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Use‑Cases

Real workflows for creators, consultants, and SMBs showing how to stack tools to solve specific jobs.

Creator: Newsletter Launch Stack

Capture → Welcome → Weekly send → Monetize

Beehiiv/ConvertKitNotion/AirtableZapier/Make

SMB: Lead Magnet Funnel

Landing page → Email nurture → Booking

Mailchimp/MailerLiteCalendlyWebflow/Framer

Consultant: Discovery → Close Pipeline

Intake → Qualify → Proposal → Invoice

Typeform/TallyHubSpot/NotionStripe

E‑com: Post‑Purchase Email System

Cross‑sell → Reviews → Replenishment

Klaviyo/MailchimpShopifyJudge.me/Loox

Creator: Course Launch Sequence

Waitlist → Tease → Open cart → Close

ConvertKit/BeehiivLemon Squeezy/GumroadZapier

Local: Reactivation + Reviews

Win‑backs → Review ask → Referral loop

Twilio/Klaviyo SMSGoogle ReviewsCalendly

Creator: Newsletter Launch Stack

Launch a weekly newsletter and monetize via sponsorships, paid tiers, or product launches.

Stack

  • ESP: Beehiiv or ConvertKit
  • Capture: Webflow/Framer form or native forms
  • Content database: Notion or Airtable
  • Automation: Zapier/Make for routing and tagging
  • Monetization: Sponsorships, paid tier, affiliate embeds

Workflow

  1. Set up domain + sender authentication in ESP.
  2. Create landing page with clear promise and social proof.
  3. Build a 3‑email welcome series and weekly template.
  4. Tag sources (waitlist, social, partner swaps) for attribution.
  5. Publish weekly; pitch sponsors after consistent open rates.

Automations

  • Auto‑tag by form UTM → personalized welcome content
  • Engagement‑based pruning → win‑back sequence at 60 days
  • RSS‑to‑email or editor template for weekly cadence
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Copy templates

Welcome 1: Deliver on the promise

Subject: Welcome to {{newsletter_name}} — here's your {{lead_magnet}} Hey {{first_name}}, I'm {{your_name}}. You're in! As promised, here's {{lead_magnet_link}}. What to expect: • 1 short email each {{cadence}} with {{topic_focus}} • Examples, templates, and quick wins Hit reply and tell me your #1 goal with {{topic}} — I read every reply. — {{your_name}}

Welcome 2: Story + soft CTA

Subject: How I went from {{starting_point}} to {{outcome}} Quick story: {{2–4 lines of credibility + lesson}}. Try this this week: 1) {{step_one}} 2) {{step_two}} 3) {{step_three}} If you want the full checklist: {{resource_link}}.

Weekly issue skeleton

Subject: {{emoji}} {{issue_title}} 1) Insight: {{1–2 sentences}} 2) Example: {{short example}} 3) Template: {{one-liner + link}} 4) Tool of the week: {{tool}} → {{why}} PS: Forward to a friend who's {{audience}}.

Sponsor pitch (cold outreach)

Subject: Sponsor {{newsletter_name}} ({{audience}}) Hi {{name}}, We reach {{subscribers}} {{audience}} with {{open_rate}}% open, {{ctr}}% CTR. I think {{company}} is a fit. Packages: {{1–2 lines}}. Media kit: {{link}}. Open to a test in {{month}}? — {{your_name}}

SMB: Lead Magnet Funnel

Turn cold visitors into booked calls with a simple guide or checklist.

Stack

  • Landing: Webflow/Framer + SEO basics
  • Email: Mailchimp or MailerLite
  • Calendar: Calendly
  • CRM: HubSpot free or Notion DB

Workflow

  1. Offer a relevant checklist/guide; collect email.
  2. Deliver asset instantly; start a 5‑email nurture.
  3. CTA to book a discovery call via Calendly.
  4. Sync leads to CRM; auto‑stage and assign next action.
  5. No‑show automations: reminder SMS + quick reschedule link.

KPIs

  • Landing conversion rate, lead → call rate, call → close rate
  • Cost per lead (if running ads), revenue per lead
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Copy templates

Lead magnet delivery

Subject: Your {{lead_magnet}} inside Hi {{first_name}}, here's your {{lead_magnet_link}}. Start with page {{page}} — it takes ~{{minutes}} minutes. When you're ready, book a quick {{call_length}} to map your next steps: {{calendly_link}}.

Nurture 1: Problem → Promise → Proof

Subject: The 3 mistakes that stall {{desired_outcome}} • Mistake #1: {{mistake}} → Fix: {{fix}} • Mistake #2: {{mistake}} → Fix: {{fix}} • Mistake #3: {{mistake}} → Fix: {{fix}} See how {{client}} did it in 2 weeks → {{case_study_link}}

Booking CTA

Subject: Want help implementing this? I can audit your setup and give a 30‑day plan. Pick a slot: {{calendly_link}}. Reply "plan" if you want me to send the checklist first.

No‑show SMS

Hi {{first_name}} — this is {{your_name}}. Sorry we missed you! Grab a new time here: {{calendly_link}} (takes 5s).

Consultant: Discovery → Close Pipeline

Qualify leads, propose fast, and collect payment with a tight loop.

Stack

  • Intake: Typeform/Tally with scoring
  • CRM: HubSpot or Notion Kanban
  • Docs: Notion or Google Docs proposal
  • Payments: Stripe checkout links

Workflow

  1. Route high‑intent leads to calendar; nurture others.
  2. Auto‑create deal with stage and next task.
  3. Send proposal + Stripe link within 24 hours.
  4. Automate reminders and contract e‑signature.
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Copy templates

Intake confirmation

Subject: Got your info — next step Thanks {{first_name}}! I reviewed your answers. Based on {{pain_point}}, I recommend a {{call_length}} discovery call to map a 30‑day plan. Grab a slot: {{calendly_link}}.

Qualify — not a fit (polite pass)

Subject: Quick recommendation Thanks for the details — I'm not the best fit for {{need}} right now. Here are 2 resources that should help: {{resource_1}}, {{resource_2}}. Cheering you on, {{your_name}}

Proposal cover email

Subject: Proposal for {{project_name}} Hi {{first_name}}, here's the proposal: {{proposal_link}} (3 pages). Scope, timeline, and price on page 1. You can pay via Stripe here: {{stripe_link}}. Questions? Hit reply — happy to walk through on a 10‑min call.

Payment reminder (friendly)

Subject: Nudge on {{project_name}} Hi {{first_name}} — checking in on next steps. Once payment lands, we'll book kickoff and share the project doc. Secure link: {{stripe_link}}.

E‑commerce: Post‑Purchase Email System

Increase LTV with tailored flows after the first order.

Stack

  • ESP: Klaviyo or Mailchimp for Shopify
  • Reviews: Judge.me/Loox
  • Analytics: Source/UTM tracking

Workflow

  1. Order‑triggered flow: confirm → educate → cross‑sell.
  2. Ask for review at delivery +7 days with incentive.
  3. Replenishment/reminder based on product lifecycle.
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Copy templates

Order confirmation (value‑add)

Subject: Order {{order_number}} — you're in good hands Thanks {{first_name}}! While you wait, here are 3 tips to get the most from {{product_name}}: • {{tip_1}} • {{tip_2}} • {{tip_3}} Track your order: {{tracking_link}}.

Education/how‑to (post‑purchase)

Subject: {{product_name}} setup in 3 minutes Here's the quick start: 1) {{step}} 2) {{step}} 3) {{step}} Need help? Reply any time — real humans here.

Review request

Subject: Quick favor? If {{product_name}} has been helpful, could you leave a 20‑second review? {{review_link}} As a thank‑you, here's {{incentive}}.

Replenishment reminder

Subject: Running low on {{product_name}}? Most customers reorder around {{days}} days. Refill now and save {{discount}}%: {{product_link}}.

Creator: Course Launch Sequence

Run a time‑boxed launch with warmup content and urgency windows.

Stack

  • Email: ConvertKit/Beehiiv
  • Checkout: Lemon Squeezy/Gumroad
  • Hosting: Teachable/Thinkific or course in Notion

Workflow

  1. Waitlist capture with promise of outcome.
  2. 3‑part tease sequence with value emails.
  3. Open cart (72–120h), social proof, FAQs.
  4. Close with last‑chance reminders and bonuses.
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Copy templates

Waitlist confirm

Subject: You're on the list ✅ Launch date: {{date}}. What you'll get: {{3 bullets of outcomes}}. Hit reply with your #1 question so I can bake it into the lessons.

Tease 1: Value lesson

Subject: Lesson: {{topic}} in 5 minutes Mini‑lesson: • Step 1: {{step}} • Step 2: {{step}} • Step 3: {{step}} Next email: {{next_tease_topic}}.

Open cart

Subject: Enrollment is open (closes {{close_date}}) The {{course_name}} is live. Early‑bird ends {{end_date}}. Enroll: {{checkout_link}} Includes: {{modules_count}} modules, templates, and weekly Q&A.

Last chance

Subject: Closes in {{hours_left}} hours Quick reminder: doors close tonight. If you're in, this is the moment. Join here: {{checkout_link}} If not now, I hope the free lessons helped!

Local: Reactivation + Reviews

Win back lapsed customers and drive review velocity.

Stack

  • SMS: Twilio or Klaviyo SMS
  • Email: Mailchimp/MailerLite
  • Bookings: Calendly

Workflow

  1. Segment lapsed customers by last visit/product.
  2. Send limited‑time win‑back offer via SMS + email.
  3. After visit, trigger review ask with direct link.
  4. Referral CTA for friends/family with incentive.
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Copy templates

Win‑back SMS

Hey {{first_name}} — we miss you at {{brand}}! Come back this week and get {{offer}}. Book: {{booking_link}} (2 taps).

Win‑back email

Subject: {{first_name}}, we saved you {{offer}} It's been a while — here's {{offer}} if you book by {{deadline}}. Grab a slot: {{booking_link}}

Review ask SMS

Thanks for visiting {{brand}}! Mind leaving a 15‑second review? {{review_link}} — it helps a ton 🙏

Referral ask email

Subject: A favor (and a thank‑you) Know someone who'd love {{service}}? Forward this and we'll give you {{referral_incentive}} when they book: {{booking_link}}.