Auto-Send Expiring Offers to Hot Leads Using Airtable + AI Segmentation
Close more deals with urgency. Automatically identify hot leads who haven't bought yet and send them a time-sensitive offer.
Table of Contents
The "Maybe" pile is where revenue goes to die.
You have leads who expressed interest. They replied to one email. They clicked your pricing page. And then... silence.
Most solopreneurs follow up once manually, then give up. They don't want to be "annoying."
The Solution: A systematic, automated "Nudge" campaign.This workflow identifies leads who are "on the fence" and automatically sends them a compelling, time-sensitive offer to push them over the edge.
The Strategy: The "9-Word Email" (Automated)
We aren't sending a fancy newsletter. We are sending a plain-text email that looks like it came from your iPhone.
* Subject: Quick question
* Body: "Are you still looking for help with [Service]? I have one spot left for this month and can offer [Incentive] if you book by Friday. - [Your Name]"
Step 1: The Database (Airtable)
You need a place where your leads live. In Airtable, you should have:
* Name
* Email
* Status (New, Interested, Won, Lost)
* Last Contact Date
Step 2: The Watcher (Make.com)
We need to find people who are stuck.
* Trigger: Airtable > Search Records.
* Formula:
``
AND(
{Status} = 'Interested',
DATETIME_DIFF(NOW(), {Last Contact Date}, 'days') >= 7
)
`
Translation: Find anyone marked "Interested" who we haven't touched in 7 days.
Step 3: The Safety Check
CRITICAL STEP: Before sending anything, verify they haven't bought.* Module: Stripe > Search Customers.
* Filter: Does this email exist in my "Paid Customers" list?
* If YES -> Stop. Update Airtable status to "Won".
* If NO -> Proceed.
In practice, this approach transforms the way you handle daily tasks. Instead of getting bogged down in details, you can focus on the high-level strategy while the system handles the execution. Many solopreneurs find that this shift alone saves them hours of mental energy every week.
Step 4: The Offer Generator
Let's make it irresistible.
* Module: Stripe (or your cart) > Create Coupon.
* Settings: 10% off, Duration: Once, Expires: 48 hours.
* Output: Coupon Code (e.g., FLASH-24H).
Step 5: The Email
Send it via Gmail or Outlook (not Mailchimp, keep it personal).
* To: {{Email}}
* Subject: One last thing regarding [Project]
* Body:
> "Hi {{Name}},
>
> I'm finalizing my schedule for next week. Are you still interested in moving forward with [Service]?
>
> If you can sign off by tomorrow, I can knock 10% off the setup fee. Here's a link with the code {{Coupon_Code}} applied: [Link]
>
> Let me know,
> [Your Name]"
Step 6: The Update
Update the Airtable record so you don't email them again tomorrow.
* Action: Update Status to "Offer Sent".
* Action: Update Last Contact Date` to Today.
Why This Works
It works because it's relevant and urgent.
Relevant: They are* interested (based on your status).* Urgent: The code expires.
You are giving them a logical reason to make a decision now rather than later.
This small adjustment can have a significant impact on your overall workflow efficiency. It turns a manual, error-prone process into a reliable, set-it-and-forget-it system.
Conclusion
You don't need to be a pushy salesperson. You just need a system that politely asks, "Are we doing this?"
By automating this follow-up, you will recover 10-20% of your "lost" leads automatically.
Next Step: Go to your CRM or spreadsheet. Filter for leads older than 14 days. Send them this email manually today. If it works, build the automation.* Start automating with Make.com
Want to prevent leads from going cold in the first place? Learn how to Auto-Detect Leads in Gmail for instant responses.
Frequently Asked Questions
Does this work with HubSpot or Pipedrive?
Yes. The logic is platform-agnostic: Trigger on 'Time in Stage' > Check Criteria > Send Email. Most CRMs have native automations for this, but using Airtable + Make gives you more control over the message customization.
What if they buy before the email goes out?
Crucial point! You must have a 'Check' step. Before sending the email, the automation should check your payment processor (Stripe) or the lead status one last time to ensure they haven't already converted. Sending a discount to someone who just paid full price is a disaster.
How do I generate unique discount codes?
You can use a Shopify or Stripe API step in Make.com to generate a unique, one-time-use code (e.g., 'SAVE-X9Z2') and insert it into the email. This prevents the code from being shared on coupon sites.
Is 7 days the right wait time?
It depends on your sales cycle. For a $50 product, 24 hours might be better. For a $5,000 service, 14 days might be appropriate. Test different delays.
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