B2B Email Ideas by Funnel Stage
New Leads
Welcome email. To validate the email you acquired.
Promote qualifying guide. E.g. how to achieve [something related to what you do]. Gate the guide with a form that asks qualifying questions.
Promote a path-finder blog topic. E.g. issues with X, solutions to x
Promote a qualifying blog topic. E.g. things ABC companies should know
Ideas list / Inspiration. List out the ideas and offer a link to more about each. Track clicks
Webinar invitation. Gate the webinar with a form that collects info that qualify your lead.
Share tools. Gate the tools with a landing page to quality your lead.
Meet at an event invitation. Meet in person and qualify.
Survey request. Track answers with qualifying and need identifying questions.
Conversion
Invite to make a booking / call. Reach out with a link to your booking calendar, like Calendly.
Share a relevant case study. Suggest people get in touch to see how you can do the same.
Offer trial / consultation.
Meet at event invitation. Meet in person and sell.
On-boarding
My / team introduction & welcome. Personalise contact and give sign posts on where they can find things.
What to do next. Suggest how they can make the most of your service / product and a smooth transition.
Retention
Curated newsletter. Show your expertise specifically relevant to their interest.
End of month, year summary of interest / field. Show your expertise specifically relevant to their interest.
Ideas / inspiration. Share ideas to help them get more out of what they're using.
Review meeting / catch up request. Offer to catch up and build relationships.
Meet at event invitation. Offer to meet up at an event your attending to build relationships.
Birthday gift. Be nice. Build personal connections.
Season's greeting letter. Write a personal sounding letter.
Behind the scenes. Build a personal connection.
Upsell
Ideas / inspiration. Show how they can get more out of the offering. Offer more info for each. Track link clicks.
Announce new services / products. Offer more info for each. Track link clicks.
Review meeting / catch up request.
Meet at event invitation.
Evangelists
Event invitation. Meet and build relationships.
Review request. Request a review on targeted websites. Offer links.
Testimonial request. Suggest videoing a testimonial at your office.
Invitation to join group. Join a advocates group for feedback on new features, processes, or help promoting your business.
Survey request. Get intel on your market or product.
Referral request. Request introductions.
Behind the scenes. Share a glimpse and build personal connection.
Reengagement
Here's what you're missing out on / inspiration. Track opens and link clicks.
Meet at event invitation. Suggest personalised attention.
Heavy discount. Give a heavy discount on a document/tool people usually pay for.
Our best resource, free. Provide a document that you usually have people pay for, free.
Off-boarding
Thank you email. Leave on a kind, personalised note.
Invitation to join group. Suggest an option to become an evangelist or ad