Skip to main content
Verslay
All Use Cases
Sales

New Lead Welcome Sequence

Every new CRM lead gets a personalized 3-email welcome drip over 5 days — logged to the CRM, with Slack alerts on open and click.

Best forAgencyB2BSaaSServices
Agents10 required
Duration3-5 minutes

Turns a raw new-contact event into a warm, on-brand, individually-tailored welcome sequence. It detects the new lead in HubSpot (or a contacts sheet), enriches and scores it, drafts three personalized emails across a Day 0 / +2 / +5 cadence, and wires up per-send CRM logging plus a Slack open/click alert for the owner. Every email is staged for one-click approval — nothing sends automatically.

How it runs

Multi-agent orchestration — here's the flow, step by step.

01

Pull the new contact(s) from HubSpot or a contacts sheet and capture full properties; exclude already-welcomed leads.

crm scanner
01

Classify each lead into a welcome-sequence variant (demo request vs. content download vs. cold import vs. referral).

triage router
02

Enrich each company with what it does, size band, and recent news/funding/hiring signals, each with a source URL.

web researcher
02

Produce a 0-100 fit score across ICP fit, intent fit, and profile completeness to set the drip's tone.

lead scorer
03

Design the 3-touch welcome arc across the 5-day window with a per-email goal and send offset.

customer onboarding sequence
03

Inject enrichment into each email so every opener is specific to that lead — no reusable templates.

outreach personalizer
03

Write all three emails in full — subject (+ A/B for Email 1), body, and CTA — copy-paste-ready.

email writer
03

Enforce brand voice, sign-off, and sender persona across the three drafts.

brand voice agent
04

Map the Day 0 / +2 / +5 offsets to concrete send windows in the contact's business hours and register the open/click watch.

follow up reminder agent
04

Stage drafts to Gmail/SendGrid, prepare per-send CRM notes, and wire the Slack owner alert — all pending user approval.

distributor

Required Agents

10
  • crm-scanner
  • triage-router
  • web-researcher
  • lead-scorer
  • customer-onboarding-sequence
  • outreach-personalizer
  • email-writer
  • brand-voice-agent
  • follow-up-reminder-agent
  • distributor

Connections

Required

gmailhubspotslack

Optional

sendgridresendslackgoogle-sheets

What it does

  • Auto-detects new CRM contacts and skips already-welcomed leads
  • Enriches each lead with sourced company + news signals
  • 0-100 fit score across ICP, intent, and profile completeness
  • Personalized 3-email welcome drip over a Day 0 / +2 / +5 cadence
  • Brand-voice-enforced, copy-paste-ready drafts (no auto-send)
  • Logs every send back to the contact record
  • Slack alert to the owner on lead open or click
  • Graceful degradation when SendGrid, Slack, or enrichment is missing

Example prompt

A new lead just came in from our demo-request form in HubSpot — set up a personalized welcome email sequence for them over the next week and let me know when they open it.

Ready to deploy New Lead Welcome Sequence?

Start free. One click, full agent orchestration.

Get Started Free →