Canadian client follow-up systems need CASL-compliant sequences, French-language variants for Quebec, and the right timing for Canadian business communication norms — which are closer to UK than US

In the CRM, create two custom properties for each contact: Consent Type (Express or Implied) and Consent Date (the date the consent was established). Build a workflow that calculates the consent expiry date: two years from the Consent Date for implied consent from a business enquiry, two years from the last transaction date for an existing client. Add an enrolment condition to every follow-up workflow that checks whether the current date is before the consent expiry date. Contacts whose consent has expired should be unenrolled from active sequences and moved to a re-consent workflow before any further commercial communication.

In HubSpot, set the contact language property to French for contacts based in Quebec, either via a workflow that applies the French language property to contacts with a Quebec province value, or by collecting language preference on the enquiry form. In the follow-up workflow, add a branch condition on the contact language property and route French-language contacts to French email templates. HubSpot's Smart Content feature can also be used within a single email to serve French body copy to contacts with a French language preference, reducing the number of separate email templates to maintain.

In HubSpot, configure each active workflow with a "time window" restriction that excludes sending on specific dates. Add the Canadian statutory holidays for the current year to the exclusion list annually. For province-specific holidays (e.g., Family Day in Ontario in February, not observed in all provinces), segment the suppression by the contact's province property. In Salesforce, a similar suppression can be built using a custom date list object referenced in the Flow logic. Review and update the holiday suppression list each December for the following year.

In HubSpot, create a contact-based workflow with an enrolment trigger that fires when: the associated deal has been in Closed Lost status for exactly 180 days, the contact has not been re-enrolled in any active sequence, and the contact's implied consent window has not expired. The win-back sequence should be three emails over three weeks: the first acknowledging time and checking whether circumstances have changed, the second sharing a relevant case study or result relevant to their original enquiry, and the third extending a specific invitation to reconnect. Do not reference the competitor by name. Keep the tone of the sequence measured rather than urgent.

For Canadian B2B prospects at the proposal stage, a five-touch sequence over twenty-one days is the standard before moving the deal to Closed Lost and the contact to a long-term nurture list. Canadian business communication norms favour persistence that is professional rather than aggressive, so the five-touch limit with a final message that closes gracefully is appropriate. For cold leads who enquired but never reached the proposal stage, a three-touch re-engagement sequence over three weeks, followed by a long-term nurture enrolment, is the appropriate approach.