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SalesThere are several customer personas to consider when creating content. There’s Customer A, who doesn’t even know who you are or what you offer. Then there’s Customer B, who is trying to decide between you and one of your competitors. And finally, there’s Customer C […]
MarketingThere are several customer personas to consider when creating content. There’s Customer A, who doesn’t even know who you are or what you offer. Then there’s Customer B, who is trying to decide between you and one of your competitors. And finally, there’s Customer C who is ready to buy but needs one final push to make the purchase.
All that to say, each of these customers is at a different stage of the buyer’s journey.
As a marketer, you need to craft a strategy that supports the different stages of your buyer’s journey. You’ll need material for every step of the content marketing funnel. Below, I’ll share strategies that work and examples of successful funnel content, according to fellow marketers.
Table of Contents
The content marketing funnel maps the buyer’s journey through stages, from initial awareness, to consideration, to the final purchase decision.
Understanding this division and where your buyers are at in their journey helps you create targeted content that addresses prospects’ needs and nurtures leads through each stage of the decision-making process.
Aligning content with each stage of the buyer’s journey — typically top, middle, and bottom — helps you provide value, build trust, and guide customers toward choosing your product.
The content marketing funnel is divided into three stages: top, middle, and bottom. Like a funnel, the stages start wide and get narrower as buyers move through them and become more ready to make a decision or purchase.
In this section, I’ll explain what each of these levels involve and the kind of content you can create at each stage.
At the top of the funnel, your focus should be on creating brand awareness. Top-of-funnel content should introduce your brand and make your audience aware of the problem you’re trying to solve.
The goal of ToFu content is to educate, inform, and engage.
ToFu content includes:
The middle of the funnel is the consideration stage.
After potential buyers are familiar with your brand, they enter the research phase. This is when they start comparing your brand to competitor brands, learning more about the solution, and seeking tangible results.
The goal of MoFu content is to build trust and provide information prospects need to evaluate their options.
MoFu content includes:
At the bottom of the funnel, your target persona is the decision-maker. They’re ready to make a purchasing decision, but they need one final push to decide.
The goal of BoFu content is to convert prospects into customers by offering the last piece of information or reassurance they need to make a purchasing decision.
BoFu content includes:
Throughout my years as a content strategist for B2B SaaS companies, I‘ve personally discovered the buyer’s journey is rarely a straight path.
With the exception of impulse software purchases (which are rare in B2B), most decision-makers begin in an “unaware stage.” They typically fit the demographics of an ideal client or buyer persona, but they‘re unaware of the SaaS solution or don’t yet realize they need it.
A triggering event often changes their situation or highlights a pain point that needs solving. This is what kicks off their buyer’s journey.
Let me share an example I’ve used with clients: Imagine a growing startup realizes its project management is becoming chaotic. These companies rarely decide to purchase a SaaS project management tool immediately.
Instead, they often turn to the internet to learn more and make decisions as they progress through the following stages. My job is to assist them in that decision-making process through strategic content.
In the awareness stage, B2B buyers are experiencing a problem or pain point, and their goal is to alleviate it. They’re typically looking for informational resources to more clearly understand, frame, and give a name to their problem.
A common search query a prospect might begin with is: “How to improve team productivity?” At this stage, they‘re not yet thinking about specific SaaS solutions; it’s much too early for that.
Instead, they‘re looking to contextualize their problem first. As a B2B SaaS content strategist, I’ve discovered that showing up in search engine results, even in these early stages, is crucial to establishing authority and gaining the trust of buyers starting the journey.
Moving to the consideration stage, I‘ve observed that B2B buyers have usually clearly defined and named their problem.
They’re now committed to researching and understanding all available approaches and methods to solving their defined problem or opportunity. In other words, I’ve seen how they start considering potential SaaS solutions.
From my work, I know that a typical search inquiry a prospect would make at this stage might be: “Project management software vs. traditional methods?” In the consideration stage, the prospect isn’t yet ready to buy, but they are deciding on the potential solution for them.
My strategy here is to consider indirect competitors and educate prospects on the pros and cons of various SaaS options.
Once they’ve progressed to the decision stage, B2B buyers have typically decided on their solution strategy, method, or approach.
Their goal now is to compile a list of available SaaS vendors, make a short list, and ultimately make a final purchase decision.
Prospects at this stage make search inquiries like: “Asana vs. Trello vs. Jira.” At this point, they‘re ready to invest in a solution.
They’ll likely go with a SaaS provider they like, know, and trust so long as that provider can meet their specific business needs.
As in all marketing disciplines, it’s essential to understand your audience: how they think, the answers they seek, and the path they tend to take to find a solution.
From that research, you can begin crafting a documented content strategy that maps your content to the various stages of the buyer’s journey.
When you don‘t completely understand your audience, it creates a disconnect between your business and your potential customers.
I asked Colleen Barry, head of marketing at Ketch, about the importance of the content marketing funnel and she made an excellent point about getting your content strategy right.
“Content isn’t just about attracting clicks, it’s about guiding potential customers through a decision-making process,” she says. “If your content doesn’t match their stage in the journey, you’ll either overwhelm them with too much information too soon or leave them hanging without enough details to make a decision.”
In Barry’s words, ToFu content sparks curiosity, MoFu content builds confidence, and BoFu content helps prospects justify their purchase. She adds, “A strong content strategy ensures buyers get what they need at the right time, reducing drop-offs and improving conversion rates.”
Creating the right content at the right time can, however, be a challenge.
Building a content strategy starts with identifying the types of content you’ll need to reach your audience according to their progression through the buyer’s journey. It’s also essential to use content marketing software to keep prospects organized no matter where they are in the funnel.
Below, I’ll guide you through the types of content you can create for each stage of the content marketing funnel.
Once you have an idea of your buyer persona and how prospects move closer to purchase, you can begin creating content for your buyer at different stages and tailor that content per channel.
Doing so can help you map your content to the relevant stages of the buyer’s journey to make a marketing funnel.
Your journey may look very different depending on your industry, business model, product, pricing, and audience.
Some B2C customers, for example, spend very little time in the middle of the buyer’s journey compared to B2B customers, who require far more nurturing, engagement, and relationship development before a purchase is made.
A $50 pair of sneakers, for instance, requires a lot less hand-holding when it comes to making purchase decisions than a $10,000 business software investment.
H3 (New) Content Marketing Funnel Template
Because audiences can vary widely based on industry and intent, buyer persona research is of the utmost importance. Using a content marketing funnel template can help you map out the existing content types you have and which content would be beneficial to add.
By understanding prospects’ unique process for awareness and evaluation, you can create a truly effective content marketing funnel and strategy packed with custom content that best supports their journey toward making a purchase.
Now, we’ll explore each stage of the buyers journey in greater detail.
Let’s take it from the top and start from the beginning of the buyer’s journey.
At the awareness stage, a buyer is looking for top-level educational content to help direct them to a solution, like blog posts, social content, and ebooks.
Their value as a lead is low because there’s no guarantee that they’ll buy from you. But those who find your content helpful and interesting may journey on to the middle of the funnel.
The ideal channels for the awareness stage may include:
Let’s run through the different content formats best suited for these channels.
A blog post is an ideal piece of content to target people in the awareness stage.
By addressing a pain, problem, or topic your target audience wants to discover and then posting helpful information about it on your website, you’re creating a brand asset that’s crawlable by Google and discoverable by search engine users.
You can also promote your blog content across other channels, giving you more content to share and increasing your potential reach.
Natallia Slimani, content manager at time tracking software, Traqq shared with me that blog content in the awareness stage should do exactly that: bring awareness to the problem.
“People may need your product but don’t always realize it,” she says. “For example, people might search for productivity tips or remote work advice before they even know they need a time tracker.”
One successful ToFu content Traqq created was a blog post on how to calculate time differences in Excel. It’s an educational topic that offers practical advice for their target audience. “This question might be part of a larger time management issue, so we subtly introduce our time tracker as a potential solution,” explains Slimani. “However, the article is still about helping, not selling.”
Pro tip: When I’m having trouble ideating topics that align with my audience’s pain points, HubSpot’s Blog Ideas Generator can come in handy — just type in a few details about your audience or content, and the platform will generate catchy titles relevant to your input.
According to Backlinko, 86.1% of all eligible audiences aged 18+ are active on social media. This makes it a great channel for the awareness stage. You can use social media to promote your other content, and you can also create content specifically for the channel.
Since I target B2B SaaS companies, my social channel of choice is LinkedIn.
In the above example, I’ve shared a carousel on my top tools on LinkedIn. These formats are popular on LinkedIn, as the content is created to be snackable with short-form takeaways.
A whitepaper is an organization’s report or guide on a particular topic.
Whitepapers typically discuss an industry trend or topic, sharing key statistics, original findings, or case studies. They are especially useful as downloadable offers when readers want to go more in-depth on a specific subject they’re reading about.
I‘ve found it’s crucial to provide original data or information your audience can‘t find elsewhere, which helps audiences understand the report’s value and compels them to download it.
Every year, HubSpot publishes a report on the state of marketing to provide helpful guidance based on thought leadership to marketers, sales professionals, and business owners. Inside, readers find statistics from a broad survey and industry experts’ opinions on what the data means and where the industry is going.
Pro tip: Depending on how broad or in-depth your whitepaper goes, you can also use it further down the funnel as MoFu content.
For complicated tasks with many moving parts, your audience may simply want a blueprint that spells out what they’re supposed to do to achieve their end goal.
This onboarding checklist from business consulting firm Nextant is a perfect example of this. Nextant offers a free downloadable checklist using its proven onboarding framework. What I like best about this checklist is how it includes data-driven results that can be achieved by using this template.
My experience has taught me that sometimes, the best way to solve a pain or problem is to learn a new skill.
While a purchase may be required along the way, your audience often needs to become more informed about the problem and potential solutions first. That‘s where I’ve seen instructional video content really shine.
HubSpot Marketing’s YouTube channel offers hundreds of free video tutorials dedicated to teaching viewers digital marketing tips and strategies in easy-to-understand language and visuals.
I‘ve learned that informational content for a broad audience isn’t always sufficient for buyer personas to make a decision.
In some cases, they require more utility or personalization. That‘s why I’ve found kits and tools to be excellent content pieces for guiding readers along their path to purchase.
Nerdwallet creates content around several financial topics, budgeting being one of them. It can be challenging to create a budget, though, so they developed a calculator that allows users to provide their own numbers to receive customized recommendations.
Similar to whitepapers, I’ve had success using ebooks and tip sheets as downloadable content. I typically make tip sheets shorter and actionable, but ebooks can be more comprehensive to provide as much value as possible for readers.
Catalina Grigoriev, content marketer at Planable, a social media scheduling tool, shared with me a successful guide her team created for their content marketing funnel. The guide was about social media approval workflows — a major pain point for marketing teams.
“This content worked effectively because it addressed a specific challenge while subtly positioning Planable as the solution,” says Grigorie. “It naturally led readers to explore our platform further, resulting in increased engagement and conversions.”
A webinar is a web seminar where information is provided through video.
A webinar can be prerecorded or streamed live, which opens up many possibilities for disseminating information to an audience that wants both visual and auditory content.
At HubSpot, we create webinars as a key part of our content marketing strategy and often run a valuable topic multiple times to get more mileage out of the content.
Moving on from the awareness stage content, let’s delve into the next stage of the buyer’s journey.
When someone moves into the consideration stage, it means you’ve captured their attention. They know they have a problem that has to be solved, and now they’re trying to discover the best solution. The need for a future purchase commitment creeps up as they’re evaluating their options.
This stage is typically a point of extended engagement where you’re nurturing a lead, building a relationship, and establishing trust between the audience and your brand.
The ideal channels for your consideration stage may include:
Let’s go through the best content formats for this part of the buyer’s journey.
In the consideration stage, the buyer persona is still considering solutions to their pain or problem and have probably narrowed it down to a few options. For this reason, product comparisons are a great way to help them decide.
Depending on how detailed your comparison page is, and how much research your prospect has already done, a product comparison page may successfully convert the prospect into a buyer.
Kevin Dam, CEO and founder of Aemorph shared with me that one of his team’s most effective content marketing funnel pieces was a detailed comparison page.
“We didn’t just list features, we also answered common complaints, added case studies, and made the call to action strong,” says Dam. “The page did better than its competitors and had a 30% higher sales rate than a normal product page.”
I’ve successfully used case studies in both the consideration and decision stages. From my experience, a well-crafted case study is effective because it convinces the reader that our solution works by showcasing real results for actual customers.
When I create case studies for my B2B SaaS clients, I make sure to appeal to both emotions and logic. I tell a compelling story about the client’s challenges while providing detailed, quantitative data on how our solution solved their problems.
HubSpot Partner Agency Blueleadz tells a story about their client and their problems while providing a detailed account of how they solved them.
A free sample is another example of content or an offer that overlaps between the buyer’s journey stages.
For example, VistaPrint offers a free business sample kit that includes examples of its business cards, door hangers, brochures, and more print materials small businesses may need.
VistaPrint knows its business is tactile, and digital content alone is not enough to close a deal. Once their prospective customer holds the sample in their hands, it’s easier to make the final purchase.
Now that you’ve provided content to help customers list out or sample their options, it’s time to move them into the decision stage.
As prospects near the end of the buyer’s journey, they’re evaluating providers down to specific or specialized offerings.
Marketers, in turn, want to go above and beyond their expectations and provide an easy and frictionless customer experience that can win them over their competitors.
Handling objections, remove hesitation, position ahead of comp
In my experience, the most effective channels for decision-stage content include:
Here are the content formats I’ve found most effective in helping prospects get closer to purchase.
Free trials are a great way for B2B SaaS companies to let customers experience the power of their tools firsthand.
Once they see how new tools impact productivity and efficiency, they’re much more likely to become paying customers.
Buffer does this well. Though they have a free plan with limitations, they know that offering a free trial upfront is the key to getting clients into their larger tiers. Their pricing page sets the prospect’s expectations and points them to the free trial.
It’s also a good idea to consider how the content you create earlier in the funnel can lead people to free trials or demos.
Dirk Alshuth, CMO at cloud management platform emma, shared with me that one of his team’s most effective BoFu content pieces is an in-depth ROI calculator that helps drive demo requests.
“Potential customers often hesitated due to pricing concerns, so we built a tool that showed exactly how much time and money they could save,” says Alshuth. “This worked because it tackled a major purchasing objection with real, personalized data. It increased demo requests by 35% because prospects could clearly see the value of our product before even speaking to sales.”
A consultation is another example of providing just a little bit of service in exchange for the opportunity to close the sale.
The best consultation reduces the anxiety of entering into a sales conversation by promising something concrete they can walk away with (a strategy or actionable advice) in exchange for their time.
In my B2B SaaS strategies, I often include consultation offers. I’ve found they work best when the prospect walks away with concrete, actionable advice.
To increase conversions, I always make scheduling as frictionless as possible and use automated booking systems like Calendly.
A coupon appeals to a fear of missing out (FOMO) mindset.
By reducing the price by a certain amount, a coupon is handing a price objection while convincing the prospect that they’re leaving money on the table if they don’t use the coupon. This inertia is enough to win the prospect’s business.
Pet brand Finn does this well by gamifying its coupons.
By spinning the wheel, the website visitors have the chance to get a coupon before checking out the products. They’ll likely evaluate the products that are a good deal with the coupon they won.
While traditional coupons aren‘t as common in B2B SaaS, I’ve seen successful uses of limited-time offers or special pricing for early adopters. This creates a sense of urgency and can be the final push a prospect needs to make a decision.
In my years of experience as a content strategist, I’ve learned that every business has a unique buyer’s journey — one that demands a tailored approach for optimal results. I can’t simply replicate a strategy from one client to another.
And that starts by getting to know your audience and understanding their needs, pain points, and decision-making process. Once you have that understanding, you develop a strategy that maps custom content — whether it’s educational blog posts or product demos — to each phase of their journey.
When a content strategy truly matches a buyer’s journey, it improves customer relationships while boosting conversions and loyalty.
Editor’s note: This post was originally published in August 2016 and has been updated for comprehensiveness.
These days, video is absolutely essential to get people to discover your business and their next must-have product. I’ve found some of my favorite businesses and products from videos that I saw scrolling on Instagram or Tiktok. #Tiktokmademebuyit is no joke. According to Wyzowl, 89% […]
MarketingThese days, video is absolutely essential to get people to discover your business and their next must-have product.
I’ve found some of my favorite businesses and products from videos that I saw scrolling on Instagram or Tiktok. #Tiktokmademebuyit is no joke.
According to Wyzowl, 89% of businesses use video as a marketing tool, and 73% of marketers believe that videos between 30 seconds to 2 minutes — the sweet spot for Tiktoks, Shorts, and Reels — are the most effective in reaching audiences.
Whether you’re a seasoned pro at stopping folks mid-scroll, or you’re just getting started (seriously, just start posting!), I’ve gathered 16 social media video examples across four of the most popular platforms that are sure to give you some ideas. Many of these don’t need a fancy camera or a huge production budget.
And when you‘re ready to create your own, check out HubSpot’s free AI-powered video maker, Clip Creator, which can convert text into scroll-stopping videos.
Let’s dive in.
Table of Contents
Instagram is a great place for artists to show their work. Riley O’Neil is the potter behind Sunrise Ceramics. In his reels, he talks through his process of making the pieces that end up in his shop.
There’s something therapeutic about watching artists create their work. It’s inspiring and motivating to see how much love and care people pour into their creations.
What I like: You can see how he masterfully shapes the mounds of clay into beautiful pieces of pottery, and it’s so satisfying watching the clay get taller and taller, and then seeing the colorful clay show through.
Patagonia is known for valuing environmental sustainability. In this reel, they explain why they will no longer use materials with PFAS, a class of molecules that’s used in making materials water repellant.
As a consumer, I appreciate it when companies share what they value and how those values guide their business. To do this, you could show where you source your raw materials, show a factory tour, or introduce your partners.
What I like: They managed to explain a complicated topic (PFAS) and their reasons why they’re no longer using it quickly.
Mixed is a Brooklyn-based clothing company founded by Japanese-Iranian-American designer Nasrin. This video is a behind-the-scenes look at the shoot for their Spring 2025 collection. The vibe is light, fun, and casual, which says a lot about the brand.
Not only does this reel give a preview of the upcoming collection, but seeing the models have fun in the clothes also sends the message that the clothes are comfortable and easy to wear.
What I like: I absolutely love behind-the-scenes footage, especially when people are enjoying what they do.
Brevite is a company that makes colorful camera bags. In this reel, one of the founders talks about a problem that he kept running into while doing product research — that all camera straps were black. He then asks their followers to suggest the colors that they want to see.
At the time of writing, this reel got over 80K views and over 300 comments from people not only suggesting colors, but also sharing why they love a simple black strap.
My takeaway from this social media video example is that if you’re stuck in a rut, don’t be afraid to reach out to your customers on social media and ask them what they would like to see.
What I like: I like how they paced this video. They hooked me with “the problem,” and then roped me in to suggest a solution. As a customer, I’m always happy to chime in.
Golloria George is a well-respected beauty influencer who tackles inclusivity (or the lack thereof) in the makeup industry by testing products to see if they’re suitable for women with dark skin tones like her.
In this video, she’s promoting a blush product that she co-created with Rhode, a makeup brand founded by Hailey Beiber.
Some history: In September 2024, Golloria reviewed Rhode’s newly launched blush line, Pocket Blush. She found that the blushes she tested left an ashy cast on her skin.
In a surprising twist, Beiber took this as an opportunity to improve Pocket Blush shades and invited Golloria to help them develop shades that work better for black people and make the product more inclusive.
Brands, take note. Don’t be afraid to engage with bad reviews.
What I like: Instead of ignoring Golloria’s review, they embraced the criticism, took accountability and created a partnership. As a result, they created a more inclusive product line and expanded their customer base. I call that a win.
Love it or hate it, the saga of Duo’s death and apparent resurrection gripped the internet. I remember being in shock when I heard that Duolingo was killing off its mascot, Duo. At the time of writing, his “death” via cybertruck had over 2 million likes and tens of thousands of comments.
You don’t have to kill your mascot, though, to get engagement. But as DuoLingo did, you can create a story and tell it in a handful of posts.
What I like: Even though they literally killed off their mascot, the comment section was largely positive. Many people shared sympathies and bragged about their streaks. Even brands chimed in. Some of my favorites: Hyatt said, “Duo was just on vacation. We have the receipts,” while Tide Rescue said, “Guess you don’t need help cleaning up!”
Viz Media is a company that publishes manga and licenses and distributes Japanese films and anime. They have a weekly series that provides a brief roundup of the latest chapters of the manga they just released. It‘s been a hit among fans who may read multiple Viz Media titles and have a hard time remembering what’s out and what’s next.
What I like: For me, this is a great example of a brand knowing its audience and providing a service that their fans will enjoy.
Some of Scrub Daddy’s most popular TikTok videos feature a narrator explaining new products in a straightforward, candid way with a sprinkle of wry humor. This video debuting its spring lineup of sponges is a great example.
If you made it this far, you may be starting to see that a lot of these businesses have a distinct voice on social media. I’ve been there. But don’t worry if you don’t find it right away. If you’re just starting out, don’t be afraid to experiment and try out different styles to see what works for you and your brand.
What I like: The video has no frills, just the sponges and a narrator. I also enjoy that they acknowledge goofs with the narrator saying that the video is not centered.
I love this one because it’s show AND tell: Not only does DJI show you what you can achieve using their cameras and drones, but they also show you how you can do it, too.
YouTube is my go-to platform whenever I need a quick tutorial. These behind-the-scenes looks can be a way for your customers to learn new techniques that they might want to incorporate into their workflow or routine.
What I like: This video shows both the process and the end result in one sleek video. Personally, it grinds my gears if I have to go find another reel just to see the finished product.
Beardbrand is a men’s grooming company that sells beard and hair care. A lot of their shorts show their talented barbers giving men a makeover using Beardbrand products. The men’s genuine reactions after the barbers work their scissors are so heartwarming.
What I like: When trying to promote products on Shorts, consider bringing in experts to walk viewers through the best way to use your products and have them share some tips and hacks. I think this video is a perfect example of how effective this strategy can be.
OG Slimes is a company that sells colorful slimes in a variety of textures and scents. Their videos are the perfect example of “show and don’t tell.” This video rates the “scoopability” of their latest releases. Watching the scoop run through the slimes and hearing the slimes pucker is just so satisfying.
What I like: I love that the products speak for themselves. The videos engage the senses and make you feel like you’re playing with the product. If your product lends itself to ASMR sensibilities, lean into that. OG Slimes’ videos get tens of thousands of views, with some getting millions of views.
This is touching. Woobles is a company that sells crochet kits. Emelia, their social media “woobler,” started crocheting Milly the Million Follower snake in April 2024, adding bands as they gained more followers. The series started on TikTok before switching over to YouTube. They finally reached their millionth YouTube subscriber in 2025, and with Emelia adding a gold tongue to match their Gold Play Button.
These videos got a lot of engagement from subscribers. Fans cheered her on in the comments and answered questions when Emelia asked them. Subscribers even moved with them when they switched platforms. People were invested in the snake’s progress, and in turn, helped Woobles reach their goal of getting a million subscribers. The lesson here is to engage with your community. Don’t just post and ghost.
What I like: I’m not the biggest fan of snakes, but I have to admit Milly was really cute. I cheered when she finally got her tongue after over a year of being made.
If you’re a small business, Facebook is a great place to engage locals in the community. In this reel, Good Grounds Coffee Company, an all organic coffee shop in Almont, Michigan, shows people what they’re supporting when they go to their coffee shop. Their other reels show ingredients like their live sourdough starter and of course, their coffee beans.
I think this video is a great example of how to leverage your strengths as a small business. So, consider letting your customers get to know you a little bit. Tell your story and share what you and your business are all about. It’s a great way to build goodwill and community.
What I like: I like that they have crafted a cozy aesthetic for their reels. It’s the perfect vibe for a family-owned coffee shop.
This video manages to capture so much in only a few seconds. You can see the shock, awe, and joy on their faces watching “THAT MOMENT” from Cobra Kai.
The element of surprise, when used sparingly and at the right moment, can work in drumming up excitement for your business. I personally love being let in on a little secret. Suggesting a plot twist, showing off a secret feature, or using the product in some quirky way can make your content stand out.
What I like: It definitely sparked my curiosity. It made me want to find out what “THAT MOMENT” was.
On its surface, this video presents helpful tips for parents looking for activities for their young kids. It’s not until you look at the caption that you discover that it’s promoting Inspired Minds, an app that gives parents ideas for age-appropriate activities and helps track feedings, sleep, and milestones. By the time people hit “more,” they’re hooked, curious, and ready to engage with the app.
What I like: I love that they packed so many activities in one short shoot while showing a sample of what parents could see if they download the app.
A list about inspiring social videos isn’t complete without Red Bull’s death-defying content. Its famous slogan, “Red Bull gives you wings!” is taken to new heights in this video (pun intended).
What I love about Red Bull’s content is that we all get a glimpse into what it’s like performing unbelievable physical feats without ever leaving the couch.
While not everyone has the capacity nor the budget to film stunts like these, people like to see challenges and triumph. Perhaps, there are ways to set up fun challenges around your product on a smaller scale.
What I like: To be honest, there isn’t much in this video that can be replicated (unless you have a skydiver on retainer), but that’s what makes it fun.
And that’s it. Many of these social media video examples show that you don‘t need a super high-end budget or even a marketing team to spotlight your brand’s products and services. In many cases, all you need is your phone.
I hope that you’ve come away with some ideas to try on your next social video. And if you’re just starting out, use any of these videos as a jumping-off point, and start creating.
Editor’s note: This post was originally published in May 2016 and has been updated for comprehensiveness.
“Inclusive marketing is all about brands acknowledging the many ways that people are different,” says this marketing master. Her voice drops to a conspiratorial tone. “And this is the very important part: Choosing which identities you’re going to serve.” Also important (to this Marvel fan, […]
Marketing“Inclusive marketing is all about brands acknowledging the many ways that people are different,” says this marketing master.
Her voice drops to a conspiratorial tone.
“And this is the very important part: Choosing which identities you’re going to serve.”
Also important (to this Marvel fan, anyway): What does inclusive marketing have to do with the … MCU?
Name: Sonia Thompson, Founder, Inclusion & Marketing
Job: Thompson consults with brands that want to use inclusive marketing to grow their business
I can barely make myself breakfast without a checklist, but Thompson’s got me convinced to throw them out when it comes to inclusive marketing.
As a marketer, you have to choose which identities your product or service is serving, “and that’s where a lot of people are nervous,” Thompson says. “Sometimes people take a checkbox approach — like, ‘let’s get everybody in there.’” But inclusive marketing doesn’t mean “marketing to everybody.”
She gives an example of a recent commercial with a woman in a wheelchair. “You can’t see her face, and there’s no speaking role — she’s just there.”
Your reaction might be, “There’s someone with disabilities in the commercial. It’s inclusive!” But Thompson says that wheelchair users weren’t this brand’s target audience, and she cautions: “All representation isn’t created equal.”
If you’re checking identity boxes instead of thoughtfully choosing your audience(s) and thinking about their overall user experience, you’re not being inclusive at all.
And that, oddly enough, brings us to the Marvel Cinematic Universe.
“Think about your marketing in the context of customer experience,” Thompson says, “and the ways in which people engage and interact with your brand.” They’re going to do it on a macro level — like the MCU’s 17-year reign over pop culture — and a micro level — say, Black Panther.
“I had seen zero Marvel movies before Black Panther,” says Thompson. But “I felt like it was designed for me and my community.” So she moved on to Infinity War (Note: I’d’ve recommended Thor: Ragnarok, personally). “Black Panther has a role in it, but as part of a cast — a whole ensemble.”
When she audits her clients’ overall user experiences, Thompson encounters a lot of promotional materials, and many times, brands have designed something for specific identities. But it’s separate from their general marketing materials, and that’s a problem.
Your Black Panther should fit comfortably within your multiverse — that is, the specific identities you serve should be an integral part of your marketing ensemble. And they should show up across your full marketing mix — your Instagram feed, your website, your commercials. Wakanda forever.
A few years ago, Thompson conducted a survey on representation in marketing. She asked people what types of representation were most important to them and how they wanted to see themselves represented.
“We don’t want to feel like we’re in the back,” was the overwhelming sentiment, “or just placed there to say that we’ve been included.” (There’s that checklist again.) “We want a storyline. We want to be the main character.”
That’s not the only way that brands relegate identities to the supporting cast.
“Let’s say, for instance, that you want to reach Spanish speakers,” says Thompson. Say you’ve translated your website, “but the [Spanish translation] is buried in the footer somewhere.” Sure, you’ve done the work, but you’re also telling that segment of your audience that they’re less important.
Thompson suggests finding a way to get an external evaluation of your inclusive marketing strategies. “If you don’t have people on your team who have those identities or lived experience or areas of expertise,” she says, “Co-create or bring in partners to evaluate and to assess different areas for you.” That way you can bring the main character energy.
What’s a piece of marketing advice you would have given earlier in your career, but you would no longer give, due to how marketing has changed? —Heike Young, Head of content, social, & integrated marketing, Microsoft
Thompson: Early in my career, I would have advised marketers to spend time focusing on a unique brand and really investing in what you could do to deliver a remarkable customer experience.
It‘s not that remarkable experiences and strong brands aren’t needed, but I find spending too much time there — especially up front — prevents brands from showing up consistently. Today’s world and consumer move fast — and quite frankly, consumers will be the ones that guide you on what makes a remarkable experience.
So, it’s more important now to show up and let your voice, point of view, and what you stand for be known. Refine your experience over time, based on feedback from your customers and the community you build. That community and the trust they need to have with you is hard to build if you don’t show up consistently. Don’t fall into the trap of thinking everything has to be perfect and super polished before it gets out into the world.
This isn’t a case for delivering poor quality, but rather a case for brands and marketers to do a better job of being active shapers and participants of culture as it is happening. Be relevant and remarkable to consumers in a way that is most valued and relevant to them. Your marketing and impact will be much more effective as a result.
Thompson asks: How have you seen inclusion shape the way marketing has been done over the last five years, and how do you feel it will shape (if at all) the next five years of marketing?
Struggling to grow your client base without breaking the bank? Email marketing delivers up to 3600% ROI — $36 for every $1 spent. Automated workflows drive results even further, generating 320% more revenue than standard email campaigns. At FEED.The Agency, we relied on referrals for […]
SalesStruggling to grow your client base without breaking the bank? Email marketing delivers up to 3600% ROI — $36 for every $1 spent. Automated workflows drive results even further, generating 320% more revenue than standard email campaigns.
At FEED.The Agency, we relied on referrals for 90% of our clients. But with a tight budget and no room for pricey ads, our growth hit a wall. We needed a fast, cost-effective solution — so we turned to automated follow-up email workflows.
That shift paid off. Our automated sequence brought in $100,000 in just 30 days. Best of all, we did it with free HubSpot tools, which is proof that you don’t need deep pockets to drive big results. Now, I’m sharing the process and tools that worked for us so you can build your own high-converting email workflows and start closing more deals today.
Table of Contents
An email sequence is a set of automated emails that you send to prospects, users, or customers through automation software.
Specific actions or time-based conditions trigger each email in your sequence. Common sequences include welcome emails, onboarding sequences, and lead nurturing campaigns.
Email sequences combine automation and personalization, allowing you to scale meaningful relationships while optimizing time and resources. Here are four more reasons why you need to create an email sequence.
I’ve learned that strong customer relationships happen because you show up. Regular emails keep your brand front and center because people buy from brands they remember. But visibility alone won’t cut it.
You need trust. And trust comes from consistent, valuable communication.
Share useful content, tips, and resources tailored to their needs. When your audience sees you as a source of value, you’re no longer just another brand in their inbox.
Sales don’t happen overnight. You have to warm up cold leads, turning skepticism into curiosity, then curiosity into action. Educational emails, case studies, and customer stories make your product feel real because nothing convinces like proof.
When the timing is right, send out behavior-based email promotions. Abandoned cart? Nudge them with a reminder and maybe a discount.
Not every customer wants the same thing. So why send everyone the same email? Segment your audience by behavior, preferences, or purchase history. Because when people get emails that feel like they were written just for them, they engage.
Trigger personalized follow-ups: “Since you rocked our winter jackets, here’s 20% off the scarves that complete your look.”
I’ve seen how even small personal touches like referencing their past purchase can transform a cold lead into a loyal customer.
You can’t improve what you don’t measure. Track open rates, clicks, and conversions not just for numbers but for answers. What’s working? What’s falling flat? A/B testing helps you find out.
Try two subject lines: Which one gets more clicks? Change your CTA: Which one drives action? I always remind myself: Data isn’t the goal, it’s the guide.
The real power is in what you do next. If open rates drop, I rethink the hook. If clicks lag, I tweak the offer.
When you write your emails beforehand and set them up with email marketing automation to reach your email list, you can follow up with prospects automatically. Automation drives timely follow-ups, keeps leads warm, and eliminates extra manual effort. Plus, you can personalize sequences at scale to boost engagement and conversions.
This is not just theory. Automated email sequences drive real results. Here is how we proved it at FEED.
We built a follow-up sequence using HubSpot’s free Email Templates tool. In 30 days, it generated $100,000 and drove a 215% revenue increase.
How? Short emails. Clear CTAs. Follow-ups every three days. Engagement soared, and conversions followed.
The results were clear. Structured sequences, timely follow-ups, and strong CTAs are not just best practices — they are revenue drivers. You can replicate this success with your own sequences.
Get started with HubSpot. HubSpot’s Email Marketing Tool is a great place to begin building personalized email sequences for your prospects or customers. Start using their free templates and customize your first sequence for a specific audience segment.
When we set out to design an automated email sequence, we quickly realized there was no magic number.
The length depends entirely on who you’re talking to, where they are in their buying journey, and how long your typical sales cycle runs. But here’s what mattered most to us: every email needed a job.
Here’s how we approached our nurturing sequence:
As we refined our sequence, we looked to successful examples in the field. Take food photographer Regan Baroni. She mastered the art of nurturing leads while positioning herself as an industry expert. Here’s how her approach inspired us:
In the end, it wasn’t about how many emails we sent — it was about how well each one guided prospects toward a decision. Here’s what we learned:
The takeaway? Build sequences that nurture, not nag. Give value, answer objections, and stay helpful every step of the way.
So, we’ve covered what email sequences are, when to use them, and how long they should be. Now, let’s dive into how we create personalized sequences tailored to our audience and how you can do the same.
Before building our automated workflows, we got crystal clear on why each sequence existed. Every sequence needs a job. Are you:
When you define the goal upfront, you can measure success and guide prospects toward the next step in their journey. Here’s how we approached it.
Prospects are most engaged right after a conversation. This is your moment to drive action.
How we structured ours:
Here, our KPI was a prospect booking a meeting through our scheduling software.
Not every lead is ready to buy, but they are ready to learn. Educational touchpoints build trust and keep you top-of-mind until they are ready to engage.
How we built ours:
Our nurturing campaign didn’t just educate. It converted leads into sales-qualified leads (SQLs) and primed our pipeline for success.
Whether you’re following up, nurturing, or re-engaging, every sequence should have a clear outcome.
You’ve built your email sequence. Now what? Without the right triggers, it just sits there, waiting. Triggers are what launch your automation at the perfect moment, turning clicks, downloads, and meetings into real opportunities.
When we set up our automated workflows, enrollment criteria were everything. They’re your automation’s “on switch,” the rules that decide who gets your emails and when.
Set them right, and your workflows run smoothly, delivering emails when they’re most effective. Set them wrong or skip them, and you risk losing leads before they even reach your inbox.
Different triggers serve different goals. Choose the ones that match your sequence’s purpose.
Lead Capture Triggers: Start nurturing sequences when a lead takes action.
Behavioral Triggers: Follow up based on what a contact does.
Lifecycle Stage Triggers: Automate sales outreach based on lead qualification.
Event-Based Triggers: Respond immediately to key moments.
Here’s how we applied these triggers with our automated workflows:
Each trigger ensured our automation reached leads at exactly the right time — when engagement was highest.
Pro tip: No matter which triggers you use, your automation is only as good as your data. We learned this the hard way — one misconfigured property caused us to email old leads with the wrong offers (ouch). Now, we regularly audit our CRM to ensure every trigger is accurate and every workflow fires as expected.
If you’re using HubSpot (like we did), you can create triggers using properties like page views, form submissions, or lifecycle stages.
Bonus: HubSpot’s built-in filters help ensure only qualified leads enter your sequences — so you send the right emails to the right people. Learn more about HubSpot’s enrollment criteria here.
Your prospects’ inboxes are crowded. Hundreds of emails compete for their attention every day. So, how do you make yours the one they actually open, read, and act on? It starts with getting your timing and touchpoints just right.
When we built our automated workflows, we didn’t guess how many emails to send or when to send them.
We built our cadence around the buyer’s journey. The length and frequency of the sequence had one job: Move leads step-by-step toward conversion without overwhelming them.
Here’s how we planned our sequence and how you can, too.
Since our average sales cycle was about 30 days, we planned twice-a-week touchpoints, enough to stay top-of-mind without spamming. That meant:
The result? Higher engagement and more meetings without adding more manual follow-ups to our workload.
When leads downloaded our ebook, we knew they weren’t ready to buy yet. Instead of rushing, we built a slower, value-driven sequence:
Not every sequence needs eight emails. For follow-ups after face-to-face meetings, we kept it short and personal:
When mapping your sequence, start with your goal and work backward:
Sequence Type |
Typical Length |
Best For |
Sales Follow-Up |
6–8 emails over 30 days |
Shorter sales cycles, demo conversion |
Nurture Campaign |
4–7 emails over 45 days |
Longer buying journeys, content leads |
Post-Meeting Follow-Up |
2–3 emails over 7 days |
Warm leads from calls or events |
It’s not about how many emails you send. It’s about when and why you send them. The best sequences meet prospects where they are — with the right message at the right time.
Once we had our sequence mapped, it was time to write emails that didn’t just land in inboxes. They hit a nerve. Forget generic “just checking in” emails.
We built every email around a pain point our prospects were already feeling, then showed them how to fix it.
Here’s how we approached email copywriting and how you can, too.
We refused to write “just following up” emails. Every email attacked a frustration, showed what it was costing them, and then offered a way out. Our emails did one of three things:
To scale, we kept emails evergreen, but every line felt like it was written just for them. We did this by:
We used a simple structure that kept every email short and impossible to ignore.
Sent: When they downloaded a resource.
Subject: [First Name], is [pain point] quietly killing your pipeline?
Hi [First Name],
You downloaded [resource], which tells me you’re trying to fix [problem]. But here’s the thing:
The biggest killer of pipeline deals isn’t a bad product. It’s silence.
And that silence usually happens because:
The cost? More lost deals. More ghosted demos. And more “we went with someone else” emails.
Want to see how [Company X] fixed this and booked 35% more demos without manual follow-up?
Here’s a quick link to chat: [Calendar Link]
[Your Name]
Sent: To pricing page visitors
Subject: [First Name], how many warm leads are you losing like this?
Hi [First Name],
Saw you checked out our pricing page, so I’m guessing you’re weighing your options. But here’s the real cost to consider:
How many warm leads are you losing before they even decide?
Most teams don’t lose deals at the pitch; they lose them in the follow-up gap. Here’s why it happens:
We built an automated workflow that fixes this, and it helped [Company Y] increase conversions by 40%. Want to see how it works? Here’s a time: [Calendar Link]
Best,[Your Name]
Sent: To handle objections
Subject: [First Name], here’s why they went with your competitor.
Hi [First Name],
Ever lost a deal to a competitor and thought: “But we were the better fit”?
It wasn’t your solution. It was your timing. Here’s why most teams lose deals they should win:
[Company X] fixed this with an automated follow-up sequence that:
Want to see how this could work for your team? Let’s find 15 minutes: [Calendar Link]
Best,[Your Name]
Pro tip: The highest-converting emails don’t “sell.” They expose the pain your lead is already feeling and make your solution the obvious way out.
With our emails written and ready to convert, it was time to bring them to life in our email software. This is where strategy meets execution because even the best emails won’t drive results if you build them poorly or send them at the wrong time.
Here’s how we built our emails.
We didn’t treat every email the same. We matched how we built the emails to what they needed to do.
Here’s how we build out emails:
Pro tips:
Great copy without clean, mobile-optimized delivery is like a billboard in the desert. Make sure your emails don’t just say the right thing. They should show up the right way, too.
This is where everything came together. With our emails ready, it was time to automate — because a sequence only works if it reaches the right lead with the right message at the right time.
Here’s how we set it up — and how you can, too.
When building automation workflows, every sequence followed this simple structure:
Scenario: Following up with leads who booked a discovery call but didn’t convert.
Here are some resources for working with HubSpot’s automation tool:
Pro tips:
We learned this the hard way: One broken link can kill a campaign, and one personalization error can kill trust. Testing isn’t a checkbox — it’s how we made sure every email worked before it reached a prospect’s inbox.
Here’s how we tested our sequences:
In one of our early sequences, we missed a personalization token, and every email opened with:
“Hi [First Name],”
The result? A 20% drop in replies. Worse, some leads replied just to point out the error which is not great for trust. Since then, testing personalization has been our first checkpoint — every time.
You’ve sent follow-up emails, but what other sequences can drive engagement?
Let’s explore seven powerful email sequences you can use to captivate your prospects.
A nurturing sequence introduces the prospect to you, your company, and your offerings. It’s often called a welcome sequence. Subscribers may have downloaded an ebook or opted into a content offer, but that doesn’t mean they’re sales-ready.
A nurturing sequence builds trust by showing social proof, handling objections, and demonstrating value.
Here’s an example from Moment:
This type of sequence is ideal for companies with short sales cycles, such as consumer packaged goods or simple B2B digital tools.
To get the best results from a nurturing sequence, I recommend focusing on educating your prospects, not selling to them. Share valuable tips, resources, or insights. Build trust, and when they’re ready to buy, you’ll be top-of-mind.
What I like: Moment uses its nurturing email to stay educational rather than salesy. It feels warm and authentic. The email builds trust by showing the value upfront without pushing the product.
If I were receiving it, I’d appreciate the helpful tips that make me feel like the company understands me as a customer. Plus, it’s short and sweet, just right for a nurturing email.
Pro tip: Keep these emails simple and value-focused. A short story, a testimonial, or a quick resource can work wonders.
After you sign up for a service, what’s the first thing you want? Clear direction. That’s where onboarding email sequences come in.
An onboarding email can be as simple as a welcome message or a straightforward outline of the next steps.
These sequences can be plain text and direct — you don’t need fancy designs. Since new customers expect to hear from you, open rates are usually high.
Here’s an example of an onboarding email from Writing From Nowhere:
What I like: I like how Writing From Nowhere keeps its onboarding email direct and approachable. It’s plain text, which feels personal — almost like a message from a friend.
The email offers a clear next step. No overload, just what I need. Because it’s simple and fluff-free, it sets the tone for a smooth working relationship: direct, fast, and trust-building.
Pro tip: Make the first email fast, friendly, and useful. Include a single, unmistakable action they can take immediately to get started.
An engagement email sequence uses email to build rapport with prospects. The goal is to get them to click, reply, or share your content so you stay top-of-mind.
Here’s an example of an email in an engagement sequence from A Kids Book About:
In this email, A Kids Book About promotes upcoming events with clear dates and titles, making it easy for readers to decide which ones to attend. The layout is clean, with event details front and center. No hunting for information. Plus, the subject line builds excitement without being clickbaity.
This type of sequence is perfect for brands with frequent events, launches, or content updates.
Engagement emails work best once you’ve already built some relationship — when recipients look forward to your emails.
What I like: This email gets straight to the point, with dates, titles, and why the reader should care. It feels organized but not overwhelming. The design makes each event easy to skim, which I’d appreciate if I were busy but curious.
What really stands out to me is how they balance promotion with value. They aren’t just saying, “Come to our event.” They’re making it easy for me to choose which event is right for me. If I were a subscriber, I’d feel like they respect my time by keeping it brief but useful.
Also, I love how they build anticipation without shouting. There is no over-the-top urgency; it is just, “Here’s what’s happening; we’d love to see you.”
That approach feels more authentic and community-driven, which perfectly fits their brand.
A conversion email sequence is designed to drive action, whether it’s booking a meeting, scheduling a demo, or claiming an offer.
Unlike nurturing or engagement emails, conversion emails are direct: the goal is to turn interest into commitment. These emails should be clear, concise, and centered around a single CTA.
Great conversion emails often use these strategies:
Here’s an example from Yokel Local:
In this email, Yokel Local opens by addressing the different roles a reader plays in their business, immediately making them feel seen.
They zero in on a common pain point: struggling to generate leads. The email quickly shifts to a solution: Book a meeting to solve your lead generation challenges.
The layout is clean and purposeful: one bold CTA button, “Book a 30-minute free strategy session,” so there’s no confusion about the next step. Plus, they use customer results to build trust — letting outcomes, not promises, do the selling.
What I like: I really like how Yokel Local structures this email. It feels personal and targeted.
I also like how they identify the problem (too much work to do, taking their focus away from lead generation) and tie it directly to their solution (book a meeting for help). No jargon, no fluff.
A follow-up email sequence is designed to reconnect with prospects who haven’t responded to your initial outreach. Just because someone didn’t reply doesn’t mean they’re not interested.
They may be busy, unsure, or need a reminder. Follow-up emails are crucial for keeping the conversation alive without being pushy.
Great follow-up emails often:
Here’s an example of a follow-up email:
What I like: This follow-up email is simple but effective. It opens by politely checking in. No pressure, just a quick “Following up” to stay on their radar.
Then, it restates the value: solving their productivity problems. Finally, it closes with a clear, easy CTA, “Schedule a call,” making it effortless to respond.
The value reminder is quick but sharp. There is no long pitch, just a clear solution to their pain point (productivity). If I were on the fence, this email would remind me why I reached out without overwhelming me.
A re-engagement email sequence is designed to win back subscribers who have gone cold. People who stopped opening your emails or engaging with your content. The goal is to remind them why they signed up and rekindle their interest.
Great re-engagement emails often:
Here’s one of our account deletion re-engagement emails:
What I like: I like how this email gets straight to the point. The subject line alone, “Your HubSpot account will be deactivated in 30 days,” grabs my attention because it’s specific and urgent. If I were disengaged, this would make me pause and consider taking action.
The design is minimal and effective: no clutter, no unnecessary images. Just a clear warning and a big, easy-to-spot “Sign in” button. I love this because there’s zero friction. One-click, problem solved.
Plus, they give me a deadline (30 days) but without panic-inducing language. The balance is perfect: firm but friendly.
A webinar reminder email sequence is designed to ensure registrants don’t forget the event. Even if someone signs up, life gets busy, and reminders boost attendance rates.
Great webinar reminder emails often:
Here’s an example from Dyspatch:
In this email, Dyspatch does a great job of making the details crystal clear: the webinar title and time are right at the top.
What I like: I like how well-designed this email is. It’s straight to the point and easy on the eyes. The clean layout and bold headings make the essential details impossible to miss. I’d know exactly when and where to join the webinar within seconds of opening the email.
The best part is the direct “Join Webinar” button, which is clickable and right up front. If I were rushing between meetings, this would be a lifesaver. I hate when webinar reminders bury the link halfway down the page.
What if you could turn a simple email sequence into $100,000 in 30 days? That’s exactly what we did — without paid ads, a huge list, or complex funnels. And now, we’re breaking down every step so you can do the same.
This sequence worked because it tapped into three powerful emotions that drive action:
Here’s exactly how we built this sequence, from finding the right leads to sending the perfect follow-ups. Every step, every email, and every insight that made this work.
As a branding agency in the healthcare industry, the majority of our clients are doctors or dentists. To hit $100K in 30 days, we needed the right leads.
Our target? The doctors and dentists featured in the news. These professionals were getting attention but didn’t always know how to capitalize on it. That’s where we came in. Most businesses chase cold leads. We focused on warm prospects: professionals already being talked about who just needed help leveraging that visibility.
And the best part? These leads weren’t just warm — they were likely to reply because we weren’t selling, we were congratulating.
1. Set Up Google Alerts to automate lead discovery.
2. Use Feedly for Industry News (Curated Lead List)
In the example below, we track the keyword “orthopedic surgery” in Google Alerts. After entering the keyword and my email address, I click “Create Alert.” Now, I will receive an alert any time the news mentions orthopedic surgeries or orthopedic surgeons.
Feedly is another tool to use when monitoring news topics. It is a space where you can privately organize and research topics relevant to you. It is an alternate tool Feed the Agency uses to discover doctors mentioned in the news.
To use the platform, add websites to your “feed.” When a website you’re monitoring publishes a new article, you’ll receive an alert within the platform.
For example, a website we follow in our industry is KevinMD.com. To add it to our feed, I:
In those four steps, we added KevinMD to our feed. TEDmed.com, AdWeek, and Advertising Age are other websites we’ve used to acquire new customers. They are examples of other websites I have added to my Feedly account.
To view the content from these websites, I click on the “Health” tab, where all the content appears at once.
Finding the right prospects is only half the battle. The first email determines whether they engage or ignore you. Our goal? A warm, non-sales introduction that stands out from the dozens of emails cluttering their inbox.
Using the free email templates builder from Sales Hub, here’s one of the emails we sent in our first outreach:
Subject: Dr. [Last Name], saw your feature — quick question
Hi Dr. [Last Name],
I saw your feature in [Publication]. Congratulations — great to see your expertise getting recognized.
Many doctors we’ve worked with tell us that after a big media feature, patient inquiries spike — but so do branding challenges. Suddenly, you’re more visible, but are the right patients finding you?
We recently helped Dr. [Similar Name] turn their media exposure into a 30% increase in patient inquiries — without relying on expensive ad campaigns or generic marketing.
If you’d like to learn how we did it, let’s set up a quick call. Please schedule 15 minutes on my calendar.
Best,
Matthew
Why this works:
If they don’t respond within 24 hours, we follow up with Email 2: A personalized and valuable offer.
Not every prospect responds to the first email, and that’s normal. The key to a great follow-up isn’t just “checking in”; it’s offering something so valuable they can’t ignore it. This email shifts the conversation from a simple introduction to real value, positioning us as a trusted resource, not just another pitch.
Email Template – Follow-Up with a Personalized Tool
Subject: Dr. [Last Name], I made this for you
Hi Dr. [Last Name],
I know you’re busy, so I’ll keep this quick. I reached out earlier about your recent feature in [Publication] — and I put something together that might help you make the most of that momentum.
It’s a Physician Brand Differentiation Survey that reveals how your practice stands out, or doesn’t, compared to other top doctors in [City]. Most doctors are surprised by what they find.
See how your brand compares. Take the 3-minute survey here. [Insert Link]
When we speak, I’ll compare your results to those of the top physician brands nationwide. If you’d like to discuss your results, please schedule a time here: [Calendar Link].
Best,
Matthew
Add names whenever possible. Adding a doctor’s name to the survey increased our response rates.
Although it was a small tweak, personalization is a powerful tool. If this email fails to drive prospects to reply or book time on my calendar, I’ll send a second follow-up email using the “Trying to Connect” email template.
At this point, we’ve sent two emails with no response. That doesn’t mean they’re not interested — it means they’re busy or undecided. This email keeps the conversation alive by removing pressure, offering flexibility, and making it easy to say “yes.”
Email Template – The “Trying to Connect” Email
Subject: Still interested? I can make this easy.
Hi Dr. [Last Name],
I know your schedule is packed, and I want to make this as easy as possible for you.
Many physicians tell me they’re too busy to think about branding — until patient inquiries slow down or competitors start taking market share. I’d hate to see that happen when a simple shift could keep you top-of-mind with the right patients.
I’m happy to accommodate your schedule, including early mornings or weekends.
Let me know what works, or schedule a time here: [Calendar Link]. If now isn’t the right time, just reply “later,” and I’ll follow up in a few weeks.
Best,
Matthew
Why this works:
If there’s still no response, we move to Email 5, the “Permission to Close” Email, where we introduce scarcity and force a decision.
This single email had the highest response rate of all the templates. Why? Offering extended hours could be the key.
Without mentioning explicit hours, prospects might automatically assume that scheduling times are during their business hours. Offering times outside of regular “9 to 5” hours can push prospects to take action.
Silence doesn’t always mean “no” — sometimes, it just means “not yet.” But instead of chasing unresponsive leads, we shift the power dynamic. This email works because it gives them two options: engage now or lose the opportunity forever. The fear of missing out does the rest.
Email Template – The “Permission to Close” Email
Subject: Dr. [Last Name], should I take you off the list?
Hi Dr. [Last Name],
I wanted to follow up one last time. We’re finalizing our client list for the month, and I wasn’t sure if you still wanted to explore how to turn your recent media coverage into a patient growth strategy.
I don’t want to clutter your inbox if this isn’t a priority. But if you’re still considering it, now is the time — we won’t be reopening spots for another few months.
Just reply “yes” if you’d like to schedule a call or “close” if now isn’t the right time. Either way, I’ll take care of the next steps.
Best,
Matthew
Why this works:
If they don’t respond? We move on. The worst thing you can do is keep chasing dead leads.
A sequence is only as good as its results. Even a well-written email can fail if it’s sent at the wrong time, to the wrong person, or with the wrong message. That’s why tracking performance isn’t optional.
HubSpot’s free email templates tool allows you to measure open rates and click rates. These templates give you the potential to get similar results. Try it out. Create a free HubSpot account, open the email templates tool, and click send.
At Feed.The Agency, we measured email performance and made improvements as we saw fit.
We didn’t just track numbers. We used them to make strategic changes. Here’s what we measured:
Key insight from our testing:
One small tweak made a huge difference: We changed the subject line of Email #1 from “Free to chat?” to “Dr. [Last Name], saw your feature — quick question.” That alone increased open rates from 42% to 58%.
We didn’t guess our way to better results. We tested systematically by:
If you don’t track and refine, you’re wasting money. The only way to build a high-performing email sequence is to test, tweak, and optimize it repeatedly.
No matter the kind of email sequence you’re creating, there are some best practices you have to keep in mind to ensure that you get the best results possible.
Ever feel like your email sequences are just shots in the dark? That’s where SMART goals come in.
Before starting an email sequence, ask yourself: What do I want to achieve with this?
All email sequences have goals, but only SMART goals make success measurable. For example, a lead nurturing sequence might aim to gain 100 webinar signups in 14 days, while an abandoned cart sequence could target a 10% recovery rate within a week.
When setting goals for your sequences, make sure they’re SMART — Specific, Measurable, Achievable, Relevant, and Time-Bound. This framework ensures that you set realistic goals and achieve them on or before the deadline you set.
Here’s how to apply SMART goals in action:
For a welcome sequence, a goal could be: “Convert 5% of new subscribers to customers within 30 days by offering a limited-time discount.”
Without clear targets, your email sequence becomes guesswork. That’s why I think SMART goals are essential — they help you track success and adjust when needed.
Before you draft your first email, write down your SMART goal and how you’ll measure success.
Ever stare at a blank page, unsure where to start your email sequence? That’s where an outline saves the day.
Creating an outline will help you determine how many emails will be in each sequence. Write down everything you want to include in your emails. When you’re done writing out your ideas, group similar topics into categories.
When grouping your ideas into categories, think about your sequence’s purpose. For example:
Once your outline feels solid, work backward from your main goal. For example, if you’re teaching your subscribers how to start a podcast, your outline might include categories like:
Outlines aren’t meant to be perfect. They’re roadmaps. Expect to adjust them as you write and refine your emails.
So, grab a notebook or open a doc and start writing down ideas for your next email sequence.
Here’s the beauty of automated email sequences: You can write them once, and they’ll keep working for you day after day. Make your email content evergreen and relevant to everyone in the customer segment that’ll receive the sequence.
I recommend avoiding trendy jokes or information that won’t be relevant in the next couple of months. If you include these, you’ll have to constantly edit your email sequence, which defeats the purpose of saving time and providing your customers with a personalized experience.
Instead, write content that centers on your audience’s long-term goals or pain points, such as onboarding guides, case studies, or how-to resources.
For example, Asana sets up new enterprise users with a quick start guide that won’t need updates, which saves them time and resources:
No opens, no results. It’s that simple. The key? Writing irresistible email subject lines.
Consider running A/B tests within your email automation software. A/B tests don’t just boost open rates. They reveal what language, tone, and topics connect with your audience. Test, analyze, and refine so you can consistently craft subject lines that drive higher open rates.
Preview how your subject lines look using a subject line tester, like CoSchedule’s Headline Analyzer, to spot length issues and improve readability before you hit send.
No matter the kind of email sequence you send out, you should always include a CTA to help your readers know what to do next if they decide to act. A clear CTA prevents confusion, drives action, and increases conversions — because without direction, most readers won’t act.
For example, if you’re sending out an abandoned cart email sequence, include a CTA such as “Continue shopping” or “Return to cart” to guide customers back to your website to complete the purchase.
If you don’t include this CTA, they’ll close the email and forget about the cart completely.
So, before you hit send, ask yourself: Is my CTA clear, actionable, and easy to find? If not — fix it. If you’re unsure, test it: Could a reader act without reading anything else? If not, make it bolder, shorter, or more urgent.
Testing your subject line boosts open rates, but why stop there? Every element, from CTAs to design, can impact engagement, clicks, and conversions, so I believe it’s worth testing beyond the subject line. Test every aspect of your email sequence, including CTAs, design elements, email body copy, and the number of emails in a sequence.
Start with one variable at a time, such as testing two subject lines or different CTA placements, to identify what moves the needle.
For example, test subject lines over a week to gather statistically significant data or alternate CTA placements across two email campaigns to identify performance differences. Running split tests on these email elements will help you know which ones resonate most with your audience and encourage them to take action.
When you have this data, you’ll be able to increase open rates, boost click-throughs, and drive more conversions. With 38% of brands increasing their email budget, testing and optimizing your sequences isn’t optional. It’s how you stay competitive. Are your budget and testing strategy ready to keep up?
Make your emails feel like they’re written for the reader, not at them. True personalization goes beyond adding a name to the subject line. Tailor emails based on behavior, preferences, and purchase history because personalization isn’t just a tactic. It’s a trust-builder.
For example, you can send follow-ups based on clicks, downloads, or purchases to meet subscribers with exactly what they need when they need it. If someone downloaded a free guide on marathon training, follow up with a discount on running shoes or an invite to a virtual coaching session.
“Hey Jamie, still thinking about those running shoes? Lace up with 10% off — because your next mile is waiting.”
If you’re not using behavior-based triggers, you’re leaving money on the table. I’ve found even one personalized follow-up can drive conversions.
The relationship doesn’t end when the sequence does. Focus on clarity, consent, and follow-through — because trust is earned in every inbox interaction.
Trust me, nobody wants to hunt for the unsubscribe button or, worse, log into some forgotten account. And nothing kills trust faster than unsubscribing and still getting emails. (You know the ones: “You’ll stop receiving emails… in 7-10 business days.”) Why is it so hard to just leave?
Make unsubscribing human and easy. No guilt trips. No hoops. No delays.
Try this: “Not loving our emails? Tell us what you’d rather see or unsubscribe — no hard feelings.”
People come back to brands that let them leave without a fight. If you want to reduce your unsubscribe rate, let subscribers choose how often they hear from you.
Here’s what you can add to your next welcome email sequence:
“Get emails your way. Choose ‘weekly updates,’ ‘just the big news,’ or even ‘email-free vacations.’”
Let them stay on their terms. That’s how you build trust because trust isn’t what you say. It’s being considerate enough to respect their time and preferences.
Our journey started with a simple goal: Find a cost-effective way to grow without relying on referrals. What surprised me most was that it wasn’t just about earning $100,000 in 30 days.
It was discovering that the most powerful emails weren’t the ones with fancy designs or complex automation. They were the ones that felt human, celebrating others’ success before asking for anything in return.
Remember how we started with the ROI stats — email marketing’s 3600% return and automated workflows generating 320% more revenue?
Our experience proved these weren’t just numbers. But here’s what really matters: You don’t need a massive budget or complex tools to get started. Whether you’re a solo practitioner or running an agency, the same principles apply: lead with value, stay consistent, and make every email count.
Ready to write your own success story? Your next breakthrough might be just one sequence away.
Editor’s note: This post was originally published in November 2015 and has been updated for comprehensiveness.
I’ve run email campaigns for product launches, cold leads, fundraising drives — you name it. One thing I’ve learned? Open rates are just the beginning. I’ve seen high opens lead to zero engagement, and average numbers drive major results. The difference? Context, timing, and strategy. […]
SalesI’ve run email campaigns for product launches, cold leads, fundraising drives — you name it. One thing I’ve learned? Open rates are just the beginning. I’ve seen high opens lead to zero engagement, and average numbers drive major results.
The difference? Context, timing, and strategy.
In this post, I’ll walk you through the most recent benchmarks on email open rates by industry and share real-world tips that have worked for me and others in the field. And yes, I’ll tell you where I’ve gotten it wrong, too — because that’s where the learning really sticks.
Let’s dive into what the numbers are saying and what they actually mean for your next campaign.
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As of 2025, the average email open rate across industries is 42.35%. That’s higher than it’s been in years, but take it with a grain of salt. I’ve worked with clients in SaaS and B2B where 25% was a win, and others in community spaces hitting 55% consistently.
So ask yourself this: Are your opens growing over time? Are the right people opening your emails? Because that’s what actually moves the needle.
I use tools like HubSpot’s email health tool and A/B testing to get real clarity. When open rates dipped on a campaign last year, it wasn’t because people didn’t care — it was because our subject lines weren’t specific enough. One small tweak (“Get your seat before Frida”) brought our open rate up by 11%.
Here’s what I’ve found in my work and what recent benchmarks confirm:
But numbers alone don’t tell the full story.
I once ran an educational campaign with a 52% open rate — an incredible number on paper. We had a beautiful design, clear copy, and even some solid engagement in replies. But here’s the thing: It didn’t convert.
Not one sign-up; not one click-through. I remember feeling confused and honestly a little embarrassed. It took me a few days (and a couple honest conversations with teammates) to realize the problem.
The email gave people information but didn’t ask them to do anything. No clear CTA, no next step. It was a classic case of marketing that educated… and ended there.
That lesson stuck with me.
Now, every email I write starts with the question: What do I want the reader to feel, think, or do next?
According to HubSpot’s 2025 Global Social Media Report — and based on what I’ve seen working across sectors — email isn’t just keeping pace with social; it’s becoming one of the most trusted bridges between brand and audience.
While I’ve run ad campaigns that went viral for a day, the lasting connection always came through our email list. That’s where we had room to talk like real people.
And HubSpot’s data backs this up:
What works here is relevance and rhythm. I’ve seen campaigns built around deal stages (using HubSpot Deal Pipelines) perform significantly better than blast-style outreach.
As Amy Mario, global head of brand marketing at HubSpot, puts it, “The brands that win the algorithm in 2025 aren’t just getting likes — they’re getting mental bookmarks.”
So what does this mean for email — especially in B2B email marketing where the average open rate is 41.7%?
It means speak like a human. Deliver value. Build a rhythm. Let people know there’s someone on the other side of that inbox.
Your industry’s average email open rate is only one of several email marketing benchmarks. I also track click-through, bounce, unsubscribe, and click-to-open rates (CTOR) for a complete picture of my campaign’s performance.
Top email marketing platforms release email marketing benchmarks every year or two. So, I audit my email campaign efforts based on these standards. This year, I looked at benchmarks from five industry leaders that used substantial email marketing data to prepare their reports:
Let’s get right into the details.
Here’s where things get practical. Below are 2025 averages by industry, along with a few lessons I’ve learned firsthand and tools I trust.
Average open rate: 38.58% (Klaviyo)
What’s worked for me: Urgency + scarcity. One subject line that read “Only 3 left in stock” gave us a 7% boost overnight. Timing matters too. Sunday evenings outperformed weekday mornings in most campaigns for me.
How to improve: Use recipient time zones and behavior-based segmentation.
Average open rate: 39.48% (Klaviyo)
What’s worked for me: Using titles directly in subject lines (“For HR leaders”) made our messaging feel less generic. Also, emails sent by an actual person — rather than a company alias — felt more personal and consistently earned higher opens.
How to improve:
Average open rate: 46.49% (Brevo)
What’s worked for me: Storytelling. An email I wrote for a clean water org started with “This is Maria’s story,” and open rates went through the roof. People connect with people — not stats.
How to improve:
Average open rate: 38.14% (Active Campaign)
What’s worked for me: Using data and insights as lead-ins. Subject lines like “How much churn is too much?” did far better than product updates.
How to improve:
Average open rate: 45.21% (MailerLite)
What’s worked for me: Localized recommendations. One hotel client swapped “Get away this weekend” for “Escape to Tepoztlán this Friday.” 18% more opens, just like that.
How to improve: Use geo-segmentation and CRM data to personalize based on seasons, holidays, or location-specific trends.
I’ve had subject lines with questions like “Did you see this yet?” outperform feature-heavy ones by double. People click when they’re intrigued.
Personalization often feels gimmicky, but when it’s natural, it adds trust. “Alejandro, here’s something for you” almost always beats “Quick Update.”
Don’t assume long is bad. In B2B campaigns, my longer subject lines (“What 2,400 CMOs are doing differently in 2025”) beat short ones every time.
Words like “Free!!!” or “Urgent” can send your email straight to promotions or junk folders. Test tone instead of hype.
Some tools have this as an automatic feature — if not, start tracking engagement manually and then batch-send at that time. You’d be surprised how consistent your audience can be.
When your audience expects to hear from you weekly at 10 AM on Friday, you’re training their attention. Consistency builds familiarity — and open rates rise.
Open rates tell you who’s paying attention. Click-through rates (CTR) tell you who’s engaging. And if you’re in this game to convert, CTRs deserve just as much love.
Here’s a look at average CTRs by industry based on 2025 data:
Industry |
Average CTR (%) |
Source |
Retail |
1.34% |
|
B2B Services |
2.21% |
|
Nonprofit |
2.66% |
|
SaaS |
1.91% |
|
Hospitality/Travel |
2.43% |
These numbers aren’t just data points — they’re conversation starters.
When I look at this chart, I don’t just see percentages: I see signals. For example, I’ve worked with nonprofits where storytelling drove CTRs above 5% because the emotional connection was real.
In B2B, the wins came from helpful content — things like benchmarks, guides, or tools — that were something people could act on.
CTR is ultimately about trust and timing. You’re not just hoping people will click — you’re showing them why they should. That’s why it’s one of the most honest metrics we’ve got in digital marketing.
The more choices people have, the less they act. I’ve seen engagement double just by trimming from three links down to one.
Especially on mobile, clarity wins. Test colors, but make sure it looks like something they can tap.
“See your growth report” works better than “Check out our latest update.”
The best CTAs answer the reader’s unspoken question: “What’s in it for me?”
One near the top for scanners and one at the bottom for readers. Same CTA, just accessible.
A quick testimonial or stat below the CTA boosts confidence and click rates.
When I first launched my own digital agency, we used to celebrate open rates like they were the final goal. But over time, especially when I moved into product marketing and then tourism campaigns, I realized that opens without clicks are just window shoppers. The actual click-through signals someone’s ready to walk through the door.
What’s wild is how much small tweaks can change the game. I remember testing two nearly identical emails for a retreat we were running. One had a big, clear button that said “Reserve Your Spot.” The other just had a hyperlink in the text. The button email got 3x more clicks. Same audience. Same content. Just clearer direction.
So don’t underestimate structure. Think of your email like a guided path. From the subject line to the preview text, down to the CTA, every part should lead the reader to one simple next step.
In my work with both tech companies and tourism brands, I’ve seen CTRs vary wildly. Here’s what the data backs up:
The takeaway? CTR is where structure meets story. If you’ve built trust in the subject line and body, the CTA should feel like the obvious next step — not a sales pitch.
Open rate tracks who opened your email. CTR tracks who clicked something inside it. Both matter, but CTR usually signals deeper engagement.
Anything above 2% is strong across most industries. Nonprofits and B2B tend to see higher rates.
Depends on your audience. I’ve seen weekly emails thrive and others burn out fast. Start small, stay consistent, and listen to unsubscribe signals.
Yes. But there’s no one-size-fits-all. Use send time optimization or test mornings versus evenings to find your sweet spot.
Clean it quarterly. Remove inactive subscribers. Focus on quality over size.
When I started writing emails, I obsessed over subject lines. And yes, they matter.
But what really made a difference over time? Building trust with the people I was writing to.
What I wish I’d known earlier is this: Email is less about writing and more about relating.
Whether I was promoting a new eco-tourism experience or driving traffic to a tech webinar, the
emails that worked were the ones that sounded like they were written by a real person who cared. And usually, they were.
You don’t need fancy graphics. You need clarity. You don’t need perfect copy. You need honest communication. That’s how you build campaigns that don’t just perform — they connect.
So here’s my last piece of advice: Treat every email like it’s the start of a conversation, not the end of the funnel.
Editor’s note: This post was originally published in June 2023 and has been updated for comprehensiveness.
A WYSIWYG editor — short for “What You See Is What You Get” editor — is a major asset when building or making changes to a website.
WebsiteA WYSIWYG editor — short for “What You See Is What You Get” editor — is a major asset when building or making changes to a website.
Research shows that just over 37% of emails are opened across all industries. So as you can imagine, capturing a prospect’s attention takes a compelling subject line and a clear message that leads to decisive action. In other words, you need a perfect sales email. […]
SalesResearch shows that just over 37% of emails are opened across all industries. So as you can imagine, capturing a prospect’s attention takes a compelling subject line and a clear message that leads to decisive action. In other words, you need a perfect sales email.
Thankfully, there are sales email templates that can help you win in inboxes with better open rates, convincing copy, and powerful CTAs.
In this post, I’ll share my best practices for sales introduction emails and then walk you through tried-and-true templates with 60% or higher open rates, 8% or higher click-through rates, and 30% or higher response rates. I’ve lightly edited the templates so you can tweak them for your industry, market, product, and prospect.
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How many sales introduction emails are you planning to send today? Consider your prospects. They are likely receiving several sales emails daily — many of which are spam, full of false promises, or aren’t personalized to the recipient’s needs.
Here are some ways I get my emails noticed.
The subject line is the most critical part of an email, with 47% of recipients opening emails based on the subject line, and 69% using the same factor to report emails as spam.
If prospects aren’t motivated to explore beyond your subject line, the time and effort you put into the content, messaging, and CTA of your message is for naught.
One trick to boost email opens is to include your recipient’s name in the subject line. Undoubtedly, this gets tricky when you send sales emails at scale. Sales software simplifies this process considerably compared to a salesperson’s personal email client. It helps sellers to automate email sequences and personalize messages using your contact list and other CRM data.
The longer the email, the more likely the target recipient will skim or simply ignore the content after a cursory glance.
According to HubSpot research, the ideal sales email length is between 50 and 125 words. Brevity and clarity FTW!
Pro tip: During my sales career, I would either end my emails with a line from a testimonial or an ROI statistic. I would invite the prospect to talk about whether they wanted to achieve similar results. I found it effective at motivating responses.
You can’t assume that your prospect knows anything about you or your company. One of the first things you should do is introduce yourself.
Introducing yourself confidently and without gimmicks or false promises is a great way to set yourself apart from the other sales emails a prospect receives that day or week. People buy from people they know, like, or trust.
Don’t be vague. After receiving a sales email, your prospect should have a clear idea of what the next step is. Are you asking them to respond to an email? Should they reach out by phone? Do you need them to schedule a time on your calendar using your meeting scheduler?
Include a clear call-to-action in your email so your prospects aren’t left wondering what to do.
Pro tip: I always thought my most important job when I wrote sales emails was keeping the recipient engaged enough to read down to the call to action. I had a fishing analogy where the subject line is the bait and hook that I would cast into the “lake,” which represented my target market. The body of the email is how the seller reels in the prospect, and keeps them engaged enough to be drawn “into the boat” with the call to action.
Set up a custom email signature to stand out and appear more trustworthy. It should include your name, job position, and/or logo of the company you work with.
Add extra contact details like your phone number and links to your website or social accounts. These allow prospects to learn more about you and reach out through other methods if they wish to do so.
Following up is crucial to forwarding the conversation, and you should aim to do it at least two or three times. Sometimes my best email results were from drip campaigns.
The first email would be a preview of a sequence of messages that would introduce a concept or campaign message. It told the prospect to anticipate the next email would follow with an offer that would be of great value to them, because I did my research, and was confident it would be of strategic value.
The second email would describe the offer or the promotion and include a content asset like an ebook or a webinar. It would give the prospect the option of acting right away, or tell them to keep an eye out for a third message.
I found that by getting the prospect used to seeing messages from me without a hard sell, they were more likely to open my messages and respond than if I tried to use one email and call to action to try and spark the relationship.
Pro tip: If you want a hand when you start writing your emails, try using HubSpot’s free AI email writer for a quick productivity boost — in place of staring for hours at a blank screen. You can also use it to easily customize emails using slash and highlight commands to edit length, spelling, and tone.
Here are some email templates you can try, with some direct feedback and ideas from me.
Subject line: Are you doubling down on [goal]?
Hi [prospect name],
I checked out your website, and it looks like you might be trying to [accomplish X specific goal]. Without making any assumptions about your business goals, I believe [Y] might play a pivotal role in your success.
If you’re unfamiliar with [company], our solution helps businesses in [prospect company’s] space with three main goals:
Are you free in the next few days for a call to discuss [prospect company’s] strategy for [business area]?
Best,
[Your name]
If the prospect hasn‘t heard of you before, give them a reason to talk to you. Mentioning their goals and showing you did your homework is often enough to pique a buyer’s interest.
Why It Works: In a sales introduction email, you are introducing yourself to a stranger. For most, it is easy to brush off or ignore someone they don’t know. This email template puts you in a position where your prospect might not know you, but they think you know them. By focusing on their goals and success, you can draw them in. As you mention how your company can aid in their success, you can move your company out of the stranger category and potentially facilitate a conversation.
Mark’s Take: I would probably change the subject line to something like “Taking your [goal] strategy to the next level?” or “What’s your next move for achieving [goal]?” I wouldn’t want to suggest that pursuing a goal I want to talk to them about requires lots of effort or risky “doubling down.”
The body of the email is great, but I think prospects are already reluctant about the risk of working with a salesperson or company they don’t know. Using a gambling metaphor doesn’t seem like a good idea.
Subject line: Congrats [Client Name]! Let’s discuss next steps
Hi [prospect name],
Your [LinkedIn description, company’s recognition in the Inc. 500, connection XYZ colleague] inspired me to reach out. My company has worked with several staffing firms to help them cope with the kind of growth trajectory your company is on. Within six months of working with [company], [client] saw [X results]. I’d be happy to share a few ideas about how [prospect company] could accomplish similar results.
If you’re open to it, when would be a convenient time to chat? Say, [XYZ time]?
[Your name]
Strike while the iron is hot. A trigger event gives you a compelling reason to reach out, boosts your credibility by demonstrating you clearly pay attention to what’s happening in their space, and establishes urgency.
Why It Works: Corresponding with a stranger can seem so unexpected that you’re put off by the initial interaction. The trigger event email template allows prospects to bypass this discomfort because you’re reaching out for a reason. This trigger event makes your email seem more valid and less like spam.
Mark’s Take: Keep the focus on the prospect, don’t make it about your product. Offering to discuss next steps communicates confidence and approachability.
3. Offering a Better Solution Template
Hi [prospect name],
I’m [your name] with [company name]. I help sales executives to discover the benefits of collaborative sales tools that they can use to better communicate with their teams. Many of the customers we’ve onboarded recently had great visibility to management-level forecast data. Yet their direct reports struggled to keep their managers informed about their activities and challenges. Does that challenge seem familiar with the sales tools you use?
[Your product name] resolves this issue by [Share main benefits]. What day works best for setting up a demo?
[Your name]
Why It Works: If you know what tools your prospect is using, you can offer your product as a better solution to their pain points. This technique enables you to quickly point out the competition’s flaws and how your product resolves those friction points — making it a better fit.
Mark’s Take: Talk about your strengths or your success stories. If you know where your product excels, focus on that. Don’t compare it to a gap in the competitor’s feature set — it’s important you find a way to earn the prospect’s trust, and trashing a competitor is a risky way to do so.
Hi [prospect name],
A colleague of mine just introduced me to your brand. I love the video you put out regarding [topic]. I found it both insightful and entertaining. [Mention one or two things you found interesting].
You mentioned in the clip that your company’s biggest challenge was [challenge mentioned in the content you found]. Our product actually solves for that [mention a few key features].
If you’re open to it, when would be a convenient time to chat? Say, [XYZ time]?
[Your name]
Why it Works: This method works when the compliment is genuine and the rep has done proper research on the prospect. Flattery is a powerful tool that can help build rapport and connection with a prospect and make it more likely they’ll respond to your email.
Mark’s Take: This template could be very effective, but it’s important not to gush, and possibly come across as insincere.
Subject line: You know [mutual contact]?
Hey [Prospect],
A mutual contact of ours, [Referral partner], and I were recently discussing experts in [their field] whom I could reach out to for some insight about [topic].
You were the person who came to their mind immediately.
I’m writing an article about [topic].
Would you be willing to review it?
Best,
[Your name]
In a lot of ways, sales is the art of cultivating trust with potential customers. One of the better ways to do so is by finding some common ground via mutual connections, peers, or former colleagues.
Taking this angle can add some degree of familiarity with your prospects, put them at ease, and give you a leg up in the trust-building process.
Why It Works: “It’s not what you know, it’s about who you know.” Connections play a substantial role in the business world, and this perception is what makes this email template successful. A mutual contact instantly establishes a level of trust and credibility with a potential client. If there is a perceived connection between you and your prospect, they will be more willing to transform that connection into a relationship.
Mark’s Take: I’ve used this approach successfully, and word-of-mouth referrals are great. But I’ve also seen salespeople who didn’t really have permission to name-drop a common connection. Awkwardness ensued.
Hi [prospect name],
I saw your recent post on LinkedIn [title of post] about [industry-related topic]. Have you thought about trying [thing your product helps with]? If so, you should check out this case study from one of our clients [link to case study] that overcame a similar challenge.
Within six months of working with [your company], client [saw X results]. I’d be happy to share a few ideas about how [prospect’s company] could accomplish the same.
If you’re open to it, let me know a convenient time to chat? Say, [XYZ time]?
[Your name]
Why It Works: One of the easiest ways to hook prospects is to provide them with value from the start. In the example above, the rep pulls out a challenge the prospect may have mentioned and then provides them with a case study showing how a company solved similar issues using their product, and that the process can be replicated at the prospect’s company.
Mark’s Take: I remember that sales coaches would recommend I use the word “challenge” instead of “issue” because challenges can come across as forward-looking or aspirational, while an issue can be quite negative. To improve this email, I would try out an A/B test with prospects and swap out those words.
Subject line: Resource for [business area] questions
Hi [prospect name],
I am a business development specialist in [prospect company’s] industry, and noticed that you and a few of your colleagues visited our website recently.
This inspired me to spend a few minutes on your website to gain a better understanding of how you are approaching [business strategy]. In doing so, I noticed some opportunities where my company could help you attain your goals, and I was compelled to reach out to you directly.
[YourCompany] is working with similar companies in your industry, such as [X], helping them [accomplish Y], while providing them with the tools to [manage Z].
Do you have 15 minutes available on your calendar to connect this week?
Please also feel free to book time directly onto my calendar here: [Meetings link].
Thanks,
[Your name]
Based on the prospect‘s browsing behavior, you know they’re at least interested in your solution. If you want to capitalize on that interest, position yourself as a trusted advisor who can guide them through the decision-making process.
Why It Works: Without an explicit answer, it is virtually impossible to know why a prospect clicked out of your website. The website visitor email template opens a door to discovering where the interest in your products or services ended. It allows you to draw interest back into your company while enticing prospects with the notion that their competitors are using similar methods. It provides them with a direct line of communication to explore new opportunities with your products or services.
Mark’s Take: I’d use a stronger subject line. Something like “Let’s achieve your [business goal] together.” Positioning yourself as a trusted advisor shouldn’t seem like an offer to be a sounding board before you buy elsewhere. The internet is for answering questions; don’t devalue your worth.
Subject line: [Prospect Name], are you pressed for time?
Hi [prospect name],
Your time is valuable, so I’ll get right to the point. As a [job title] at [company], I get to speak with people like you about [achieving X]. [Prospect company] is on my radar because we’ve helped a lot of companies in [X space] with [business area].
Could we schedule a 15- to 20-minute call to discuss your strategy for [Y] — what you are working towards, which obstacles you are faced with, and how you envision your business rising to the occasion? I am confident you will take away some valuable ideas for tackling [business goals] that could make an immediate impact to your [top/bottom] line.
Best,
[Your name]
The first touch email is the most important one you’ll send. Like the first template in this list, this email will give your prospect an overview of your company while showing off your knowledge of their organization.
Why It Works: Cold emails are challenging because you’re looking to establish a relationship with someone potentially unaware of both you and your company.
Mark’s Take: This template works because it demonstrates a respect for prospects’ time, but makes it clear that if they invest time with you, they will get value for their time investment. It isn’t an aggressive sales pitch either, so the prospect won’t feel pressured into an unexpected sales call.
Subject line: [prospect name] — My recent voice message
[Name],
I saw that you were considering investing in our [product or service], and wanted to connect with you to ensure we address your needs..
Is there a good time for you in the coming days? You can book some time directly on my calendar here: [Meetings link].
Best,
[Your name]
P.S. Thought you might like this as well while getting started:
Why It Works: It is easy to skip over a voicemail, especially when it’s coming from an unknown caller. Prospects are likely to ignore unsolicited messages. This voicemail follow-up email template is one way to establish your credibility so they aren’t tempted to delete your voicemail before hearing your offer. Many prospects are reluctant to take calls from strangers in today’s business climate. This email strategy helps introduce you to the prospect before opting into a discovery call.
Mark’s Take: Voicemails are all too easily deleted or forgotten, so following up is critical to ensure you get a response.
Subject line: [Prospect Name’s] request to explore our [product]
Hi [prospect name],
I understand that you requested a live demonstration of our [product]. I work with companies in your area, and my goal is to ensure you can make an educated decision as to whether our [solution] meets your business goals and requirements.
My company takes a two-step approach to providing personalized demonstrations to ensure we address your unique needs. The first step is to have a discovery conversation focused around the use cases you would like us to present to you, to get some context as to how your users would be applying our platform into their business day. I would then tailor the demonstration environment to the scenarios we discussed, and make sure we are focused on what features and benefits are most important to your business. I’ve found that it is much more effective to take this approach than assuming your needs and walking you through a generic demo which may not address what you are most interested in.
To get started, you can book time on my calendar here: [Meetings link].
Looking forward to connecting,
[Your name]
Why It Works: This email helps you establish a relationship with the prospect and set the right expectations for the process. If they’re not prepared for a discussion of their company and objectives before the nuts-and-bolts product talk, they might become impatient.
Mark’s Take: We live in a world of instant gratification. When a prospect requests a demo, they create an idea of when they can expect to receive the information. It is often sooner rather than later. The requested demo email template is necessary for managing expectations. It establishes a timeline and helps form a relationship with your prospect instead of instantly opening and closing the door with the requested demo.
Subject line: X people on your team using [product]
Hi [prospect name],
I saw that [prospect company] is test-driving/using the no charge version of our [platform], and your team currently has [X number of] users accomplishing [Y]. This message is an invitation to discuss your experience so far, and to see if there are features or functions that might better align with how your business operates.
Your business needs might be addressed by our basic plan, yet there are several advantages to activating a paid subscription that can help you achieve quick wins, and long term return on your investment.
Trial Scenario 1: Our trial provides you complete access to all our features for [X more] days, so I wanted to make sure your team is familiar with how to access the features and benefits that matter to them most. I would be happy to arrange a conference call with your team.
Freemium Scenario 2: The Basic plan has a number of valuable features, and they are a great way to start transforming your business workflows. Many of our customers started on the basic subscription tier, but as they learned about the benefits of the paid-tier functionality, the ROI was easy to justify.
Please choose a time on my calendar that works best for you and I’ll follow up: [Meetings link].
[Your name]
Why It Works: A free trial or freemium experience is pivotal. During this time, prospects expect to be wowed by your products or services — wowed enough to commit to paying for them. The free tool or trial email template works because it shows potential clients or customers that you’re on their side. You want them to get the biggest bang for their buck. You want them to succeed. When prospects think your company is willing and able to help them, they are more likely to engage.
Mark’s Take: Help your prospect get as much out of their free sign-up or trial as possible. Not only will this help them see the value of your product, it also lets you influence their purchasing criteria.
Subject line: Are you still investigating [goal] strategies?
Following up on my last email, I wanted to see if [increasing X, decreasing Y] are on your priority list. I am eager to share some insights I’ve learned from working with organizations like yours.
[Company] offers tools for [business area] that include the following:
Should we find some parallels between your needs and what my company could offer you, I’d be happy to present some approaches to addressing your business needs with our industry-specific solutions. My goal would be to help you make an informed decision as to whether my company’s offerings align with your objectives.
I look forward to your positive response. If you aren’t responsible for this initiative, and there is someone in your organization that would have a vested interest in this area, please feel free to forward this message on, or I would be happy to make direct contact.
[Your name]
Why It Works: Sometimes a prospect needs a push in the direction of your company. After the initial email, there’s a chance they forgot about your offer. They might not be sure how your company can help them. Remind them. Inform them. A nonresponse doesn’t always mean they’re not interested. The “no response when opened” email template can help your company return to the minds of those who are.
Mark’s Take: The prospect is interested in learning more — after all, they read your message — but they‘re either too busy to respond or not interested enough. Get the conversation going again with an explanation of your company’s solution and an offer to give them a demo.
Subject line: Resources used by [competitor #1] and [competitor #2]
Hi [prospect name],
Following up on my previous email, as they have a tendency to slip through the cracks. At the very least, I wanted to provide you with the top resources that your peers at other [prospect’s industry] companies found helpful:
Would it be helpful if we scheduled 15-20 minutes to discuss how some of these topics may align with [prospect company’s] strategy? You can book time on my calendar via the link below. Otherwise, all the best to your business, and I hope to work with you in the near future.
[Meetings link]
[Your name]
Why It Works: Heard nothing? Before you give up on this prospect, send a few more resources their way. You’ll add value while simultaneously reminding them your tool might be able to solve a pressing pain point — as it has for their competitors.
Mark’s Take: After a few tries, you have to consider that your prospect isn’t interested. The continued non-response email template works for two reasons. One, it puts your company back into the mind of your prospect. Two, it helps draw them in with resources they can use to propel their goals.
Subject line: Not as bad as an awkward first date
Hi [prospect name],
Looks like we might not be meant for each other. But I still wanted to reach out to you one last time. I have a few suggestions on how [prospect company] can [accomplish X and Y]. If I don‘t hear back, I’ll assume that the timing isn’t right.
In the meantime, here are two resources I thought you might find valuable because [reason why they’re relevant]:
Best,
[Your name]
Why It Works: People think there is always time. The door is always open, so there is no haste in action or a decision. The “re-engaging of a non-responder” email works because it forces potential buyers to realize that they are about to miss an opportunity. When it looks like the door is finally closing, they could be motivated into action.
Mark’s Take: This lighthearted email gives the buyer a chance to change their mind. I think it’s a great way to re-engage them without guilt-tripping them.
Subject line: [Location, activity, or interest] recommendations?
Hi [prospect name],
In our last call, you mentioned your interest in [insert interest area]. I was curious what advice you’d have for someone just getting started in [interest area]?
Thanks,
[Your name]
Why It Works: No one wants a ton of offers shoved in their face. If your prospect has lost a bit of interest, the building rapport email template helps slowly draw them back in. Instead of meeting them with an offer for your products or services, asking a question about their business or seeking advice can jump-start the conversation. It also shows your prospect that you’ve paid attention.
Mark’s Take: Let‘s say your conversation has stalled a bit and you want to keep the momentum going without being too pushy. Try a rapport-building approach. It requires you to know a little about the person you’re sending an email to — just another reason why it’s important to get to know your prospect in your initial outreach and discovery calls.
Subject line: Where do we stand?
Hello [prospect name],
We’ve been unable to connect for a few weeks now, and that usually means one of two things:
If the answer is option one, I won’t take up any more of your time. Otherwise, do you have time to connect this week?
Thanks,
[Your name]
Why It Works: While connecting with a prospect isn’t a waste of time, it could be a waste if they’re dragging their feet and uninterested in your company. The taking action email template works because it compels them to make a decision. If they are disinterested, you can save your resources and end the correspondence or regroup for a different approach. If they are interested and still hope to connect, it confirms that you can go to greater lengths to secure this client.
Mark’s Take: Sometimes you’ve spent so much time on a deal that you simply need to know if the prospect is interested in moving forward. If they keep rescheduling meetings, missing calls, or pushing for a longer discovery period, it might be time to cut to the chase.
Subject line: Love your recent article!
Hi [prospect name],
I saw the [content medium] your company published about [subject].
I was impressed by how you managed to make such complex subject matter so accessible without sacrificing context or your authentic experiences. [Reference to what they do].
I have experience at [helping companies with relevant assistance]. Would you be interested in chatting for twenty minutes this week?
Thanks,
[Your name]
Why It Works: As shallow as it sounds, people are driven by compliments. Additionally, we always strive to do better. The “responding to content” email template appeals to both. This email will initially catch the eye of your prospect because of its reference to their content. After stroking their ego, you can drive a conversation with the idea of helping them do even better.
Mark’s Take: Prospects like to know you’ve taken a sincere interest in their business. One of the better ways to demonstrate that interest is to take the time to read, understand, and offer constructive guidance based on the content they publish.
Congratulations!
Hey [prospect name],
Congratulations on [recent achievement]!
Your company’s growth and success are really gaining traction in [their industry].
I’m looking forward to seeing where you go from here.
Regards,
[Your Name]
Why It Works: Sales emails typically request something from the prospect — a response or phone call. This email template works because it makes no request. Congratulating your potential clients on achievements puts you in favor with them and keeps a positive relationship open for future pitches.
Mark’s Take: Do your research and stay abreast of any milestones they reach. Then, reach out and reference those big-time wins.
Subject line: Let’s catch up this week
Hi [prospect],
Hope all is well, it has been some time since our last connection. I created a reminder for myself to check in with you to see how things were going with your [name of campaign] initiatives. We had discussed a potential partnership a few months ago, but we didn’t get a chance to present a tailored solution for your needs.
I would love to catch up and see if there are any opportunities to engage with you and help with your [department (eCommerce, marketing, etc.) ] strategy. Let me know if you have some time to reconnect this week and catch up business-owner-to-business-owner on where you see things and I can provide some ideas on where we can help.
Look forward to hearing from you.
Best,
[Your name]
Why It Works: Things change. Your prospect might have been uninterested or unprepared to take advantage of your product or services before, but they could be open to hearing about them now. This template reminds them of how your business can benefit them and reopens an avenue for communication.
Mark’s Take: Sometimes when prospects go completely radio-silent the casual route isn’t always effective.
Subject line: Thanks for accepting my LinkedIn request
Hello, [Prospect],
Thanks for accepting my request on LinkedIn. I look forward to learning more about you and your organization.
I’d love to hear more about what you do in your role. If you have any business challenges that I could help you address in the area of [your industry], please don’t hesitate to reach out.
Best,
[your name]
Why It Works: The LinkedIn connection email template works because it takes that initial introduction and helps you build from it. Starting the relationship on the networking platform and shifting it into a sales email creates a segue for introducing your company and its benefits.
Mark’s Take: LinkedIn is a platform for making professional connections. If someone accepts your request, you can assume that they’d be open to hearing from you. I have found it is better to send a message with your invite, as many LinkedIn users have expressed they are opposed to cold invites followed by immediate sales pitches.
Subject line: [College] alumni
Hey [prospect],
Did you go to [college]? I graduated in [year]. It’s so great to connect with a [college] grad! Do you remember [interesting / unique feature of your university]?
I see that you’re in [field/industry/role] now. How did you get to this role? What would you say is your biggest challenge?
Best,
[your name]
Why It Works: Many consider graduating from college a significant achievement, and it’s easy to find someone who will boast their institution and graduating year. Knowing that someone attended your alma mater quickly creates camaraderie.
Mark’s Take: This can work well when it sets up a bond of shared experiences and pride.
Subject line: About our conversations a few weeks ago
Hi [prospect],
I hope you’re well and that you enjoyed your vacation!
If you remember, we had a conversation a few weeks ago about [product or service]. You’d told me you’d need a few weeks to get the go-ahead from your manager.
Would you have some time next week to catch up?
Best,
[Your name]
P.S. Check out this resource I put together for your team. [link]
Why It Works: When someone returns to the office from a temporary leave, their email inbox is typically overflowing. Urgent matters get handled first. Depending on how your prospect views your correspondence, your email might fall to the end of the list. Instead of anticipating their response, follow up with the out of office reply email template.
Mark’s Take: I would also link to a resource in case they forgot the details and don’t want to look through your email thread or read a long email with all of this information.
Subject line: Following up
Hi [prospect],
You and I briefly chatted on [social platform]. It’s so great to connect with you!
I really liked your comment about [specifics about their comment]. You seem like you’d be a great fit for our product, and I’d love to give you a quick walkthrough.
Are you available for twenty minutes this week?
Best,
[your name]
Why It Works: You’re already off to a great start if you need the social post comment email template. It means you already have confirmed interest in your company. This email works because you’re able to remind your prospect of their demonstrated interest in your company and quickly transition your email correspondence to a phone call.
Mark’s Take: If the comment is related to your product, DM them first and ask if you can follow up over email. If they say yes, send them the following template.
Email templates can make your life much easier, allowing you to reach more prospects in less time and close more deals. With the templates I’ve shared, you’ll be sure to increase open rates and efficiently meet your sales quota.
Use these templates for any scenario — and don’t forget to tailor them to your prospect’s needs.
Editor’s note: This post was originally published in June 2017 and has been updated for comprehensiveness.
I have seen things I wouldn’t have believed even a few years ago. ChatGPT drafting content strategies from a three-sentence prompt. Grammarly solving my Oxford comma woes across an entire manuscript. I have yet to watch C-beams glitter in the dark. But I’ve witnessed AI […]
MarketingI have seen things I wouldn’t have believed even a few years ago. ChatGPT drafting content strategies from a three-sentence prompt. Grammarly solving my Oxford comma woes across an entire manuscript. I have yet to watch C-beams glitter in the dark. But I’ve witnessed AI reshape how I work — and it’s only just begun.
One area I find most compelling is agentic AI. Right now, AI agents sit squarely in the “next generation” of AI tools: developing quickly but not quite ready for the limelight. Still, Deloitte’s latest State of Generative AI in the Enterprise report urges companies to prepare their strategies and workflows for agentic AI.
You should know a thing or two about AI agents and how they can drive growth through AI workflow automation. Let’s investigate agentic AI and see how its potential could affect your company in the future.
Table of Contents
Agentic AI differs from the larger conversation happening around AI. Most workplace AI tools are “assistive AI” like Grammarly or “generative AI” like ChatGPT.
They have amazing capabilities but still require direct user input to operate (i.e., I need to enter a prompt into ChatGPT to make it work). Agentic AI can respond to user inputs but also can proactively pursue objectives, adjust to feedback, and run with some degree of self-sufficiency.
Notably, AI agents can run multi-step workflows automatically and adapt their processes in real time through feedback and new data. That’s a lot of power to grant a non-human operator within a business environment. As such, agentic AI does not make humans obsolete.
Instead, I believe human oversight of agentic AI will be necessary to deploy these tools wisely and ethically.
An AI agent overcomes traditional AI’s limitations to enable problem-solving, decision-making, and influence over external environments. While they can automate lower-level, repetitive tasks, they really excel at adapting to dynamic environments and optimizing outcomes over time.
But how do they actually accomplish that? The short version: agentic AI operates with a few key steps differing from other AI systems you might’ve tried before.
Let’s say you give an AI agent a task like, “Schedule a recurring weekly meeting with the five members of my marketing team.” How would agentic AI complete this request?
The AI agent begins by processing the objective — in this case, scheduling a recurring meeting with specific people on a certain time frame. Some agents can develop this objective autonomously based on context, an important feature in multi-agent operations.
For now, though, this agent will work with the human-based request.
Behind the chat window, the AI agent uses Natural Language Understanding (NLU) to interpret the prompt and pull out key details. Then, it’ll deploy a combination of reasoning models like a Large Language Model (LLM) to understand context and structured task planners to divide the objective into smaller operational subtasks.
For our example, the agent might build a list like:
This gives the machine specific next steps to develop instructions for its own operation.
The AI agent won’t just grab the first available spot on everyone’s calendars. It understands that it needs additional context to make sure a recurring weekly meeting will consistently work for everyone.
To do that, the agent might collect and analyze data and constraints like:
The agent’s goal is to find the best options, so it will weigh these options and constraints to find the best choice.
Depending on how the agent is constructed, it may be running a planning algorithm to structure its tasks in a logical sequence. Reasoning models like Tree of Thought (ToT) or Reasoning + Acting (ReAct) are likely generating and evaluating options for the agent. The agent also uses Application Programming Interfaces (APIs) to gather data from various sources like calendars and CRM platforms.
After ingesting and analyzing data, the AI agent decides on an optimal date and time for the recurring weekly team meeting. So long as it’s running the right APIs, the agent can automatically build the meeting invite and send it to all parties.
The real agentic magic starts happening at this stage.
Let’s say the agent chose Wednesday at 4:00 PM for the recurring meeting. But, one team member, Alan, has to pick up his kid from daycare by 3:30 PM every day, and he didn’t add that to his calendar. So, he rejects the meeting invite.
Instead of ending operations, the AI agent learns based on feedback. When Alan says he couldn’t make this time, the agent automatically reassesses availability using this new constraint data. The agent selects a new meeting time and resends invitations to the marketing team. It picks Wednesdays at 1:00 PM, and Alan can make that work.
During this schedule preparation process, the AI agent is acting of its own accord. Think of all the tools or systems it might touch to handle this request:
The agent isn’t just offering a list of dates and times; it’s handling the entire scheduling process.
By calling functions and data through APIs, the agent interacts with other software to accomplish its objective without human intervention. Depending on the objective’s complexity, an agent might even take “initiative” and decide what external tools it needs to do the job and set up the integrations accordingly.
Now, it’d be easy enough to set it and forget it. The meeting is scheduled, the team is happy, and things are going great. However, an agentic AI can continue its work to help ensure long-term success with its tasks.
Not every AI agent has longer-term memory and context awareness. But of those that do, they can use that information over time to help your marketing team make better decisions.
For instance, this scheduling agent could remember Alan’s daycare needs and store historical meeting patterns as the weeks pass. It can apply that data to future scheduling needs.
In AI parlance, you’re no longer running a “stateless” operation, where AI handles only one prompt at a time. Instead, the agent stores pattern data in long-term memory frameworks like vector databases for later recall. Some agents even include episodic memory, which remembers past interactions for each user (e.g., Alan’s daycare needs).
Over time, an AI agent refines its own processes to establish greater efficiency. For our scheduling AI, it would monitor the meeting and gather additional feedback to recommend adjustments.
It could track which times get the highest acceptance rates or how many times the meeting gets rescheduled and refine its logic over time. This mirrors Reinforcement Learning from Human Feedback (RLHF) but is closer to real-time optimization through adaptive learning models.
The AI then improves its ability to predict the best meeting times to reduce conflicts and optimize efficiency. It learns from its “mistakes” and self-corrects to do better next time.
For our scheduling example, one AI agent is probably sufficient. But it’s possible for the scheduling agent to encounter other AI agents, such as one that handles email replies or manages project deadlines in your CRM.
A multi-agent system (MAS) requires collaboration between two or more agents to complete a common objective, much like a human team. These agents often chat with each other using structured coordination frameworks like decentralized reinforcement learning or hierarchical planning.
As AI gets more deeply integrated into companies’ workflows, I think we’ll see more opportunities for AI agents to delegate and negotiate tasks within a MAS.
AI agents offer tremendous power and opportunities to any business. However, you also need to consider how you want to apply that power and what safeguards you install to monitor and adjust agentic AI’s use.
To explore this idea, Hilan Berger, COO of digital transformation consulting firm SmartenUp, shares his breakdown of agentic AI considerations.
“One of the first considerations is task complexity and scope. The complexity of the task determines whether a straightforward rules-based system will suffice or if a more advanced machine learning model is necessary,” he said.
“Another crucial factor is the autonomy level you require from the AI agent. Some AI solutions need to operate independently, while others serve as decision-support tools that work alongside human users. An AI’s adaptability and learning capabilities are also significant considerations,” Berger added.
“If the problem requires continuous learning and refinement, you’ll need a model with self-learning capabilities. On the other hand, a predefined rules-based system may be enough.”
Berger makes sure to highlight the human’s role in agentic AI. “You should always take into account decision transparency and compliance, particularly in regulated industries,” he said. “If AI-generated recommendations need to be auditable, like in financial forecasting, the system must provide explainable outputs.”
Pro tip: How else are marketing teams using AI right now? Check out our latest AI Trends for Marketers report for more details.
While my scheduling agent example can show you the AI ropes, I should say that not all AI agents are created equal. In fact, most are built with intention and care to accomplish specific tasks and objectives.
We haven’t quite reached the stage where AI agents can truly act on their own (more on that later), but recent advances in agentic AI promise a fascinating future.
Let’s dive into the types of AI agents you might encounter now or later and how they can help your company.
If you watched an early model of a Roomba run itself into a wall, you’ve seen reactive agents in the real world.
Reactive agents are highly rules-based AI tools. They have a pre-programmed set of responses they adhere to rigidly, without the capability to learn from experience.
Reactive agents in business are excellent for automating low-level tasks that require basic repetition with predictable outcomes. You often see reactive agents operating as basic chatbots integrated into a website or in a workflow.
For instance, a sales-focused reactive agent would engage when a customer abandons their cart. The agent follows a conditional logic tree to “decide” what to do next, like sending a personalized email or text about the item left in the cart. AI-powered customer service and spam filters are also great examples of reactive agents.
Limited-memory AI agents analyze recent data to make decisions, but they don’t store long-term knowledge (hence, “limited” memory).
This operational build works for tasks where you need up-to-date information but not long-term retention. For example, autonomous vehicles’ onboard AI makes real-time decisions based on current road conditions. That data should be consistently refreshed, so it’d be a waste of resources for the agent to hold onto it. You also see limited-memory agents in recommendation engines, like Spotify’s music recommendations.
Pro tip: HubSpot’s Breeze has AI that operates as a limited-memory agent, using your freshest HubSpot data to autonomously produce content, handle social media, conduct prospecting, and more. See what Breeze AI can do for your business.
True agentic AI operates with a lot of flexibility and decision-making capabilities. However, you sometimes have clearly definable high-volume tasks where AI could make a huge difference. This is a task-specific AI agent’s domain.
These agents are built with a highly narrowed and tightly defined purpose. For instance, Thomson Reuter’s CoCounsel AI serves as an AI-powered legal research agent to prepare legal work for clients. Coding assistants like GitHub Copilot or Amazon CodeWhisperer can suggest edits to code and run tests to validate updates.
I touched on multi-agent systems earlier, but for more context, these systems involve multiple AI agents working together to accomplish a task. They truly lean into the concept that “the whole is greater than the sum of its parts.”
Industries like stock trading can benefit greatly from multi-agent systems. Multiple models could gather information from various sources, exchange data and insights, and collaborate to make more informed trades.
Multi-agent systems also have interesting physical applications. For example, a swarm of AI drones could deploy into a disaster zone and work together on search-and-rescue missions.
You’re unlikely to need multi-agent systems yet, unless you’re operating in specialized industries. But as agents proliferate, they’ll eventually come into contact with each other. It’s best to stay informed as agentic AI expands.
It’s always a good idea to keep a human involved in any AI operation. However, when successes mount, you may start letting machines do more of the lifting. Enter the autonomous AI agent.
These agents operate with high autonomy, often optimizing processes or executing tasks on behalf of humans. Long-term memory and context help autonomous agents complete their objectives efficiently and adjust approaches based on past actions.
In the business world, you’ll see autonomous agents operating in departments like sales. Tools like Conversica automate significant chunks of the sales pipeline, and Salesforce’s Agentforce acts autonomously on various Salesforce-related tasks.
Understanding data is one thing, but understanding human emotions is an entirely different realm. As advanced AI agents learn to work together, it’s possible they’ll learn how to understand the desires, behaviors, and attitudes of other agents — and humans — and predict how those mental states influence decisions and outcomes.
These “theory of mind” (ToM) agents cross the emotional divide between a machine and a person.
ToM agents are still in development, so don’t expect an immediate integration into your business. However, companies like Hume AI and Replika have built “affective AI chatbots,” which simulate human-like conversation, even if they don’t “understand” emotions yet. Woebot operates in the mental health space using AI therapists that can detect emotional patterns in a patient’s language and adjust responses accordingly.
As the need for intelligent agents grows, ToM agents will serve as important partners for collaborating with (or competing against) other agents to accomplish more complex tasks.
For example, in the future, a ToM agent used by a consumer stock trading firm could infer a customer’s spending habits, risk tolerance, and motivations when monitoring trades. If a user is normally conservative but then suddenly makes several high-risk trades, the AI might be able to flag it as emotionally driven behavior and proactively suggest risk-mitigating actions like pausing trades or seeking a qualified financial advisor.
To be clear: Self-aware agents are still only hypothetical. While the U.S., China, and other countries are investing significantly in developing artificial general intelligence (AGI), self-awareness is not necessarily a requirement for AGI.
Perhaps the most famous fictional self-aware agent is Skynet — the killer AI that annihilates humanity in the Terminator franchise. It makes for classic cinema but doesn’t likely represent reality.
If self-aware AI were to emerge, it could function with a sense of its own existence, influencing how it makes decisions and interacts with us. Regardless of its intentions, the proliferation of self-aware AI would usher in another industrial revolution and upend how we think about work, society, and life itself.
How far away are self-aware agents? Benchmarking self-awareness is a science unto itself, and advanced AI agents are already sparking important ethical discussions on agentic AI’s applications. While I wouldn’t expect self-aware agents to join your office anytime soon, it’ll be an area to watch in the coming years (or decades).
Agentic AI is a developing field; what’s currently offered might not perfectly fit your needs. But, as you plug AI into your workflows, you’ll probably find a need to evolve your agentic AI choices over time.
“Businesses must assess whether they need a reactive AI that follows predefined rules, a limited memory AI that learns from past interactions, or a more advanced AI capable of adapting to new inputs in real-time,” said John Reinesch, Founder of digital marketing consulting firm John Reinesch Consulting.
“For example, in customer service, a company might start with a rule-based chatbot that answers common inquiries using predefined responses. This works well for simple, repetitive tasks but struggles with more complex or nuanced requests. As customer needs evolve, the business might shift to a machine learning-based AI that can analyze past interactions and adjust responses based on user behavior and sentiment,” he said.
I’d encourage you to have your team monitor AI use for opportunities and limitations within your current architecture. More advanced AI agents typically require more IT resources or larger AI experimentation budgets. Coming up with a solid implementation plan for agentic AI can help you convince leadership to increase investments.
I’ve been cautious about AI’s integration into professional workflows. Yet the tools available today have impressed me with their capabilities. In practiced hands, you can accomplish a lot with AI.
If agentic AI fully comes to pass, I think it’ll feel like another quantum leap in reshaping work. While these tools evolve, the best way to prepare is to understand your company’s workflows and identify your team’s greatest needs. Prioritizing objectives and crafting a high-level implementation plan will get your team thinking ahead to integrate agentic AI effectively.
The future is agentic. Will you be ready?
Conversion copywriters — the people who write landing page copy that converts readers and delivers sales — are wonderful human beings. Their writing pulls in readers, generates conversions, and ultimately produces buckets of cash. Wouldn’t you like to have that gift? There’s good news here: […]
MarketingConversion copywriters — the people who write landing page copy that converts readers and delivers sales — are wonderful human beings. Their writing pulls in readers, generates conversions, and ultimately produces buckets of cash.
Wouldn’t you like to have that gift?
There’s good news here: It’s only partly gift. The rest is just technique — technique that you can learn and master. You — yes, you! — can unleash the same wizard-like conversion copy powers, as long as you understand the techniques at play.
You see, conversion is very much a science of the mind — how your prospect‘s mind processes information, makes decisions, and decides to convert. In this post, I’ll describe eight writing techniques that are proven to work.
After putting your time and resources into generating traffic, here’s how you can turn traffic into revenue by creating copy like a conversion pro.
Here are the landing page copy best practices we’ll cover:
This isn’t the best news you’re going to read all day, but someone needs to say it: People don’t meticulously read your landing page copy. They scan, they skim, and they allow their eyes to flitter across the page, but they don’t (usually) read every word.
So, what’s a copywriter to do? Go find a job where someone appreciates our hard work?
No. We adapt to the customer and produce copy that will compel them to convert despite their skimming habits. Here’s what customers do pay attention to:
After that, customers may or may not read the following:
That should give you an idea of what to focus on as you write your conversion copy.
The most important piece of content is the 10 or 15 words in the headline. Nail that, and you’ll have come a long way.
To help convert the non-readers, you should:
Stuck? HubSpot’s Campaign Assistant can help you generate copy, and it’s free to use.
One of the most powerful conversion copywriting techniques isn’t about writing at all; it’s about letting happy customers write your copy for you.
Testimonials produce conversions like nothing else can. It’s impossible to write copy as good as your customer. Why? Because good copy isn’t just style and substance — the source matters, too.
Testimonials are compelling because they show the customer what they will experience if they use your product or service.
Zapier’s landing page is a great use case for these customer testimonials. A key to its successful, high-converting landing pages is that it places testimonials front and center, featuring a picture of the customer alongside a quote. It also uses the customer’s full job title and company along with a company logo, which really bolster the testimonial’s credibility.
Remember, your best conversion writers are your customers, so let them speak for themselves. Social proof is a powerful addition to your copywriting and marketing strategy.
One of the most important lessons I’ve learned in online marketing is that customers don’t really care about your products or services.
In other words, they don‘t care about the “solution” you’re trying to sell to them. A group of Harvard researchers conducted a study of 1,400 B2B customers in a variety of fields and concluded that we’d reached “the end of solution sales.”
That study was from 2012, but its findings have been supported more recently — McKinsey & Company’s 2024 study confirms yet again that B2B customers are acting more and more like individual consumers, completing a significant part of the buyer’s journey before ever interacting with a sales rep.
Traditionally, sales was predicated on the “solution-selling method.” Aja Frost, HubSpot’s senior director of global growth, says that solution selling “rests on a pretty simple premise: Prospects want to be solved for, and salespeople are uniquely equipped to be the ones who solve for them.”
That approach has declined in popularity for one very simple reason: Customers already know what solution they’re looking for. They are capable of learning virtually anything thanks to the internet and search engines.
In fact, not only do customers know the solution, they also know the features they are looking for, the requirements the product must meet, and even benchmark pricing.
If you are only pitching your solution, you’re not giving your customers what they need and want. You need to pitch benefits.
It’s okay to mention your solution, because that signals to the customer that they’re in the right place — but don’t push that solution. Instead, push the benefits.
Let’s look at an example from Unbounce, which successfully emphasizes the benefits of its product on this landing page: “more conversions,” “instant optimization,” and “banish writers’ block.”
GetACopywriter.com leads with benefits on its landing page, pictured below. Its ideal customer is looking for copywriters, so it simply pitches the benefits of using its service to find one — like human (not AI) writers and SEO optimization.
Benefits trump solutions every time. If you want to take your landing page copywriting to the next level and increase conversion rates, put customer benefits at the forefront of your marketing efforts.
The best conversion copy you’re going to read will come in the next two words: Be simple.
You may be as good of a writer as Stephen King or Joan Didion, but that doesn’t matter so much because literary prowess is useless in conversion copy. Your most powerful writing skill is simplicity. Simplicity sells.
Take Optimizely, for example. It produces brilliant landing pages for its clients, but take a look at its own landing page:
Is that it? Yes, yes it is. And it’s very effective. Why? Because it’s so incredibly simple.
Let’s visit another landing page service — Get Response. Its landing page has a little more to it, but not much:
Simplicity again. Did whoever wrote those landing pages sit around for hours brainstorming, testing, tweaking, standing in front of a whiteboard with a fistful of colored markers, thumbing through a thesaurus, taking long walks in nature, and meditating on the meaning of life in order to produce such brilliant simplicity?
Nope. They just wrote the simplest, clearest statements they could.
But simplicity doesn’t mean replacing creativity with meaningless buzzwords. ConversionXL created a list of words that marketers should do their best to avoid:
Those clichés don’t work anymore — you need to keep it simple. (And if you need inspo on how to do it right, we’ve got 31 great marketing tagline examples.)
Here are a few tips for keeping your landing page copy simple:
If you can be simple, you can write great conversion copy.
There’s another technique that will help you crush your competition: Sound like a human being.
At some point, a bunch of copywriters decided it would be great to produce copy that sounded strained and robotic. Who’s writing this stuff? And who’s reading this stuff? I don’t know, but I do know that no one is converting on it.
Now that AI is a common step in marketing workflows, including writing content, the human touch is more important than ever. That doesn’t mean you have to avoid AI, it just means you need to edit it and make sure it sounds human.
People prefer to connect with other people, not with robots. That’s why your copy needs to sound like a human wrote it. Here are some specific things you can do to make your writing more personal:
Ramit Sethi, a personal finance advisor, entrepreneur, and author of the blog I Will Teach You To Be Rich, has sky-high conversion rates and a powerful personal style. His blogs read like a personal email to a best friend. He doesn’t even mind tossing in a word or two that he would use if he was hanging with his buddies.
Check out this excerpt from one of his blog posts about whether you earn enough money:
Sethi is conversational but still authoritative. Try to get yourself away from the idea that you’re writing “copy,” and think of it more as a conversation. If you do that, you’ll write better. You’ll sound like a human. Your conversion rates will go up.
The more specific you are, the more believable and persuasive you will be. Which one of these claims is more persuasive to you?
The second one is far more specific, and therefore more believable. Anyone can make blanket claims about awesomeness, but not everyone can cite statistics and detailed metrics.
Let’s take a look at an example. Check out this landing page from Calendly, which combines customer testimonials and specific numbers that promote Calendly’s benefits:
How effective would it be if Calendly claimed to have “millions of appointments scheduled?” It’s certainly much less compelling than something as specific as “a 160% increase in customers reached” or “a 20% decrease in scheduling errors.” Attaching each of those numbers to a particular client makes this even more specific.
The number makes a big difference. Customers want specific information about benefits other customers are seeing, and they want specific examples of what they will experience. Specificity is a powerful tool.
The final killer technique of a conversion pro is the call-to-action. If you don‘t ask for conversions, you won’t get them. That’s why I suggest that you start with the end goal in mind — and the whole point of your landing page is that conversion. All of your copy should be building up to that conversion. Don’t be shy!
Similarly, writing CTA button copy is just as important, if not more so, than the rest of the copy on your page. Remember how I mentioned that CTA buttons are copy that people actually read? It matters. Simple changes in wording can create huge conversion increases — just remember to conduct A/B tests.
For more ideas on CTA copy that drives clicks, check out these 14 real-life examples of great CTA copy.
A good conversion copywriter isn’t just writing — you’ve got to be testing, too. How else will you know what kind of writing converts higher or lower for your audience?
There are all kinds of A/B tests you can do on a landing page — images, placement, flow, layout, etc. Rebecca Hinton, a CRO strategist at HubSpot, ran an A/B test in 2024 that tested a tiny layout tweak — and it led to 20% more conversions on one of our landing pages.
Usually, however, the biggest gains come from changes in the copy. If you want to gain higher and higher conversion rates, you’ll need to test your copy along with the other elements of your landing pages.
Don’t expect to hit a home run on your first at-bat. You will succeed by carefully, methodically, and intentionally testing every variation. Here are some of the things you can test:
Test small things, too. Changing a single word in the headline could make a huge impact on your conversion rates. You won’t know unless you test it out. (Don’t know how to run an A/B test? We’ve got tips.)
In 2024, HubSpot tested different copy on CTA buttons for some of our free downloads. We tested three variants against a control, and found that “Download for Free” got more clicks than “Download Now” or “Download the Free Template.”
You can use HubSpot’s free landing page builder to test page variations against each other.
All in all, boosting conversion rates starts with killer copy. A whole lot depends on the words that you type with your keyboard. Thankfully, it’s not some insurmountable task — anyone can learn how to do it. With the right copywriting techniques firmly in place, you can achieve higher conversion rates.
What techniques do you use to write your conversion copy?
Editor’s note: This post was originally published in October 2014 and has been updated for comprehensiveness.
A Microsoft study found that people spend 15% of the workday checking email— that’s about six hours a week squinting at their inboxes. While many want that number to be lower, the truth is that email is still a valuable communication tool. When I opt […]
MarketingA Microsoft study found that people spend 15% of the workday checking email— that’s about six hours a week squinting at their inboxes. While many want that number to be lower, the truth is that email is still a valuable communication tool.
When I opt into an email list, it’s because I anticipate something of value in return: expert insights, a story or case study, a free trial, or an event invitation. Brands have a small window of opportunity to show their value in your inbox. If they can’t, they’ll land in the no man’s land of unsubscribe. If they can, they gain a seat at the table.
So, how can brands follow the latter path? I dove deep into my own inbox, spoke to email marketing experts, and explored top brands to bring you best practices for B2B email marketing success— with 10 examples of brands leading the way.
Table of Contents
B2B (business-to-business) email marketing is the practice of using email campaigns to promote products, services, or messaging to other businesses instead of individual consumers. B2B email marketing is typically partially or fully automated through an email marketing platform like HubSpot, with varying levels of sophistication and personalization.
B2B marketers use email marketing for several purposes: to reach and nurture leads, onboard new clients, build brand loyalty, share product tips and updates, and cross-sell and upsell. All in all, B2B email marketing is a valuable channel because it allows brands to initiate a conversation where professionals spend the most time— their inbox.
No matter which type of B2B email you’re creating— newsletters, welcome emails, drip campaigns, or sales prospecting emails— any marketing email worth its salt should have these three components.
94% of marketers say personalization increases sales, and 96% say it leads to repeat business. But personalizing emails takes more than adding their first name to the salutation.
Use segmenting and signal-based intent to send dynamic, personalized emails that can move a lead through the funnel. For example, reference a recent event a prospect attended or content they downloaded to continue the conversation. You can also personalize emails with dynamic content, for example, swapping out a case study relevant to that client’s industry.
Good B2B emails should be brief, relevant, and packed with value. The primary way that you showcase your value is with your words, aka copy.
“Well-crafted copy that resonates with the audience’s needs and interests is vital. It should be concise, clear, and focused on providing value rather than just promoting products,” says B2B email marketing specialist and copywriter Joe Cunningham.
First, craft an intriguing subject line and pre-header to pique a reader’s attention. Then, don’t waste your reader’s time with fluff— you need to earn every open and click with great writing.
“Show busy potential clients or busy contacts that this is, in fact, worth reading, why it‘s worth someone’s time, and how it’s going to fix a problem for them,” advises Cunningham. Telling stories and sharing the voice of the customer can also connect you to the audience.
No marketing email is complete without a clear call-to-action (CTA). Even a newsletter or thank you email should have a call-to-action! Many businesses make the mistake of leaving one out or putting too many in, confusing readers about what to do next.
Button text like “Read the blog” isn’t strong enough to convince someone to click. Write CTA copy that speaks to the value you offer, like “Learn how to save three hours a week” or “Book your free consult today”.
I’ve managed email marketing at a startup, a financial services company, and a university. I also interviewed two email marketing specialists about their secrets to email marketing success, and here are the best practices we all agreed on.
More is not better when you have a specific goal for your content. “People are not going to read through a bunch of content,” says Destiny Loyd, Sr. Lifecycle & Email Marketing Manager for Apptio. “So as an email marketing manager, getting to the point is very important. You need to be able to get to the point within the first one to two paragraphs and give the call of action very early on to keep reader engagement.”
Keep the number of clicks as low as possible when asking someone to complete an action, and question whether you need readers to click away at all or whether you can share the key information in the email.
I’ve already stated how important it is to personalize your emails, and I’ll say it again. Segmentation, where you separate your email lists by audience, industry, or lead stage, lets you send only highly relevant, personalized content to each group.
So instead of having one big mailing list where you send company updates, segment your emails by audience: prospects, leads, current customers, suppliers, partners, and so on.
“List management is the boring part. It isn’t sexy, it’s not fun, and it can be time-consuming,” says Cunningham. “Segmentation requires a lot of strategic thinking with the data you’re collecting and the data in your CRM, but it’s a huge opportunity to send more relevant and effective emails.”
There’s no right number to how often you should email B2B leads or partners— it depends on lots of factors. But we all know that many companies take email too far. When you send too many emails, you risk driving your audience away.
“Over-communicating can lead to disengagement,” warns Loyd.
Audit your emails by looking at analytics regularly. If your engagement or unsubscribes are below email marketing benchmarks, consider cutting down or consolidating the emails you send. You can also use standard suppression rules to streamline emails: for example, add a suppression list for registered attendees so you don’t keep asking people who have already registered to attend your event.
I once worked at a university that audited how many emails students received from all the different university departments, and the results were eye-opening, to say the least. One key way to right-size your email sends is to coordinate your email marketing strategy across departments. Marketing, sales, customer success, and corporate communications may all send separate email journeys, inundating readers.
“I have been at places where anybody can request an email, and it makes it hard for others — or even me as the email marketing manager — to keep up with what’s being sent out,” shares Loyd.
“Establish a point of contact and a regular meeting to talk about what’s coming out of each department via email this month. Centralizing email requests is important because it will help you strategize, be more targeted, and help the company avoid over-emailing their database.”
“I think one of the biggest mistakes companies make is making emails too much about them — their news, their products — rather than focusing on what their audience actually needs or wants,” advises Cunningham. Instead of talking all about yourself, focus on the problems you are solving and the value you provide.
One simple way to do this is by using the second-person “you” to address readers and their pain points directly rather than using disconnected corporate speak. Consider how these subject lines hit differently:
Your emails’ voice, tone, and branding should match across campaigns and any landing pages or content assets where you send them.
“If you send an email that‘s very straight to the point and simple to read and understand, then you drive them to a website that is not simple and easy, you’ll to lose them immediately because there’s a disconnect,” says Loyd. “Brand consistency plays a huge role in driving people down the journey and giving them a sense of familiarity and continuity.”
As a best practice, create a brand and voice guide for anyone creating emails to follow. Then, write on-brand email templates that your sales team or anyone else sending emails can adapt and share for individual emails.
Words and design matter in email marketing. As you write subject lines and body copy, make a practice of A/B testing different copy and visuals to gather evidence on what works best.
While marketers have some audience data and personas, creating great marketing content still requires a certain level of guesswork. You might be surprised by what resonates best, so stay curious and test often.
Email marketing is, by nature, mass communication. To make it personalized, relevant, and timely at scale, look to automation. Setting automated campaigns means that once you set it up, you can send email marketing campaigns in your sleep. Here are three ways to approach automated email marketing.
Journeys are an automated sequence of emails sent on a pre-set schedule. These are good for onboarding or nurturing campaigns to help them reach a long-term goal like retention or a purchase. The downside of traditional journeys is that once they start, you can’t adjust or personalize the content.
“Ensure that you’re documenting the logic behind the journeys and all the criteria, triggers, exit criteria, and all of those things that go into that journey,” recommends Loyd.
Drip campaigns are individual emails or sequences triggered based on behaviors, also known as signals. Examples of signals could include downloading content, attending an event, completing a sales call, or logging into a platform.
Basing your emails on behavior ensures that you’re reaching prospects with the right message at the exact right time.
For example, if it’s a week into a prospect’s free trial period and they still haven’t logged into their account, it’s pointless to ask them to sign up since they haven’t tried the software yet. Instead, you can focus on educational content reminding them about the trial. After a signal like them logging into the account three times, you can switch to conversion campaigns.
Finally, you can power up drip and nurture campaigns with the power of AI. Instead of relying on broad segmentation, where leads are grouped based on shared characteristics, AI can analyze multiple data points to understand each individual’s behavior and intent— and recommend content and campaigns based on the data.
For example, HubSpot’s team revamped their email marketing using first-party marketing data, enriched company data, and thousands of intent signals. They aimed to have AI determine each prospect’s goal and create the perfect messaging and piece of content to send to help them reach that goal. As a result of this hyper-personalization at scale, they saw a 30% boost in open rates, a 50% boost in click-throughs, and an 82% lift in conversions.
Great emails can be hard to find, so I’ve done the hard work for you. Each example from a B2B brand below showcases stellar copywriting, design, and relevance to their audience. I’ve given a teardown for why each email hits the mark and how you can emulate it.
I love a good newsletter that can bring me up-to-date on the week’s news and stories without disappearing into a doomscrolling cycle. One of my go-to emails for this is The Hustle.
With over two million subscribers, The Hustle brings together the week’s most interesting headlines, original business features, and video and podcast content into daily and weekly emails. I love discovering timely articles I didn’t know I needed, like an article on the business of Halloween theme parks.
What I like: While sprinkled with free resources from owner HubSpot, the purpose of The Hustle isn’t to sell. It’s to build an audience and share expertise from across marketing, sales, small business, and tech. The spot-on mix of original multimedia content and current events commentary keeps me coming back, week after week.
The Docket is the monthly newsletter for Coda, an all-in-one collaborative document editor and collaborative workspace. The newsletter combines product tips, updates, and useful content for knowledge workers. Coda’s in the process of being acquired by Grammarly (another brand with a killer email game!), so I’m looking forward to seeing how the brand and email content evolves.
What I like: Coda’s colorful design stands out among a sea of white-background content. The copy is always playful, with a few good workplace puns to keep learning light. I like the “Small things considered” section with visual, bite-sized product highlights (and an NPR-inspired title!).
When I asked my community what their favorite B2B emails are, a few people said they’re far more interested in following solo creators than brands right now. I tend to agree: people-led email content is booming right now. In tech circles, there’s one solo creator whose name comes up again and again: Lenny’s Newsletter.
Who is Lenny, you ask? Well, he’s just a guy— a guy who’s built an entire business around an email newsletter. Lenny Rachitsky, a seasoned product manager, launched a newsletter in 2020 sharing product thought leadership and interviews and it’s become the go-to product publication. His readership just topped one million email subscribers, including 18,000 paid accounts, a paid Slack community, podcast, and consulting.
What I like: Lenny’s Newsletter shares those rare senior-level insights from those in the trenches of building innovative products. He also shares his unique perspective and voice from inside the industry. The newsletter feels like a community, with frequent guest contributions and reader spotlights. It’s great inspiration for brands for how to put people at the center of your email marketing efforts.
Adobe is one of my favorite brands, and that carries over to their email marketing. I never feel inundated by Adobe emails— there’s no fluff— and their content is always brief, visually crisp, and clear.
What I like: It’s no surprise that Adobe emails have excellent design, but I’m always delighted at the sharp copywriting with headlines like, “Docs on loc,” “Turn to-dos into ta-das,” and “Make taxes less taxing”. I also love the simplicity of having just one CTA. There’s no question or confusion about what the next step is.
As a design company, it’s no surprise that Figma creates delightful emails. As a Figma user, I like that the company keeps its emails few and far between but packed with value.
What I like: Figma keeps its value proposition clear throughout the email content. It never simply tells you about a cool new feature; it tells you how it makes your life better or easier. The visual branding, clear designs, and fun illustrations are consistent throughout different emails and stay true to the playful, helpful voice of the brand.
Circle is an online community platform that helps creators and brands engage their communities. When you join their email list, you’ll receive professional and relevant emails with original industry reports, event invitations, and inside tips like “How our top 10% of creators really build thriving communities”.
What I like: Circle’s emails bring consistent branding visuals and relevant content for community builders. I like that many of their emails come from a specific person on their team (like “Alexis at Circle”) so it isn’t just a faceless brand email. I also love how they use the voice of the customer. The nurture email above, for example, has just a short blurb and CTA, while three-quarters of the content features the voice of the customer through testimonial quotes.
Why should SaaS companies have all the fun? Alternative protein producer Beyond Beef shows how brands in industries like food and agriculture can show up in a big way in emails.
What I like: Beyond Beef brings its bold, passionate, and sometimes irreverent brand voice to its email marketing. It uses appealing visuals and CTAs to stand out to its busy audience of restaurants and caterers.
Perplexity calls itself the “world’s first answer engine,” and AI-powered, streamlined search alternative. Since Perplexity is a new category of tech, its onboarding sequence is crucially important to educate users on what they can do with the app before the free trial winds down. Nailing your onboarding emails helps you engage users and avoid churn.
What I like: Perplexity’s onboarding sequence contains seven emails (it’s in the subject line: 4/7, etc.) which walk the user through the best use cases of the app. They contain bright hero images and concrete product examples with images and prompts.
One of the common mistakes brands make is to cram too much into a sales email. Take at look at this offer email from Squarespace: by keeping it short and focusing on just one offer, incentive, and CTA, they raise the chance that the reader will convert.
This likely isn’t the first email Squarespace would send to a prospect. The reader has likely already received a drop campaign or completed a free trial and needs and incentive to buy.
What I like: Squarespace uses the power of urgency and scarcity to tempt a reader to buy a subscription. The email gives a percentage discount and an expiration date for the offer. Even the CTA copy (“Save now”) speaks to the tangible value of the offer.
The organization tool Notion can do a thousand different things, and that level of overwhelm could turn users off. To combat that, Notion’s email marketing and product updates help users understand the best use cases for them.
What I like: Notion uses product GIFs to show its product in action and give examples of how someone could use the product. Its email designs are always simple and clear, in line with the brand.
When done right, B2B email marketing is still a powerful engine for engaging leads, nurturing relationships, and driving business growth. The best B2B marketing emails aren’t just delivering information; they’re creating value and helping clients solve problems.
Whether you’re just getting started or optimizing an existing strategy, I hope these B2B email marketing examples inspired you to craft better emails. Subscribe to a few of these brands’ email lists, and keep a swipe file of inspiring content to improve your own.
Look for an email marketing service and AI-powered tools to help you reach your goals. With personalization, sharp copywriting, and a clear call to action, you’ll engage your prospects and earn a seat at the table.