Customize Your Nurture Emails

Key Points:

0:00 – Opening and Topic Introduction
Courtney opens Mastering Your Tech and explains that the training will focus on changing emails inside FBS.

0:30 – Two-Year Nurture Campaign
The FBS nurture campaign includes two years of weekly emails that can be sent to prospects or contacts.

0:57 – Purpose of the Campaign
The nurture emails are designed to help prospects get to know you, your coaching business, and eventually book a call or make a purchase.

1:27 – Easy Campaign Activation
The campaign can be started by adding a simple tag to the contact inside the system.

1:56 – Why You Might Edit Emails
Coaches may want to adjust emails so they better match their brand voice, promote something specific, or fit the message they want to send that week.

2:23 – Starting Inside FBS
Courtney begins in the FBS dashboard at app.focused.com.

2:48 – Go to Marketing
To edit nurture emails, start by going to the Marketing section on the left-hand side.

3:00 – Click Emails
After opening Marketing, click Emails from the options across the top.

3:16 – Open Templates
From Emails, go to Templates. This is where the prebuilt nurture emails are stored.

3:30 – Templates Are a Starting Point
The emails are templates, meaning coaches can use them as-is or customize them.

4:14 – Change View to 40 Per Page
Courtney recommends changing the page view from 10 items to 40 so the monthly folders line up more clearly.

4:47 – Emails Organized by Month and Week
The emails are organized into folders by month, with year one and year two content inside each month.

5:19 – Seasonal Email Structure
The emails are written to match the time of year, such as January emails referring to the new year.

5:54 – Open a Specific Email
Courtney opens January, Year One, Week One to show the actual email content.

6:38 – Drag-and-Drop Editor
The email opens inside a familiar drag-and-drop editor where coaches can edit text, images, buttons, logos, and other elements.

7:11 – Focus of the Training
The goal of this training is not a deep dive on the editor itself, but how to update the template so the right email goes out.

7:35 – Use AI to Adjust Brand Voice
Coaches can copy the existing email, put it into an AI tool, and ask for changes that better match their tone or brand voice.

8:15 – Save the Template
After editing the content, the template needs to be saved.

8:30 – Send a Test Email
Before finishing, click the three dots in the top-right corner and choose Test Email.

9:05 – Enter Your Own Email Address
The sender email and sender name will populate automatically, but the coach should enter their own email address to receive the test.

9:22 – Check the Test Email
The test email helps confirm spacing, images, font size, layout, and overall appearance.

10:16 – Save Final Changes
Once the email looks right, save the template so the updated version is what sends next time.

10:30 – Updated Email Sends Automatically
When that week comes around again, the system will send the edited version of the template.

10:58 – Clone as a Backup
Coaches can clone the original template as a backup before making edits.

11:18 – Edit the Original for the Campaign
The system pulls from the original template, so coaches need to edit the original if they want the active campaign email to change.

11:45 – Editing the Current Month
Courtney walks through how to find the current month, such as July, and choose the correct year and week.

12:17 – July Year One Week Three Example
Because the call was in July, Courtney shows how to open July, Year One, Week Three or Week Four, depending on what is next.

12:50 – Seasonal References in Emails
The July email includes July-specific references, reinforcing that the campaign is seasonally organized.

13:17 – Test and Save Again
After editing, coaches should test the email and save the template.

13:48 – Editing Future Months
If coaches want to prepare for August, they can open the August folder and edit Year One, Week One or whichever email is next.

14:12 – Full Email Editing Process Recap
Courtney recaps the process: find the correct monthly folder, open the right week, edit, test, and save.

14:40 – Add a Contact to the Nurture Campaign
Courtney shifts into how to add people into the nurture campaign.

14:56 – Open a Contact
Go to Contacts, select the person you want to add, and look for the Tags area.

15:23 – Add the Nurture Tag
Click the plus sign, choose “add to nurture,” and apply the tag.

15:40 – Contact Is Added
Once the tag is applied, that contact will receive the next scheduled nurture email.

15:59 – Add Multiple People at Once
To add several contacts, go back to the contact list and select multiple people.

16:28 – Use Add Tags for Bulk Contacts
With multiple contacts selected, choose Add Tags.

16:48 – Name the Bulk Action
The system asks for an action name, which is just a label for the bulk action.

17:12 – Add the Same Nurture Tag
Choose the “add to nurture” tag and apply it to the selected contacts.

17:33 – Contacts Receive Future Emails
The selected contacts will now receive the next scheduled nurture email, including any updated content.

17:58 – Final Navigation Recap
Courtney recaps the main navigation path: Marketing, Emails, Templates.

18:18 – Defaults Still Work
If a coach forgets to edit an email, the system will still send the default version.

18:42 – Campaign Keeps Sending
Whether edited or not, the nurture campaign continues sending weekly content to prospects, leads, and clients.

18:57 – Closing
Courtney closes the training and thanks everyone for joining.

Five Key Takeaways

• The FBS nurture campaign includes two years of weekly emails already built for coaches.
• Emails are organized by month, year, and week so the content can stay seasonally relevant.
• Coaches can edit templates to match their brand voice, promote something specific, or personalize the message.
• Always send a test email before saving final changes.
• Adding the “add to nurture” tag starts the campaign for one contact or multiple contacts.

Notable Quotes

“The purpose of all of this is that you would be able to use those emails to get those persons to know you and your business.”

“Templates is where we have created these emails for you.”

“They will be a starting point for you.”

“You can copy this. You can put it in an AI.”

“Make sure that you click on these three dots… and you’re going to see something called test email.”

“You want to ensure that the email actually looks how we’re expecting it.”

“What the system is going to be doing, however, is pulling from the original.”

“If you forget to adjust one of the emails in the system, what the system is going to do, it’s just going to send out the default one.”

Action Steps from the Call

1. Log into FBS at app.focused.com.
2. Go to Marketing.
3. Click Emails.
4. Open Templates.
5. Change the view from 10 per page to 40 per page.
6. Find the folder for the month you want to edit.
7. Open the correct year and week email.
8. Review the default email content.
9. Copy the email into AI if you want help adjusting the brand voice.
10. Edit the text, images, buttons, logo, or other elements.
11. Click the three dots in the top-right corner.
12. Select Test Email.
13. Send the test email to yourself.
14. Review the email layout in your inbox.
15. Check spacing, images, font size, and formatting.
16. Save the template.
17. Clone the original first if you want a backup.
18. Make sure the active campaign email is edited in the original template.
19. Go to Contacts.
20. Select the person you want to add to the nurture campaign.
21. Add the “add to nurture” tag.
22. To add multiple people, select multiple contacts from the contact list.
23. Choose Add Tags.
24. Name the bulk action.
25. Apply the “add to nurture” tag.

Resources & Tools Mentioned

• Mastering Your Tech
• FBS / Focused Business Suite
• app.focused.com
• Nurture Campaign
• Weekly Nurture Emails
• Email Templates
• Marketing Tab
• Emails Section
• Templates Section
• Drag-and-Drop Editor
• AI Editing Support
• Test Email
• Contacts
• Tags
• Add to Nurture Tag
• Bulk Actions
• Add Tags