SEQUENCE AUDIENCE
FORMAT CONTENT
# OF EMAILS TRIGGER & TAGS
Trigger: Form submission or imported list. Website-Form, New-Lead, List-Buy-2025Q1, Event Lead
Core Nurture Sequence
Organic leads (via checklist / SEO) and purchased HVAC lists
Educational + proof-based (ROI examples, tips, case story, trust CTA)
Branded design
4
Trigger: Manual send to cold/purchased list.
High-value or cold leads (Steve’s personal outreach)
Conversational, light personal touch, helpful insight, invite for chat
Soft Introduction
Plain text
3
Prospect, List-Buy-2025Q1
Trigger: Clicked key training link or clicked on key website links.
Warm contacts who clicked IAQ training links or emails
Personal follow-up (“Saw you checked out our training page…”)
Clicker Follow-Up
Plain text
1–2
Prospect, Engaged
Trigger: No engagement after 90 days.
Inactive contacts (90+ days no open / click) Optional.
“What’s new” updates or limited-time offer (20% off training, etc.)
Re- Engagement
Branded design
2–3
Prospect, Inactive
Trigger: Webinar registration or attendance.
Branded design & plain text
Pre-event reminders + post- event recap and CTA to enroll
Webinar Nurture
Webinar registrants / attendees. Optional.
4–5
Prospect, Engaged
Warm personal outreach: “Great meeting you at [Event]…” + helpful resource links + invite to connect
Leads met at HVAC expos or regional events
Trade Show Follow-Up
Trigger: Manual import from event.
Plain text
2
Event Lead, New-Lead,
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