7 Steps to Create Your Best
Automated Follow-up Sequence

Create your best automated marketing sequence

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Are you using the best automated follow up strategy?

Whether you are in the process of creating your first follow-up sequence, or you’ve been at this for years, your follow up sequence should be the result of a well-defined plan for achieving the results that matter to your business. tweet this

Instead, our follow up is often created on a whim or pieced together bit by bit over time to fill in gaps… this piecemeal evolution means our sequences probably aren’t the product of a well-considered, overarching strategy designed to produce the best results.

What’s more, a lot has changed since you created those sequences… powerful new marketing tools have been introduced, you’ve gained valuable insights about your customers, your product line has transformed, and you’ve learned more about effective online marketing.

This post on re-envisioning your follow up is a chance to implement everything you haven’t gotten to, but should.

Your follow up is begging to be updated

(but your website gets all the attention)

Your automated follow up is the neglected workhorse of your online marketing… which is a shame because it’s one of the most powerful tools at your disposal and pretty much all your leads and customers will experience it. We obsess over the smallest detail of our website and might go months without even thinking about our automated follow up.

Day in and day out, your automated follow up brings contacts back to your site, builds a relationship with them, creates and nurtures qualified leads, drives conversions, contributes to customer satisfaction, and saves you untold time… so it’s certainly worth the effort it will take to make it better at doing all those things.


Creating your best follow-up sequence ever…

What follows is a 7 step process that will produce a unique follow-up strategy for your business, make sure you are automating and accomplishing as much as possible, and improve the overall experience for your contacts.

Any time you spend on this will pay dividends over and over as your automated follow up is experienced by each new contact. In fact, you aren’t spending time at all, you are investing it in one of the highest-leverage activities in your business.


To develop a new, improved strategy, forget your old follow up sequences. Mentally set them aside and start over from scratch with a fresh perspective.

We are shooting for a complete, “top to bottom” overhaul of your automated follow up. Modifying or adding to what exists would only lead to incremental improvements. Instead, we will create something entirely fresh and inspired to achieve a major leap in performance.


We are going to develop two separate follow up sequences — one for our prospects and one for our customers — because our focus changes after their first purchase. At that point we shift from helping a contact understand why they should do business with us, educating them, and building trust, to customer service, encouraging repeat purchases, and getting referrals.

As you create your new follow up strategy, you want to be guided by a clear picture of the ideal experience you want each contact to have before and after they make a purchase.

This “perfect” experience won’t happen on its own… we are going to make it happen by envisioning it, defining it, and then working toward it.

So imagine the ideal experience you want each contact to have, and create a short summary describing the experience you want them to have as a prospect and then the experience you want them to have as a customer.

Keep these descriptions short (2-3 sentences, tops). It’s okay to strive for a multi-faceted experience, but don’t go overboard. Focus on just a couple important things you want them to get out of your follow up. This isn’t making a plan, just picking a destination so you can be sure you end up where you want to be.

Think of this as the mission statement for your automated follow up — it should be inspiring, but not specific.

Here’s an example of how yours might look:

When you are satisfied you’ve captured the essence of the experience you are striving for move on to the next step…


If the summary statement you just created is your destination, now we are going to choose all the stuff you’ll get done en route.

Really spend some time considering… “Ideally, what would my automated follow up do for me?”

List of goals for automated follow up sequences

This is where you pick the results your follow up produces so take your time.

These goals shouldn’t be specific or measurable. In fact, it’s better if they aren’t. We are just creating a wish list. In the next step we’ll focus on how you’ll achieve these goals and we’ll make them specific and measurable then.

Don’t concern yourself with how you are going to accomplish any of this, at least, not yet. That will only stifle your creativity and needlessly lower your ambition. Instead focus on what you’d like to do without limiting yourself to what is feasible or realistic.

As ideas come to you, write them down in a big, unorganized list. The more ambitious the list, the better… stretch the limits of what is possible so you’ll create an automated follow up sequence that does everything it can for you and your contacts.

When your list is done let’s organize it a bit…

Separate your goals by whether they are pre-sale (prospect) or post-sale (customer). Then put them in chronological order as well as you can (you probably won’t be able to do this perfectly).

So, your list might look like this (but much longer):

If you feel you are done with this step, check your goals against the experience you defined. Are enough of these goals centered on the customer and creating a good experience for them? If you feel your goals reflect the needs of your business and the needs of your contacts you are ready to move on to the next step…


Now that you know what you want to do, it’s time to get the rubber closer to the road. Connect methods to each goal by finishing a “by…” statement:

Put a lot of effort into brainstorming all the ways you could accomplish these goals. Again, don’t limit yourself to what you think is feasible because you’ll needlessly wall yourself off from some of your best ideas. Just list off every idea you have for how you could reach a goal.

Don’t stop when you’ve got 3-5 good ideas, keep pushing yourself. Your first five ideas will be very safe, and probably things you’ve been considering anyway. Don’t stop there. Push yourself way beyond that point. Your best ideas might be numbers 17 and 31 but if you stop at number 5 you’ll never find them. tweet this

If you do it right, this step will generate some of the best ideas for growing your business you’ve had in a long time. Circle, star, or underline the most brilliant ideas you came up with.

Even after separating the wheat from the chaff, we have an intimidating, disorganized list of ideas which isn’t much help so it’s time to…


When it comes to laying out the exact sequence of events, pen and paper might be the best way to hammer out the first few drafts — just make sure you’ve got plenty of paper. There’s going to be false starts, arrows that go no where, scribbles, and cross outs.

That’s what you want.

If this is easy, and you aren’t confused by how this all is going to come together, you might need to back up and try the steps again because you probably weren’t ambitious enough.

This should feel like putting together a puzzle — you’ve got the pieces and now you are trying to figure out how they fit together so they guide prospects through the stages of the buying cycle, solidify your relationship with your customers, all the while taking care of their needs and keeping them interested.

Don’t get caught up in the details — you can worry about the settings required for logic or subject lines for your emails later. Just scribble out the overall process and get down the basic order of events. Maybe make some notes if you get a flash of insight but you can fill in the majority of the specifics later… this is still “big picture” time.

When it’s time to fine tune the magnificent follow up sequence that is emerging try out our automation builder. If you’ve used it you know it’s a surprisingly capable and easy to use flowchart tool. It’s designed specifically for laying out automated marketing sequences so it includes everything you’ll need — “if/then” logic, combine paths, “wait until” rules, and more.

Even if you are using another marketing automation service right now, you can sign up for a free trial and use our automation builder to map out your follow up… I think you’ll be impressed by how intuitive, quick, and powerful it is. It’s such a pleasure to use we’ve had customers request we make a standalone version just for flowcharting (that would be useful but we need to stay focused on creating the best marketing automation tool in the industry).

The goals of your sequence will vary depending on your business model but, generally speaking, be sure your follow up process delivers content that is:

  • Positioning you as “best of breed”
  • Differentiating you from the competition
  • Communicating the value you provide
  • Establishing trust and nurturing a relationship
  • Delivering as much value as possible
  • Educating your prospect with information they’ll need to make an informed decision when it comes time to purchase

You’ll want to evenly distribute these messages throughout your automated marketing sequences.

Unfortunately your prospect isn’t paying attention to everything you say so you might need to be somewhat repetitive to make sure they hear your core marketing messages. Don’t be afraid to repeat yourself on important points so you can be sure your prospect is getting the right message even if they missed an email or five.


When you feel satisfied your follow up achieves the vision you created in “Step 2: Decide where you are going” and the goals you created in “Step 3: Know what you’ll do along the way,” it’s time to get the ball rolling…

Make a list of what you need to create to make this happen. It’s probably going to be mostly content you need to create, such as emails or free reports, but there might also be entirely new projects you need to plan out — like a implementing a refer-a-friend program, creating a “one-click upsell” script, or some graphic design work you need to outsource.

It might be helpful to use a project management application so you can break it down to actionable steps and plan the resources required for each project.


It’s probably going to take a while to implement your new automated follow up strategy so you have an opportunity to make sure you’ve mined your old follow up sequence for all the data it holds before switching over. 

If you haven’t already, identify key metrics you can use to measure the performance of your follow up so that you can compare the new and old sequences.

This new follow up strategy should perform better than your old one but you want to be able to establish that as fact. You can only do that if you know the numbers.

 Some useful metrics might be:

  • Open rate
  • Link clicks
  • Unsubscribe rate
  • Traffic referred by email
  • Sales referred by email
  • Number of leads / time
  • Average time to purchase
  • Average lead score
  • Deals that are added / time

If you haven’t already, make sure you set up our Google Analytics integration so that you can track link clicks in specific emails and automations, see how contacts go on to interact with your website, and know what purchases and “goals” your email marketing and marketing automation are responsible for.

While you are thinking it terms of analytics, figure out how you will measure performance for all the goals we created in Step 2 and the individual components of your sequence we created in Step 3. Define the specific metrics that are key to indicating performance (KPIs) and set up a schedule you’ll stick to for reviewing and assessing the different components of your follow up, so that it continues to progress until your next complete reconsideration.

If you repeat this process every year or so you can keep creating experimental sequences to beat the performance of your proven, “control” sequence. In this way, you can keep challenging your best work and continually strive toward that ultimate, unbeatable follow up sequence that automates as much of your business as possible and produces happy, satisfied customers out of your leads.

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If you found this helpful, please let me know in the comments. I have more than enough material for a “Part II” that would cover the more practical aspects of creating your follow up, such as using ActiveCampaign’s marketing automation features to maximize the effectiveness of your follow up, and some follow up best practices and tips (such as how to repeatedly segment your contacts to better match your messages to the contact).


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