Approximately 30 email nurture sequences are in progress within Salesforce Account Engagement (Pardot). Email templates have been built and content drafted; the sequences themselves are pending build-out by Raphael. Once complete, the sequences will auto-enroll leads based on the landing page they submitted through and the service category they expressed interest in.
This work supports the broader goal of aligning marketing automation with the sales team's workflow — ensuring outreach is supportive rather than disruptive to active sales activity.
Blocked — pending Raphael's build-out.
Once Raphael completes the build, Lincoln must review and approve before sequences go live.
Leads will be automatically added to the appropriate nurture flow based on:
Segmentation setup may have been partially completed by Chris — status needs confirmation.
Once the nurture sequences are live, an ABM strategy can be layered on top. The sales team has indicated they are identifying target accounts they want to pursue. When a target account list is provided, a dedicated ABM campaign can be developed to complement the inbound nurture flows.
"If you get a list of accounts that you guys are going after, let us know and we can come up with an ABM strategy for you guys to help you with that." — Karly Oykhman
Lincoln's team was slow to provide approved copy. Rather than wait, Karly made the call to proceed with drafted content and build the emails, with the understanding that edits can be made before launch. This unblocked template creation but the sequence build itself remains pending.
Discussed in pre-call sync on 2025-12-12 between Mark Hope and Karly Oykhman, ahead of a Salesforce call with Lincoln's sales team.