Guide

The Lifecycle Email & Automation Playbook

Digital Marketing18 August 202616 pages

What you'll learn in this guide.

Every other acquisition channel is rented; email is a list you own. The catch is that it only works if it lands, and mailbox providers now enforce what used to be best practice. This playbook starts with deliverability — authentication, subdomain warming, engagement-based sending and the complaint thresholds that decide whether you are delivered at all — then specifies the eight lifecycle flows in order of return, the segmentation worth its complexity, and a measurement model that survives inflated open rates. Includes a 90-day build order and a flow specification template.

The authentication, unsubscribe and complaint-rate requirements mailbox providers now enforce
Why marketing mail should leave from a subdomain, and how to warm it
The eight lifecycle flows, specified message by message, in order of return
Why leading an abandonment sequence with a discount permanently damages margin
How B2B nurture differs, and where handoff to sales usually breaks
The five segments worth building, and when to stop adding more
What to report now that open rates are unreliable
A 90-day build order, and a flow spec template with the fields people leave blank

Inside the guide

Part 1 — Deliverability comes first
Part 2 — The eight flows that do the work
Part 3 — Segmentation that earns its complexity
Part 4 — Measuring it properly
Part 5 — Compliance, briefly
The 90-day build order
Appendix — Flow specification template

Build the eight flows that run without you — and make sure they actually arrive.

We'll send it to your email.

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