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Your emails, crafted into a party goody bag š
A step-by-day guide to having email templates for every saasy situation.

Happy Friday to you and your inbox. Thursday was a record breaking snow day āļø (pictures at the bottom to prove it happened!) so i was a bit pre-occupied. š
Emailssss. I, personally, love them.
So does Aelia. š
You might not know this, but the only reason that this newsletter makes it out of Notion drafts and to your inbox each week is because of the mad genius of Aelia Haider, Ignore No Moreās Product Marketing Manager and Martech Magician (her full title).
And both of us really love Really Good Emails.
And really great emails.
Which yours can be!
So in this issue, weāre gonna run through EMAILS. š§
The 5 types you need for marketing when you have (near) zero emails written.
Free trials
Post-call followup
Testimonial asks
Announcement + feedback request (two-fer!)
Good bag (aka lead magnet delivery)
For each of them weāll go through
what each of these emails is and what it does
how to think about writing them
But writing emails can sound š» scary š», we get it!
So weāve also made a step-by-day plan to getting your basic email templates drafted.
That way you can collage emails with some content scissors and fill-in-the-blank glue sticks instead of staring at an empty piece of sad (virtual) printer paper. āļø
It includes:
templates for each type of email we talk about here
how to set them up well in your CRM (down to the triggers!) as a Figma file
And itās linked at the bottom.
Now letās get to it! š®
Some terminology to keep in mind:
email sequence - multiple emails in a conga line
email workflow - the full view of a sequence from beginning to to end with all of the triggers included.
trigger - the action/event to jumpstart the email (or email sequence) by your CRM
The basic emails you need, step-by-day
Day 1: free trials
Because you want them to go from free.99 to shut up and take my money. Nuff said.
Hereās how to think of writing them:

This table is inspired by Joanna Wiebeās process in āHow to write your āLast Dayā launch emailā.
Day 2: post-call followup
if you do demos, you need an email followup after!
if you do coffee chats (before you get to a demo) you need an email followup after too!
You want to remind them of what you discussed, send them anything you mentioned in the call and what next steps are.
Hereās how to think of writing them:

Ahem, hereās my not-quite-shilling to use TLDV to record your meetings and make this 10x easier. Yes, i am an affiliate, but I FRICKING LOVE THEM and the tool is just bloody brilliant.
Day 3: Testimonial asks for the product
You know you need to know what people think of your product.
You need it for copy, you need it to improve your product over time, you need it for social proof to get people to buy.
But itās a pain to ask. This email is effectively getting customer interviews on autopilot.
When paired with your customer data spreadsheet (just you and your inbox stay tuned!) this becomes your āØgreat marketing magic makerāØ
(That has nothing to do with AI, despite the presence of those sparkle emojis).
Trigger it when
they get to the āaha!ā moment in your product.
theyāve successfully used the product for 2-3 months to ask what they want changed with it. (modify it a bit so itās not exactly the same)
Hereās how to think of writing them:

Pause. If you only get to 3 emails, those are the ones to do.
If youāre feeling ambitious, proceed to days 4 and 5!
Day 4: announcement + feedback ask
This is different than the testimonial request because you are specifically asking for feedback, not for them to leave a review. itās a back-and-forth conversation to get more info, not a 5-star review on the Wall of Love
and that subtle change means itās a different email, with a different CTA, which requires a different template.
this template is a two-fer, because youāre both announcing the feature and getting feedback on it specifically (vs the whole product).
Then, if they like it, you can send them a version of that testimonial email!
See, š¶ weāre allllllll in this together š¶
Hereās how to think of writing these emails:

Day 5: Goody bag
Until this past Monday I was 100% sold on lead magnets.
But then i was talking with a fellow marketing queen and she called lead magnets an āAdvanced tactic with like 20 factors you can get wrongā. Oof.
As someone who loves a good swipeable PDF, i was shook!
But i got her point.
Iāve signed up for many and been happily subscribed for years as a result, but iāve also been very disappointed and immediately unsubbed if the content was sloppy, janky, and just plain basic.
So now iām 60% sold on ālead magnetsā.
But iām 100% sold on goody bag content.
Good bag content? Whatās that?
Itās when you have content thatās in-depth enough to be worthy of trading in an email for. Not just simply something you can slap a form on.
Something like:
an exceptionally in-depth carousel post that could be a presentation
a presentation (lol)
a template or tutorial
Ex: Senjaās Landing Page teardowns (which grew out of co-founder Ollyās personal side project Roast My Landing Page that he later sold btw!)
Either way, youāre gonna give them the goods.
So iām calling these goodie bags for now.
Hereās how to think of writing these emails:

Speaking of goody bags and lead magnets š ā¦
Hereās the link for this email as a step-by-day workbook with more helpful tips and things to keep in mind.
And hereās a workflow template (in Figma) of email campaign flows that you can copy and tweak per use case (includes a simple workflow, a more complex one with multiple if/then and A/B test options, and a simple demo followup workflow)! š š
If you have a friend who could REALLY use some help getting their marketing ducks in a row, be a doll and forward this over to them.
And yes, you can optimize the bejeeeebers out of all of these emails.
The point is to get those drafts written and loaded into your CRM/email sending tool, not to get them perfect the first time.
Weāll have an email on optimizing in the not too distant future for ya!
If you have thoughts on emails, join the chatter on LI!
The comments are keen.
If you liked this issue, loved it, had to have it, and want to support, please:
Refer us to a friend who doesnāt want to do marketing. weāre taking new clients for April for Customer Research, Websites, and Marketing Strategy!
A DM with āI heard you were looking for help with [blank], consider hiring Sophiaā is highest praise!
Forward this newsletter over to someone who is crying over their marketing task list
Join the convo on LinkedIn (This comment section is a lot of fun!)
Any of this would make us jointly squee on a call in the near future
and is much appreciated. šš½
Weāll see you and your inbox next week!
Cheers!
Sophia ā”š©š½āš» & Aelia šŖ š§š½
Powered by snow day shenanigans āļø & a soul-warming cup of REALLY good tea. ā

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