Texting Guide for Pipeline Nurturing

Pipeline nurturing keeps prospects engaged between key touchpoints, helping sales teams build trust and move deals forward. TextUs allows you to automate relevant, personalized communication that keeps your brand top of mind while maintaining a human tone.

How TextUs Fits Pipeline Nurturing Workflows

TextUs Campaigns can deliver timely follow-ups and educational content to contacts in your CRM pipeline. You can attach PDFs or images such as product sheets, case studies, or testimonials to support each stage of the buyer journey.

Keywords like INFO, DEMO, or YES can trigger Sequences that qualify leads or schedule calls automatically.

Replies appear in the Shared Inbox, where sales and marketing teams can manage conversations together. Integrations with your CRM ensure every text, reply, and attachment is logged for full visibility.

You can track deliveries, replies, and clicks, then export CSVs to measure engagement and deal movement.

What to Set Up First

Connect your CRM so pipeline stages and contacts sync in real time. Register 10DLC numbers and keep opt-out handling active so STOP and UNSUBSCRIBE can process automatically.

Define your nurture triggers, such as “demo completed,” “proposal sent,” or “no response for 7 days.” Create templates for different deal stages, including education, follow-up, and re-engagement. Assign Shared Inbox coverage so sales reps can respond quickly to active prospects.

How to Create an SMS Campaign With TextUs

1. Choose your audience: Open Campaigns in TextUs and select a segment such as “Prospects in Negotiation” or “Demo Completed.” This can make sure messages align with the deal stage.
2. Write your message: Keep it short and relevant. Example: “Hi {{first_name}}, hope your week’s going well. Wanted to see if you had any thoughts on the [Proposal/Product]. Reply INFO if you’d like a short overview PDF.”
3. Attach media: Add a product brochure, case study, or testimonial image to reinforce value.
4. Set up an A/B test: Compare message tone or CTA (for example, “Learn More” vs. “See How It Works”) to find what resonates best.
5. Schedule your campaign: Time messages based on stage. Send immediately after demos, three days after proposals, or seven days after no response.
6. Create a keyword: Add a keyword like DEMO or INFO and mention it in your message. TextUs will recognize and route replies automatically.
7. Link to a sequence: Connect the keyword to a two-step sequence. Example: “Step 1: Send the requested resource. Step 2: Follow up after 48 hours to ask if they’d like a call.”
8. Send and monitor: Launch your campaign, track replies, and pass high-intent responses to sales through the Shared Inbox.

Example sequence messages:

• Step 1 (auto-reply): “Thanks for your interest! Here’s the overview we mentioned: [short URL].”
• Step 2 (reminder): “Hi {{first_name}}, did you have a chance to review the [Document/Product]? Want to schedule a quick chat?”

Segmentation and Personalization Strategy

Segment by deal stage, company size, or industry to send more relevant content. Use lists like “Demo Completed,” “Proposal Sent,” or “Stalled Deals.” Exclude closed-won and closed-lost opportunities.

Personalize messages with first name, company, or product details. Example: “Hi {{first_name}}, based on your team’s goals with [Company], the [Feature] plan could save hours each week.” Always include fallback text so every message reads cleanly.

Refresh segments weekly to align with CRM changes. Personalized, up-to-date targeting ensures stronger engagement and fewer unsubscribes.

Template Library for Pipeline Nurturing Scenarios

Keep a flexible set of templates tailored to different deal stages. Each should be short, specific, and focused on one action.

• “Hi {{first_name}}, thanks again for your time last week. Want me to send the [Feature] case study? Reply INFO.”
• “Following up on the [Proposal Name]. Still interested in next steps? Reply YES if you’d like to schedule a short call.”
• “Hi {{first_name}}, quick question—did you get a chance to review the demo recap? Reply HELP if you’d like a walkthrough.”
• “Here’s a success story from [Customer] that might help your evaluation: [short URL].”
• “Hi {{first_name}}, just checking in to see if [Product] is still on your radar. Happy to share pricing or examples if helpful.”

Review the template performance monthly with compliance. Track reply and conversion rates, and replace weak messages with data-driven improvements.

Reporting and Attribution Workflow

Export deliveries, replies, and clicks from TextUs weekly. Combine with CRM pipeline metrics such as meetings booked, deals advanced, or opportunities closed. Maintain consistent campaign naming for accurate correlation.

Measure reply-to-meeting and click-to-conversion ratios. Evaluate which message tone or timing shortens sales cycles. Summarize findings in a monthly report showing engagement per stage and pipeline impact.

Multi-Touch Nurture Strategy

Mix educational and relationship-building messages. Alternate between sharing resources, offering help, and checking in naturally. Keep each message conversational and brief—avoid over-selling.

Example cadence:

• Day 1 – “Thanks for your time” recap with link.
• Day 3 – Case study or testimonial.
• Day 7 – “Still interested?” check-in.
• Day 14 – “Want to see new features?” offer.

This rhythm keeps you visible without overwhelming contacts.

Managing Replies in the Shared Inbox

All replies appear in the Shared Inbox, giving sales reps immediate access to live conversations. The first responder assigns themselves as the owner to maintain continuity. Templates can standardize follow-ups, but each response should include a personal touch.

Use tags like Demo, Proposal, Follow-Up, or Next Step to stay organized. Add short notes when handing off to another teammate or manager. Keep notifications active during business hours to follow up promptly.

Compliance and Deliverability for Pipeline Nurturing

Use registered 10DLC numbers for all nurture campaigns. Keep opt-out handling active so STOP and UNSUBSCRIBE can process automatically. Include “Reply STOP to opt out” in the first message.

Avoid spam triggers like all caps or multiple links. Keep attachments small and relevant to the sales stage. Send messages during business hours and cap touchpoints to one or two per week.

FAQs About Texting Guide for Pipeline Nurturing

Can I automate follow-ups for different deal stages?

Yes. You can connect TextUs Sequences to CRM triggers or manually enroll prospects after demos, proposals, or calls.

Can I attach sales materials or case studies?

Yes. TextUs allows PDFs, images, or GIFs in both campaigns and one-to-one messages. Attach one concise resource per message for clarity.

How can I measure pipeline engagement?

Track delivery, reply, and click rates within TextUs. Combine this with CRM data to see how SMS activity affects stage progression and deal velocity.

How does the Shared Inbox help sales teams?

All replies appear in one shared space where sales reps can assign owners, tag conversations, and follow up fast. This visibility keeps communication consistent.

How often should I send nurture messages?

One to two messages per week is ideal for most pipelines. Adjust frequency based on deal stage and engagement level.