What This Is: A 4-part post-purchase automation system with 18 ready-to-copy email templates across SaaS, e-commerce, and online courses, platform setup guides for the 3 most popular tools, behavior-based triggers, and a metrics dashboard with A/B testing framework.
warningWhy You Need This
Most businesses lose 40%+ of customers within 90 days — not because the product fails, but because customers don't know how to use it. Post-purchase automation solves this by delivering timely, helpful guidance automatically.
One founder reduced churn from 40% to 18% and added $50K/year in retained revenue with a 7-email sequence that took 3 hours to build. This toolkit gives you the exact templates, platform guides, and frameworks to replicate that result.
lightbulbHow to Use This Toolkit
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Map Your Customer Journey: Use Part 1 to define the milestones customers need to hit in their first 90 days and identify your churn risk points.
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Pick Your Sequence Type: Part 1 (SaaS) or Part 2 (E-Commerce / Course). Copy the templates that match your business model.
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Set Up Automation: Part 3 has step-by-step guides for ConvertKit, MailChimp, and ActiveCampaign.
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Add Behavior Triggers: Part 4's conditional emails fire based on what customers actually do — set up once, run forever.
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Track & Optimize: Part 4's dashboard and A/B framework tell you what's working. Run one test per month.
Details provided for members.