After an immediate first email and a follow-up a few days later, the third email in a welcome series should be sent on day eight. This matches the day of the week they signed up, capitalizing on the possibility that this day represents their free time.
A welcome email is more than a confirmation; it's a prime opportunity. Capitalize on the user's peak engagement by immediately including a call to action. For e-commerce, this should be a direct prompt to start shopping, as that is likely why they subscribed.
Instead of just capturing an email, Winnebago created a two-week nurture sequence for brochure downloaders. The series offered deeper product specs, influencer videos, and brand reinforcement, directly leading to a massive, attributable lift in sales for a high-ticket item.
When a lead form is submitted, marketing can instantly trigger a personalized email appearing to be from the assigned sales rep. This bridges the gap before the rep can make a call, acknowledging the lead immediately and setting expectations for a follow-up call.
Instead of automatically disqualifying leads with generic email addresses, track their behavior. A user with a Gmail address who clicks a link about "what to look for when hiring" is showing strong buying signals, making them a qualified lead worth a salesperson's time.
For content like a product brochure, don't force an email submission. Instead, allow an instant download while offering an option to also receive it via email. This respects user intent while still capturing high-intent leads who value the convenience of an inboxed copy.
Instead of showing the same form fields to a known contact, progressive profiling technology recognizes them and asks a new, single question (e.g., "how many employees do you have?"). This builds a richer lead profile without the friction of a long initial form.
The dealership automates a customer satisfaction survey post-purchase. Only customers who provide a perfect 10/10 score receive a follow-up email requesting a Google review, ensuring a stream of positive public feedback while internally addressing anything less than perfection.