# Email Sequence: [Sequence Name]

## Sequence Overview

**Sequence Name:** [Name]
**Type:** [Welcome / Nurture / Product Launch / Re-engagement / Educational]
**Audience:** [Target Segment]
**Goal:** [What should this sequence achieve?]
**Total Emails:** [Number]
**Duration:** [Days/Weeks]
**Owner:** [Name/Team]

## Sequence Flow

```
Email 1 (Day 0) → Email 2 (Day 3) → Email 3 (Day 7) → Email 4 (Day 14)
```

---

## Email 1: [Email Name/Purpose]

**Send Timing:** Immediate / Day 0 / [Trigger Event]
**Subject Line:** [Primary subject line]
**Preview Text:** [First 50 characters visible in inbox]
**Sender Name:** [Name] from [Company]
**Sender Email:** [email@domain.com]

### Goals
- [ ] [Goal 1 - e.g., Introduce brand]
- [ ] [Goal 2 - e.g., Set expectations]
- [ ] [Goal 3 - e.g., Drive first action]

### Key Elements
- **Hook:** [Opening line to grab attention]
- **Value Prop:** [What's in it for them?]
- **Social Proof:** [Testimonial / Stat / Logo]
- **CTA:** [Primary call to action]

### Email Copy

**Subject Line Options (A/B Test):**
1. [Subject line option 1]
2. [Subject line option 2]
3. [Subject line option 3]

**Preview Text:**
[Preview text that complements subject line]

**Email Body:**

Hi [FirstName],

[Opening paragraph - Hook them with relevant problem or exciting news]

[Value paragraph - Explain what you're offering and why it matters]

[Proof paragraph - Social proof, stats, testimonials]

[CTA paragraph - Clear next step]

[Signature]
[Name]
[Title]
[Company]

**P.S.** [Additional hook or bonus]

---

**Design Notes:**
- Include [hero image / product screenshot / illustration]
- Use [color scheme]
- Highlight CTA button with [color]

**Links to Include:**
- Primary CTA: [URL]
- Secondary link: [URL]
- Unsubscribe: [Auto-generated]

**Personalization Tokens:**
- {{FirstName}}
- {{Company}}
- [Other tokens]

---

## Email 2: [Email Name/Purpose]

**Send Timing:** Day 3 (or 3 days after Email 1)
**Subject Line:** [Primary subject line]
**Preview Text:** [First 50 characters visible in inbox]

### Goals
- [ ] [Goal 1]
- [ ] [Goal 2]
- [ ] [Goal 3]

### Key Elements
- **Hook:** [Reference previous email or introduce new angle]
- **Value Delivery:** [Provide actual value - tip, resource, insight]
- **Social Proof:** [Different proof point]
- **CTA:** [Move them further down funnel]

### Email Copy

**Subject Line Options:**
1. [Subject line option 1]
2. [Subject line option 2]
3. [Subject line option 3]

**Preview Text:**
[Preview text]

**Email Body:**

Hi [FirstName],

[Opening - Build on Email 1 or introduce new angle]

[Value delivery - Give them something useful]

[Proof - Reinforce credibility]

[CTA - Next logical step]

[Signature]

**P.S.** [Additional value or urgency]

---

**Design Notes:**
[Specific design elements]

**Links to Include:**
- Primary CTA: [URL]
- Resource download: [URL]
- Helpful content: [URL]

---

## Email 3: [Email Name/Purpose]

**Send Timing:** Day 7 (or 4 days after Email 2)
**Subject Line:** [Primary subject line]
**Preview Text:** [First 50 characters visible in inbox]

### Goals
- [ ] [Goal 1]
- [ ] [Goal 2]
- [ ] [Goal 3]

### Key Elements
- **Hook:** [Create urgency or introduce case study]
- **Story/Case Study:** [Real example of success]
- **Objection Handling:** [Address common concerns]
- **CTA:** [Stronger push to convert]

### Email Copy

**Subject Line Options:**
1. [Subject line option 1]
2. [Subject line option 2]
3. [Subject line option 3]

**Preview Text:**
[Preview text]

**Email Body:**

Hi [FirstName],

[Opening - Story hook or urgency creator]

[Case study or success story]

[Objection handling - Address why they might hesitate]

[Strong CTA - Make it easy to take action]

[Signature]

**P.S.** [Final push - bonus, deadline, scarcity]

---

**Design Notes:**
[Specific design elements - possibly include case study graphic]

**Links to Include:**
- Primary CTA: [URL]
- Case study full version: [URL]
- FAQ or objection handling resource: [URL]

---

## Email 4: [Email Name/Purpose]

**Send Timing:** Day 14 (or 7 days after Email 3)
**Subject Line:** [Primary subject line]
**Preview Text:** [First 50 characters visible in inbox]

### Goals
- [ ] [Goal 1]
- [ ] [Goal 2]
- [ ] [Goal 3]

### Key Elements
- **Hook:** [Last chance / Final value / Next steps]
- **Recap:** [Remind them of everything they've received]
- **Clear Path:** [Make next steps crystal clear]
- **CTA:** [Final, strong call to action]

### Email Copy

**Subject Line Options:**
1. [Subject line option 1]
2. [Subject line option 2]
3. [Subject line option 3]

**Preview Text:**
[Preview text]

**Email Body:**

Hi [FirstName],

[Opening - Recap or create urgency]

[Value recap - Everything they've learned/received]

[Clear next steps - Remove all friction]

[Final CTA - Make it irresistible]

[Signature]

**P.S.** [Last opportunity / Bonus / Direct response option]

---

**Design Notes:**
[Specific design elements]

**Links to Include:**
- Primary CTA: [URL]
- Alternative option: [URL]
- Help/Support: [URL]

---

## Branching Logic (Optional)

### If they click Email 1 CTA:
→ Send: [Different email or tag for nurture]

### If they don't open Email 1:
→ Resend Email 1 with: [Different subject line]

### If they engage with Email 2:
→ Fast-track to: [Sales sequence or product trial]

### If they don't engage by Email 3:
→ Send: [Re-engagement or feedback request]

---

## Success Metrics

### Target Metrics
- **Open Rate:** [Target %]
- **Click Rate:** [Target %]
- **Conversion Rate:** [Target %]
- **Unsubscribe Rate:** [Below %]

### A/B Testing Plan

| Element | Version A | Version B | Winner | Notes |
|---------|-----------|-----------|--------|-------|
| Email 1 Subject | [Subject A] | [Subject B] | TBD | Test on [X] contacts |
| Email 2 CTA | [CTA A] | [CTA B] | TBD | Test button vs text link |
| Email 3 Timing | Day 7 | Day 5 | TBD | Test urgency impact |

### Performance Tracking
- Campaign: [Campaign name in email platform]
- UTM parameters: `?utm_source=email&utm_medium=email&utm_campaign=[campaign-name]`
- Conversion tracking: [What counts as conversion?]

---

## Segmentation & Personalization

### Dynamic Content Blocks

**For Segment: [Startup Founders]**
- Use case: [Startup-specific example]
- Pain point: [Startup-specific pain]
- CTA: [Startup-focused offer]

**For Segment: [Enterprise Managers]**
- Use case: [Enterprise example]
- Pain point: [Enterprise pain]
- CTA: [Enterprise offer]

### Personalization Variables
- `{{FirstName}}` - First name
- `{{Company}}` - Company name
- `{{Industry}}` - Their industry
- `{{PainPoint}}` - Identified pain point
- `{{Referrer}}` - How they found us

---

## Technical Setup

### Email Platform Settings
- **Platform:** [Mailchimp / HubSpot / ActiveCampaign]
- **List/Segment:** [List name]
- **Automation Trigger:** [What starts the sequence?]
- **From Name:** [Name]
- **Reply-To:** [email@domain.com]

### Deliverability Checklist
- [ ] SPF record configured
- [ ] DKIM signature enabled
- [ ] DMARC policy set
- [ ] Warm IP address (if new)
- [ ] Clean email list (remove bounces/invalids)
- [ ] Spam score checked (<2)

### Compliance Checklist
- [ ] Unsubscribe link in every email
- [ ] Physical address in footer
- [ ] Permission-based (no purchased lists)
- [ ] GDPR compliant (if applicable)
- [ ] CAN-SPAM compliant
- [ ] Clear sender identity

---

## Post-Sequence Actions

### If they converted:
→ Move to: [Customer onboarding sequence]

### If they engaged but didn't convert:
→ Move to: [Longer nurture sequence]

### If they didn't engage at all:
→ Actions:
- [ ] Tag as "cold lead"
- [ ] Remove from active campaigns
- [ ] Add to quarterly re-engagement

### If they unsubscribed:
→ Actions:
- [ ] Remove from all sequences
- [ ] Optional: Send to preferences center
- [ ] Note reason for future learning

---

## Optimization Notes

### What to Monitor
- Subject line performance by email
- Time of day impact on opens
- CTA click-through by position/color
- Unsubscribe patterns (which email?)

### Iteration Plan
- **After 100 sends:** Review open rates, adjust subject lines
- **After 500 sends:** Analyze conversions, optimize CTAs
- **After 1000 sends:** Full sequence review and rewrite

### Past Learnings
- [Note from previous sequence about what worked]
- [Insight about audience preferences]
- [A/B test winner from similar campaign]

---

**Sequence Created:** [Date]
**Last Updated:** [Date]
**Version:** 1.0
**Status:** [Draft / Ready for Review / Approved / Live]
