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For a sales follow-up email sequence, it can be as simple as manually enrolling them using your CRM or email marketing software. Alternatively, you can use more advanced criteria if your automation software allows it. Examples of triggers include: When a contact fills out a form When a contact visits a particular page When a contact enters a new lifecycle stage When a contact books a meeting And many more. If your CRM records it, and if the data in your CRM is reliable, you may be able to automate around it. (If you’re using HubSpot, you can find more information about HubSpot's enrollment criteria here.) 3. Determine the duration of the sequence and the number of emails required.

As mentioned previously, there's no set timeframe or number of emails. You'll need to get strategic about the touchpoints that are required and the frequency of those. For example, if I know the average sales cycle for my buyer persona is 30 days and I want to fax number list have twice-a-week touchpoints, I'd need to map out around 8 emails. This provides a framework to plan the messaging necessary to get the prospect from A to B. On the other hand, if it's a follow-up email sequence from a face-to-face conversation, you might consider fewer emails before sending yourself a reminder to reach out by phone (yes, this can be automated too). 4. Write the emails for the sequence.

Once you have your framework and you've outlined which emails are needed, it's time to get pen to paper. Here are some resources to help you out: The Ultimate Guide to Email Marketing Sales Email Templates With 60% or Higher Open Rates Keep in mind that each email will be sent to multiple prospects, likely at different times. Your emails should be evergreen, and the information you include should be universal enough to apply to any prospect who fits the criteria you set. However, personalization tokens can be added to provide that custom touch.