Starter Flow · engagement
Lead / Donor Nurture
One flow, two parameterizations — leads and donors both.
Best for: Nonprofits running donor cultivation · Agencies running outbound lead nurture
Scenario
A new lead enters via your funnel (or a donor lapses). The flow drafts personalized outreach with Sage, schedules send via Resend, gates on response, and books a call when warm. Same template, different parameters.
The full Flow
Step by step
- Step 01Event wait
New lead OR lapsed-donor signal
Same flow, two entry events
- Step 02Sage skill
Classify intent + segment
Returns segment tag (warm / cold / re-engaging)
- Step 03Gate
Route to high-touch or sequence track
High-touch warms go straight to AD
- Step 04Sage skill
Draft personalized outreach (Day 0)
Sage uses brand voice + relationship history
- Step 05Product action
Schedule Day 0 send via Resend
Calendar-aware send window
- Step 06Event wait
Wait for response OR 7-day timeout
Branches the flow
- Step 07Sage skill
Draft Day 7 follow-up if no response
Different angle from Day 0
- Step 08Product action
Book call when reply detected as warm
Calendly link + AD assignment
- Step 09Human task
AD reviews + sends call confirmation
Final human touch before meeting
Cross-product touches
PC Studio products this Flow leans on
Customization
What teams change in the first month
- Run two parameterizations of the same flow — one for leads, one for lapsed donors — by passing different brand voice + history sources
- Add a third Day 14 send if your pipeline has the volume to justify a longer sequence
- Wire the warm-reply detection to your CRM so the AD sees the full thread in one place
More templates
Other Flows you ship with
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