Email sequence

Definition
A short, tightly aimed run of emails to one person, each assuming the last one landed, built to move them through one stretch of the journey.

Why it matters

A sequence does the patient follow-up that a person would otherwise do by hand. Sales time goes to people who are ready to talk, while the sequence warms up everyone else. Because it aims at one outcome, it stays coherent in a way a long, broad stream does not. It also produces signals. An open hints at interest, a click shows what the person cares about, and silence usually means poor fit or poor timing.

How to apply it

  • Define the end before writing. What does the reader already know, and what is the one action the last email should produce?
  • Make each email work alone, because some recipients read only one and may read them out of order.
  • Set an exit rule. The moment someone replies, clicks through or books, remove them and hand them to a person.
  • Leave a few days between emails.
  • Track completion, conversion and the time it takes people to act, then adjust timing and copy.

What it is

A sequence has a clear start and a clear end. The start is an event, such as a download or an enquiry. The end is one action, such as a booked call. In between sit three to six emails, each building on the one before. It is shorter and sharper than a drip campaign, which is a longer stream that keeps a wider audience warm.

Common mistakes

  • Treating a reply as a cue to send more.
  • Writing each email as a reminder of the last one, with nothing new in it.
  • Using one sequence for people at very different stages.
Worked example

Suppose a consultancy wants to follow up people who download its planning checklist. The sequence has four emails over twelve days: a summary of the checklist, a short case example, a question about one planning problem, and an invitation to a call. Each email has to make sense on its own, because some readers will skip ahead. The sequence has one end, a booked call, and everything before it serves that aim.

In the first month 300 people enter the sequence. Mailshake runs the four emails from one dashboard on the planned days. Eighteen people book, and the sales lead spends her time on them. After the second week the team swaps the order of two emails, since the case example gets the most clicks.

Tools in the example

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  1. Article

    Trigger

    The event that starts a sequence.

  2. Article

    Lead

    The person the sequence tries to move forward.

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    Qualification rate

    Shows how many people moved on are worth pursuing.