Checklists & templates
Email & CRM Automation Blueprints
12 ready flow diagrams with copy frameworks: welcome, nurture, onboarding, abandoned cart, reactivation, sales hand-off.
Skip the blank page. Each blueprint shows the triggers, timing, branches and exit conditions of a flow, plus a copy framework for every email and the metrics to watch. Works with Mailchimp, Klaviyo, Brevo, HubSpot, ActiveCampaign and most CRMs. Includes a CRM pipeline template with stages, fields and lead scoring rules.
What's inside
- 12 automation blueprints with triggers, timing and branches
- Copy frameworks and subject-line patterns for every email
- CRM pipeline template: stages, fields, scoring, hand-off rules
- Deliverability and list-hygiene checklist
- Metrics sheet: what to measure per flow
Who it's for
Marketers, e-commerce and SaaS teams, sales ops.
Checkout
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Questions
Are the emails written for me?
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You get frameworks and prompts to write them in your voice in minutes, not finished generic copy.
Does it work with my CRM?
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Blueprints are tool-agnostic; setup notes cover the most common platforms.
How is it delivered?
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A personal access page with the PDF and template links, right after payment.
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