Why You’re Onboarding Your Leads Wrong and What To Do About It
Jun 24, 2025
Dive into an innovative approach to lead onboarding with 'Email Triage,' a strategy designed to personalize communication beyond traditional templates. Discover how to transform cold leads into super fans by crafting engaging, relevant email sequences. Learn why relevancy trumps automation and the impact of cross-channel engagement through SMS. Explore advanced tactics for tailoring email journeys at scale and uncover effective methods to re-engage ghosted leads. This fresh take on onboarding could redefine your sales strategy!
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volunteer_activism ADVICE
Revolutionize Onboarding with AI
Challenge your onboarding emails focusing on relevancy over automation.
Use AI to personalize numerous email sequences rather than a single generic one.
volunteer_activism ADVICE
Know Lead Status First
Check if leads are brand new or already exist in your system before sending welcome emails.
Tailor your first communication based on their prior interaction with your brand.
volunteer_activism ADVICE
Handle Unsubscribed Leads Carefully
Always verify if someone has unsubscribed before trying to email them again.
Create a special re-engagement sequence for those who previously unsubscribed.
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The Four Agreements is a self-help book that provides a practical guide to personal freedom based on ancient Toltec wisdom. The book introduces four simple yet powerful agreements: Be impeccable with your word, Don’t take anything personally, Don’t make assumptions, and Always do your best. These agreements are designed to help readers break free from self-limiting beliefs, avoid unnecessary suffering, and achieve a happier and more fulfilling life. The book has been widely acclaimed and has become a New York Times bestseller for over a decade, translated into 53 languages worldwide.
Lauren Petrullo, founder of Mongoose Media, dives deep into her revolutionary "Email Triage" strategy—an AI-enhanced approach to onboarding emails that radically departs from stale templates. Learn how she reengineers the traditional 5–14 email sequences into dynamic, ultra-relevant pathways that scale personalization without sacrificing automation. Whether you're running an eComm brand, SaaS startup, or B2B agency, this episode will challenge how you welcome leads and redefine your first impression. Tune in to discover how relevancy rules, and why your welcome email might just be your most powerful sales tool yet.
Chapters:
00:00:00 - Kicking Off with Lauren’s Takeover of Perpetual Traffic
00:00:41 - Why “Email Triage” Will Change Everything You Know About Onboarding
00:02:27 - The Secret Sauce: Why Relevancy Beats Automation Every Time
00:05:10 - Turning Cold Leads into Superfans with Personalized Sequences
00:07:27 - What Happens When They Ghost You? Unsubscribes Done Right
00:10:05 - Don’t Miss This: How to Wow Returning Customers from Email #1
00:12:13 - Spotting the Serial Sign-Uppers — And Winning Them Back
00:18:06 - Desktops vs. Mobile: How Device Data Powers Smarter Emails
00:19:55 - Level-Up Time: Inside the Most Advanced Triage Tactics We Use
00:21:34 - Crafting Hyper-Personalized Journeys at Scale
00:21:59 - “Proof of Life” Emails: The Oddly Effective Trigger You’re Ignoring
00:23:44 - Beyond the Inbox: Why SMS + Email = Maximum Engagement
00:27:13 - Boosting Open and Click Rates Without a Subject Line Trick
00:35:03 - They’re Not Clicking — Now What? Ninja Moves for Dead Leads
00:40:47 - Wrapping with a Challenge: Rethink Your Email Game & Join the Community
Connect with Lauren on Instagram and Connect with Ralph on LinkedIn
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