Email Marketing Funnel Blueprint - Checklist Workbook

This 8-step checklist workbook guides you through creating a complete email marketing funnel from scratch. Each step includes a focused action item, space for notes, and a completion checkbox. Designed for solopreneurs and small teams who want to turn subscribers into repeat customers without the fluff.

Checklist

• Define your lead magnet and create a one-page opt-in landing page (use tools like Carrd or Leadpages).
• Set up your email marketing platform (e.g., Mailchimp, ConvertKit, or ActiveCampaign) and connect your opt-in form.
• Write your welcome sequence: 3 emails (intro, deliver lead magnet, set expectations). Aim for 40-50% open rate.
• Map your 5-email nurture sequence: value, story, social proof, soft offer, hard offer. Include 2-3 CTAs per email.
• Design your abandoned cart sequence (if ecommerce): 3 emails within 24 hours, with 20% discount code in email 2.
• Create your re-engagement sequence for inactive subscribers (no opens in 90 days): 2 emails, then a sunset policy.
• Set up automated tags and segments (e.g., by interest, purchase history, engagement score) for targeted follow-ups.
• Test your entire funnel with a small list (10-20 people), fix broken links, and schedule your first broadcast campaign.

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