AI Tool

Agency pipeline email plan

Showcase wins and frameworks so newly captured prospects trust your upsell agency offer instantly.

Plan inputs

Give us the essentials. We stage the send rhythm for you.

Remind the list why the offer matters before you sell.

Generate a plan to unlock preview
Fill the form and hit build to see your email order, subject lines, and CTAs.

Bundly members

Unlock full drafts, audience splits, and automated follow-ups with a single sign-in.

Upsell Campaign blueprint for Recent Leads

Lock in the story, personalization, and KPI focus so your marketing agency emails stay cohesive while the generator handles execution.

Narrative Spine

Operate like the in-house team they wish they had: diagnose, prescribe, and CTA toward a strategy call.

Personalisation Move

Reference the opt-in magnet, mirror their initial pain, and ship a quickstart resource in email one.

Retention Signal

Track clicks on the onboarding asset and replies to your qualifying question to validate the nurture path.

Primary KPI

Average revenue per account, upgrade rate, and expansion retention after 30 days.

Optimization Focus

Segment by usage maturity so the upgrade recommendation feels like the obvious next step.

Why this plan works for Marketing agency

Audience focus · recent leads

Quantify revenue lift, CPA drops, and funnel fixes to make this agency email funnel feel undeniable.

  • Agency email marketing that weaponises case studies, audits, and marketing operations credibility.
  • Ship teardown snippets, ROI snapshots, and behind-the-scenes checklists across the email cadence.
  • Audience trigger: Invite them to the next micro-conversion with a personalised incentive.
  • Primary KPI: Average revenue per account, upgrade rate, and expansion retention after 30 days.

Subject lines & experiments to try

Keep Google and subscribers engaged

Subject line angles

  • Marketing Agency upsell campaign email plan for recent leads
  • 3-email value ladder with personalised upgrade triggers | Marketing agency email marketing blueprint
  • Punchy, optimistic email copy that keeps momentum soaring while intent is hottest. — Segment by usage maturity so the upgrade recommendation feels like the obvious next step.

Experiments worth running

  • Switch between CRO teardown versus media mix breakdown as the hero story to see which email pitch books more consultations.
  • Drop Loom walkthroughs every other send to test if face time lifts trust metrics among cold leads.
  • Incrementally test price framing versus bundle bonuses; pause once lift plateaus.
  • Listen for track clicks on the onboarding asset and replies to your qualifying question to validate the nurture path. to validate resonance quickly.

Email marketing FAQs for Marketing Agency

How can agencies keep recent leads engaged over a upsell sequence?
Alternate between data-backed proof, playbook excerpts, and loom-style walkthroughs. Every send should extend a specific next step: strategy call, audit claim, or fast-track onboarding.
What KPIs show an agency upsell plan is working for recent leads?
Monitor booked consultations, proposal reply rate, and calendar conversion. Pair the data with qualitative signals like direct replies asking about scope or pricing.
What day-two touch keeps recent leads engaged inside a upsell journey?
Send a quickstart guide or walkthrough video within 24 hours, then ask a single-segmenting question so you can personalise the rest of the upsell flow.
How do you keep an upsell from feeling pushy?
Position it as the natural next step backed by usage data and demonstrate clear ROI within the first paragraph.

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