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How to Get Started with Email Automation for Business Coaches

As a business coach, you need to have an idea of how to get started with email automation. 91% of marketers say that email automation is critical to their success. Companies using email automation realize 51% higher conversion rates compared to those not using automation.

These figures show how important it is for business coaches to prioritize email automation strategies. By implementing email automation you also get to enjoy other benefits of email automation including time-saving, trust-building, and subscriber-educating.

Below, we’ll help you understand the process of automating emails so you can start right away.

What You Need to Get Started

Before we delve into the specifics of how to get started with email automation, here’s what you will need:

  • An awesome email automation platform

  • 3 to 5 quality pieces of evergreen content

  • Time

If you have no content yet, you can search for pre-written automated email campaigns to kick-start your writing.

Important Email Automation Tools

While these apps aren’t a requirement for you to get started with automation, they could come in handy whenever you need them. After all, they could make your work easier and more effective. They include:

  • ZenPen for content

  • Canva for images

  • Customer segmentation for targeting

  • Shopify or Paypal for connecting your shopping cart to your automated series

The Process of Getting Started with Email Automation

Now that you are aware of what you will need, here’s how to get started with email automation.

1. Collect lead information

Place lead forms, landing pages, and even ads throughout your website to collect the necessary information that you need from your prospects. Common fields to include are name, email address, budget, industry, and location.

2. Settle on a Goal

In this step, you’ll need to think about the action you wish to drive from automated emails. For example, are you looking for conversions, a specific number of purchases, or do you simply want people to sign up for a demo of a product?

With a goal in place, it will be easier to work backward towards the development of the content needed for your campaign.

3. Create Content

Even if you don’t have a lot of content in store yet, start with what you already have. Once you have a cache of existing content, you can begin filling in the gaps.

4. Testing

You’ll need to test everything before finding your sweet spot. It’s highly unlikely that the automated emails aren’t going to work for your clients. However, you’ll need to work towards identifying the right messaging and scoring to effectively move leads down the funnel or convert.

Here are some straightforward testing tips:

  • Write different copy

  • Design your emails differently

  • Test with different send times

  • Alternate your subject and pre-header text

5. Do Some Monitoring

Monitor to ensure that leads that are retargeted on ad platforms or emailed outside the nurture campaign aren’t overwhelming the brand.

6. Assess and Optimize

You’ll need to set some realistic expectations and success metrics. This way, you’ll be able to assess their performance with time and adjust them as you go. You should also keep an eye on the number of sends per email.

Noticing that the leads are getting qualified before reaching the end of the funnel is a great sign. However, you should consider reducing the number of emails in the queue to get the most relevant content out as soon as possible.

Now that you are appraised with getting started with email automation, you can also check out these 5 types of emails to send to your list and make the most out of email marketing!

Need Help with Email Automation?

Following the above steps will set you on the right track to getting started with email automation. However, if you need more clarity, you can get in touch. We will give you more personalized insights on getting started with email automation to take your coaching businesses to the next level.


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