If you’re a B2B sales team that’s tired of spraying cold emails into the void and getting nothing but crickets, you’re not alone. Most of us know that leads need a steady nudge, not a one-and-done blast, if they’re going to turn into real opportunities. That’s where automated nurturing comes in. This guide will show you—step by step—how to set up lead nurturing sequences in Solidinbox that actually move the needle.
This isn’t a hype piece. You won’t find hand-waving about “transformative synergy” here. Just a practical walkthrough, some candid advice, and a few pitfalls to avoid.
Why Bother With Automated Lead Nurturing?
Let’s get this out of the way: automation won’t magically make your leads love you. But it does make it a lot easier to stay in front of them, follow up consistently, and (crucially) not let good prospects slip through the cracks because someone on your team got busy.
Done right, automated nurturing sequences can: - Save you a ton of manual follow-up time. - Gently warm up leads who aren’t ready to buy yet. - Keep your pipeline moving—without annoying your prospects.
But if you set it and forget it, or stuff your sequences full of generic, me-too emails, you’ll just blend into the background noise. So let’s talk about how to do it properly.
Step 1: Get Your House in Order
Before you touch a single setting in Solidinbox, do these three things:
- Know your audience. Who’s actually in your pipeline? Segment, even if it’s just by company size or pain point.
- Map your buyer’s journey. What are the real stages? (Awareness, interest, evaluation, etc.) Don’t over-engineer, but don’t skip this either.
- Audit your content. Do you have emails, case studies, blog posts, or webinars you can plug into a sequence? If not, jot down a few quick ideas.
Pro tip: Don’t wait for perfect content. A few honest, helpful emails outshine a slick but empty campaign.
Step 2: Set Up Your Lead Lists in Solidinbox
Solidinbox organizes contacts into lists and segments. Here’s how to not get lost:
- Import your leads (CSV, integrations, or manual entry—Solidinbox supports the usual suspects).
- Segment smartly. At minimum, sort by:
- Industry or vertical
- Lead source (demo, download, cold outreach, etc.)
- Stage in the funnel
- Tag for context. Use tags like “Webinar Attendee” or “Requested Demo.” This helps personalize later.
What to ignore: Don’t obsess over micro-segmentation at this stage. You can always refine later. Overcomplicating your segments is a great way to never launch anything.
Step 3: Build Your First Nurture Sequence
In Solidinbox, sequences (sometimes called “drip campaigns”) are the backbone of automated lead nurturing. Here’s how to get started:
- Create a new sequence.
- Give it a name that’s clear to your team (“Post-Demo Nurture,” not “Sequence #2”).
- Add your emails.
- Start with 3–5 messages. Resist the urge to write a novel.
- Schedule them with some breathing room—every 3–5 days is a solid starting point for B2B.
- Focus each email on one thing: a tip, a story, a resource, or a nudge to book a call.
- Personalize—where it matters.
- Use merge fields for first names, company names, or pain points if you have them.
- Don’t fake it. “Hey {FirstName}, just checking in…” gets old fast.
What works: Short, honest emails that sound like a real person wrote them. Share something useful. Ask a low-pressure question.
What doesn’t: Overproduced HTML emails, “thought leadership” fluff, or anything that sounds like a robot.
Step 4: Set Triggers and Enrollment Rules
Solidinbox lets you control who gets enrolled in a sequence and when. Don’t skip this—getting it wrong is how you end up spamming your best leads.
- Manual enrollment is fine for small batches, but if you want true automation:
- Set automatic triggers based on:
- Lead source (e.g., “Anyone who downloads our eBook”)
- Stage change (e.g., “Moved to ‘Interested’ in pipeline”)
- Tag applied (e.g., “Met at Trade Show”)
- Exclude existing customers (obvious, but you’d be surprised how often this gets missed).
Pro tip: Add a safety net. If someone replies or books a meeting, automatically pull them out of the sequence. Solidinbox can do this—use it.
Step 5: Optimize for Deliverability (So Your Emails Actually Land)
Even the best sequence is useless if it lands in spam. Here’s what’s worth your time:
- Authenticate your sending domain. Set up SPF, DKIM, and DMARC in your DNS. Solidinbox will guide you, but if you get stuck, ask your IT person.
- Warm up your sending address. Don’t blast 1,000 emails on day one from a fresh domain.
- Keep email copy human. Avoid spammy phrases (“100% free!!!”) and too many links.
- Test. Send to your own inbox and a few colleagues first.
Ignore: Fancy HTML templates, huge images, and attachments. Simple always works better in B2B.
Step 6: Launch, Then Watch What Happens
Hit go on your sequence. Now, don’t just walk away:
- Monitor open and reply rates. If no one’s opening, tweak your subject lines. If they’re opening but not replying, rework your calls to action.
- Look for bottlenecks. Are leads stalling after email #2? Maybe that one’s off.
- Test, but don’t obsess. Change one thing at a time. You’re not running Amazon-scale A/B tests here.
What matters: Real replies and booked meetings, not vanity metrics.
Step 7: Iterate Without Overthinking
The first version of your lead nurturing sequence won’t be perfect. That’s normal. The teams that win are the ones who ship, learn, and tweak.
- Update stale emails. If you get the same “Not interested” reply to a certain email, rewrite it.
- Add or remove steps. If five emails feels like too much (or too little), adjust.
- Ask sales for feedback. They’ll know if leads are complaining or—better—actually engaging.
Warning: Don’t let “analysis paralysis” stall you. It’s better to have a good-enough sequence running than a perfect one sitting in draft.
Pro Tips & Common Pitfalls
- Don’t over-automate. Automation is a tool, not a replacement for genuine outreach. The best sequences feel personal, not canned.
- Watch your frequency. Too many emails, too fast, will get you ignored—or worse, marked as spam.
- Respect unsubscribes. Make it easy for people to opt out. You want a healthy list, not a big one.
- Review compliance. Especially in B2B, privacy laws (GDPR, CAN-SPAM) do apply. Solidinbox has tools for this, but you still need to pay attention.
Keep It Simple, Ship, and Iterate
Setting up automated lead nurturing in Solidinbox doesn’t have to be a slog. Start small, focus on genuinely helpful messaging, and don’t let perfect be the enemy of good. Most B2B sales teams get stuck waiting for the “ultimate” sequence. The truth? Just launch something simple, see how it works, and keep tweaking as you go. You’ll be miles ahead of the teams still stuck in spreadsheet hell.
Now, go build your sequence—and get out of your own way.