Course creator post-purchase onboarding
An online course creator needs a 5-email post-purchase sequence in ConvertKit that walks new students into lesson 1, sets expectations, and reduces refund risk.
Email Marketing Automation
Tier 3 · Content & Marketing · $500 · 15–20 hrs · 14 day turnaround
Listed price is the project base price. A 3% payment processing fee is added at checkout. The full total is charged upfront when you place your order.
Design and set up an email automation sequence (welcome, nurture, or onboarding) with up to 7 emails.
Get a production-ready email automation sequence with 7 emails, workflow diagrams, and trigger logic—built by a vetted student and reviewed by our PM. You'll have a functioning onboarding or nurture funnel ready to deploy in your email platform within 14 days, no coding required.
Deliverables
- Email automation workflow
- Up to 7 email templates
- Trigger and timing documentation
- Performance tracking setup
What's included
- 1 automation sequence
- Up to 7 emails
- Workflow setup
- A/B test recommendations
Not included
- List building
- Ongoing management
- Multiple sequences
What you'll get
Your target audience description, business goal (onboarding new customers, nurturing leads, re-engagement, etc.), preferred email platform or tool (Mailchimp, ConvertKit, ActiveCampaign, etc.), brand voice guidelines or sample emails, and any product/service details needed for email copy context.
Maps out the automation workflow in writing or diagram form (entry trigger → email 1 → delay → email 2, etc.), writes or adapts up to 7 email templates with subject lines and call-to-action buttons, documents exact timing between emails and conditional logic (if recipient opens, if they click, time-based delays), and provides A/B test recommendations for subject lines or send times.
A folder containing: 7 email template files (HTML or plain text, compatible with your platform), a workflow diagram or step-by-step trigger guide, a timing and logic documentation spreadsheet, and a one-page A/B testing roadmap with hypotheses and metrics to track.
Your $500 payment stays in escrow until you review all email templates and the workflow documentation and confirm they're ready to import into your platform.
Common use cases
Welcome series for a DTC brand list
A DTC brand needs a 7-email welcome flow in Klaviyo that introduces the founder story, highlights bestsellers, surfaces UGC, and includes a first-purchase incentive.
B2B nurture for a high-ticket service
A consulting agency needs a 6-email nurture for lead-magnet downloaders that builds authority and books a discovery call by email 5.
SaaS free-trial activation funnel
A software platform offers a 14-day free trial. You need an automated sequence that triggers when someone signs up, with emails at day 0 (welcome + feature overview), day 2 (walkthrough video), day 5 (social proof from customers), day 10 (upgrade offer), and a final day-13 retention email before trial ends. The student builds conditional logic so users who activate a feature early skip certain emails.
Ecommerce post-purchase brand experience
Your direct-to-consumer store sells physical goods. After checkout, customers enter an automation that sends order confirmation, a how-to-use guide, customer care contact info, user-generated content from other buyers, and a loyalty program enrollment pitch—timed to arrive before their package lands and after they've had time to unbox it.
Content creator monetization funnel
You publish free blog posts and want to convert readers into paid subscribers. An automation triggers when someone downloads a lead magnet, then delivers a 5-email series: a bonus guide, case study, FAQ breakdown, social proof testimonial, and a limited-time subscription offer with scarcity messaging.
Frequently asked questions
Can the student set up the automation inside my email platform, or just give me templates I import myself?
The student delivers templates, workflow documentation, and trigger logic instructions. You or your team import and activate them in your platform (Mailchimp, ConvertKit, HubSpot, etc.). If your platform requires hand-coding or has complex conditional logic that exceeds standard email sequences, that falls outside scope and we'll flag it during project setup.
What if I want to change the number of emails or the timing after I see the draft?
The project includes up to 7 emails and one round of revisions to workflow structure or timing. If you want to cut it to 5 emails or add conditional branches, those are included. But if you request a second automation sequence or major redesign beyond timing tweaks, that's a separate project.
Do you test the emails in different email clients (Gmail, Outlook, Apple Mail) to check rendering?
No. The student provides HTML-compatible templates that follow email-design best practices, but we don't cover cross-client QA testing. You can use free tools like Litmus or Email on Acid to test rendering once you import the templates into your platform.
What format will the workflow documentation be in?
Typically a written step-by-step guide (Google Doc or PDF) with timing, triggers, and conditional rules clearly labeled, plus an optional visual flowchart. You'll get deliverables compatible with common platforms, but the exact format can be customized to your preference during kickoff.
Does this include list building or audience segmentation strategies?
No. This project assumes you already have an audience or know how you'll collect emails. The automation assumes a single entry point (e.g., post-purchase or lead magnet download). Segmenting existing lists or building an audience from scratch is out of scope.
Ready to get your project started?
Select a scope and let your Shamrck PM handle the rest. Pay the full total upfront at checkout, then review and approve the completed deliverable. Approval does not trigger a new charge.
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