Send an email sequence to leads that attended an event such as a customer conference, trade shows, booth visits, webinars, or demos and expressed a high interest in buying. Use your email sequence to follow up with the lead immediately, thank them, and give them a contact point to reach. The follow-up emails remind prospects of the event and offer to help schedule an appointment or help them make a purchase. Email Sequence Introductory Email: Introduce yourself and thank the attendee for attending the event. Acknowledge what was taught and how the prospect showed interest in your offering. Provided an overview of your offering for them to learn more. Ask for a meeting. Reminder Email: Remind them that you are available to help. Provide some industry best practices your company has developed that they can learn. Ask for a meeting. Referral Email: Ask them for a referral if they are not the right person. Provide a company overview that they could share with others introducing your offering. Request they provide the next steps. Final Invite Broad Email: Give them some examples of best practices they may choose to implement. Let them know they can reach out anytime for help. Personalize <>: Contact First Name and Contact Company Add Content [[insert_content]]: Overview of Service, Industry Best Practice Case Studies, Company Overview, Best Practices Email Best Practice The subject line between 28 and 50 characters. Three to four words. Email body between 50 to 125 words of text. Remove extra words from the email body. Make your email closing lines powerful and intriguing. Personalize your email content and keep it conversational. Answering three key questions—what are you offering? How will it help the reader? What should they do next? Send out 2 to 5 emails per month. Use 1 to 3 images. Emails should be at a third-grade reading level. Best Practices Get a list of people who attended your event and expressed interest in buying your product or service. You will be their first point of contact for the event. Based on their responses to surveys, comments, industry, and any other information you have on the prospect, assign event attendees into various segments. Assign a segment to a particular salesperson or virtual assistant. Create a tailored message for each segment that focuses on the product or service that the attendee expressed interest in purchasing. Modify the following email sequence and tailor it to your message and content. Launch your campaigns focused on each segment. Get Started Click the link below to view this template and use it in your next campaign.

Send an email sequence to event leads, such as a customer conference, trade shows, booth visits, webinars, or demos, who are not immediately interested but require nourishing. Use your email sequence to thank, educate, and eventually invite event attendees. The follow-up emails remind prospects of the event and offer more information to inform the prospect on the event topic, which will help them make a buying decision. Email Sequence Introductory Email: Introduce yourself and thank the attendee for attending the event. Acknowledge what was taught at the event and how you can help them implement a solution. Provide an overview with added resources. Let them know you are here to help. Reminder Email: Remind them that you are available to help. Provide some industry best practices that go with the theme of the event. Ask for a meeting. Referral Email: Ask them for a referral if they know anyone that can use your offering. Provide a company overview that they could share with others introducing your offering. Thank them in advance for any referral. Final Invite Broad Email: Give them an overview of all your services in case they may be looking to solve additional problems they may have that you did not discuss. Let them know they can reach out anytime, and if they are interested, you can send them more best practices. Personalize <>: Contact First Name and Contact Company Add Content [[insert_content]]: Event Topic Resources, Best Practices, Industry Best Practice Case Studies, Company Overview, Overview of Service Email Best Practice The subject line between 28 and 50 characters. Three to four words. Email body between 50 to 125 words of text. Remove extra words from the email body. Make your email closing lines powerful and intriguing. Personalize your email content and keep it conversational. Answering three key questions—what are you offering? How will it help the reader? What should they do next? Send out 2 to 5 emails per month. Use 1 to 3 images. Emails should be at a third-grade reading level. Best Practices Get a list of people who attended your event but are not interested in buying since they did not respond to your first point of contact. Based on their responses to surveys, comments, industry, and any other information you have on the prospect, assign event attendees into various segments. Assign a segment to a particular salesperson or virtual assistant. Create a tailored message for each segment with relevant content that will interest companies in that segment. Modify the following email sequence and tailor it to your message and content. Launch your campaigns focused on each segment. Focus your campaign on informing and educating. Get Started Click the link below to view this template and use it in your next campaign.

Send an email sequence to leads as their first point of contact following an event such as a customer conference, trade shows, booth visits, webinars, or demos. Use your email sequence to thank attendees and to find out who is interested in your offering. The follow-up emails remind prospects of the event and offer more information to see if the prospect could now be interested or knows someone that may. Email Sequence Introductory Email: Introduce yourself and thank the attendee for attending the event. Acknowledge what was taught at the event and how you can help them implement a solution. Provide an overview with case studies. Ask for a meeting. Reminder Email: Remind them that you are available to help. Provide some industry best practices your company has developed that they can learn. Ask for a meeting. Referral Email: Ask them for a referral if they are not the right person. Provide a company overview that they could share with others introducing your offering. Request they provide the next steps. Final Invite Broad Email: Give them an overview of all your services in case they may be looking to solve additional problems they may have that you did not discuss. Let them know they can reach out anytime. Personalize <>: Contact First Name and Contact Company Add Content [[insert_content]]: Best Practices, Industry Best Practice Case Studies, Company Overview, Overview of Service Email Best Practice The subject line between 28 and 50 characters. Three to four words. Email body between 50 to 125 words of text. Remove extra words from the email body. Make your email closing lines powerful and intriguing. Personalize your email content and keep it conversational. Answering three key questions—what are you offering? How will it help the reader? What should they do next? Send out 2 to 5 emails per month. Use 1 to 3 images. Emails should be at a third-grade reading level. Best Practices Get a list of people who attended your event. You will be their first point of contact for the event. Based on their responses to surveys, comments, industry, and any other information you have on the prospect, assign event attendees into various segments. Assign a segment to a particular salesperson or virtual assistant. Create a tailored message for each segment with relevant content that will interest companies in that segment. Modify the following email sequence and tailor it to your message and content. Launch your campaigns focused on each segment. Get Started Click the link below to view this template and use it in your next campaign.

Send an email sequence to prospects who have previously shown interest but have gone unresponsive, untouched, for more than 90 days, or closed/lost. The follow-up emails introduce a new account manager and offer more information to see if the prospect could now be interested or knows someone that may. Email Sequence Introductory Email: Introduce yourself as their new account manager. Let them know how you can help them and provide them an overview of current services your company has introduced since they last engaged. Ask for a meeting. Reminder Email: Remind them that you are available to help. Provide some industry best practices your company has developed that they can learn. Ask for a meeting. Referral Email: Ask them for a referral if they are not the right person. Provide a company overview that they could share with others introducing your offering. Request they provide the next steps. Final Invite Broad Email: Give them an overview of all your services in case they may be looking to solve additional problems they may have that you did not discuss. Let them know they can reach out anytime. Personalize <>: Contact First Name and Contact Company Add Content [[insert_content]]: New Feature Overview, Industry Best Practice Case Studies, Company Overview Video, Overview of Service Email Best Practice The subject line between 28 and 50 characters. Three to four words. Email body between 50 to 125 words of text. Remove extra words from the email body. Make your email closing lines powerful and intriguing. Personalize your email content and keep it conversational. Answering three key questions—what are you offering? How will it help the reader? What should they do next? Send out 2 to 5 emails per month. Use 1 to 3 images. Emails should be at a third-grade reading level. Best Practices Find prospects in your CRM who have not been contacted for 90 days and who have engaged with your company. Based on prior engagement, industry, and other data, divide the buyer into different segments Assign a segment to a particular salesperson or virtual assistant. Create a tailored message for each segment with relevant content that will interest companies in that segment. Modify the following email sequence and tailor it to your message and content. Launch your campaigns focused on each segment. Get Started Click the link below to view this template and use it in your next campaign.

Send an email sequence to inbound leads who have gone dormant after the salesperson reached out to them for the first time. The follow-up emails remind prospects of their initial contact and offer more information to see if the prospect could now be interested or knows someone that may. Email Sequence Introductory Email: Introduce yourself and remind the prospect of the last engagement they had with your company. Let them know how you can help them and provide them an overview of current services your company has introduced since they last engaged. Ask for a meeting. Reminder Email: Remind them that you are available to help. Provide some industry best practices your company has developed that they can learn. Ask for a meeting. Referral Email: Ask them for a referral if they are not the right person. Provide a company overview that they could share with others introducing your offering. Request they provide the next steps. Final Invite Broad Email: Give them an overview of all your services in case they may be looking to solve additional problems they may have that you did not discuss. Let them know they can reach out anytime. Personalize <>: Contact First Name and Contact Company Add Content [[insert_content]]: New Feature Overview, Industry Best Practice Case Studies, Company Overview Video, Overview of Service Email Best Practice The subject line between 28 and 50 characters. Three to four words. Email body between 50 to 125 words of text. Remove extra words from the email body. Make your email closing lines powerful and intriguing. Personalize your email content and keep it conversational. Answering three key questions—what are you offering? How will it help the reader? What should they do next? Send out 2 to 5 emails per month. Use 1 to 3 images. Emails should be at a third-grade reading level. Best Practices Find prospects in your CRM who are inbound lead that showed interest but never responded to a salesperson. Your campaign will be their second point of contact. Based on prior engagement, industry, and other data, divide the prospects into different segments. Assign a segment to a particular salesperson or virtual assistant. Create a tailored message for each segment with relevant content that will interest companies in that segment. Modify the following email sequence and tailor it to your message and content. Launch your campaigns focused on each segment. Get Started Click the link below to view this template and use it in your next campaign.

Send an email sequence to prospects who have previously shown interest but have gone unresponsive, untouched, for more than 90 days, or closed/lost. The follow-up emails remind prospects of their initial contact and offer more information to see if the prospect could now be interested or knows someone that may. Email Sequence Introductory Email: Introduce yourself and remind the prospect of the last engagement they had with your company. Let them know how you can help them and provide them an overview of current services your company has introduced since they last engaged. Ask for a meeting. Reminder Email: Remind them that you are available to help. Provide some industry best practices your company has developed that they can learn. Ask for a meeting. Referral Email: Ask them for a referral if they are not the right person. Provide a company overview that they could share with others introducing your offering. Request they provide the next steps. Final Invite Broad Email: Give them an overview of all your services in case they may be looking to solve additional problems they may have that you did not discuss. Let them know they can reach out anytime. Personalize <>: Contact First Name and Contact Company Add Content [[insert_content]]: New Feature Overview, Industry Best Practice Case Studies, Company Overview Video, Overview of Service Email Best Practice The subject line between 28 and 50 characters. Three to four words. Email body between 50 to 125 words of text. Remove extra words from the email body. Make your email closing lines powerful and intriguing. Personalize your email content and keep it conversational. Answering three key questions—what are you offering? How will it help the reader? What should they do next? Send out 2 to 5 emails per month. Use 1 to 3 images. Emails should be at a third-grade reading level. Best Practices Find prospects in your CRM who have not been contacted for 90 days and who have engaged with your company. Based on prior engagement, industry, and other data, divide the buyer into different segments Assign a segment to a particular salesperson or virtual assistant. Create a tailored message for each segment with relevant content that will interest companies in that segment. Modify the following email sequence and tailor it to your message and content. Launch your campaigns focused on each segment. Get Started Click the link below to view this template and use it in your next campaign.

Send an email sequence to a key set of companies you are targeting to be potential clients in a similar industry. You will be targeting a team of people in those companies that will decide on buying your offering. Introduce to them their account manager and offer your services to help. The follow-up emails include thought leadership, case studies, and an offer to help. Email Sequence Introductory Email: Introduces yourself as a strategic account manager for the prospect over their industry/vertical. Let them know how you can help them and provide them an overview of your company. Ask for a meeting. Reminder Email: Remind them that you are available to help. Provide some industry best practices your company has developed that they can learn. Ask for a meeting. Referral Email: Ask them for a referral if they are not the right person. Provide a few best practice case studies that they could share with others introducing your offering. Request they provide the next steps. Final Invite Broad Email: Give them an overview of all your services in case they may be looking to solve additional problems they may have that you did not discuss. Let them know they can reach out anytime. Personalize <>: Contact First Name, Contact Company, And Company Industry Add Content [[insert_content]]: Overview Of Company, Industry Best Practice Case Studies, Company Overview Video, Overview of Service Email Best Practice The subject line between 28 and 50 characters. Three to four words. Email body between 50 to 125 words of text. Remove extra words from the email body. Make your email closing lines powerful and intriguing. Personalize your email content and keep it conversational. Answering three key questions—what are you offering? How will it help the reader? What should they do next? Send out 2 to 5 emails per month. Use 1 to 3 images. Emails should be at a third-grade reading level. Best Practices Decide upfront on key industries you are targeting and companies you want to win as customers within those industries. You can use LinkedIn or the company website to identify the right team of people that will make a buying decision. Target multiple people in a company. Once you identify the people in a company, use a service to find their email address and contact information. Create a list of companies and assign those companies to a particular salesperson or virtual sales assistant. Create a tailored offering for each segment and content to get them interested. Modify the following email sequence and tailor it to your offer and content. Launch multiple campaigns for each segment identified. Get Started Click the link below to view this template and use it in your next campaign.

Send an email sequence to a prospect who signed up for a trial of your product. The follow-up emails will include helpful content to help the buyer learn more about your product and provide them reasons to subscribe to your service. Email Sequence Introductory Email: Introduces yourself and thank them for signing up for your service. Advise on where they can find help and some helpful tips to get started. Case Study Email: Share with them another tip and give them an example of what other customers are doing to benefit from the product. Time Is Running Out Email: Remind them the trial is almost over, and they have not subscribed. Offer them help if they need assistance. Remind them of helpful demos they can watch. Final Reminder Email: Let them know this is a final reminder that their trial is almost over, and they can log in and upgrade anytime. Ask if they have any colleagues that would benefit from your software. Provide an overview demo they can send to their colleague. Personalize <>: Contact First Name, Trial End Date Add Content [[insert_content]]: Video Tip 1, Video Tip 1, Help Center, and Overview Demo Email Best Practice The subject line between 28 and 50 characters. Three to four words. Email body between 50 to 125 words of text. Remove extra words from the email body. Make your email closing lines powerful and intriguing. Personalize your email content and keep it conversational. Answering three key questions—what are you offering? How will it help the reader? What should they do next? Send out 2 to 5 emails per month. Use 1 to 3 images. Emails should be at a third-grade reading level. Best Practices Have a list of questions you ask when the buyer is signing up for your product trial. Based on how the buyer answers those questions, divide the buyer into different segments and tailor each segment's content. Create a tailored offering for each segment and content to help them accelerate their buying decision. Modify the following email sequence and tailor it to your offer and content. Launch multiple campaigns for each segment identified. Get Started Click the link below to view this template and use it in your next campaign.

Send an email sequence to a prospect who commented on a social media platform that suggests buying intent. The follow-up emails will include helpful content to inform the buyer and help them accelerate their buying decision. There are four emails in this sequence. Email Sequence Introductory Email: Introduces yourself and how you enjoyed their comment and agreed with their statement. Then you introduce your relevant offering with a video and ask to schedule a meeting. Reminder Email: Remind them of your video and provide added value to their comment with relevant content. Ask for a meeting. Referral Email: Ask them for a referral if they are not the right person. Provide a company overview that they could share with others introducing your offering. Request they provide the next steps. Final Invite Broad Email: Give them an overview of all your services in case they may be looking to solve additional problems they may have that you did not discuss. Let them know they can reach out anytime. Personalize <>: Contact First Name, Contact Company, Social Network Name/Blog Name, Contact Blog Post, Contact Blog Post Author, Contact Comment Link, and Contact Comment Topic. Add Content [[insert_content]]: Video About A Topic, Posts About The Topic, Company Overview, Case Study, and Overview Of All Services. Email Best Practice The subject line between 28 and 50 characters. Three to four words. Email body between 50 to 125 words of text. Remove extra words from the email body. Make your email closing lines powerful and intriguing. Personalize your email content and keep it conversational. Answering three key questions—what are you offering? How will it help the reader? What should they do next? Send out 2 to 5 emails per month. Use 1 to 3 images. Emails should be at a third-grade reading level. Best Practices Assign someone to join social media groups, forums, and sites that get much engagement where potential prospects hang out. Read posts and comments made and identify potential prospects based on their engagement. Find several companies that have the same general problem and require the same skills. Build a prospect list. You may end up with several segments of prospects that have different needs. You can use LinkedIn or the company website to identify the right team of people that will make a buying decision. Target multiple people in a company. Once you identify the people in a company, use a service to find their email address and contact information. Create a tailored offering for each segment and content to get them interested. Modify the following email sequence and tailor it to your offer and content. Launch multiple campaigns for each segment identified. Get Started Click the link below to view this template and use it in your next campaign.

You can create your best practice playbook for your organization. Your Playbook will be only visible to your organization members, and they can use it to easily set-up their future campaigns. To create a playbook, click on Playbooks in the menu and then Add Playbook. Creating a playbook is easy. First, you need to enter some information to describe your Playbook. Enter a playbook title, description, best practice explanation, and cover image. Also, you can add a playbook category and vertical if you desire. Next, you will create your email sequence. Your Playbook could have a single email or an email sequence. There is a place for you to copy and paste or write your email. Click on the plus button to add a new email to the sequence. You can specify how often emails will be sent, what time and day they will send, and when the sequence will stop for each receiver. You can also add an unsubscribe link to your email. When adding an email to an email sequence you can: add personalization tags, decide if emails will be replies to emails or a new email thread, choose to send a text or HTML email, add a banner, or use an existing email template you saved. Each email you create is added to the sequence, and a date is automatically generated based on your campaign settings. The dates are set by default, and each Playbook user can change settings and the email once they choose to use the Playbook. Once you are done, you are ready to publish your Playbook. Click on Save, and your Playbook will be published. Only your organization team members will be able to see this Playbook. After publishing your Playbook, you will see your Playbook in the playbook library, and anyone in your organization can choose to use your Playbook. To edit or delete your Playbook, you can click on your Playbook and click view. You have succesfully published your Playbook, and you can edit or delete it anytime. Only administrators, the owner, or the playbook creator can edit or delete the Playbook. Now that you know how to create a playbook, you can create many more. If you have not signed up, you can get started for free today. Get started and invite your team.

Playbooks are best-practice email sequences we created to help you get started with your email marketing campaign. You can select from our growing list of playbooks an email sequence that you want to use for your next campaign. Let me show you how. To look through the playbook library, you first need to go to Playbook in the navigation. Then click on the playbook library. You can filter playbooks by categories and verticals to find the best Playbook for your campaign. To learn more about each Playbook, you can hover over the playbook image and click view. If you already used this Playbook before, you can click on use and get started. After clicking on view, you can read the Playbook's description and read about the best practices on how to get it implemented. If you want to see all the emails in the sequence, you can click on the Sequence button. You can preview the emails in order of their send date. The emails already have the personalization tags and labels describing areas where you can customize the email text. If you want to use this email sequence, you can click the button Use Playbook. When you click on the Use Playbook button, a new email campaign will be created for you with the playbook email sequence you selected. Name your campaign, choose a page for your campaign, and choose who will be sending emails. The page you select will be your landing page for your campaign's content. You can check that the email sequence has been added to your campaign by clicking on Create Your Message. There you will find all the email sequences from the Playbook ready for you to use. You can click on edit on any of the emails, and you can start customizing your email for your campaign. The Playbook is fully editable, and you can use the Playbook to create your playbooks that you can save for future re-use. If you have not signed up, you can get started for free today. Get started and invite your team.

Senders are members who send emails for your organization. They send their emails, or you can send emails for them. Adding a sender is easy with Sales Innovator, and Sales Innovator takes care of the invitation process and makes it easy for you to manage senders. There are two types of senders: virtual senders who are virtual sales assistants who can send emails for you, with you controlling them, or real senders who are real people who can send their emails, or you can send emails for them. To manage or add senders, you click on the Senders navigation link. This section is different from adding team members since it is only focused on managing your senders, and all team members and senders can see this section. All senders who can send emails for your organization are listed in manage senders. When their email accounts are connected, their status is Ready. When invited, their status will be pending, and when they accepted the invitation, their status is accepted. There are three ways to add a sender. The first way is to add the sender by entering their profile manually. You can decide if the sender is real or virtual before adding the sender. Once you add a sender as virtual, you cannot switch it back to real. The second way is to search for members in your organization and add them as senders. You can also go to Members and switch the sender status to Yes. When trying to add many senders, you can use the file option. First, download the example spreadsheet and use it to add your senders to the spreadsheet. I will show you how to upload and edit senders in bulk. To upload many senders, you will need to enter their first name, last name, email, company name, company URL, and type as required fields. Other fields are not mandatory. The type field describes if the sender is a real or virtual one. If you are using SMTP, you can enter the SMTP details for the sender, and Sales Innovator will connect the sender automatically. You can also enter a link to a sender profile picture and use the link to get the sender's picture. Uploading these added details will save you time when adding many senders. You can add as many senders as you want to your spreadsheet, and they will be added as senders to your organization. Before the senders get added, you will be able to preview the senders and ensure that all their information has been entered succesfully. Once senders are added, you will see them listed in the managed senders and the member's section. You can also view their profile data and see if it is correct. By clicking on the action button, you manage your senders by editing their profile, deleting the sender, connecting their email account, or refreshing their email account's connection to make sure it is valid. If you need to make changes to the profile, you can edit the profile and update their contact information. The contact information will be shown in email and landing page personalization, so make sure it is correctly entered. If a sender has not connected their email account, you can connect their email account for them, or each sender can connect their account. You can also verify if an account is connected by clicking refresh, and Sales Innovator will notify you if an account is succesfully connected. Now that you are connected, your sender is ready to start sending emails for all your senders.