Free Email Marketing Sales Flow Template
An email marketing sales flow project template covers the pipeline from enquiry through discovery, proposal, contracting, and an outcome stage.
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Store owners want lifecycle campaigns that keep running while they’re off doing everything else, and the risky part is the handoff. A flow can look fine and still misfire, double-send, or stop working the day a discount code changes, and nobody notices until revenue’s been leaking for weeks. The Stuart Mail Works - Email Marketing Sales Flow project keeps that sales work in one place, from first contact through to a clear win or loss.
The board moves left to right through New enquiry, Discovery & audit, Proposal & scope, Contracting, then the outcome columns. The headings sit under Raleway with Roboto body text, with blue‑green pages and an ochre accent so each stage reads like a control surface instead of a promo deck. The flow keeps the usual sales questions close at hand, like what gets built first for quickest lift, who owns copy and product info, and how testing protects customers from the wrong email.
- New enquiry Captures inbound leads at the point they arrive, before any promises get made, so nothing sits in an inbox untracked.
- Discovery & audit Holds the audit stage where you confirm data sources, ESP constraints, and deliverability risks before any build work starts.
- Proposal & scope Marks the point where scope gets defined and pricing gets agreed, so the client sees what will and won’t be touched.
- Contracting Tracks the contracting step and the handover checks, so consent, lists, and automations don’t get changed without a record.
- Won / Lost Closes the loop with a clear outcome, so follow-ups and reporting don’t get mixed in with active work.
Once the template is in your workspace, the board becomes the place you track work in order, leaving you to add your own dates as you go because the columns show sequence rather than a calendar. When a deal reaches Proposal & scope, you can move into a proposal that a client accepts online, then keep the rest of the handover moving through contracting and into the outcome column.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
What is on this board
6 columns, ready for your own cards. Adding it builds the board as a project in your workspace, with every column in place. The cards in the preview are examples of how the board is used, and are not added.
| Column | What is in it |
|---|---|
New enquiry | The column holds new leads at first contact so you can qualify them before any technical work starts. |
Discovery & audit | The column tracks the audit step, where you pin down the ESP setup, data, and deliverability risks that could break flows later. |
Proposal & scope | The column marks the stage where scope and pricing get defined so the client knows what you will touch and what stays off-limits. |
Contracting | The column keeps contracting moving, including the approvals and safeguards that protect lists, consent, and automations. |
Won | The column holds accepted work once the sale is confirmed, so the pipeline stays clean and ready for delivery handoff. |
Lost | The column collects deals that didn’t proceed so you can close the thread and keep the active stages focused. |
What happens when you install it
- A project is created with its board and 6 columns, empty and ready for your own cards.
- Every card you add opens as a task with its own description, assignee, dates, subtasks and files, and columns are renamed, reordered or deleted like any other.
Who it is for
Email marketing consultants and retention marketers who build automations for ecommerce stores and need a clear pipeline for discovery, scoping, and safe handover.
Questions about this project template
What stages should an email marketing sales pipeline include?
A typical pipeline covers the first enquiry, a discovery or audit stage, scoping and proposal, contracting, and a final won or lost outcome. This template follows that order so each deal moves through the same checkpoints.
How do I decide which flows to build first for fastest results?
The decision usually happens during discovery, once you know which lifecycle emails already exist and where revenue drops off. The discovery stage on this board is where you capture that audit so the proposal matches the quickest lift.
Can this work for Klaviyo or Mailchimp with Shopify data?
The board is tool-agnostic, so the stages still fit whether the work lands in Klaviyo, Mailchimp, or another ESP tied to Shopify. The discovery step is where you note the constraints of the current setup before you scope anything.
Who writes the email copy in an email automation project?
Copy can come from the marketer, the client, or a split arrangement where the client supplies product detail and the marketer shapes it into sequences. The proposal stage is where you lock that responsibility down so approvals don’t stall the build.
How do you test email automations so customers don’t get the wrong email?
Testing usually checks triggers, timing, segmentation, and edge cases like discount code changes or overlapping conditions that can cause double sends. The discovery and contracting stages are where you document the safeguards and sign-offs that prevent silent failures.
Does a project board like this include dates or a calendar?
A board like this shows the order of the work rather than a schedule, so it doesn’t include dates by default. You add your own dates as needed while the columns keep the sequence consistent.
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