Best practices for email workflow resets

I used to write all of my sales, onboarding and offboarding emails from scratch and send them manually. Sometimes I'd forget to follow up with prospects relying on my pretty rubbish memory. I am sure I lost a fair bit of business that way. That doesn't happen anymore. All of my emails are pre written and saved in automated workflows. If an email needs approval, I don't need to remember to approve it. The system sends me an email to remind to approve it. It took a few hours to do it in the beginning, but it's nothing compared to the number of hours I have saved. It's also nothing compared to the amount of leads I have been able to convert because I am no longer relying on my memory. You can do the same! 1. Identify all of the emails required for your sales follow up/onboarding/offboarding process 2. Write them all out. 3. Add them your CRM system as canned emails 4. Create a workflow that includes the canned emails, triggers and time delays 5. Add new leads to the workflow and watch the emails go with minimal or no input from you! 6. Use the extra time as you wish! Do you use canned emails and automated workflows to save time in your business? * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * Hey 👋 I'm Daniella, a business growth strategist, passionate about empowering Entrepreneurs, Founders & Business Owners to grow & scale their businesses without burning out.

Don't want your automated emails to conflict with other workflows that are running? Add this to your trigger criteria. HubSpot automatically sets a default property called "Now in Workflow" to let you know whether or not a record is actively enrolled in any workflow. If your workflow is not time-sensitive, you can avoid bombarding your contacts with multiple different email campaigns by adding "Now in Workflow is any of False" to the trigger criteria. Contacts will only enroll once they are done with any workflows in which they are currently enrolled. A few things to be aware of if you do this: - If you use the setting to unenroll contacts when enrollment trigger criteria are no longer met, contacts will be removed from this workflow anytime they start another. - If you have workflows that run regularly (like a Today's Date scheduled workflow) or workflows that have long delays in them, they could seriously impact the enrollment of any workflow using this criteria. But if you keep your workflows relatively tidy, this could be a gamechanger for making sure your contacts have a positive experience with your email marketing. #hubspottipsandtricks #emailmarketing #marketingautomation

After reviewing data from 1,000s of inboxes at RevGrowth, these 8 practices have made the biggest impact for consistent 99% email deliverability:   Most teams skip at least one of these, then wonder why their cold emails land in spam.   Here's what we do:   1. Use Secondary Domains - Never send from your main domain > We buy secondary domains through Porkbun for cheap, easy management   2. Track Replies Only - Open and click tracking hurt deliverability > I keep reply tracking on and turn everything else off. Clean signal, less risk   3. Send Fewer Emails Per Mailbox - I stick to 30 emails/day per mailbox, max > Spread your volume across several domains. Fewer red flags, more consistency   4. Warm Up Slowly - Ramp up sending volume over time. > Start low, increase gradually. This builds trust with inbox providers.   5. Double-Verify Your Lists - Bad data kills sender reputation > We use LeadMagic, Icypeas, and Prospeo.io for email search, then verify with LeadMagic. Clean lists = low bounce rates   6. Use Modern Sending Platforms - Old-school SEPs drag down deliverability > I recommend EmailBison or Smartlead   7. Automate CRM Syncing - Manual updates cause errors and missed follow-ups. > OutboundSync handles real-time syncing with HubSpot or Salesforce. Less manual work, more accuracy.   8. Stick to Plain Text - Links and images lower inbox rates. > I write text-only emails. They look more human and get better placement.   Our team applies these 8 steps in every workflow ourselves & all client accounts.   What’s been your biggest deliverability challenge lately?