Getting Started With Email Automation & Sequences

Use drip email marketing to educate your clients, build relationships, get referrals & grow your business. Enrol today!
3.5 (16 ratings)
Instead of using a simple lifetime average, Udemy calculates a
course's star rating by considering a number of different factors
such as the number of ratings, the age of ratings, and the
likelihood of fraudulent ratings.
1,366 students enrolled
40% off
Take This Course
  • Lectures 14
  • Length 40 mins
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
Wishlisted Wishlist

How taking a course works


Find online courses made by experts from around the world.


Take your courses with you and learn anywhere, anytime.


Learn and practice real-world skills and achieve your goals.

About This Course

Published 6/2015 English

Course Description

Are you swamped with admin work? Worried about client follow-up?

Do you want to ensure you educate your clients and avoid slower sales referral months?

You may have spent hours on social media trying to engage and live with a nagging feeling that your process & systems should be more streamlined (without being robotic).

Is there an easier way?


If you are looking for a way to educate your clients (without spending hours each week or thousands of dollars) then you've found the right course to take you from setting up to settling in.

This course will lead you step-by-step through the process of:

  • Setting up a client mailing list
  • Setting up the monthly emails that will be sent to your clients
  • Adding a sign-up form to your website
  • Adding new clients to your educational marketing system

This is a simple course but it provides the most comprehensive look at how you can set up your educational marketing client mailing list in a few short hours.

I welcome your feedback and look forward to helping you educate your clients, gain more referrals, save time and retain clients (aka no more clients telling you that they haven't been contacted for six months)!


Have I missed a topic you would like covered?

Have a question relating to the course? Message me here on Udemy!

Please don't forget to leave me a comment and a rating, every little bit of love helps :)

Take this course now to get lifetime access with no risk - backed by Udemy's 30 day money-back guarantee!

What are the requirements?

  • If you can use Facebook, email and other web apps, you shouldn't have any problems getting started.

What am I going to get from this course?

  • Have an effective system to retain clients
  • Have an effective system to educate clients
  • Have an effective system to ask for referrals (after delivering great value)
  • Save hours of time, being a step ahead of other advisers

Who is the target audience?

  • Entrepreneurs
  • Service Providers (including financial advisers, accountants, mortgage brokers & real estate agents)
  • Small Business Owners
  • Agency Owners
  • Sales Professionals

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: The WHY

An introduction to the course.


We explore why email marketing is important.


We look at what email marketing provider will best suit your needs.


We look at some alternative email marketing providers for your educational marketing campaigns.

Section 2: The HOW

We look at how to set up your client mailing list.


We look at how to import your existing email list.


We look at how ot segment your clients based on various factors.


Ready to leave a quick review?


Start your automation engines...


How to design your emails.


Adding a sign-up form to your website.

Section 3: Next Steps

Email marketing as part of the bigger marketing picture.

Section 4: Bonus Lecture
Next Steps

Students Who Viewed This Course Also Viewed

  • Loading
  • Loading
  • Loading

Instructor Biography

Rich Peterson, Udemy Teacher of 20k+ // Founder @ Better Systems

Rich Peterson is the founder of Better Systems, where he helps people create meaningful, profitable and highly useful businesses through innovation & design.

He is passionate about entrepreneurship, innovation, marketplaces, collaborative consumption, design that works and, of course, his family. When he's not consulting, teaching, selling over $1.7 million dollars of books or lending money to people in third-world countries (through Kiva), you'll find him reading, playing beach volleyball or mastering the art of surfing backwards.

Ready to start learning?
Take This Course