Automated email marketing campaign

I designed an automated outbound email program for an IT services company, showed how to connect it to the company's CRM (ConnectWise), and outlined a feedback loop that lets the company keep improving the way it delivers and sells services.

Leads are gathered and verified with Apify and Apollo, then sorted by the pain they feel, the service they need and the product that fits. Each segment gets its own email sequence. Results feed back into the sequence, and replies go to sales reps, who continue by email, phone or in person.

• Sequence results: a 30% open rate and a reply rate at or below 1%.

Customer activity in ConnectWise flows into a reporting layer, which breaks results out by service line. That data shows margins, which point to up-sell opportunities and reveal the pain points, success stories and measurable outcomes that matter to customers. Those insights shape product development and rewrite the email sequences, so each cycle starts from better information.

Behind the sequences was market research and a competitive review. From that I built a phased rollout by industry vertical, ordering the verticals by urgency to buy and by fit with the company's differentiators, with a 30-60-90 day action plan for the first phase.

Feedback surveys get little to no response. I outlined an alternative: the same automated outreach sends existing clients a personal check-in email from their account manager's address. Replies go to a central mailbox, and an LLM turns them into feedback metrics that update as new replies arrive.

• Sequences reached a 30% open rate, with a reply rate at or below 1%.
• The refinement loop feeds those results back into each sequence, so every cycle starts from better information.