MARKETINGCOACH / FREE WORKING TOOL
30 minutes · Give new subscribers a useful next step.
Use a real project. Read each prompt, capture your answer, then choose one next action. No signup required. Your answers are not submitted or saved by this worksheet. Print or save a PDF before leaving; use your browser’s print command if JavaScript is unavailable.
What did the signup form promise? Who joined, and what did they consent to receive?
Deliver the promised resource first. A resource request alone is not permission for every future marketing campaign.
Draft a clear subject, the resource link, one way to use it today, and the sender identity.
Starter: Here is your [resource]. Start with [one page/task]. You can finish it in [realistic time].
Draft one helpful lesson and a short exercise. Include a reply question that helps you understand the reader.
Ask about their actual challenge, not for sensitive customer data. One useful idea is enough.
Explain when free guidance is enough and when your paid service could help. Include scope, a real price or scoping process, and one CTA.
A fit-call CTA should explain that the call is free and the service is paid. Avoid invented deadlines or scarcity.
Record when each message sends, what stops the sequence, and how unsubscribes and existing customers are handled.
Check automation rules in your email platform; do not keep pitching someone who already booked.
Check consent, working links, plain-text readability, mobile layout, sender details, unsubscribe and applicable email requirements. Define the action you will measure.
Send yourself a preview. Judge useful replies and qualified next steps alongside clicks; opens alone can be misleading.