Email marketing takes a village, especially at the level Redmond Life required. Between the demands of copy, graphic design, customer service, and IT, project management was a necessity. But with a combination of Redmond Life’s people and Big Leap’s marketing automation team at the helm, we found a way. Here’s a breakdown of how we did it:
Email Marketing Audit
It’s always good practice to start with an audit! We took a close look at Redmond Life’s CRM and email marketing efforts, including:
- Previous email templates, campaigns, and metrics
- Existing automations and processes
- Current sales processes and user experience
- Existing email lists and segmentation strategies
- Current lead generation efforts
The following three sections represent the opportunities for improvement we observed during this audit.
Implementation of Missing Flows and Automation
Meeting your customers where they are is vital to the success of any email marketing campaign. The easiest way to do that is with automated email triggers, like when a customer abandons their cart or makes an account for the first time.