Lesson 3: Design Resources

Lesson 3: Design Resources

Now that you know a couple of quick hacks to make your emails look AMAZING, you still need a few more resources to make it happen.

Like, where do you get those fancy photos or cool illustrations?


Well, that’s a whole other course, but here are some AMAZING FREE resources to get you going.


Canva – This free drag-and-drop graphic design tool will help you make beautiful graphics in no time. Upgrade to get extra features that makes it even easier (it’s totally worth upgrading).

Canva EVEN offers a mini-design course for FREE to help you get your feet under you while venturing into the design world.


If you can’t quite afford a photographer right now (but I HIGHLY recommend getting photos that reflect your brand when you’re ready), then here are my favorite places to find freebie graphic photos.



Flickr: Creative Commons


If you’re not quite finding what you need from the free places, spending a $5, $10, or $20 to get EXACTLY what you’re looking for is totally worth it. Here are my favorite places to snag affordable stock photos, illustrations and vectors.



Lesson 3: Onboarding

Lesson 3: Onboarding Series

Onboarding can look like many things. What it ultimately does is take care of all of the housekeeping items you have for new members, customers and clients.

Selling a membership?
Once they become a member, make sure to welcome them as a new member. Repeat their membership perks and take care of any miscellaneous items you want them to complete as a new member.

Break it up into a series and they’ll be sure to read more than a few sentences from the first email.

Selling products?
Onboarding new customers would look like an order confirmation, shipping confirmation and any other customer service information you want them to know. This can string out into a series by then asking them for a review and making sure they are satisfied with their purchase.

Selling a service?
After you close the deal, you need to make sure to communicate any additional housekeeping items – when they can expect your first invoice or what type of payment you take.

You’ll also want to tell them what next steps will take place to get your project rolling.

 These processes can all be automated with email, freeing you up to do more of what you love to do.


  • Start plotting out your email onboarding series. What do your customers need to know to take next steps with your brand?

Lesson 2: Sales Pipeline

Lesson 2: Sales Pipeline

This is a variation of a welcome series.

If you sell services and have someone click on your contact form, you can send them a series of emails that nurture this new relationship.

You can progress your emails from orienting them to your brand until you finally make a hard sell.

Ask them for what you want at the end of your series. Don’t come out of the gate too quickly with it.


  • If you sell services and have a contact form on your website, do you have a nurturing sequence?
  • Do you have an email acknowledging that they submitted a contact form?
  • How can you nurture this new relationship?

Lesson 1: Welcome Series

Lesson 1: Welcome Series

I often see new businesses totally neglect sending a welcome email. Someone signs up for their list and they go silent until they send the next email.

If you don’t have a welcome email, you’re missing a key opportunity to introduce yourself and your brand!

Tell them who you are, what your values are, what your key offerings are, and encourage them to convert.

It’s that easy.

Want to say a lot of things to them or offer them multiple offers? Create a series. You can segment your series based on how they interact with your emails.

Did they click on a service or product link? Send an automated follow-up email with an exclusive offer.

Did they click on your portfolio link? Send them an automated follow-up with your favorite project to highlight.

It’s all automated and so lovely.


  • Start planning out your welcome series.
  • If you have a welcome email, can you add any addition emails in the series to get your subscribers to build the like, know, and trust factor with your brand?

Lesson 3: Fields

Lesson 3: Fields

How do you get the data to slice and dice your list? Fields.

If you go and look at the settings of your List, you’ll see several options for creating fields. These can either be auto-populated with data from your website, you can manually enter in that information, or you can collect that information in your sign up form on your website.

This information is what lets you segment.

If you have an annual membership that you’re charging customers, you can set their renewal date in a field. That way, you can send out an automated email before their membership expires to remind them to renew.

If you want to know which form someone used to sign up for your emails so you can send them better targeted welcome messages, that would be in a field.

If you want to know someone’s favorite color so that’s the only color they see in their emails, you can ask for that at sign up and it populates in a field.


  • Is there information you aren’t currently collecting your Email Service Provider (i.e. Mailchimp) that you want to start collecting?
  • Create 2-3 new fields that will let you collect information.