Email funnel and automation setup for a float therapy spa
PROJECT: ONGOING - THE CMO PARTNERSHIP
OVERVIEW:
When we first spoke, Dana mentioned they needed a lot of help with organizing and automating processes. They are so busy running the business that they haven’t had a moment to be able to fix any issues with their current email automations and/or think through how to best set these up to provide additional value and encourage their guests to continue to come back.
My focus for our first month of working together through The CMO Partnership was to completely take these email automations off their plate and get them set up in a way that leads to increased conversions.
The biggest challenge was seeing if we could figure out a way to connect their scheduling software for the spa to their email marketing platform. Unfortunately, there wasn’t and Zapier doesn’t play well either their scheduling software either so I had to get a little creative on how to make updating everything as simple as possible for Dana.
HERE’S WHAT I CAME UP WITH FOR THE EMAIL FUNNEL:
The lead magnet (aka incentive to sign up for their email list) was a discount when booking a combination of a float session with a massage. The emails weren’t auto sending when someone signed up on the website so I had to first fix that.
Then Dana also provided me with their ideal customer journey which I used to create this entire email workflow.
Once approved, I reworked some of their existing emails and wrote copy for any additional emails that needed it for this entire sequence and set up the funnels.
As mentioned, there was no way to connect their scheduling software with their email marketing so we have 2 options to make this as streamlined as possible:
Schedule time once a week to import any new customers and/or update existing ones. This will be a manual process and using the correct tags will put trigger the correct sequence.
Use a combination of their existing email marketing service for the initial sequence when they sign up for the discount and then use the email marketing their scheduling software has to send the remaining email sequence.
Either way we set this up, it will help not only collect valuable reviews for them but also provide both upsells and downsells to those that have already experience the power of float therapy. This will help increase retention and allow Dana to move towards other future goals.
*At the time of writing this, Dana and I have been working together for about a month through The CMO Partnership.