AI Stack for Email Nurture Automation

Marketo engagement data + Salesforce lead stage → Claude → Nurture sequence copy in Marketo + Notion
Matt Danese
Senior Demand Generation Manager. These stacks are built and used in production — not generated for a listicle.

Most nurture programs are built once and then left running on autopilot until someone notices the conversion rates are embarrassing. Email 3 is still about a product feature that got deprecated eighteen months ago. The sequence timing assumes a buying cycle from a different market. Nobody touches the programs until there's a full audit, which happens once a year if you're lucky. This stack gives you a structured nurture diagnostic you can run quarterly: pull engagement data from Marketo, cross-reference with Salesforce stage progression, run through Claude, and get specific copy rewrites and sequence restructuring recommendations you can implement in the same week.

The Stack

Input
Marketo engagement data Salesforce lead stage data
AI
Claude
Output
Nurture sequence copy Notion diagnostic report

The Prompt

This stack is built around the Marketo Nurture Diagnostic Prompt. Here's the abbreviated version — the full prompt with all variables and usage notes is on its own page.

Claude Prompt — Abbreviated
You are a B2B marketing ops specialist diagnosing email nurture performance.

Review the Marketo engagement data and Salesforce stage progression data below.
For each nurture stream, identify: where contacts are dropping off, which emails have
below-benchmark open and click rates, and which stage transitions are stalling.
Generate rewritten subject lines for the 3 lowest-performing emails and recommend
sequence restructuring for any stream where stage progression rate is below 15%.
[ ... continued — see full prompt ]

The Workflow

  1. Export Marketo engagement data for active nurture programs

    Pull open rates, click rates, unsubscribe rates, and stage progression by email for each active stream. Include prior-period data for trend comparison.

  2. Pull Salesforce conversion data by nurture path

    Export MQL conversion rates and velocity data by nurture source. This shows which programs are producing pipeline and which are just keeping contacts warm indefinitely.

  3. Paste both into the Marketo Nurture Diagnostic prompt

    Include the program structure (sequence order, send intervals, audience criteria) so Claude can recommend structural changes, not just copy tweaks.

  4. Review Claude's diagnostic and recommendations

    Claude identifies drop-off points, flags underperforming emails, and generates rewritten subject lines plus sequence restructuring recommendations for the worst performers.

  5. Implement changes in Marketo and document in Notion

    Apply the priority changes directly in Marketo — start with the highest-volume programs. Document the full diagnostic in Notion as a reference for the next quarterly review.

What This Replaces

Related Stacks

New stacks drop weekly.

Each one includes the tools, the Claude prompt, and the workflow logic. Free — built for in-house B2B demand gen managers.

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