6-Step Framework
Step 1: Define
Your answers will help us build a high-performing nurture system designed to move leads from interest to action with value-driven messaging.
We start by mapping what’s already built, like welcome sequences, lead magnet follow-ups, onboarding emails, or re-engagement campaigns, so we can see what’s missing or underused.
2: Which email platform or CRM are you using to manage your sequences?
Your platform determines what’s possible in terms of segmentation, automation, and tracking. This helps us tailor the strategy to your setup.
3: How many emails are in your core nurture sequence, and what is their goal?
This tells us how long you’re nurturing leads before asking for action, and whether the sequence is built with a clear path to conversion.
4: What kind of engagement are you seeing from your sequences?
We look at metrics like open rates, click rates, and replies to evaluate whether your audience is staying engaged, or tuning out.
5: What kind of content do you typically include in your emails?
The type of content, whether it’s education, stories, offers, or testimonials, helps us assess how well your emails are building trust and interest.
6: Do you feel your emails reflect your brand voice and build trust with your audience?
If the tone feels off or the message feels flat, it’s hard to make real connections. This tells us whether the writing matches how you want to show up.
7: How are you currently guiding readers from email to action or conversion?
Your CTAs and offer transitions are important. We need to know if there’s a clear next step in each sequence, or if people are left unsure of what to do.
8: What objections or confusion do your leads typically have that emails should be addressing?
This helps shape the content strategy. If common hesitations aren’t being handled, conversion will always be harder than it should be.
9: Do you segment your email list or send the same sequences to everyone?
Segmentation increases relevance. If everyone gets the same message, some readers will tune out or feel like it doesn’t apply to them.
10: If your nurture system consistently built trust and moved leads to action, what would that improve in your business?
Whether it’s stronger conversions, better-qualified leads, or less pressure on sales calls, this defines what we’re aiming to build.
Step 2: Strategize
We start by identifying who the sequence is for, what offer it supports, and how much education is needed before a lead is ready to take action.
- Map the lead’s entry point into your system.
- Identify what stage of awareness they’re in.
- Choose the final conversion goal of the sequence.
- Select evergreen vs. time-bound nurture approach.
“We are a [business type] that serves [target audience]. Based on these answers, help us design a high-converting email nurture sequence that builds trust and drives toward [desired action].”
Step 3: Outline
We organize the series of emails into a strategic flow that warms up the lead, delivers value, and builds momentum toward conversion.
- Email 1: Welcome and set expectations.
- Email 2: Share your brand story or core belief.
- Email 3: Educate on the problem or opportunity.
- Email 4: Provide proof, results, or testimonials.
- Email 5: Make the offer or conversion CTA.
“We are a [business type] that serves [target audience]. Help us outline a 5–7 email nurture sequence that guides leads from awareness to action, with value and proof along the way.”
Step 4: Write
We develop messages that feel human and authentic, without relying on hype, pressure, or manipulative tactics.
- Use first-person storytelling and personal tone.
- Focus on education, not just promotion.
- Keep each email focused on one core point.
- End each message with a simple, clear next step.
“We are a [business type] that serves [target audience]. Help us write email copy that’s authentic, helpful, and builds trust while moving readers toward [goal action].”
Step 5: Automate
Once the copy is written, we configure your email platform to send the right message at the right time based on user behavior and timing.
- Upload emails and format them for mobile readability.
- Set delays between each email (daily, weekly).
- Add automation rules for tagging, branching, or skipping steps.
- Test the sequence to ensure timing, links, and personalization work.
“We are a [business type] that serves [target audience]. Help us set up and automate our email nurture sequence inside [platform] to ensure smooth delivery and clear segmentation.”
Step 6: Improve
Once the sequence is live, we track performance and improve based on open rates, click-throughs, replies, and conversions.
- Review stats weekly for each email in the sequence.
- Rewrite low-performing subject lines or body copy.
- Test different CTAs or proof elements.
- Add new branches or bonus emails based on behavior.
“We are a [business type] that serves [target audience]. Help us evaluate and optimize our live nurture sequence based on performance data to improve conversions.”
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