Comprehensive email automation system designed to convert prospects, retain customers, and maximize lifetime value for SalesStack AI. From welcome sequences to behavioral triggers and re-engagement campaigns.
5-email onboarding sequence delivering immediate value while building trust and establishing product benefits.
Goal: Deliver instant value and set expectations
Key Elements: Free deal health calculator, CRM integration checklist, quick-win tips
CTA: "Get Your Deal Health Score in 2 Minutes"
Goal: Demonstrate product value through specific use cases
Key Elements: Real signals SalesStack identifies, case study snippet, risk detection demo
CTA: "See Your Pipeline Risk Score"
Goal: Build social proof and show transformation potential
Key Elements: Full customer story, before/after metrics, specific workflows
CTA: "Book a Strategy Call"
Goal: Show exactly how SalesStack fits their workflow
Key Elements: Team size-specific recommendations, integration roadmap, ROI calculator
CTA: "Start Your 14-Day Trial"
Goal: Create urgency and drive conversion decision
Key Elements: Limited-time offer, risk reversal, implementation support promise
CTA: "Claim Your Spot" (Strong, time-bound)
Automated email sequences triggered by specific user actions, personalized to their interests and stage in the buyer journey.
3-email sequence for users who viewed pricing but didn't convert
Day 0: "Questions About Pricing?"
Day 2: Case study showing ROI
Day 5: Custom pricing calculator
4-email deep dive into specific features they viewed
Day 0: Detailed feature walkthrough
Day 2: Use case examples
Day 4: Video demo
Day 7: Trial invitation
5-email nurture based on content topic
Day 0: Deliver content + bonus
Day 3: Related insights
Day 7: Implementation guide
Day 12: Product connection
Day 18: Conversion offer
3-email VIP path for power users
Day 0: Exclusive early access offer
Day 2: Founder's roundtable invite
Day 5: Premium tier preview
7-email activation and conversion sequence
Days 1-3: Onboarding + quick wins
Days 5-7: Advanced features
Days 10-14: Conversion push
3-email CRM integration assistance
Day 0: Integration setup guide
Day 2: Common troubleshooting
Day 5: White-glove setup offer
Strategic sequences to keep customers active, upgrade them to higher tiers, and win back churned users.
For users inactive 14+ days. 4-email sequence with new feature highlights, success stories, and "we miss you" personal touch.
Target: 30% reactivation rate
For active users on lower tiers. 5-email value demonstration showing what they're missing with premium features and ROI calculators.
Target: 15% upgrade rate
For churned customers. 3-email sequence with apology, product improvements, and special comeback offer at original pricing.
Target: 10% return rate
Value-first bonuses delivered throughout the customer journey to incentivize action and build goodwill.
Deal Health Calculator + CRM Integration Checklist (delivered in welcome email #1)
"Sales Intelligence Playbook" for users who complete 3+ actions (content download trigger)
1-hour strategy session with sales expert (trial users at day 7)
First month 50% off + custom integration setup (upgrade sequence conversions)
Quarterly "State of Sales Intelligence" report for active customers 90+ days
$500 credit per qualified referral + featured customer story (loyalty program)
Technical setup requirements and key performance indicators to track funnel effectiveness.
Phased rollout approach to test, optimize, and scale the email funnel system.
Set up email platform, implement tracking pixels, build welcome sequence and basic lead magnet automation. Test with small group.
Deploy pricing page and trial user sequences. Set up behavioral tracking for feature pages and high engagement users.
Launch retention sequences, upgrade paths, and re-engagement campaigns. Implement A/B testing framework and optimize based on data.
Continuous testing and improvement. Build advanced segmentation, personalization, and predictive send time optimization. Scale what works.
This comprehensive email funnel strategy demonstrates our systematic approach to customer acquisition, activation, and retention. Ready to discuss how this drives revenue?