Send 5-7 value-led emails over 14-21 days: education, case study, calculator, adviser intro, FAQ, objection handler, CTA. Compliance-approved copy, clear unsubscribe.
Sequence skeleton
1. Day 0: welcome + relevant guide 2. Day 2: client case study 3. Day 5: calculator / tool 4. Day 8: meet the adviser 5. Day 12: FAQ 6. Day 16: objection handler 7. Day 21: final CTA with calendar link
Compliance
Each email is a financial promotion - approve and log in promotion register. Maintain 12-month retention on consent and engagement data.