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The Email Playbook
Email is one place interest can turn into a customer. It is easy to send once, hear nothing and move on. This playbook covers how to plan an email, how to write it, and what to watch afterwards. It is general advice for any business.
Who it is for: anyone who writes to customers, leads or clients and wants a plain way to do it well.
This is general advice about your own email. The rules about who you may email, and how, depend on where you and your readers are. Check the rules that apply to your business before you send.
Plan before you write
Before you write, answer three questions: who is this for, what do you want them to do next, and when will they read it? Write the email around the answers.
Subject lines
The subject line is the first thing your reader sees. If it does not earn the open, nothing else you wrote matters. Three rules carry it:
- Say what is inside. Specific beats clever. "Your invoice for March," "Your order shipped today," and "Your trial ends Friday" all say what is inside. "A little something for you" does not.
- Sound like a person, not a brand. Short, lowercase, and one-to-one reads like a note from someone real. Title-case and exclamation points read like a campaign.
- Give a reason to open now. A question, a number, a name, or a clear benefit pulls the click forward.
A few formulas worth stealing:
- The direct: "Your [thing] is ready"
- The specific benefit: "3 ways to [result] this week"
- The honest curiosity: "The mistake costing you [thing]"
Rules for clear emails
Opens are only half the job. These four rules help the reader act.
- Land in the inbox. Send from a real domain you own, not a throwaway address. Ask your email provider how to set up SPF, DKIM and DMARC, so inboxes can check the message is really from you. Keep your list clean and drop addresses that no longer work. Check the rules that apply where you and your readers are before you send.
- Write like a person. Plain text, one idea, one ask. The moment it looks like a designed campaign, it reads like one and gets skipped. Short almost always wins.
- Make the next step obvious. One link, one button, one thing to do. Book a time, reply yes, grab the slot. Confusion is the enemy of a reply.
- Time it for the reader. Send when your reader is likely to check email, then test a time and keep the one that works for you. When someone replies, answer as a person.
What to actually watch
You do not need a dashboard. Watch three things, and the trend more than any single number:
- Opens are a rough signal of whether your subject lines are working. Weight replies and clicks more heavily.
- Replies, clicks, and conversions tell you whether the message and the ask are landing, whether that is a reply, a booked call, or a completed purchase. This is the number that maps to money, so it is the one to optimize.
- Unsubscribes and complaints tell you whether you are sending too much, or to the wrong people. A spike means you pushed too hard.
Change one thing at a time, the subject, the send time, or the ask, watch the trend, and keep what works.
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