Client Portal · Email Marketing
Email Marketing Plan
Email is how Melton Norcross stays in touch with prospects until they’re ready to place an account. The Collections Alert newsletter already reaches your existing contacts each month. This plan keeps it going and adds automated emails that follow up with new leads at exactly the right time, without your team having to remember to.
At a glance
- The Collections Alert continues monthly, moving to the same platform that tracks your website, so you can see who reads it.
- Five automated email sequences follow up with new inquiries, checklist downloads, mailer visitors and clients after payment.
- Your team is alerted instantly when a prospect fills out a form or shows strong interest.
- Everything is measured: opens, clicks, website visits and accounts placed.
1. Where Things Stand
| Work | Status |
|---|---|
| Collections Alert newsletter | Running monthly since August 2024 |
| Newsletter and contact list moved to the new platform | Ready for final review |
| Website and email tracking on one contact record | Mostly set up and organized; goes live with the website |
| Five automated follow-up sequences | Planned and outlined below |
| Checklist download sequence | Drafted (example below) |
| Instant alerts to your team for new inquiries | Ready to activate at launch |
Everything that depends on the new website switches on within days of launch.
2. The Collections Alert Newsletter
The newsletter has run monthly since August 2024. With the move to the new platform, each issue will connect to the website, so we see what readers do after they click.
| Part | What it includes |
|---|---|
| Lead story | One timely, practical topic: lien deadlines, payment trends in the oil patch, credit tips |
| Quick tips | Two or three short, useful points |
| From the blog | A link to the newest article or resource |
| Next step | Place an Account, or download the latest resource |
We’ll also add a sign-up form to the new website and to social profiles so the list keeps growing.
3. Automated Follow-Up Sequences
| Sequence | Starts when | Emails | Goal |
|---|---|---|---|
| 1. New inquiry follow-up | Someone submits Place an Account or a contact form | Instant confirmation, then 2 follow-ups over 7 days if no reply | Make sure no inquiry goes cold |
| 2. Checklist download | Someone downloads the Collections Readiness Checklist | 5 emails over about 3 weeks | Build trust and invite them to place an account |
| 3. Mailer visitor | Someone arrives from a mailer QR code and fills out the form | 3 emails over 2 weeks, matched to the mailing they received | Connect the letter to a conversation |
| 4. After payment | A client receives a remittance | 1 thank-you with a review link, 1 reminder | Generate Google reviews and referrals |
| 5. Re-engagement | A contact hasn’t opened in 6 months | 2 emails | Win back interest or clean the list |
Every email is written in Melton Norcross’s voice and approved by you before it goes live.
4. Lead Follow-Up Workflows
Automation handles the reminders; your team handles the conversations.
- Instant alerts: the right person on your team gets an email the moment a form is submitted.
- Interest alerts: a notice when a known contact returns to key pages such as Fees or Place an Account.
- Simple lookup: before calling, your team can search a company and see every email opened and page visited.
5. Example: Checklist Download Sequence
| Timing | Subject idea | |
|---|---|---|
| 1 | Immediately | Your Collections Readiness Checklist |
| 2 | Day 3 | The #1 reason past-due accounts become uncollectible |
| 3 | Day 7 | What happens when you place an account with us |
| 4 | Day 14 | Mineral liens: the deadline most companies miss |
| 5 | Day 21 | Ready to get paid? No collection, no fee. |
6. What Happens After Approval
| When | What we do |
|---|---|
| Week 1 | Set up form alerts and the new inquiry sequence, so leads are covered from launch day. |
| Weeks 2–3 | Write and build the checklist and mailer sequences; send drafts for your approval. |
| Week 4 | Send the next Collections Alert from the new platform; turn on the after-payment sequence. |
| Month 2 | Add re-engagement; first report on opens, clicks and leads. |
7. What We Need From You
- Who should receive alerts when a form is submitted, for each office?
- Your remittance process. How are payment notices sent today, by email, letter or both?
- Topics. Any subjects you’d like covered in upcoming Collections Alert issues.
Ready to approve?
Choose Approve, Pause or Cancel below, and leave your answers, questions or changes in the comments. We’ll begin the steps above as soon as this section is approved.