8 B2B Automation Flows to Strengthen Your Sales Funnel

In B2B marketing, timing and consistency is key to succes. Long sales cycles, multiple stakeholders, and complex decision-making processes make it challenging to stay top of mind.

Automation helps you maintain momentum - keeping leads engaged, ensuring smooth handovers between teams, and delivering consistent communication across every touchpoint. With MyLINK MarketingPlatform, you can build email and SMS flows that match each stage of the buyer journey.

Here are eight automation flows every B2B business should consider.

1. Lead Nurturing Flow

Keep early-stage leads engaged with a structured cadence of educational content, case studies, and proof points. Use behavior-based triggers inMyLINK MarketingPlatform to adjust content based on interests or interaction.

Goal: Build trust and accelerate qualification without manual follow-ups.

2. Demo or Consultation Booking Flow

Make it easy for high-intent leads to schedule meetings. Use automated emails or SMS messages with booking links, confirmations, and follow-up reminders.

Goal: Reduce no-shows and shorten time to meeting.

3. Account-Based Marketing (ABM) Flow

Target strategic accounts with personalized messaging. Segment by decision-maker role or vertical, and deliver tailored content that aligns with buying intent.

Goal: Influence multiple stakeholders inside high-value accounts.

4. Customer Onboarding Flow

Deliver a consistent experience after a deal closes. Guide new customers through setup, adoption, and early success milestones using automated email sequences.

Goal: Shorten time to value and increase product stickiness.

5. Re-Engagement Flow

Reconnect with inactive leads. If they downloaded a guide but never followed up - or stopped opening emails - reignite their interest with helpful, personalized content.

Goal: Rebuild engagement and keep your pipeline active.

6. Event Follow-Up Flow

After webinars, trade shows, or conferences, follow up based on attendance and engagement.

In MyLINK MarketingPlatform, you can trigger personalized follow-ups instantly and include:

• Recordings or slides

• Meeting links for qualified leads

• Short feedback surveys

Goal: Maximize ROI from events and accelerate next steps.

7. Sales Handoff Flow

When a lead meets your MQL criteria (lead score, activity, firmographics), notify the right sales rep and start a nurturing sequence from their name.

Goal: Maintain momentum during handover and avoid lead drop-off.

8. Upsell & Cross-Sell Flow

Use product usage or lifecycle triggers to promote additional services or upgrades via Email or SMS. Segment based on what users already use or have shown interest in.

Goal: Increase customer lifetime value with relevant, timely offers.

Smarter B2B Automation Starts with the Right Flows

These automation flows support every stage of the B2B journey - from awareness and engagement to conversion and growth. Even implementing a few can streamline handovers, improve lead quality, and boost efficiency across your team.

With MyLINK MarketingPlatform, you can:

• Build and automate multi-channel flows across Email and SMS

• Trigger actions based on real-time behavior

• Personalize messages by lead source, account, or stage

• Track performance and optimize flows with built-in analytics