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Email Planning Template (Repeatable)

info

Duplicate this page for each email in the sequence.

Email Header​

Email #:

Email name (internal):

Send timing:

  • Immediate
  • ____ hours
  • ____ days

1) Who receives this email?​

Criteria (plain language):
(example: “Everyone who downloaded the guide” / “Only people who clicked Email 1”)

Exclude (if needed):

  • Customers
  • Already converted
  • Already received this email
  • Unsubscribed / opted out
  • Other:

2) Purpose + Key takeaway​

Purpose (pick one):

  • Deliver / confirm
  • Educate
  • Build trust (proof)
  • Handle objections
  • Reminder / nudge
  • Conversion push / next step

Key takeaway (1 sentence):
(If they only skim, what should they remember?)

3) Offer + CTA​

Primary CTA text:

CTA destination link:

Why click now? (benefit + light urgency, if any)

Secondary CTA (optional):

4) Content plan (what you’ll say)​

Hook / opening angle: (what makes this interesting)

3 key points (bullets):

Proof to include (optional):

  • Testimonial
  • Short case example
  • Statistic
  • Logo/brand credibility
  • “What’s inside” bullets

Paste proof line(s) if you have them:

Objection to address (optional):

5) Copy blocks (so it stays readable)​

Subject line ideas (at least 3):

Preheader (optional):

Opening line (first sentence):

Body outline (short):

  • Paragraph 1:

  • Paragraph 2:

  • CTA line:

  • Closing line:

Personalization:

  • First name
  • Company
  • None

Fallback text if missing:

6) Format + assets​

Format choice:

  • Mostly text (simple + clear)
  • Light template (a little branding)
  • Designed layout (only if needed)

Assets needed (if any):

  • Image
  • Screenshot
  • PDF/guide link
  • Logo
  • Other:

7) “Done” checklist (before building/sending)​

  • Links are correct
  • CTA is obvious (at least once near the top)
  • Easy to skim (short paragraphs / bullets)
  • Reads well on mobile
  • Unsubscribe present
  • Test sent to yourself