The Email System
Below is a structured email marketing strategy designed to turn email lists into high-paying clients through lead magnets, email sequences, and follow-ups. This guide contains all steps and instructions you’ll need. Read on to learn how to implement and execute.
Overview of the System
Flow of the System
Lead Magnet Offer ↓ User Opts-In (via LinkedIn Post, Profile, or DM) ↓ Deliver Lead Magnet Immediately ↓ 14-Day Email Nurture Sequence ↓ Transition to Regular Weekly Emails (3 per week) ↓ Monthly Offer Campaign (Whisper → Tease → Shout) ↓ Structured Follow-Up for Interested Leads
Goal: Consistently nurture leads, convert them into clients, and maintain high engagement without spamming your list.
Key Benefits:
- Build trust by giving free value upfront.
- Showcase your expertise with nurturing emails.
- Stay top of mind with a consistent cadence.
- Make monthly offers that “invite” people to work with you (avoiding spammy pitches).
- Build trust by giving free value upfront.
Step 1: Capture Leads with Lead Magnets
What to Do
- Offer valuable free content in exchange for an email. Refer to the Lead Magnet Playbook for valuable content ideas.
- Post links to the lead magnet in your LinkedIn content, profile, and direct messages.
- Example: Write a piece of content where, if they want more information, they click the link in your post and provide their details in exchange for the free content.
- Example: Add a lead magnet directly in your LinkedIn profile so that profile viewers convert to leads.
- Example: Use these lead magnets you create in your DMs. See how to use them to build trust in the Sell By Chat Playbook.
Examples of Effective Lead Magnets
(Refer to the Lead Magnet Playbook to come up with valuable content.)
- Free guides (e.g., “How to Fix Your LinkedIn Profile in 5 Steps”)
- Video trainings (e.g., “The #1 DM Strategy to Land More Clients”)
- Notion checklists (e.g., “LinkedIn Content Calendar Template”)
- Email swipe files (e.g., “Our Best-Performing Cold Email Templates”)
- Live classes/webinars (e.g., “How to Land 5 Clients in 30 Days”)
Once They Opt-in
- They receive the free resource immediately.
- They are redirected to book a call (optional).
- They enter a 14-day email nurture sequence.
Step 2: 14-Day Email Nurture Sequence
You’ll send a series of emails over 14 days to build rapport, address key pain points, and offer opportunities to reply/book calls.
Email 1 (Day 1): Welcome & Lead Magnet Delivery
Subject: Here’s your [Lead Magnet Name]
Content:
- Thank them for downloading.
- Deliver the lead magnet (include link or attachment).
- Set expectations: upcoming emails will help them with 3 key challenges (the biggest things your ideal client faces). The reason for multiple challenges is to pique their interest in the one they’re most concerned about now.
- Soft CTA:
- “If you’re looking for help with solving X, reply ‘INSERT SIMPLE WORD’ and let’s chat.”
- Tip: Pick 1 unique word that you use for everything so you can always track it and it won’t appear randomly in other emails.
- “If you’re looking for help with solving X, reply ‘INSERT SIMPLE WORD’ and let’s chat.”
Note: “I will have some template scripts completed for this.”
Email 2 (Day 2): Identifying Their Biggest Problem
Subject: Make it look like it’s an internal email – e.g. “How to…”
Content:
- Ask them one super simple question that is easy to answer.
- Goal: get them to reply.
- Example: “What type of clients do you work with?”
Email 3, 4 & 5 (Day 5, 9, and 12): PROBLEM 1
Subject: THE PROBLEM
Content:
- You will send 3 similarly structured emails on days 5, 9, and 12, each addressing a different major problem (Problem 1, Problem 2, Problem 3).
- Use the Problem → Agitate → Solution framework:
- Talk about the issue,
- Why it matters and how it could hurt them,
- Present a quick solution.
- Talk about the issue,
- Optionally, attach a link to a short Loom or YouTube video demonstrating how to solve the problem. This can be just a 5-minute screen share; do not overthink it.
- You could also reference a client case study on how they solved this exact issue.
- Main point: Make them feel you deeply understand their problem and why it matters. You know the problem better than they can describe it.
- Ensure this is a PAINKILLER problem (not a vitamin). Something they NEED to fix.
- Add a P.S. at the end with an offer:
- “P.S. If you’re a [INSERT AVATAR] and want to solve [PROBLEM], reply with ‘X’ and let’s have a chat.”
- This optional P.S. allows them to reach out if the pain point resonates, without feeling forced.
- “P.S. If you’re a [INSERT AVATAR] and want to solve [PROBLEM], reply with ‘X’ and let’s have a chat.”
Email 6 (Day 14): Last Chance Before Regular Emails Start
Subject: Work with me?
Content:
- The goal is to invite them to work with you, not to pitch.
- Reminder: Summarize what they’ve learned so far.
- Ask if they’re serious about improving X.
Examples:
- Group coaching offer:
- “I’m going to work with a small private group of X next month to get OUTCOME without PAIN. Would you like to join us?”
- Financial Advisor Offer:
- “I’m looking to work with 2 more private clients who are Enterprise Sales Reps earning $300k-$500k/yr with fluctuating revenue, who want to implement a system to build multi 7-figure generational wealth.”
- Group coaching offer:
CTA: “Reply ‘X’ if you might be interested.”
After prospects complete this 14-day email sequence, they move to the regular weekly email cadence.
- Goal of the 14-day nurture: capture the 3% who might be ready to buy right now.
- The rest will continue receiving weekly emails, building trust over time.
Tip: Once set up, you don’t have to keep rewriting these. You can extend it or add more emails, but start here and optimize later. Implementation beats perfection.
Step 3: Regular Email Cadence (3 Emails Per Week)
Key point: The golden number is 3 emails per week. If that’s too stressful, reduce it. You could send just 1 email per week or 1 every two weeks. Adjust as needed.
- Why max 3? Our testing shows that exceeding 3 per week can drive down effectiveness.
- You can change days, times, or order. Just start, then adjust once you have data.
Suggested Cadence
Email 1 (Monday): Story + Lesson
- Share a personal experience or story. (Sometimes the more random, the better.)
- Relate it back to what you sell and why it’s important.
- End with a soft CTA:
- “If this sounds like you, I’m going to be working with X people to achieve Y in [TIMEFRAME]. Reply with ‘X’ if you might be interested.”
- Share a personal experience or story. (Sometimes the more random, the better.)
Email 2 (Wednesday): Case Study or Social Proof
- Show a transformation (before/after). Doesn’t have to be huge; even a small win is fine.
- Use Problem → Agitate → Solution (PAS):
- Problem: what was the issue before working with you?
- Agitate: why this was painful or frustrating.
- Solution: how they worked with you and overcame it.
- Problem: what was the issue before working with you?
- Include a screenshot, link to a testimonial video, or just a written testimonial.
- End with a soft CTA:
- “If you’re looking to solve this like [PERSON], respond with ‘X’ and let’s chat.”
- Show a transformation (before/after). Doesn’t have to be huge; even a small win is fine.
Email 3 (Friday): Free Resource or Extra Value
- Over time, you’ll create assets (templates, calculators, short Loom videos, etc.).
- Offer these in the email.
- Example:
- “I was chatting with my client Sean, a Financial Advisor from Sydney. He said these 5 content templates from our program helped him generate 12 leads last month. Would you like me to share them with you?”
- Or, “I just recorded a 15-minute training video on [PROBLEM] so you can achieve [SOLUTION]. Would you like me to send it?”
- “I was chatting with my client Sean, a Financial Advisor from Sydney. He said these 5 content templates from our program helped him generate 12 leads last month. Would you like me to share them with you?”
- Goal: get them to reply.
- Once they reply, you can start a conversation. E.g., “Here it is [NAME], I think for you template #2 would work really well. By the way, what type of clients do you work with?”
- Once they reply, you can start a conversation. E.g., “Here it is [NAME], I think for you template #2 would work really well. By the way, what type of clients do you work with?”
- Optional: Add a P.S. statement inviting them to chat, similar to the Story or Case Study emails.
- Over time, you’ll create assets (templates, calculators, short Loom videos, etc.).
Step 4: Monthly Offer Campaign (Whisper → Tease → Shout Method)
Because you’ll be adding more people to your list over time (and their life situations may change), you want to regularly invite them to work with you. We use the Whisper, Tease, Shout method once a month:
Whisper (Weeks 1-3)
- You’re softly making offers in each of your weekly emails already (in the CTA or P.S.).
- People won’t get annoyed because it’s subtle.
- You’re softly making offers in each of your weekly emails already (in the CTA or P.S.).
Tease (Week 4, First Email)
- Let them know something is coming in a couple of days. A simple, plain-text email to pique curiosity.
- Examples:
- “Tomorrow I’ll send you an invite to an awesome challenge we’re running next week to help [AVATAR] achieve [OUTCOME]. Stay tuned!”
- “Next month, I have 3 slots opening up to work with [AVATAR] to solve [PAIN] and get [OUTCOME]. I’ll shoot you a message tomorrow to see if you might be interested.”
- “Tomorrow I’ll send you an invite to an awesome challenge we’re running next week to help [AVATAR] achieve [OUTCOME]. Stay tuned!”
- Let them know something is coming in a couple of days. A simple, plain-text email to pique curiosity.
Shout (Last Email of the Month)
- Subject: Work with me?
- Make a direct but friendly invite without breaking trust.
- Examples:
- “Hey [NAME], I’m working with a private group of small business owners next month who want to implement a LinkedIn system to get consistent leads without relying on an agency. Would you like to join us?”
- “Hey [NAME], I can take on 2 more private clients next month who are Enterprise Sales Reps in the US earning $300k-$500k with sporadic income, looking to build multi 7-figure nest eggs. Are you interested?”
- “Hey [NAME], I’m working with a private group of small business owners next month who want to implement a LinkedIn system to get consistent leads without relying on an agency. Would you like to join us?”
- Subject: Work with me?
Rotate Your Offers
- Each month, rotate the offer, avatar, or problem you focus on.
- Examples of rotating:
Type of Avatar | Month 1 | Month 2 | Month 3 |
---|---|---|---|
Avatar Focus | Enterprise Sales Reps, $300k-$500k earnings | 45-55 y/o small business owners who want to sell and retire in 10-15 yrs | Partners at law firms |
Type of Problem | Month 1 | Month 2 | Month 3 |
---|---|---|---|
Problem Focus | Generate inbound leads via content | Book more calls via DMs | Set up a funnel that auto-captures leads on LinkedIn |
Type of Event | Month 1 | Month 2 | Month 3 |
---|---|---|---|
Offer/Event Focus | Direct Offer | Host a Live Online Challenge | FREE Audit Call for a limited number |
Goal: Make the monthly offer feel special and perfectly aligned with a segment of your audience.
Step 5: Structured Follow-Up System for Interested Leads
When someone replies but doesn’t book a call, you’ll use AIDA (Attention → Interest → Desire → Action):
- Attention: They replied to your invite email.
- Interest: They show interest in the offer.
- Desire: You send them an Offer Document or direct them to more info.
- Action: Ask them to confirm if they’d like to chat.
Example Reply Options
- Immediate Reply 1:
- “Hey [NAME], sounds good. Could you quickly read this document? It’s a 4-minute read on how I might be able to help. If it makes sense, let me know and we’ll lock in a chat.”
- Immediate Reply 2:
- “Hey [NAME], sounds good. Are you free tomorrow at 9 AM or 11 AM for a quick 10-minute call to see if I can help?”
- Immediate Reply 3:
- “Hey [NAME], that sounds good. Before we book a call, is it okay if you answer a couple of quick questions? I want to make sure I’m the right person to help.”
- Then list qualifying questions.
- “Hey [NAME], that sounds good. Before we book a call, is it okay if you answer a couple of quick questions? I want to make sure I’m the right person to help.”
Tip: Track replies in a Google Sheet to see which emails perform best.
Follow-Ups (if they go silent)
- Suggestion: Follow up 4 times over 1-2 weeks. They initially said they’re interested, so you’re doing them a favor by reminding them.
Example Follow-Up Messages:
- “Hey [NAME], were you able to review the document? I’d love to get you on my calendar. I’m taking Friday off to take my daughter to her dance recital—she’s super excited!”
- “Hey [NAME], the dance recital was hilarious but also a bit sad. She danced for half, then tripped and cried for the rest. Anyway, did you get a chance to check the document?”
- “Hey [NAME], hope I’m not being a pest! I’m starting next week, and I want to make sure if you’re interested we get a chance to chat.”
- “Hey [NAME], I feel weird sending this again. It’s totally fine if you’re not interested right now. Just let me know, and I can put a note to follow up in a few months. No worries either way!”
Important: Make these emails feel casual and spontaneous, not like automated follow-ups.
Final Notes & Execution Plan
- Set up an opt-in system for your lead magnet.
- Implement the 14-day nurture sequence (Emails 1 through 6).
- Send three emails per week consistently (or adjust if 3 is too many).
- Run a monthly offer campaign (Whisper, Tease, Shout).
- Follow up strategically with interested leads using AIDA.
- Adjust messaging based on your target audience.
Remember: This system ensures you consistently nurture leads, convert them into clients, and maintain high engagement without spamming. Once set up, simply maintain and optimise.