Twenty-two lifecycle and RevOps workflows — activation flows, nurture tracks, scoring models, pipeline definitions, and weekly reporting.
Each of these has its own page — what it does, how to run it, and what comes back.
22 templates ship with every workspace. Search by job — audit, brief, sequence, report.
An email sequence template is only useful if it encodes the decision behind each send: what the recipient just did, what they need next, and when silence means stop. These lifecycle templates generate that logic along with the copy, so a nurture track has exit criteria instead of a fixed drip.
It defines the trigger that starts the sequence, the job of each message, the timing between sends, and the conditions that remove someone from the flow. Copy is the last layer, which is why sequences built this way still work when your product or offer changes.
Activation before retention, retention before winback. Build the welcome sequence first because it has the highest engagement you will ever get, then trial conversion, then reactivation — in that order the later flows have fewer people to rescue.
A welcome sequence has one job — get the new signup to the first meaningful action — and it should end when that happens. A nurture track serves people who are not ready to buy, so it optimizes for sustained relevance and reads engagement to decide when to hand off to sales.
A lead scoring template separates fit from intent so a well-matched account that browsed once is not ranked alongside a poor fit that clicked five emails. Pipeline stage definitions give each stage exit criteria, and the sales handoff brief packages context so the first call does not restart discovery.
What moved, why it moved, and what you are doing about it — in that order. The marketing report template pulls the numbers and drafts the narrative, so review time goes into the decisions rather than the assembly.
Automated email tracks for people who fit your ICP but are not ready to buy. Good ones teach something specific to the problem the reader has, and they read engagement to decide when to escalate to sales rather than sending on a fixed timer.
Three to five, spread over the first week or two, each pointing at one action. If the new user completes the activation action early, the sequence should stop — continuing to sell something they already started is the most common mistake.
Score fit and intent on separate axes, calibrate against accounts that actually closed rather than against a template, and re-check the thresholds quarterly. The lead scoring template drafts the model and the MQL threshold from your own closed-won patterns.
No. They produce the sequence logic and the copy for your ESP or CRM. Sending, suppression, and deliverability stay in the system that owns your subscriber data.