Starter Kit Revenue EngineSynthetic data

Sequences Library

Four email sequences around the booking: the email to book, confirmation and reminders, no-show recovery and a nurture, with copy, rules and a test plan.

Synthetic data, September 2026 · The same founders as the Funnel Dashboard · Illustrative designs, not any company's systems

1

Four sequences around the booking

Each one starts where a founder stops. The counts are September's.

1.1Where each one starts

Book your call and Confirm and remind show what September's data says. The other two have no result yet: they show what they will be judged on. Pick one to read it.

2

One sequence at a time

Its trigger, every step and every email, top to bottom.

2.1S1 · Book your call

Goal
Bring back the fits who saw the calendar and left without booking.
Who enters
209 fits who left the calendar
Measured by
Fit to booked, within 48 hours of the opt-in

  1. Trigger

    A fit leaves the calendar without booking

    The form marks the founder as a fit and no call is booked.

  2. Wait one hour · Set amount of time. The Funnel Dashboard tests this delay.

  3. Branch

    Has a call been booked?

    Yes: leaves for Confirm and remind. No: continues.

  4. Send email

    The email to book

    Sent to the founder, from the team's shared address.

    Subject: Your Starter Kit call is one click away

    Hi {{first_name}}, thanks for telling us about {{business_idea}}. You qualify for a free setup call: we go through the tools you need to start trading and set them up with you. Pick a time that suits you: {{booking_link}}. If none of them work, reply and we will find one.

  5. Wait one day · Set amount of time.

  6. Branch

    Has a call been booked?

    Yes: leaves. No: continues.

  7. Send email

    A second chance

    Last email of this sequence.

    Subject: Still want help getting started?

    Hi {{first_name}}, your spot is still open. The call is free and you leave it with a plan for your first tools. Book here: {{booking_link}}. Not the right time? Tell us with one click and we will check in later: {{not_now_link}}

  8. Wait two days · Set amount of time.

  9. Exit

    Leaves the sequence

    Booked: Confirm and remind takes over. Not booked: moves to the Nurture.

Step names follow HubSpot's list of workflow actions (checked 12 October 2026). Sending email from a workflow needs Marketing Hub Professional or Enterprise. Fields in braces are filled in for each founder.

3

Rules every sequence follows

So two sequences never talk over each other.

3.1Six rules

  1. One sequence at a time: entering one removes the founder from the others.
  2. A booking ends every sequence before it, within minutes.
  3. Emails go out between 8:00 and 20:00 in the founder's own time zone; reminders follow the call's time.
  4. One booking link, the same everywhere, tagged with its source so the funnel can count it.
  5. Every email has a one-click unsubscribe and a reply address a person reads.
  6. Same sender, same footer, same tone in every email.
4

Tested before it goes live

A sequence is live only after a test contact has walked every branch.

4.1The test plan

  • Enrol a test contact down every branch, booked and not booked, and check each step fires at its time.
  • Book from inside an email and check the contact leaves the sequence within minutes.
  • Use one UK and one US test contact: each reminder lands 24 hours and 1 hour before their own call.
  • Click every link from a phone: book, move, join and unsubscribe.
  • Read every email on mobile and desktop, in light and dark mode.
  • Check the merge fields with an empty value: no email may go out saying “Hi ,”.

Once live, the Morning Health Check watches it every day: confirmations must reach 98% of bookings, and reminders 98% of calls.