Course Day 3: Creating an Email Funnel

Welcome back to Day 3 of my 5-day LinkedIn email course! By now, you’ve started building an offer and understanding the basics of creating content that sells. Today, we’re going to take it a step further by focusing on how to convert leads, increase customer retention, and close more recurring revenue.

Day 3 of the Course:

  • Convert Leads

  • Increase Customer Retention

  • Close More Recurring Revenue

Alright - Let’s Dive In:

Today’s email dives into the essentials of how I created a streamlined email funnel. While this is a basic implementation, it’s highly effective. If you’re looking to access my complete blueprint for building a high-performing social media funnel, stay tuned—I’ll be sharing more details soon about strategies that have helped me and my clients achieve significant growth.

As you work through this email and start building your email funnels, consider these critical questions:

  • What steps can be eliminated?

  • What steps can be delayed?

  • What steps are absolutely critical?

Evaluating these aspects will help you maximize the efficiency and effectiveness of your email funnels.

Top 6 Email Sequences You’ll Need:

To build a successful email funnel, there are 6 key sequences you’ll absolutely need—make sure to jot these down:

Step 1 | Leads to Signups:

Once you’ve captured email subscribers, the first goal is to demonstrate the value your product or service offers. It’s crucial to balance providing value with not coming off as too pushy.

For me, this process begins with my LinkedIn content, the CTA in my bio, and my landing page. This sequence should reassure your audience that they’ve made the right choice by signing up and guide them toward your offer.

Step 2 | Signups to Onboarding:

Now that you’ve captured your prospect’s email, it’s time to guide them through the onboarding process.

Here’s how you can effectively onboard your new subscribers:

  • Welcome Email: A warm introduction that sets the tone and expectations.

  • Free Templates: Provide valuable resources that they can use immediately.

  • Free Guides: Offer a helpful guide that solves a problem or answers a common question.

  • Access to Private Community: Invite them to join an exclusive group where they can connect with others.

  • Exclusive Content: Share content that’s only available to your subscribers.

The goal here is to showcase the value of what you offer and ensure that your users are on the path to achieving their desired outcomes.

Step 3 | Onboarding to Conversion:

Once your prospects are fully onboarded, it’s time to convert them into paying customers. This is where you can be a bit more direct in driving sales.

Here’s what this email should focus on:

  • Confirm the Product’s Value: Reinforce the benefits they’ve already experienced.

  • Remind Users of the Value: Reiterate how your product or service meets their needs.

  • Capitalize on Onboarding Momentum: Use the positive experience from the onboarding process to encourage them to take the next step.

If this email doesn’t convert your prospects right away, don’t worry—you can send “Value Expansion Emails” later on. For example:

“Hey, did you know our product also allows you to do X?”

Step 4 | Conversion to Retention:

The primary goal of this sequence is to remind your customers of the ongoing value they receive from your product or service. This reinforcement will help secure more recurring revenue and keep your customers engaged.

Step 5 | Retention to Expansion:

This step is essential if you offer a subscription-based service, such as access to templates, a private community, or other ongoing resources.

This is the perfect time to encourage your customers to upgrade and save by switching to an annual plan. If you don’t currently offer an annual plan, consider adding one to your payment options. You might say something like:

“Save 20% by subscribing to our annual plan!”

This approach not only increases your revenue but also helps retain customers for a longer period.

Step 6 | Expansion to Referral:

The best way to gain referrals isn’t by asking every customer directly. Instead, try this approach:

Create an email that includes a simple survey with the question:

“How likely are you to recommend this product/service to others?”

  • 9-10

  • 6-8

  • 3-5

  • 1-2

Those who select the first option (9-10) are your prime candidates for referrals.

Segment these users into a special list, and send them a follow-up email asking for:

  • A Testimonial to share their positive experience.

  • A Referral Link that rewards them with a percentage of each sale they generate.

Referrals can be a consistent and effortless way to bring in extra revenue each month.

Automate the Process:

This might seem like a lot to manage, but it’s not as complex as it sounds.

I use a platform called Beehiiv to automate all of my email sequences. Once your funnel is set up, Beehiiv takes care of the rest, allowing you to focus on creating value for your audience.

The Next Step:

Now that you’ve set up your email funnel, it’s time to create content that not only attracts attention but also converts into sales.

If you’re ready to:

  • Create content that brings in new clients.

  • Grow a dedicated following online.

  • Save hours each week by streamlining your strategy.

  • Take full control of your business growth.

Then stay tuned for tomorrow’s lesson in Day 4 of the course.

While I’m still working on some exciting new resources, I’ll continue to share practical tips that you can implement right away to see results.

See you tomorrow!


Gracie