In this Article
What You Need to Know
The Purpose of lead engagement messaging is to nurture potential clients who've shown interest, without using sales-driven or promotional language. When customizing your Lead Management messaging, it's very important to keep the information below in mind.
Key Traits
- Timely & Relevant: The messaging is triggered by actions, like submitting a form or asking a question.
- Informative & Supportive: You are acknowledging interest, answering questions, or offering help. You are not selling.
- Personalized: The messaging is tailored to the lead's original inquiry and feels like a natural conversation.
- Friendly, Not Pushy: The tone is warm, helpful, and pressure-free.
Examples
"Thanks for reaching out! We've received your inquiry and will be in touch soon!".
"We noticed you haven't booked your consultation yet. Would you like help choosing a time?"
"You asked about our services. How can we assist you further?"
What Not to Do: Unsolicited Promotional Messaging
Promotional content should only go to leads who have opted into marketing.
Avoid messages that:
- Promote discounts, offers or packages.
- Use sales-like language (e.g. "Book now and save 20%!")
- Target a broad audience instead of addressing the lead's specific inquiry.
Best Practice Guidelines
- Stick to the lead’s interest – No upselling or unrelated offers
- Use a supportive tone, not sales talk
- Respect opt-in status – No marketing unless they’ve explicitly agreed
- Limit follow-ups – One message and a gentle reminder are enough
- Use a clear opt-in process for future promotional content