Template
5-email nurture sequence planner
Plan the goal and timing before you design.
Week 7
Related training lesson: Week 7: Email HTML, Campaigns, and Deliverability
Purpose
Use this planner to define the goal, audience, timing, CTA, stop conditions, and workflow connection for a 5-email nurture before opening the email builder.
When to Use This Template
- Before building a new nurture sequence
- Before following up after a form, guide download, event, or consultation request
- Before replacing scattered follow-up messages
- When a campaign needs a clearer goal or stop condition
How to Use It
- Plan the campaign logic first. The campaign is the message plan. The workflow is the delivery system. Do not design emails until the audience, goal, timing, and stop conditions are clear.
Template / Checklist Content
Campaign Foundation
| Planning item | Decision |
|---|---|
| Campaign goal | |
| Audience | |
| Exclusions | |
| Consent/source status | |
| Workflow entry trigger | |
| Primary conversion goal | |
| Stop condition | |
| Reply owner |
5-Email Sequence Map
| Purpose | Timing | Subject idea | Primary CTA | Stop/branch note | |
|---|---|---|---|---|---|
| 1 | Welcome or confirmation | Immediate | |||
| 2 | Education | 1 day later | |||
| 3 | Problem awareness | 2 days later | |||
| 4 | Option or solution explanation | 3 days later | |||
| 5 | Clear next step | 4-7 days later |
Pre-Send Checklist
- Each email has one main idea
- Each email has one primary CTA
- Footer and unsubscribe are present where needed
- Reply-to inbox is monitored
- All links work on mobile
- Stop conditions are tested before launch
Before You Finish
- ✓Test emails were sent to a real inbox
- ✓Desktop and mobile rendering were checked
- ✓All CTA links work
- ✓Workflow entry was tested
- ✓Stop conditions were tested
- ✓Reply handling is assigned
- ✓Performance review date is scheduled