Your Other Automations

📋 What you'll need: Your Email Planner (Spreadsheet 6), your buyer research (Spreadsheet 1), your welcome sequence already live, and your tags set up
⏱ Time: 1–2 hours per sequence. Once.
✅ Output: The three automations that recover lost sales, follow up on enquiries, and bring quiet subscribers back
Your welcome sequence handles new subscribers. These three handle everyone after that: the people who almost bought, the people who did, and the people who've gone quiet.
Build them in order. Each is worth less than the one before, so if you only finish the first, you've still captured the most valuable one.
⚠️ Same as the welcome sequence:
Every prompt here gives you a first draft, not finished copy. Read it, cut what doesn't sound like you, fix what isn't quite true, and add the detail only you know. Edit before you send.

The Order to Build Them In

What each one does, and who it's for
  1. The one that fits your business — build this first.
    1. If you sell products: an abandoned cart sequence, for people who added something to their basket and left. Around 70% of carts are abandoned, and a good sequence brings back 5–15% of them. This is the highest-earning automation in ecommerce.
    2. If you sell services: a post-enquiry sequence, for people who asked about working with you but didn't book.
  2. Post-purchase — build this whichever business you're in. Two or three emails after someone buys or books. It goes to customers, not your whole list. Almost everyone opens these, and most businesses waste them on a bare receipt.
  3. Win-back — build this once you've been running long enough to have quiet subscribers. Two emails to people who haven't engaged in 60 to 90 days.
📌 What sets each of these off is different, so it's worth knowing which is which.
  • The abandoned cart sequence runs automatically — when your store connects to your email tool, the tool sees when someone starts a checkout and doesn't finish, with no setup from you.
  • The post-purchase sequence runs off the "customer" tag you set up on the last page.
  • The win-back sequence runs off the "quiet" segment, which updates itself. You don't need to build a new tag for any of these.

Build the One That Fits Your Business

If you sell products, build the abandoned cart sequence. If you sell services, build the post-enquiry sequence. They do the same job — reach someone who was close and didn't finish — but the trigger and the timing differ.
Abandoned Cart (if you sell products)
Someone added an item to their basket, reached the checkout, and left. They were as close to buying as anyone gets. This sequence brings a share of them back, and it earns more per email than anything else you'll build.
Three emails: 1 hour, 24 hours, 3 days.
Email 1 — 1 hour. Show the exact item they left, with its name, price, and a link straight back to the checkout. No discount. Most people who come back do it on this reminder alone, and a discount this early teaches people to abandon carts on purpose to trigger the code. Keep it simple: here's what you left, here's the link.
Email 2 — 24 hours. Handle the doubt that stopped them. Shipping, returns, sizing, quality — whatever the real hesitation is for your product. Add a review if you have one.
Email 3 — 3 days. The last reminder. Only add an incentive here, and only if you genuinely offer one — free shipping or a small discount. If you don't, let the reminder and a note of low stock (if it's real) carry it.
This sequence needs your store connected to your email tool, so the tool can see when a checkout is started and not finished. Once that connection is made, there's no tag to set up.
Post-Enquiry (if you sell services)
Someone asked about working with you — filled in a contact form, replied to an email, started a booking — and then went quiet. They were interested enough to reach out. This sequence follows up while you're still on their mind.
Three emails: 1 hour, 2 days, 5 days.
Email 1 — 1 hour. Answer the thing they asked, while it's fresh. Make the next step small and obvious — a direct link to your calendar, not "let me know if you'd like to chat."
Email 2 — 2 days. Proof. Someone in the same situation who went ahead, and what happened for them.
Email 3 — 5 days. Remove the obstacle. Name the real reason people hesitate — cost, time, whether it'll work for them — and address it plainly. Then invite them once more, with the calendar link.
This sequence triggers when someone enquires. If your enquiry form or booking tool tags people, use that tag as the trigger. If not, you can add people to it manually when they reach out — with a small business and a handful of enquiries a week, that's no burden.
⚠️ Both sequences exit the moment someone buys or books.
Set this before you build, the same way you did for the welcome sequence. Nobody should get "you left something in your basket" an hour after they bought it, or "still thinking it over?" after they've booked. In the same exit step, add the "customer" or "booked" tag.
Plan and write your sequence with the prompt below. It does both in one pass — three emails, ready to edit. Run the version that matches your business.
📋 Replace every [bracketed placeholder] with your own details before running. The format line (visual product or plain text) decides whether the emails carry images, exactly as it did for your welcome sequence.
Prompt — Abandoned Cart Sequence (products)
You are an elite email strategist who has built abandoned cart sequences for hundreds of ecommerce brands, in the tradition of Chase Dimond, who has driven hundreds of millions in email revenue and builds every sequence on a proven structure rather than from scratch. You know exactly how cart recovery works in 2026, and you build to it deliberately.
You know these things and you apply every one of them:
  • The first email recovers the largest share of the sequence's revenue, so it matters most. Send it about an hour after abandonment.
  • No discount in email 1. Many people come back on a plain reminder, and discounting early trains people to abandon carts on purpose. Save any incentive for the final email, and only if the business genuinely offers one.
  • Show the exact item left behind — name, price, image — with a direct link back to the checkout. The image is the reminder and it belongs here.
  • People abandon carts because of a doubt, not because they forgot. Email 2 answers the doubt: shipping, returns, sizing, quality.
  • A subject line's only job is to earn the open. Under 50 characters, useful part first, no selling.
  • Preview text extends the subject rather than repeating it.
  • One email, one call to action, one destination.
  • Never invent a review, a number, or scarcity. If it wasn't given to you, leave it out.
Write a three-email abandoned cart sequence for [business name], which sells [what you sell].
This business's email format is: Visual product — emails carry product images. (Cart emails always show the abandoned product.)
Use these real inputs. Invent nothing beyond them:
  • My buyer, their situation, and the words they use: [paste from Spreadsheet 1, Messaging Brief]
  • The most common reason people hesitate before buying from me: [e.g. unsure about shipping cost / not sure of their size]
  • What reassures them — my real shipping, returns, guarantee, or quality details: [state them]
  • Any real proof — a review, a rating, a number: [paste real specifics, or write "none — invent nothing"]
  • Whether I offer an incentive in the final email, and what it is: [e.g. free shipping / 10% off, or write "none"]
Build to this structure:
Email 1 — 1 hour. Show the item left behind with a link back to checkout. No discount. Simple reminder.
Email 2 — 24 hours. Answer the main doubt. Add a review if provided.
Email 3 — 3 days. Final reminder. Incentive only if one was provided; otherwise reminder plus real low-stock note if applicable.
For each email produce, clearly labelled: the send delay; the subject line (under 50 characters) and preview text; the full body (100–150 words, in the buyer's language); an Images line naming the product image and its alt text; the one CTA (2–5 words, verb first); and a sign-off with a P.S.
Then give the exit condition (places an order) and one line confirming email 1 carries no discount.
Rules: mostly text with the product image, single column, never image-only, makes sense with images off. Plain language. Avoid ALL CAPS, multiple exclamation marks, "act now," "100% guaranteed." Avoid transform, unlock, elevate, leverage, game-changer, curated.
Prompt — Post-Enquiry Sequence (services)
You are an elite email strategist who has built follow-up sequences for hundreds of service businesses, in the tradition of Val Geisler, who designs lifecycle email around what the customer is actually doing, and Joanna Wiebe of Copyhackers, who proved the reader's own words outperform anything you invent. You know exactly how enquiry follow-up works in 2026, and you build to it deliberately.
You know these things and you apply every one of them:
  • Answer while the enquiry is still fresh. The first email goes out within about an hour, and it makes the next step small and obvious — a direct calendar link, not "let me know."
  • The follow-up earns the booking by removing hesitation, not by pestering. Each email has a clear job: answer, then prove, then remove the obstacle.
  • A subject line's only job is to earn the open. Under 50 characters, useful part first, no selling. A subject naming a real concern or outcome beats a promotional one.
  • Preview text extends the subject rather than repeating it.
  • One email, one call to action — the calendar link.
  • Write about the reader, not yourself.
  • Never invent a client result or testimonial. If it wasn't given to you, leave it out.
Write a three-email post-enquiry sequence for [business name], a [type of service business].
This business's email format is: Service — plain text, no images.
Use these real inputs. Invent nothing beyond them:
  • My buyer, their situation, and the words they use: [paste from Spreadsheet 1, Messaging Brief]
  • What they typically ask about or want to know before booking: [state it]
  • The real reason people hesitate before booking me — cost, time, whether it'll work for them: [state it]
  • Real proof — a client result, a number, a specific story: [paste real specifics, or write "none — invent nothing"]
  • What happens on the call, how long it is, what it costs, and my calendar link: [state them]
Build to this structure:
Email 1 — 1 hour. Answer their question. Direct calendar link. Make the next step small.
Email 2 — 2 days. Proof: someone in their situation who went ahead, and what happened.
Email 3 — 5 days. Name and address the real hesitation, then invite them once more with the calendar link.
For each email produce, clearly labelled: the send delay; the subject line (under 50 characters) and preview text; the full body (100–200 words, in the buyer's language, plain text, no images); the one CTA (2–5 words, verb first, to the calendar); and a sign-off with a P.S.
Then give the exit condition (books a call or becomes a client) and one line confirming the calendar link appears in emails 1 and 3.
Rules: plain-text style, written like a personal message, no images. Lead with value. Plain language. Avoid ALL CAPS, multiple exclamation marks, spam-trigger phrases. Avoid transform, unlock, elevate, leverage, game-changer, journey, empower, dive in.

Log it in Spreadsheet 6

Add the sequence to Spreadsheet 6 — the three emails in the Sequence Planner tab, and the sequence itself in the Automation Tracker tab with its trigger and status. Then build it in your email tool the same way you built the welcome sequence: set the trigger, add each email with its delay, set the exit condition, and test it on yourself before it goes live.

Post-Purchase

Someone just bought or booked. It's the second-highest engagement moment you get, after the welcome sequence — they've paid, they're pleased, and they open almost everything you send. Most businesses waste it on a bare receipt. This sequence turns a first sale into a relationship.
Build it whichever business you're in. Two or three emails, and it goes to customers, not your whole list.
The sequence
Three emails: immediately, day 3, day 14.
Email 1 — immediately. Confirm the order or booking, and set expectations. What happens next, when it arrives or when the appointment is, what they should know. For a product, show what they bought. This is the highest open rate of any email you send — a confirmation people actively want.
Email 2 — day 3. Help them get the most from it. For a product, how to use it, what to expect, the mistake people make. For a service, what to prepare, how to make the session count. This email builds trust that the money was well spent.
Email 3 — day 14. Ask how they're getting on, and invite a review or a reply. Don't sell here. A genuine "how's it going" earns you a review, a repeat purchase, or a reply that tells you something useful — none of which happen if you use this slot to pitch.
⚠️ Hold this sequence if someone has an open support issue.
Getting a cheery "how are you enjoying it?" while waiting on a refund or a fix earns you a one-star review for the wrong reason. If your tool can check for an open support ticket, exclude those people. If not, keep an eye on it manually while your numbers are small.
💡 This is where repeat business starts.
Your ads and content work to win a customer once. This sequence is what makes the second sale cost you nothing — a customer who had a good first experience and heard from you at the right moments comes back on their own. Build it well and it quietly raises what every customer is worth.

Plan and write it with the prompt below, in one pass. Run the version that matches your business.

📋 Replace every [bracketed placeholder] with your own details before running. The format line decides whether the emails carry images.
Prompt — Post-Purchase Sequence
You are an elite email strategist who has built post-purchase sequences for hundreds of small businesses, in the tradition of Val Geisler, who designs lifecycle email around what the customer is actually doing, and Chase Dimond, who builds every sequence on a proven structure. You know exactly how the post-purchase window works in 2026, and you build to it deliberately.
You know these things and you apply every one of them:
  • This is the second-highest engagement moment after the welcome sequence. The customer just paid and is paying attention. Reinforce that they made the right decision.
  • The confirmation email has the highest open rate of anything you send. Use it — confirm, set expectations, and for a product, show what's arriving.
  • The middle email helps the customer succeed with what they bought. A customer who gets a good result comes back and tells people.
  • The final email asks how they're getting on and invites a review or reply. It does not sell. A review request while waiting on support earns a bad review, so this sequence assumes no open issue.
  • A subject line's only job is to earn the open. Under 50 characters, useful part first.
  • Preview text extends the subject rather than repeating it.
  • One email, one call to action.
  • Write about the customer, not the business.
  • Never invent a review, number, or detail. If it wasn't given to you, leave it out.
Write a three-email post-purchase sequence for [business name], which [describe what you sell in a few words].
This business's email format is: [Visual product — emails carry product images / Service or non-visual — plain text].
Use these real inputs. Invent nothing beyond them:
  • My buyer, their situation, and the words they use: [paste from Spreadsheet 1, Messaging Brief]
  • What they just bought or booked: [describe it]
  • What happens next — delivery time, what to expect, or appointment details: [state it]
  • How to get the most from it — the tip, the common mistake, what to prepare: [state it]
  • Where I want a review left, if anywhere: [link or platform, or write "a reply to this email is fine"]
Build to this structure:
Email 1 — immediately. Confirm the purchase or booking and set expectations. For a visual product, show what they bought.
Email 2 — day 3. Help them get the most from it.
Email 3 — day 14. Ask how they're getting on and invite a review or reply. No selling.
For each email produce, clearly labelled: the send delay; the subject line (under 50 characters) and preview text; the full body (100–200 words, in the customer's language); an Images line ("None" for plain text, or the image and its alt text for a visual product); the one CTA (2–5 words, verb first); and a sign-off with a P.S.
Then give the exit condition (none needed — this sequence completes on its own) and one line confirming email 3 does not sell.
Rules: match the format above for images — plain text means no images, visual product means the product shown where it helps, single column, never image-only. Plain language. Avoid ALL CAPS, multiple exclamation marks, spam-trigger phrases. Avoid transform, unlock, elevate, leverage, game-changer, journey, curated, delve.

Log it in Spreadsheet 6

Add the three emails to the Sequence Planner tab and the sequence to the Automation Tracker tab, triggered by the "customer" tag. Build and test it in your email tool the same way as the others.

Win-Back

Some subscribers go quiet. They opened your emails once, then stopped. This sequence gives them one clear reason to come back, and if they don't, it helps you let them go. Both outcomes are useful — a subscriber who'll never open another email is costing you deliverability, not helping it.
Build this last, once you've been running long enough to have people who've been quiet for two months or more.
The sequence
Two emails: triggered after 60 days of no opens or clicks, then a second 7 days later.
Email 1 — after 60 days quiet. Acknowledge the silence without guilt-tripping. Remind them what brought them to you in the first place, and give them something genuinely useful — your best piece of content, a real reason to look again. No hard sell.
Email 2 — 7 days later. Ask, plainly, whether they still want to hear from you. A single question, a single button. If they click, they stay. If they don't, you'll remove them — and that's fine. This is the email that cleans your list.
⚠️ Remove the people who don't respond.
It feels wrong to delete subscribers you worked to get, but a subscriber who hasn't opened anything in months drags down your deliverability for everyone else — inbox providers read low engagement as a sign your email isn't wanted. After the second email, remove anyone who still hasn't engaged. A smaller list that opens your emails is worth more than a big one that doesn't.

What You've Built

✅ Your automations are done when:
  • The sequence that fits your business (abandoned cart or post-enquiry) is live
  • Your post-purchase sequence is live
  • Your win-back sequence is set to trigger off the "quiet" segment
  • Each one is planned in Spreadsheet 6
  • Each has its exit and tag steps set
  • You've tested every one on yourself.
🎉 Your automated email system is built.
A new subscriber gets a welcome sequence. Someone who almost buys gets a reminder. Someone who buys gets looked after. Someone who goes quiet gets one good reason to return. Each sequence runs automatically, on every person who qualifies, from now on.
📌 Next:
The emails you send on purpose. With your automations doing the heavy lifting, your regular sends can be simple and occasional — most of them repurposed from the blog posts you're already writing.
Your Regular Emails