Sales Email Sequence Process

Process Street‘s Sale Email Sequence Process has been designed as an aid for you to develop a healthy sales sequence campaign, and reap the benefits from doing so within your sales department.

As you work through Process Street’s Sales Email Sequence Process, you will be presented with form fields for which you are required to populate with your own specific data.

More information on how to use each form field is provided on the ‘Record Checklist Details’ task.

You will also be presented with stop tasks ensuring task order, and our conditional logic feature used to create a dynamic process, catering to your specific needs.

Finally, our dynamic due date feature has been used to enforce task due dates, making sure essential steps are completed in good time.

As a manager, you will begin the process. You can provide an overview of how you would like the campaign to be built by a given team member. You can then delegate the tasks of writing the email campaign to the relevant team members using Process Street’s role assignment feature.

Once the email campaign has been written, it is up to the manager to then provide approval. The relevant employee will not be able to complete this process until approval has been obtained and implemented.

In this Sales Email Sequence Process, you will be presented with the following form fields, which you are required to populate with your own specific data. More information is provided for each form field via linkage to our help pages:

• Subtasks 
• Dropdown
• Short text 
• Date
• Email widget 
• Entering email address 
• Website 
• Dynamic due date 
• File upload 
• Long text
• Multiple choice 
• Role assignment

To begin the Sales Email Sequence Process, enter the required details into the form fields below.

This is a stop task, which means you cannot progress in this Sales Email Sequence Process until the required form fields are complete.

You can also enter a due date for the completion of the Sales Email Sequence Process. This will utilize our dynamic due date feature, notifying you 24 hours before the email sequence should be completed.

In this next section, you can assign tasks to a specific user using our role assignment form fields below. 

This  Sales Email Sequence Process has been designed to split the task of completing a Sales Email Sequence into sections. For example, ‘Record campaign details’ is to be completed by the relevant manager. The production of the actual campaign messages is to be completed by the relevant employee.

To begin your sales email sequence, you can start by defining your campaigns intended goal.

Fill in the below form fields with your own data. You are presented with the long text form field to do this.

Campaign goals need to be SMART: Specific, Measurable, Achievable, Realistic and Timely.

The next stage of this Sales Email Sequence Process is to define the target audience.

If you have a target segment in mind, you can complete the below short text form field indicating this segment.

Alternatively, you can upload your email list using our file upload widget below, or you can copy and paste a URL link of this email list using our website form field.

Using our long text form field, you can then define important recipient details that need to be considered and valuable information to be passed on for the email campaign (if required).

Finally, you are presented with a conditional logic step. Selecting ‘Yes’ or ‘No’ from the dropdown menu will direct you to the relevant step in this process.

By defining a target audience for your campaign, you can develop an effective marketing communicating strategy.

To define a target audience, it is a set of individuals who share similar needs or characteristics that your company hopes to serve.

You can use our email widget to email the campaign details to the assignee. 

A full report of the campaign details has been provided summarizing these details for your review. 

Campaign Details

Sales Email Sequence

Campaign to be completed by {{form.Full_name_of_the_employee}}

Campaign goal 

Intended audience

{{form.Define_the_campaign’s_intended_audience.}}

Intended Impact

{{form.Define_the_campaign_intended_impact.}} 

Desired outcome

{{form.Define_the_desired_outcome_of_the_campaign.}}

Target Audience

Important recipient details 

{{form.Define_important_recipient_details}}

Define the most valuable information

{{form.Define_the_most_valuable_information}}

To write a sales email sequence, start by deciding which action you want your subscriber to take after reading your email.

Is it to click on a link?

Is it to reply to your sales email?

Or is it to buy something?

Write the call to action for that first so you have this goal in mind when writing the rest of your email.

Use an irresistible hook to open your sales email.

Our brains are wired to pay attention to what’s new and exciting and to ignore what we’ve already seen a hundred times before. So by saying something weird or funny or interesting in your sales email’s opening lines, you compel subscribers to sit up and pay attention.

Write the body of your email, using a mix of different psychological principles to convince your audience why they should take the action you ask them to right now.

Don’t ask your audience to take more than one action in one sales email.

The paradox of choice. The more choices you give your audience, the less likely they are to take any action at all because now it’s that much more work for them to decide between all these options.

Focusing on one action you want your subscriber to take will also make your copy that much more powerful because it won’t have to connect the dots between separate topics.

Watch the below video for more information on producing a healthy sales email sequence.

It is time to write your first email for this sales email sequence campaign.

Work through the form fields below to guide you through this process. 

The form fields have been designed to provide you with the option to conduct A/B testing.  

You have the options to add attachments to this first email or to add a relevant URL link. 

You are then presented with a dropdown form field, which represents a conditional logic step in this process. Selecting ‘Yes’ or ‘No’ will direct you to the relevant stage in this process. 

Each stage in this process will follow the same format as this first message. 

A/B testing, also known as split testing, allows you to decipher the best campaign options. In A/B testing you can send two variants of an email to an equal percentage of your mailing list. Observing matrices such as ‘open rate’ and ‘click-through rate’ will then enable you to determine the most effective variant.

It is time to write your second email in the sales email sequence campaign.

Work through the form fields below to guide you through this process. 

It is time to write your third email in the sales email sequence campaign.

Work through the form fields below to guide you through this process. 

It is time to write your fourth email in the sales email sequence campaign.

Work through the form fields below to guide you through this process. 

It is time to write your fifth email in the sales email sequence campaign.

Work through the form fields below to guide you through this process. 

It is time to write your sixth email in the sales email sequence campaign.

Work through the form fields below to guide you through this process. 

It is time to write your seventh email in the sales email sequence campaign.

Work through the form fields below to guide you through this process. 

It is time to write your eighth email in the sales email sequence campaign.

Work through the form fields below to guide you through this process. 

It is time to write your ninth email in the sales email sequence campaign.

Work through the form fields below to guide you through this process. 

It is time to write your ninth email in the sales email sequence campaign.

Work through the form fields below to guide you through this process. 

Once you have created the email series for this campaign, the next stage of the Sales Email Sequence Process would be to obtain the required feedback and managerial approval. 

You are presented with our subtask form field. Check off each task on its completion below. 

Look through the proposed email campaign and provide your feedback in the long text form field below.

Review the feedback provided by your manager and implement this feedback.

This is a stop task. You cannot move forward with the Sales Email Sequence campaign until feedback has been reviewed and implemented.

Feedback provided by managerial feedback

{{form.Provide_feedback}}

• campaignmonitor – The Rules of Email Marketing
• ANA – ANA blogs
• The American Genius – Why You Shouldn’t Underestimate Email Marketing
• econsultancy – Email Remains The Best Digital Channel For ROI
• saasemailmarketing – 44 Best Email Marketing Quotes: From Inspirational to Actionable to Plain Funny
• litmus – May Email Market Share: Mobile Drops For The First Time Since January To 54%
• The Conversion Marketing Glossary – Campaign Objective
• Chron – Why Is Identifying the Target Market so Important to a Company?
• The Amazing Seller – How to Write Emails to Sell a Product! Email Marketing Strategy in 3 Easy Steps! – video
• Image – AbsolutVision, re-sized
• Image – ribkhan, re-sized
• Image – qimono, re-sized
• Image – Pexels, re-sized

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