

Scoring Criteria

Category	Factors	Points
Demographic	Job title, company size	+10-30
Firmographic	Industry, revenue	+10-30
Behavioral	Page views, downloads	+5-20
Engagement	Email opens, clicks	+2-10
Negative	Unsubscribe, bounce	-10-50

Score Thresholds

Score	Status	Action
0-25	Cold	Nurture
26-50	Warm	Educate
51-75	MQL	Sales alert
76+	SQL	Immediate handoff

---

4. Common Automation Workflows

Welcome Series

Email	Timing	Content
1	Immediate	Welcome, deliver promise
2	Day 2	Best resource
3	Day 4	Your story
4	Day 7	Social proof
5	Day 10	First offer

Lead Nurture

Email	Timing	Content
1	Trigger	Related to action
2	+3 days	Educational
3	+7 days	Case study
4	+14 days	Demo offer
5	+21 days	Limited offer

Cart Abandonment

Email	Timing	Content
1	1 hour	Reminder
2	24 hours	Benefits
3	48 hours	Urgency/discount

Re-engagement

Email	Timing	Content
1	30 days inactive	"We miss you"
2	45 days	Best content
3	60 days	Special offer
4	75 days	Last chance
-	90 days	Sunset from list

---

5. Segmentation Strategies

Segmentation Types

Type	Examples
Demographic	Age, gender, location
Firmographic	Industry, company size
Behavioral	Purchases, page views
Psychographic	Interests, values
Lifecycle	Lead stage, tenure

Dynamic Segments

Segment	Criteria
Highly engaged	Opened 3+ emails last 30 days
At risk	No opens 30 days
Power users	10+ sessions/month
High value	LTV > $1000
Trial users	On trial, < 7 days left

---

6. Trigger-Based Automation

Behavioral Triggers

Trigger	Automation
Form submission	Thank you + nurture
Page visit	Related content email
Product view	Browse abandonment
Cart add	Cart abandonment
Purchase	Onboarding + upsell
Milestone	Celebration email

Time-Based Triggers

Trigger	Automation
Signup anniversary	Celebration + offer
Last purchase +30 days	Win-back
Trial ending	Conversion push
Contract renewal	Renewal sequence

---

7. Personalization

Personalization Levels

Level	Example
Basic	Name, company
Behavioral	Based on actions
Predictive	AI recommendations

Dynamic Content

Variable	Use
{{first_name}}	Greeting
{{company}}	Reference
{{last_product}}	Cross-sell
{{industry}}	Relevant examples
{{stage}}	Stage-specific content

---

8. Multi-Channel Automation

Channel Orchestration

Channel	Best For
Email	Nurturing, detailed info
SMS	Urgent, time-sensitive
Push	App re-engagement
In-app	Contextual guidance
Retargeting	Re-engagement

Cross-Channel Workflow

Trigger: Cart abandonment
→ Wait 1 hour
→ Email: Cart reminder
→ Wait 24 hours
→ If no purchase: SMS reminder
→ Wait 48 hours  
→ If no purchase: Retargeting ad

---

9. Automation Metrics

Flow Metrics

Metric	Target
Completion rate	>60%
Conversion rate	Varies by goal
Unsubscribe rate	<0.5% per email
Revenue attribution	Tracked to flow

Email Metrics

Metric	Benchmark
Open rate	20-30%
Click rate	2-5%
Unsubscribe	<0.5%

---

10. Automation Platforms

Platform	Best For
HubSpot	All-in-one, B2B
Klaviyo	E-commerce
ActiveCampaign	SMB automation
Marketo	Enterprise B2B
Customer.io	Product-led growth
Braze	Mobile-first

---

Remember: Automation should feel personal, not robotic. Use data to deliver the right message at the right time.