Professional Documents
Culture Documents
How to Build an
Email
Strategy
to create buyers & raving fans
effortlessly
BOXFORBOSS.COM
VALUE TRAINING CONTENTS
Please be sure to dive into each VIDEO “lesson” while you read the
accompanying portion of this workbook. We are so excited to see
what transformations unfold for you!
BOXFORBOSS.COM
MEET YOUR GUEST EXPERT
Estèle Merrot
CHIEF EXECUTIVE OFFICER
aka The Marketing Queen at BOX for
BOSS
Estèle Merrot is the current CEO here at
BOX for BOSS with over 8 years of
experience in marketing, sales and events,
working with 7 & 8-figure brands like
VOGUE, LVMH to create recurring revenue
through sales and marketing strategy.
She’s not only a fabulous leader but also
the creative brain behind BOX for BOSS'
most successful campaigns and cash
injections. Learning from her expertise
promises to be an enriching experience
BOXFORBOSS.COM
Part 1
HOW TO GET YOUR FIRST 1,000
EMAIL SUBSCRIBERS
Building your email list is one of the most important things you
you actually have more control over your email list and own that
domain!
Your email list is the place to connect with your audience, build
Building your email list with ideal clients and customers will set
allows you to sell with confidence and share resources that will
add value, build your brand, and lead to very happy customers in
the future.
So let's dive in and talk about exactly how to get your first 1,000
BOXFORBOSS.COM
THE FOUNDATIONAL SYSTEMS & TECH SET UP
In order to build your email list, you'll need a few things! We don't
content directly into. They've also done a ton of conversion testing for
their pages, so you can be confident that your page is set up for high
and thank you page can look like. Remember, keep it simple!
On the lead
magnet opt-in
page, collect
email address.
what to do next
or provide a CTA
Button.
BOXFORBOSS.COM
THE FOUNDATIONAL SYSTEMS & TECH SET UP CONT.
A title to show what someone gets when they opt-in (the title of the lead
magnet).
A short description of what's included (think: what's in it for them?).
A photo of you or an image showing what they get.
A place for them to submit their name and email address to subscribe.
A colorful button for them to click and opt in.
Pro Tip: Keep it simple by using a pre-built opt-in page template that's
already been tested for conversion.
Pro Tip: You can give the subject line of the email they'll receive on
this page, as it tells them exactly what to look for in their inbox.
BOXFORBOSS.COM
THE FOUNDATIONAL SYSTEMS & TECH SET UP CONT.
Here are a few things to consider when setting up your email list:
After the automated email delivers the lead magnet you promised
to your subscriber, you can either:
(a) add the new subscriber to your general "welcome series"
automation where you can deliver valuable resources, build a
relationship, and introduce your brand to your audience; or
(b) follow the delivery email with an evergreen sales funnel.
[We'll talk about this in Part #2 of this workbook!]
Always check the SPAM filter on your emails before sending. Most
systems will tell you if your email may get flagged as SPAM based
on the contents.
BOXFORBOSS.COM
HOW TO CREATE YOUR LEAD MAGNET (OPT-IN)
Now that you have the foundational tech set up, it's time to build a
lead magnet that will attract your ideal client or customer to join your
email list. Lead magnets – also referred to as "freebies" – are an
amazing way to build your email list, whilst providing a ton of value to
your ideal client or customer.
Here are a few ways you can promote your lead magnet:
Share your lead magnet on your social channels. This could mean
sharing it on Instagram Stories, during a Facebook Live, in your
Youtube video description, or on LinkedIn. Make sure you're
posting in a place that your ideal client or customer will see!
You can run ads to your lead magnet to drive new traffic. This could
mean setting aside a small daily budget to bring people to your opt-
in page. This is an amazing way to get new people to interact with
your content and fill your email list with potential buyers.
You can write a blog post and have the CTA at the end go to your
lead magnet opt in page. As long as your blog post is talking about
a similar topic to your lead magnet, this is a great next step for your
reader to take.
Be sure you're sharing your lead magnet in places where your ideal
client or customer is hanging out. If it's valuable, free, and easy to get,
people will opt in and join your list.
BOXFORBOSS.COM
HOW TO CREATE YOUR LEAD MAGNET CONT.
Now that you know the different types of lead magnets, let's get
creative and brainstorm some freebies that you could create for your
business! Fill in the space below and fill it up with your ideas:
BOXFORBOSS.COM
NURTURING YOUR EMAIL LIST
When it comes to nurturing your email list, you always want to think
about leading with value first, learning about your audience, asking
basis. There are two great ways we recommend you nurture your
email list:
BOXFORBOSS.COM
NURTURING YOUR EMAIL LIST CONT.
will help you take the guesswork out of the types of emails to send
to your list. This formula is amazing for building a relationship,
You can have these emails go in ANY ORDER and repeat it over and
over again. Hello to your new rinse & repeat formula for writing
emails!
BOXFORBOSS.COM
NURTURING YOUR EMAIL LIST CONT.
EMAILS
to add value right in their inbox. Meaning, you
BOXFORBOSS.COM
NURTURING YOUR EMAIL LIST CONT.
It's time to brainstorm! Fill in the space below and start to ideate on
what you can share with your email audience.
BOXFORBOSS.COM
Part 2
HOW TO CONVERT THEM INTO SALES
The ultimate purpose of building your email list is to (1) create an audience
of targeted ideal clients who know, like, and trust you enough to (2) buy
from you. Now that you've learned how to build your list, we're going to talk
about how to nurture them into buyers.
So take a 2-minute dance break, get into a high vibe, and get ready to learn:
How to Build An Evergreen Sales Sequence
How to Build High-Converting Sales Campaigns
BOXFORBOSS.COM
HOW TO BUILD AN EVERGREEN SALES SEQUENCE
In Part #1 of this workbook, you built your lead magnet opt-in and you
created your email automation to deliver it. Now, let's make money!
After the automated email delivers the lead magnet you promised to
your subscriber, you can either:
(A) add the new subscriber to your general "welcome series"
automation where you can deliver valuable resources, build a
relationship, and introduce your brand to your audience; or
(B) follow the delivery email with an evergreen sales funnel.
So let's get into Option B (because I know you want sales on auto-pilot!)
BOXFORBOSS.COM
HOW TO BUILD AN EVERGREEN SALES SEQUENCE CONT.
There are many ways this can look, and it can look very different
depending on your niche and the offer you are promoting in the
Note: Offers with higher price tags may require more emails in a
BOXFORBOSS.COM
HOW TO BUILD AN EVERGREEN SALES SEQUENCE CONT.
This sequence may look something like this:
Email 1: Deliver the lead magnet they opted-in for.
Email 2: Share more free value relevant to their interests.
(e.g. In the form of a story, quick tips, or sharing links to other
targeted content you've created such as a blog post or podcast.)
Email 3: Introduce yourself and/or your brand.
(e.g. Who are you & why should they care? What's in it for them?)
Email 4: Provide more free value to support your new lead.
Email 5: Introduce your product/service. Share who it's for – and
who it's not for! *Note: Include a strong call-to-action to make it very
clear what you want them to do next. (For example, a link to the sales
page for your product or service, or a link to schedule a free call.)
Email 6: Sell the transformation of the product and what they’ll
experience if they purchase it.
Email 7: Sell the benefits of the product or service, and explain the
value of what they'll be receiving. (Show that the value they'll get is
way higher than the investment they'll pay.)
Email 8: Share testimonials, reviews or social proof from people
who have been through the transformation or used the product.
Email 9: Sell the transformation of the product again, and show
them what they’ll experience if they purchase it.
Email 10: Share testimonials, reviews, or social proof again.
Email 11: Ask them if they have any questions about the offer.
Encourage them to hit "reply" and ask you anything!
Email 12: Answer common objections or frequently asked questions.
Email 13: Remind them why it's so important for them to buy now.
What is the cost of NOT investing in your product or service?
Email 14: Send a "last chance" email to let them know this is the last
time you'll be emailing them about this offer.
Email 15: Close it out by sharing more free value. Offer another
lead magnet, send them free tips, or ask them to connect with you
on social media. (These people need more time & nurturing!)
BOXFORBOSS.COM
HOW TO BUILD AN EVERGREEN SALES SEQUENCE CONT.
At first, you might start off checking this every week or two, so you
can tweak any emails that aren't performing well. Then check it
every month (or every quarter) to review it and see how you can
continue optimizing it to bring in more sales. If an email has a low
open-rate, test out a new subject line. If an email has a low click-
through rate (CTR), try out a new call-to-action.
BOXFORBOSS.COM
HOW TO BUILD HIGH-CONVERTING LAUNCHES AND
SALES CAMPAIGNS
Whew, you did it! You've set up a passive source of income by creating an
But what about offers that aren't evergreen? We've got you covered!
If you have offers that are not available year-round (such as a limited-time
product or a service that has a specific enrollment period), then you'll want
This is the perfect way to create a quick "cash injection" for your business!
If you look in your inbox right now, chances are you'll find a ton of emails
that fit into this category of a sales campaign designed to create a quick
cash injection for the business that's sending the email to you.
On the next page, we're sharing samples of what these campaigns might
look like. Remember: Yours may vary, so use this as a general guide,
BOXFORBOSS.COM
HOW TO BUILD LAUNCHES & SALES CAMPAIGNS CONT.
Day 1
Send the 1st email: "This offer is only available for 72 hours!"
Announce the limited-time offer for your product or service.
Let the reader know the time & date that the offer expires.
Share who it's for – and who it's not for!
*Note: Include a strong call-to-action to make it very clear what you
want them to do next. (For example, a link to the sales page for your
product or service, or a link to schedule a free call.)
Day 2
Send a 2nd email: "Offer ends in 48 hours."
Share the transformation + benefits + social proof.
Day 3
Send a 3rd email: "Offer ends in 24 hours."
Share more social proof.
Pro tip: Add a countdown timer into this email!
Day 4
Send a 5th email: This one should be pure value!
For anyone who didn't purchase, we want to continue nurturing
them to increase their trust in us. For this email, you might send a
lead magnet or tell a relevant story to get them to know, like, and
trust you more.
BOXFORBOSS.COM
HOW TO BUILD LAUNCHES & SALES CAMPAIGNS CONT.
BOXFORBOSS.COM
HOW TO BUILD LAUNCHES & SALES CAMPAIGNS CONT.
hours, minutes & seconds are left until the offer expires!
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You did it!
Congratulations on
completing this
Success Kit.
You are now ready to build your email list with your ideal
clients and customers, and then convert those subscribers
into buyers! Use the tools in this guide to remove the
guesswork and keep you on track towards your big goals.
XO
BOXFORBOSS.COM