What This Is: A 4-part email drip toolkit with pre-written sequences for every business model, platform setup guides, a segmentation playbook, and a performance tracker. Designed to turn cold leads into paying customers on autopilot.
warningWhy You Need This
85% of leads go cold because founders don't follow up consistently. The problem isn't that prospects aren't interested—it's that they're not nurtured. Email drip campaigns solve this by automating follow-up, building trust over time, and identifying hot prospects through engagement.
This toolkit gives you everything to go from zero to a running drip campaign: sequences you can copy-paste, step-by-step setup guides for 4 platforms, and a tracking system that tells you exactly what to optimize.
lightbulbHow to Use This Toolkit
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Map Your Lead Journey (Part 1): Use the worksheet to define what your prospects need at each stage, then pick the sequence template that matches your business model.
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Set Up Automation (Part 2): Follow the step-by-step guide for your platform—ConvertKit, MailChimp, HubSpot, or ActiveCampaign. Apply basic segmentation first, then layer in behavior-based targeting.
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Track & Optimize (Part 3): Log performance weekly using the tracker. Run one A/B test per month on your lowest-performing email.
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Customize Your Copy (Part 4): Swap in your product, customer names, and links from the subject line swipe file and email copy library.
mail_outlinePart 1: Email Sequences & Lead Journey Map
Map your 3-stage lead journey, then choose from 4 pre-written 7-email sequences tailored to your business model: B2B SaaS, E-Commerce, Service, or Content/Education.
Lead journey worksheet and all 4 sequence templates with day-by-day timing and conversion benchmarks.
settings_applicationsPart 2: Platform Setup Guides & Segmentation Playbook
Step-by-step automation setup for ConvertKit, MailChimp, HubSpot, and ActiveCampaign. Includes a basic segmentation framework and advanced behavior-based targeting with a fill-in worksheet.
4 platform setup guides plus basic and advanced segmentation frameworks with a fill-in worksheet.
bar_chartPart 3: Performance Tracker & A/B Testing Framework
A weekly performance tracker with benchmarks and red-flag diagnostics, a 4-month A/B testing calendar, and an email timing calculator matched to your sales cycle length.
Weekly tracker with benchmarks, a 4-month A/B calendar, test log, and timing calculator.
document_scannerPart 4: Subject Line Swipe File & Email Copy Library
50+ tested subject line formulas organized by category, a universal email body template, and a full 7-email B2B SaaS copy library plus a pre-launch checklist.
Subject line formulas by category, a universal body template, and copy-paste B2B SaaS emails.
Tip 1: Make Email #1 Your Best One — Most people read only the first email. Put your highest-value content there. If they love it, they'll keep reading.
Tip 2: Pause the Drip When They Engage — If someone books a demo or starts a trial, stop the sequence immediately. Don't keep sending "Book a demo!" emails.
Tip 3: Start With 3 Emails, Not 7 — Ship a 3-email version first. Once it's working, add more. Don't let perfection stop you from launching.
Tip 4: Recycle Non-Converters Into Long-Term Nurture — If someone finishes the 30-day drip without converting, move them to a monthly newsletter. They might buy in 6 months.