5 Email Sequence & Automation Setup

Let’s Get Your Email Sequence Started

Thanks for your purchase.

Answer the questions below so I can understand your business, your audience, what people are signing up for, and what you want them to do next.

You don’t need to write perfect answers. Just give me enough context to understand what you’re selling and who we’re talking to.

About You

Your Name

Business Name

Email Address

Website

What are people signing up for?

For example: newsletter, lead magnet, quiz, consultation request, webinar, free resource, waitlist, etc.

Paste the link to the signup page, form, quiz, or lead magnet.

What happens immediately after someone signs up right now?

If nothing happens yet, just write \u201cnothing.\u201d

Who are these emails for?

Describe the type of person signing up and what they usually want help with.

What problem, need, or goal brought them to you?

What product, service, appointment, or next step do you eventually want these emails to lead people toward?

Paste the link to that offer or next step.

What would you ideally like someone to do after reading the sequence?

For example: book a call, buy a product, request a quote, reply to an email, visit a page, schedule an appointment, etc.

Are there any specific topics you definitely want included?

Are there any common questions or objections customers usually have?

Is there anything I should NOT say or include?

Share any existing emails, sales pages, brochures, social media pages, or other material that would help me understand your voice.

Paste links here.

What email marketing or CRM platform are you using?

Where should this sequence begin?

For example: after someone submits a form, gets a specific tag, joins a list, completes a quiz, or makes a purchase.

Anything else I should know?

I’ll review your answers and contact you if I need anything else before getting started.