Why Email Marketing Automation Matters

Email automation turns one-off subscribers into loyal customers by sending the right message at the right time — without manual effort. With the average ROI of email at $36 for every $1 spent, implementing proven workflows is one of the highest-leverage growth tactics for SaaS businesses.

Before You Start

• Define a single goal per workflow – onboarding, upsell, churn rescue, etc.
• Segment your list (lead source, lifecycle stage, product plan).
• Map your existing content (blogs, guides, case studies) to each email.

Workflow Templates Included

Template	Ideal Trigger	Goal
Customer Onboarding	Signup → Day 0	First-week activation
Trial Ending Reminder	3 & 1 days pre-expiry	Convert to paid
Re-engagement	30 days inactivity	Reduce churn
Upsell/Cross-sell	Feature usage milestone	Increase ARPU

Download & Import into ConvertKit

We’ve pre-built each workflow as a Visual Automation in ConvertKit. Import steps:

1. Sign up for ConvertKit’s free tier (up to 1,000 subscribers).
2. In the dashboard go to Automations → Visual Automations → Create → Import.
3. Paste the share URL for the desired workflow.
4. Edit email copy, delays, and tags to fit your brand.

Download Workflow Files (CSV & Share Links)

• Customer Onboarding – ConvertKit Share Link  |  CSV
• Trial Ending Reminder – ConvertKit Share Link  |  CSV
• Re-engagement – ConvertKit Share Link  |  CSV
• Upsell/Cross-sell – ConvertKit Share Link  |  CSV

Advanced Tips

• Dynamic content: Show different blocks based on subscriber tags.
• Lead scoring: Use engagement score to trigger sales-team alerts.
• A/B subject lines: Split-test to maximise open rates.

FAQ

Can I use these templates in other ESPs? Yes — we include a CSV with subject lines & copy blocks you can replicate in any tool, but the 1-click import is ConvertKit-specific.

What happens to my data after the trial? ConvertKit keeps your subscribers and automations; you can continue on their free tier or upgrade anytime.

Still have questions? Book a quick consult and we’ll help set up your automations in under an hour.