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Pre-Flight Email Marketing Checklists
Pre-Flight Email Marketing Checklists
I ALWAYS keep a checklist by my side when I’m writing—which you may think is unnecessary.
After all, this is “just writing,” isn’t it? And I’ve been doing it forever, haven’t I?
Well, after learning that a surgeon’s checklist cut down on deaths, and airline pilots are required to go
through a preflight checklist…
I figured, “Hey, this is my livelihood, too! And what I’m writing or teaching may be life and death to
someone who’s trying to survive financially.”
So I use checklists.
And to start, here are a couple of famous copywriting formulas to stimulate your brain and keep you on
track. It’s hard to go wrong using them:
FORMULAS:
PAS
Problem- Agitate- Solve
AIDA
Attention-Interest-Desire-Action
Robert Collier
Attention
Interest
Description
Persuasion
Proof
Close
Victor Schwab
A – Attention
A – Demonstrate an Advantage
P – Prove it
P – Persuade them that it IS an advantage
A – Ask for ACTION NOW
From AWAI: The Promise; The Picture; The Proof; The USP; The Offer
Here are the 3 MOST IMPORTANT, unifying and focusing admonitions I keep in mind:
1) Absolutely the #1 marketing SIN…is being BORING. Excitement and passion are the engines that drive
sales…far beyond any copywriting tricks.
2) WIIFM. I have this written everywhere…because it’s so darn easy to start thinking about how great
the product is, and how much the customer SHOULD like it.
So I remind myself of what they’re thinking ALL THE TIME…WHAT’S IN IT FOR ME!!!!!!!!!!
3) I’m not sure where I first heard this one. I like to give credit but it’s been so long for most of these.
In other words, does the customer see what I’ve written or created, and yawn…then say, “Who cares
about this anyway?” If I can’t pass this test, I’m dead in the water.
5 General (but Important) Principles that Strengthen Your Copy and Your Offer.
Like the “fat-cat bankers,” or the “evil drug companies,” or big business that’s living off the backs of the
little guy?
2) Is there a “take-away”? Can I imply that it is OK with me that they DON’T buy? And that this offer isn’t
for everyone (it makes them special).
4) What are the “proof elements” I’m planning to use? Can I weave them into the story so they slide
under the radar…then have more obvious proof at the end?
5) Am I using, as Zig Ziglar always said, “Meaningful specifics, or wandering generalities?” People believe
specifics, like numbers, places, names…but they distrust vagueness.
Your assignment it to put anything you’re writing up against this list…point by point. More in Part II.
For Part 2, you must be a card carrying Email Alchemy member. Join NOW!
The
subject
line
held
a
BIGGER
promise,
which
is
what
got
me
to
read,
but
it
was
more
like
a
trick…and
I
had
just
the
slightest
pang
of
resentment.
It’s
like
someone
using
“SEX”
in
a
headline,
then
saying,
“Now
that
I’ve
got
your
attention.”
Yes,
they
DO
get
your
attention,
but
now
you
don’t
trust
them.
That’s
how
you
can
use
your
own
reactions
to
educate
yourself
about
the
“feel”
of
e-‐mails
and
all
kinds
of
other
ads
and
marketing
media.
YOU
are
your
own
BEST
learning
lab…just
watching
your
own
emotions:
boredom…frustration…
fascination…resentment…greed…lust…anger…
That
what
I’m
giving
you
here…things
to
watch
for.
Then
you’ll
deepen
your
experience
automatically
if
you
just
keep
your
radar
up
and
notice
what’s
around
you
every
day.
You’ll
fine
tune
your
writing
by
noticing
what
others
are
doing…AND
BY
WORKING
to
write
your
OWN
e-‐
mails
(even
if
it
seems
hard
and
you’ve
gotta
think
too
much).
Another
way
to
think
of
open
loops
is
like
a
rubber
band.
You
want
to
stretch
it
out…but
not
so
far
that
you’re
worried
about
breaking
(or
snapping
back
in
your
face
which
is
what
happens
if
you
use
open
loops
wrong).
If
you’re
getting
to
that
point
where
you’re
even
considering
it
might
break…that
your
reader
may
be
losing
the
connection…go
back
and
deliver
on
the
promise
a
little
earlier…you’ve
gone
too
far.
2)
Reading
Out
Loud.
This
is
good
reminder
for
old
pros
and
newbies
alike…
To
read
your
e-‐mail
OUT
LOUD…because
that’s
where
the
rough
spots
jump
out
at
you.
Most
of
you
have
probably
heard
about
doing
this,
and
may
have
done
it
a
bit…but
no
matter
how
long
you’ve
been
writing,
reading
out
loud
is
STILL
important
to
maintain
as
a
regular
practice.
And
sometimes
you’ve
gotta
resist
the
temptation
to
skip
it…I’ve
gotta
fight
it
too…when
it
seems
like
an
annoying
extra
step
that’s
really
unnecessary.
But
there’s
just
no
substitute.
There’s
NOTHING
that
will
improve
the
flow,
clarity,
rhythm…so
it’s
easy
and
a
pleasure
to
read…like
reading
out
loud.
One
other
thing
to
keep
in
mind
as
you’re
reading
out
loud…is
to
OVEREMPHASIZE
everything.
Read
like
you’re
at
an
audition
for
a
play
and
the
director
is
at
the
back
of
the
theater…so
you’ve
REALLY
gotta
project
and
belt
it
out.
Of
course,
you’ll
feel
like
an
idiot
doing
this…but
do
it
anyway.
It
will
KEY
you
in
to
the
drama
and
emotions…which
are
the
CRITICAL
elements
of
your
writing.
3)
Formatting.
Before
you
send
your
e-‐mail,
look
at
the
formatting.
How
is
it
laid
out?
How
big
are
the
paragraphs?
Are
the
sentences
short…then
long…then
medium
sized?
Are
there
bullet
points?
Are
there
one
or
two-‐word
sentences
sprinkled
in
to
it
seems
easier
to
read?
In
other
words,
just
check
the
over-‐all
effect
of
looking
at
your
e-‐mail
when
you
first
open
it
up.
Because
most
people
are
lazy…and
I’m
one
of
them.
If
I’m
confronted
with
a
massive
block
of
text,
there’s
an
immediate
“too-‐much-‐work”
reaction,
and
I
step
back
from
the
e-‐mail.
I
feel
a
subtle
internal
resistance.
It’s
nearly
universal…so
it’s
very
important
to
be
aware
of.
That’s
why
you
want
to
check
out
the
VISUAL
effect
for
the
overall
formatting.
OK,
that
should
give
you
MORE
than
enough
to
keep
in
mind
until
Module
3.
Your
assignment
is
to
PRINT
OUT
one
of
the
e-‐mails
from
Jared
and
Kenrick’s
campaign
and,
1)
identify
by
highlighting
or
circling
them
(do
something
physical)
on
the
paper;
2)
read
it
out
loud
like
an
over-‐
enthusiastic
actor;
3)
look
at
the
formatting
and
circle
or
underline
or
make
a
PHYSICAL
notation
about
what
you
notice.
Am
I
practicing
what
I
preach
(I
don’t
always)?
Is
the
VISUAL
impression
intimidating?
OK,
that’s
it
for
this
session.
Get
to
work!
To
start
Part
III,
here’s
the
same
quick
review
of
the
3
MOST
IMPORTANT
e-‐mail
considerations.
You
should
read
these
every
time
you
write
a
word…BEFORE
a
single
letter
is
typed
on
your
keyboard.
1)
WIIFM…What’s
in
it
for
me?
The
e-‐mail
has
to
appeal
to
THEM
and
THEIR
interests,
not
just
showcase
how
cool,
smart,
talented
you
are…because
they’re
not
impressed.
Which
leads
me
to…
2)
WHO
CARES?
Does
it
pass
the
“Who
Cares?”
test?
In
other
words,
with
what
you
know
about
your
avatar
customer,
will
they
look
at
what
you’ve
written
and
yawn…or
be
fascinated,
involved,
excited,
ready
to
buy
IMMEDIATELY
and
start
using
whatever
you’re
selling?
3)
Is
the
writing
BORING?
It’s
the
#1
marketing
sin.
If
your
writing
does
not
light
a
fire,
or
at
least
create
a
spark,
why
should
they
keep
reading?
They
WON’T!
There
are
too
many
other
distractions
that
will
easily
pull
their
attention
away.
These
BIG
3
considerations
should
be
branded
on
the
inside
of
your
corneas!
They’re
THAT
important
and
should
be
like
a
6th
sense
that’s
ALWAYS
operating
to
evaluate
everything
you
write…AND
everything
you
read.
In
other
words,
look
at
headlines,
marketing,
and
other
writers
to
decide
what’s
good
and
bad
about
what
they’re
doing.
There’s
nothing
that
will
keep
you
on
your
toes
like
constant
vigilance!
OK…now
for
this
module,
I
want
to
give
you
3
more
key
points
for
your
checklist,
based
on
the
e-‐mails
my
clients
bring
me
for
evaluation
and
critique.
1)
DO
NOT
SELL
PREVENTION.
This
one
is
a
tough
to
get
deep
in
your
guts.
Because
lots
of
people
think
their
“widget”
is
going
to
save
the
world
if
people
will
just
use
it
in
advance…if
they’d
just
SEE
how
much
this
would
help…how
much
time
and
money
it
will
save
them.
Forget
it.
No
matter
how
much
we
WANT
people
to
be
proactive…and
how
much
we
think
they
SHOULD
be…this
isn’t
what
happens
in
reality.
So
if
you’re
basing
your
campaign
on
prevention,
you’re
in
trouble.
Instead,
you
should
base
it
on
PUTTING
OUT
THE
FIRE
it’s
already
burning.
Caples
was
studying
headlines
and
went
through
marketing
legend
Victor
Schwab’s
list
of
“100
Great
Headlines.”
He
counted
the
frequency
of
the
important
words.
Here’s
that
list.
And
note
the
BIG
gap
between
“you”
and
all
the
other
hot
headline
words:
you
31
your
14
how
12
new
10
who
8
money
6
now
4
people
4
want
4
why
4
3)
REASON-‐WHY
COPY
Sometimes
it’s
hard
to
understand
the
way
we’re
wired.
That’s
why
using
the
terms,
“That’s
why,”
and
“Because,”
are
extremely
powerful…even
when
they
don’t
make
absolute
sense.
This
was
demonstrated
in
the
study
they
did
with
people
waiting
in
line
for
the
copier.
Robert
Caildini
talked
about
it
in,
The
Psychology
of
Influence.
The
gist
is
that
people
are
more
likely
to
comply
with
a
request
if
you
simply
give
them
a
“reason
why.”
In
copywriting,
we
focus
on
benefits
in
order
to
convince
prospects
to
take
action.
Without
a
reason
why,
you
won’t
move
an
audience
to
action,
no
matter
how
good
the
writing
is.
Caildiani
describes
an
experiment
conducted
by
social
psychologists
Langer,
Chanowitz,
and
Blank
which
illustrates
how
compliant
people
will
be
with
a
request
if
they
hear
words
that
sound
like
they
are
being
given
a
reason,
even
if
no
actual
reason
is
provided.
The
experimenters
approached
people
standing
in
line
to
use
a
photocopier
with
one
of
three
requests:
• "Excuse
me.
I
have
5
pages.
May
I
use
the
Xerox
machine
because
I'm
in
a
rush?"
• "Excuse
me.
I
have
5
pages.
May
I
use
the
Xerox
machine?"
or
• "Excuse
me.
I
have
5
pages.
May
I
use
the
Xerox
machine
because
I
have
to
make
some
copies?"
When
given
the
request
plus
a
reason,
94%
of
people
asked
complied
with
the
request.
When
given
the
request
without
a
reason,
only
60%
complied.
But
when
given
the
request
with
what
sounds
like
a
reason
but
isn't,
compliance
jumped
back
to
93%.
So
use
liberal
handfuls
of
“reasons.”
And
they
don’t
have
to
use
the
word
“reason,”
although
that’s
fine,
too.
For
instance,
Gary
Bencivenga
stresses
the
importance
of
the
“if…then”
construction,
because
it
implies
there’s
a
reason
for
your
statement.
Gary
B.
says:
When
you
say
IF
(followed
by
a
requirement
your
prospects
have
to
meet),
it
seems
to
magically
switch
off
and
bypass
their,
“Yeah,
sure,”
alarm
and
usher
you
right
in
their
front
door
to
sell.
Here
are
a
few
more
that
fit
loosely
in
“the
reason”
category:
Here’s
why…
Here’s
what
I
mean…
Here’s
the
reason…
If…then…
And
there’s
a
good
reason
this
works.
Let
me
explain
[the
reason].
You’ll
understand
[the
reason]
in
a
minute.
Once
you
are
shown…
You’ll
absorb
the
key
ideas…[the
reasons].
And
you’ll
file
those
facts
[reasons]
away
in
your
mind…
Think
of
it!
[the
reasons]
But
even
more
important…[reasons]
So
make
sure
there
are
lots
or
“reasons”
in
your
e-‐mails.
In
fact,
for
you
assignment,
go
back
through
one
on
your
own
e-‐mails
and
strengthen
it
by
lacing
it
liberally
with
reasons.
Actually
DO
THIS
so
you
fire
your
neurons
and
lay
some
track
for
a
new
skill.
It’s
not
hard…just
the
smallest
actions
produce
massive
changes
over
time.
To
quote
a
shoe
company,
“Just
DO
IT!”
Because
it’s
a
good
idea
(there’s
your
reason
why).
Here’s
a
list
of
the
top
50
thing
to
keep
in
mind
while
writing.
Again,
I
start
off
with
my
BIG
THREE…even
though
I’ve
repeated
them
in
every
section.
You
should
read
the
BIG
THREE
every
day,
and
the
rest
of
these
at
least
once
a
week…preferably
before
you
write.
1)
WIIFM…What’s
in
it
for
me?
The
e-‐mail
has
to
appeal
to
THEM
and
THEIR
interests,
not
just
showcase
how
cool,
smart,
talented
you
are…because
they’re
not
impressed.
Which
leads
me
to…
2)
WHO
CARES?
Does
it
pass
the
“Who
Cares?”
test?
In
other
words,
with
what
you
know
about
your
avatar
customer,
will
they
look
at
what
you’ve
written
and
yawn…or
be
fascinated,
involved,
excited,
ready
to
buy
IMMEDIATELY
and
start
using
whatever
you’re
selling?
3)
Is
the
writing
BORING?
It’s
the
#1
marketing
sin.
If
your
writing
does
not
light
a
fire,
or
at
least
create
a
spark,
why
should
they
keep
reading?
They
WON’T!
There
are
too
many
other
distractions
that
will
easily
pull
their
attention
away.
4)
Is
there
a
STORY
that
holds
your
e-‐mail
together?
Do
you
“open
loops”
at
the
beginning
so
they
have
to
read
further
to
have
them
resolved?
5)
Are
you
keeping
the
e-‐mail
to
between
500
and
800
words?
6)
Are
you
mixing
up
the
FORMATTING
with
medium-‐length
and
short
sentences?
7)
Are
you
throwing
in
lists
of
bullets
to
mix
up
the
pace
and
break
up
the
look
of
the
e-‐mail?
8)
Are
you
writing
to
ONE
person
instead
of
general
audience?
9)
Are
you
using
actions
verbs
to
keep
the
momentum
rolling?
It’s
a
good
idea
to
go
back
through
it
one
final
time
and
see
if
you
can
add
actions
verbs
for
more
punch.
10)
Are
you
using
targeted
testimonials
that
counter
objections?
11)
Do
your
testimonials
have
headlines?
12)
Are
you
using
specifics…with
REAL
time,
place,
person,
numbers?
13)
Are
you
showing
them
why
it’s
not
their
fault
that
they
have
this
problem
(though
not
necessarily
in
those
words)?
14)
Did
you
read
it
OUT
LOUD
one
final
time?
15)
Have
you
given
a
reason
to
ACT
NOW?
Scarcity?
Time
Pressure?
16)
Are
you
using
the
“4
U’s?”
Urgency.Ultra-‐specific.
Unique.
Useful.
17)
Are
you
SELLING
instead
of
educating
or
teaching?
18)
Are
you
showing
empathy…that
you
CARE?
19)
Is
there
a
guarantee?
20)
Are
you
selling
with
emotion
and
justifying
with
logic?
21)
Are
you
presenting
the
price
and
immediately
following
with
a
discount?
22)
Are
you
building
value
by
describing
the
pain
and
agony
that
went
into
creating
the
product?
23)
Are
you
consistently
providing
statements,
opinions,
emotional
reasons
that
your
customers
can
nod
their
heads
and
agree
with
you?
24)
Are
you
telling
them
what
this
is
NOT…who
it’s
NOT
for?
25)
Are
you
using
numbered
sequences
to
break
up
the
formatting
and
forcing
your
prospects
to
continue
reading?
26)
If
your
offer
is
complicated,
are
you
providing
a
simple
summary?
27)
Do
they
know
WHY
they
should
listen
to
you
(have
you
established
yourself
as
an
authority)?
28)
Do
you
support
your
statements
of
fact?
29)
Are
you
letting
some
personality
come
through?
30)
Are
you
talking
down
to
your
customers…or
like
2
friends
having
coffee
at
Starbucks?
31)
Are
you
using
jargon
that
makes
you
seem
like
“one
of
them.”
32)
Have
you
positioned
yourself
as
someone
who
is
an
advocate?
Who
REALLY
wants
to
help?
33)
Have
you
answered
all
their
objections?
34)
Have
you
made
it
FUN
to
read…with
infotainment
elements
sprinkled
in
(and
are
they
appropriate
to
the
subject)?
35)
Have
you
given
them
a
reason
to
respond
NOW?
36)
Is
your
e-‐mail
believable?
Too
many
superlatives?
Logical?
37)
Is
there
a
reason
why
they
should
buy
from
YOU
instead
of
the
guy
next
door?
38)
Do
you
“get
to
the
point”
right
away?
If
you’re
telling
a
story,
make
sure
you’ve
got
something
that
ties
to
what
THEY
want
right
from
the
beginning.
39)
Don’t
emphasize
everything
or
you
emphasize
nothing.
In
other
words,
don’t
underline
everything,
or
use
caps
on
everything.
40)
Have
you
been
honest?
41)
Have
you
provided
“news
value”
with
WHO,
WHAT,
WHERE,
WHEN
and
HOW?
42)
Have
you
read
it
through
and
tried
to
cut
out
the
fluff…the
excess
words?
43)
Is
your
copy
logical?
Does
it
flow
smoothly
from
one
paragraph
to
the
other?
Do
your
segues
fit?
44)
Are
you
enthusiastic
about
what
you’re
selling?
It
always
comes
through
and
“covers
over
a
multitude
of
sins.”
45)
Are
you
wasting
the
first
paragraph
or
2
by
“clearing
your
throat?”
Could
you
start
at
the
3rd
or
4th
paragraph
and
not
miss
anyting?
46)
Don’t
use
3
words
when
one
will
do.
47)
Have
you
clearly
explained
any
technical
terms?
Don’t
assume
they
understand
what
you’re
talking
about
our
why
your
product
is
so
great.
48)
Make
it
sound
easy.
The
ultimate
product
gives
you
a
pill
that
makes
you
thin,
rich,
smart,
happy…while
you
sleep!
49)
Is
your
e-‐mail
EASY
to
read?
If
they’ve
gotta
work,
they
won’t
stay
with
you.
50)
Continue
to
use
questions
that
engage
your
reader…but
NOT
if
they
can
say,
“NO.”
51)
Paint
VIVID
pictures
that
stick
in
the
mind
like
gum
on
your
shoe…not
vague,
limp,
wishy-‐washy
images
that
vanish
without
a
trace.