Lead Nurturing Sequences

Lead nurturing software that turns captured leads into attended meetings

Multi-channel sequences across email, WhatsApp, and SMS. Triggered at every leak in the booking funnel: capture, show-up, recovery. Every message sells the value of the meeting, not just reminds about it.

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Lead capturedRichard Tomson · pricing page
EmailT + 30 min

Saw you looking at pricing. 15 min with our team beats a 30-min docs read.

WhatsAppT + 1 day

Similar teams cut setup to under 2 weeks. Here's how — pick a time?

SMST - 1 hour

Meeting in 1 hour. Calendar link + dial-in: dashly.io/m/abc.

Meeting attendedShow-up rate up to 90%
82%meeting booking conversion (WOWInfluencer)
60–90%demo show-up rate on multi-channel reminders
83%open rate on optimized nurturing emails
653%ROMI from AI-driven nurturing flow
How it works

Three sequences for the meeting funnel

Each sequence fires at a different leak in the funnel. Capture to book, book to show-up, no-show to rebook. Multi-channel, drop-out on event, every message sells the meeting.

01Capture → Book

Bring captured leads back to book the meeting

Picks up the lead after they leave contact but exit before booking. Each message references what they viewed. Sends stop the moment they book.

TriggerLead leaves contact details but does not book a meeting
ChannelsEmail + WhatsApp
Cadence3 to 5 touches over 2 to 7 days
+[X]%booking rate lift
Sample messages
  • EmailT + 30 min

    Saw you looking at pricing. 15 min with our team beats a 30-min docs read.

  • WhatsAppT + 1 day

    Similar teams cut setup to under 2 weeks. Pick a time?

  • EmailT + 3 days

    Last nudge with a 2-min case study. Not the right moment? Reply with a better date.

02Book → Show-up

Get booked leads to actually attend the meeting

Staged reminders across channels. Each one sells the value of the meeting: agenda, case study, outcome. Time-zone aware.

TriggerMeeting is booked, the show-up window starts
ChannelsEmail + WhatsApp + SMS
CadenceT-3 days, T-1 day, T-1 hour, at meeting time
60–90%demo show-up rate
Sample messages
  • EmailT - 3 days

    Here's what we'll cover on Thursday. Two case studies from your space.

  • WhatsAppT - 1 day

    Prep for tomorrow: one question to think about, one outcome you'll walk away with.

  • SMST - 1 hour

    Meeting in 1 hour. Link: dashly.io/m/abc.

03No-show → Rebook

Pull no-shows back into the funnel

Most no-shows are busy, not lost. The sequence offers a one-click rebook and re-anchors the meeting value. Sends stop on rebook.

TriggerLead did not attend the booked meeting
ChannelsEmail sequence (WhatsApp optional)
Cadence3 touches over 5 to 10 days
[X]%no-shows recovered
Sample messages
  • EmailT + 2 hours

    We missed each other. One-click reschedule: dashly.io/m/abc.

  • EmailT + 3 days

    Short version on video, plus a quick way back in.

  • EmailT + 8 days

    Closing the loop. Reply with a date or 'not now' so we can plan.

Sequence builder

Build sequences on a visual canvas

Mix email, WhatsApp, and SMS in one flow. Add filters, delays, and JavaScript steps. Each node has its own send rules; the canvas reads top-to-bottom and branches on conditions.

Push to booking
Trigger

MQL flagged, no slot

Fires 15 min after the Qualifier marks the lead as MQL and no slot has been selected.

MQL · no_slot
Delay

Wait 20 min

Short cool-off in case the lead picks a time on their own first.

Email

Pick a 25-min slot

Three live slots from the AE's calendar plus a 90-second ROI Loom.

DeliveredBounced → SMS
Filter

Email opened within 4h?

Branches the flow based on email engagement.

SMS

Re-send the booking link

Sarah, here are the same three slots. Tap to lock the one that works.

Delivered
WhatsApp

Conversational nudge

Anything specific blocking you from picking a time? Happy to switch to a Loom.

Sent
Outcome

Meeting booked

Sequence ends; Booking Agent confirms the slot and sends the calendar invite.

Personalization

Messages are personalized from the Lead Profile

Email is written end-to-end by AI against the lead's profile (name, role, industry, pages viewed, case studies opened, slot booked). WhatsApp and SMS pull the same fields into pre-approved templates, which is the only way those channels allow outbound messages. Highlighted parts come from the Lead Profile at send time.

Capture → Book · pricing browser
SC
Sarah ChenHead of Marketing · ABM SaaS
  • Last page viewedPricing · Plan B (3 times this week)
  • Time on pricing4 min 12 sec
  • SourcePaid search · enterprise abm keyword
  • Booked a meetingNo
EmailAI-writtenT + 1 day after capture

Hi Sarah, you've checked Plan B pricing a few times this week. The 15-minute walkthrough I'd run with you covers the ABM pre-built workflows that aren't on the page. Three live slots from Sarah K's calendar: link.

Book → Show-up · pre-meeting nudge
MR
Mike ReyesRevOps Manager · B2B fintech
  • Meeting bookedTomorrow, Thursday at 3 pm CET
  • Assigned AESarah K
  • Last asset openedCase study · InfluADS
  • Account size120 employees
WhatsAppT − 1 day

Mike, your call with Sarah is tomorrow at 3pm. The InfluADS case study you opened last week overlaps with what she'll show you. One question to think about: what's the slowest step in your inbound funnel today?

No-show → Rebook · win-back
LP
Lena ParkDirector of Demand Gen · EdTech
  • Missed meetingYesterday, 11 am local
  • Pre-meeting behaviorOpened agenda email 2 h before
  • StageMQL · marked but not contacted
  • Channels opted inEmail, WhatsApp
EmailAI-writtenT + 3 hours after no-show

Lena, sorry we missed each other yesterday at 11am. I saw you opened the agenda just before, so timing must've slipped. Here's the 90-second Loom of what I'd have shown: link. One-click reschedule: link.

Case studies

Real lifts on real customer accounts

Two Dashly customers running multi-channel nurturing flows. Numbers below come from live accounts. One client is named, the second is anonymized at the customer's request.

MarTech SaaS · WOWInfluencer
653%ROMI from AI-driven multi-channel nurturing
  • 82%meeting booking conversion
  • 60–90%demo show-up rate
  • 66%of MQLs from chat vs forms
  • 4h → 1 minfirst response time
  • 1.63FTEs freed from manual qualification
  • 150kmonthly visits processed

WOWInfluencer is a MarTech platform running a 2-to-3 month sales cycle on a $2,000 ACV. Replacing manual qualification and single-channel email with Dashly's AI Nurturing flow (email + WhatsApp + Telegram reminders) and AI Qualifier + Support agents produced a 653% ROMI, lifted demo show-up to 60–90 percent, and dropped first response time from 4 hours to 1 minute. Anna, CMO at WOWInfluencer: 'Dashly helps us turn traffic into real revenue, consistently and predictably. We achieved 653% ROMI and it's fantastic.'

Inbound SaaS · anonymized
83%open rate on AI-written nurturing emails
  • 58% → 83%open rate lift after optimization
  • 75%meeting conversion from the sequence
  • ~90%open rate at peak on ongoing iterations

Dashly customer in inbound SaaS, name withheld. Three changes lifted open rates well past the 30 to 40 percent industry baseline: leads pick their preferred channel (email or WhatsApp) at the qualification step, a teaser of the lead magnet is shown in chat with sender and subject preview, and the technical sender domain is replaced with a branded one. The AI-written nurturing sequence that follows converts 75 percent of recipients into meetings.

Capabilities

What's inside the nurturing engine

Visual sequence builder

Drag-and-drop steps, conditional branches, drop-out on event (book / no-show / unsubscribe). No code.

Multi-channel routing

One sequence can mix email, WhatsApp, SMS, and webhook. Per-step channel pick based on lead preferences.

Drop-out triggers

Sequence stops the moment the lead books, reschedules, replies, or unsubscribes. No double-messaging.

A/B testing

Split the audience between two message variants and measure by meetings attended, not opens or clicks.

Per-step analytics

Funnel by step: sent, delivered, opened, clicked, replied, booked, attended. See where each sequence leaks.

CRM sync

Two-way sync with HubSpot, Pipedrive, Salesforce. Sequence enrollment, replies, and outcomes flow back.

Webhook out

Fire any step to any HTTP endpoint for tools Dashly does not natively integrate with. Signed payloads.

FAQs

Frequently
asked
questions

How Dashly nurturing sequences work across email, WhatsApp, SMS, and webhook — and what to expect on booking, show-up, and rebook rates.

Ask a question

Those platforms run outbound nurturing from a CRM list, almost always over email only. Dashly runs multi-channel sequences (email plus WhatsApp plus SMS plus webhook) triggered by booking-funnel events: a lead is captured but does not book, a meeting is booked, or a meeting is missed. The end-state is an attended meeting, not an MQL hand-off.

No. Dashly holds the lead profile and the sequence state itself. If you also use HubSpot, Pipedrive, or Salesforce, two-way sync keeps both sides in step. The webhook channel lets you push or pull from any system Dashly does not natively integrate with.

Start with whichever funnel leak hurts the most. Most teams begin with the show-up sequence (book to attended) because it is the easiest to measure and the fastest to see lift. The capture and no-show sequences usually go live in the next 2 to 4 weeks.

Yes. WhatsApp Business requires Meta to pre-approve message templates for outbound notifications. Dashly handles the template submission and version control. After approval, sending follows the same sequence rules as email or SMS.

Customers running staged multi-channel reminders (email plus WhatsApp plus SMS) typically land between 60 and 90 percent show-up within the first quarter. WOWInfluencer, a Dashly customer in MarTech, runs in that range using email plus WhatsApp plus Telegram. The exact lift depends on baseline, lead source quality, and how much the copy sells the meeting value instead of just confirming the time.

Each channel keeps its own opt-in record. Email follows your existing marketing consent. WhatsApp and SMS require explicit opt-in at capture or booking. Dashly stores consent timestamps per channel and stops sending the moment a lead unsubscribes from that channel, without affecting the others.

Stop losing meetings to silence

Capture, nurture, and recover every lead with sequences across email, WhatsApp, SMS, and webhook. See what gets booked, what shows up, and what comes back.

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