Email Sequences Checklist

• Automated Sequences
  • Confirmation of Registration Sequence –
    • Add a tag “SHORT NAME OF Challenge registrant” – eg 100MP Registrant
    • 1 email confirming they are registered (regular)
    • OR 1 email confirming they are registered for Platinum/VIP/free registrants – same language with tweaks with the appropriate links for each section
  • 3 Reminders to Attend the Event Sequence (Day 1, Day 2, Day 3) –
    • 2 Emails & 1 SMS –
      • 2 emails per day (2 hrs before and 15 minutes before)
      • 1 sms 5 minutes before kick off
    • Add automations to wait for the event to start
    • Separate emails for Platinum/VIP/free registrants – same language with minor tweaks with the appropriate links.
  • PITCH Emails
    • 3 emails inviting regular registrants to upgrade to Platinum
      • After registration for 3 days (if early enough before the event starts)
      • Days 1 & 2 recap emails should include an invitation to upgrade to platinum
      • If they purchase platinum – Add Tag “CHALLENGE NAME Platinum” (Same for VIP)
    • 3 Book a call
      • Day 3 recap email should invite them to book a call for DREAM
        • This email would go to EVERYONE who registered for the event.
      • Then each day for the next 3-4 days you have scheduled emails inviting them to do the same.
      • Make sure to include link to your booking page
    • 3 Apply Emails
      • Set up automation so if they DID book a call, they get invited to fill the application form.
      • Set up automation so EVERYONE who registered for the event gets an email inviting them to apply for free consultation towards DREAM
      • Make sure to include link to the application form
      • Add Tags for Applied – and reminders for not applied (to those who don’t have that tag)

• Not Automated Sequences
  • Recap Emails (NOT AUTOMATED)
    • Should have a fun recap of the event
    • Include screenshots of the chat or comments said during the event
    • Day 1 and 2 – include link to join FB group so they catch the next day
      • Include link to upgrade to platinum
    • Day 3 – link is only to book a call.

SUMMARY

1. Once they register for free – add a tag for “Challenge registrant”
2. Soon as they register, send 3 emails (spaced out) for upgrade to Platinum before the event starts, and send Platinum upsell emails after Day 1 and 2 each day during the challenge
3. 15 mins after registration send confirmation email/SMS
4. Wait for Platinum/VIP purchase
5. Wait 1 day – you forgot to register for Platinum
6. Wait 1 day – you forgot to register for Platinum
7. If they purchase platinum – Add Tag “Platinum”
8. Email “Congrats” You have a Platinum pass and include the link to the Zoom call,
   Also send SMS – Congrats you’re in Platinum, link to FB group and community group (Signal etc)
9. If they Purchase VIP – – Add Tag “CHALLENGE NAME VIP”
10. Create separate sequences for Platinum, VIP, and free registrants- adjust tags accordingly
11. Email “Congrats” You have a VIP pass and include the link to the Zoom call, SMS – Congrats, link to community app
12. Day 3: the Pitch, 3 emails to apply now, links to the application
13. Add Tags for Applied, not applied – and reminders for not applied
14. 3 Emails to Book a call