How to nurture leads who've received your Branded Booklet

Your Lighter Side booklets include a series of pre-written follow-up emails designed to help you stay in touch with leads after they request a booklet. 📩

You can copy these emails into your preferred email platform or CRM, personalize them, and send or schedule them over time.

⚠️ Important: Lighter Side does not automatically send the follow-up email series. You'll need to send or schedule these emails using your own email platform or CRM.

In this Article

Where to find your follow-up emails
How to send the follow-up email series
How often to send follow-up emails
Tips for personalizing your emails
FAQs

📬 Where to Find Your Follow-Up Emails

Each booklet includes its own series of pre-written follow-up emails.

To find them:

Log in to your Lighter Side account.
Navigate to the booklet your lead received.
Click Lead Generation.
Select Follow-Up Emails.

You'll find the pre-written email templates for that booklet here.

✉️ How to Send the Follow-Up Email Series

Once you've located the follow-up emails, you'll need to copy them into your preferred email platform or CRM.

Here's how:

Open your email platform or CRM and create a new email or campaign.
Add the lead's email address as the recipient.
Return to Follow-Up Emails in your Lighter Side account.
Select the first email in the series.
Copy the provided subject line and paste it into your email.
Copy the email body and paste it into your email.
Review the email and add any personalization you'd like.
Send the email or schedule it for later.

Repeat this process for each additional email in the follow-up series.

⏰ How Often Should I Send the Follow-Up Emails?

We recommend spacing the emails approximately 2–3 days apart.

This allows you to stay on the lead's radar without sending the entire follow-up series at once.

If your email platform or CRM supports scheduled emails, you can set up the series in advance. Otherwise, you'll need to return and manually send each email.

✨ Tips for Personalizing Your Follow-Up Emails

The provided emails give you a starting point, but adding a personal touch can make your follow-up feel more natural.

Consider:

Personalizing the message: Reference something you know about the lead, such as their location or interests.
Including a clear next step: Invite the lead to schedule a consultation, visit your website, or take another relevant action.
Considering timing: Keep the lead's time zone and typical working hours in mind when scheduling emails.
Tracking results: If your email platform offers tracking, you can use its reporting features to monitor things like opens and clicks.

FAQ

Does Lighter Side automatically send the follow-up emails?

No. The follow-up email series is provided as pre-written content for you to use. You'll need to copy the emails into your own email platform or CRM and send or schedule them yourself.

Where can I find the follow-up emails for a booklet?

Open the booklet in your Lighter Side account and go to Lead Generation → Follow-Up Emails.

Are the follow-up emails the same for every booklet?

Each booklet has its own follow-up email series. Make sure you're using the emails associated with the specific booklet your lead received.

Can I edit the follow-up emails before sending them?

Yes. You can personalize the provided email content after copying it into your email platform or CRM.

How far apart should I send the emails?

We recommend sending the follow-up emails approximately 2–3 days apart.

Can I schedule all of the follow-up emails at once?

If your email platform or CRM allows you to schedule emails or campaigns, you can use those features to schedule the follow-up series. Lighter Side itself does not automatically send or schedule these follow-up emails.