EP 29: Welcome Series Mastery: Go Beyond the Basics for Lasting Engagement

Welcome emails don’t just get higher open rates—they drive 9–11x more revenue than your average newsletter.

In this episode of Send It!, Jimmy Kim and Chase Dimond go deep on one of the most important automations in your retention arsenal—the welcome flow. They’ll walk through a proven 4-email, 2-SMS cadence that actually converts, plus real-world brand examples, timing strategies, and segmentation tricks that boost lifetime value from the very first touch.

You'll also learn why welcome flows support acquisition, not retention—and how to clean up your attribution for better decision-making (and CFO-friendly metrics).

EP 29: Welcome Series Mastery: Go Beyond the Basics for Lasting Engagement

Here's what we're diving into:

- The ideal structure of a high-performing welcome series (4 emails, 2 SMS)

- Why welcome flows = acquisition, not retention

- Best send times, messaging, and urgency tactics for each touchpoint

- How to personalize early emails using first-party data and quizzes

- SMS strategies that work with your emails—not as a copy/paste

- Benchmarks to aim for (open rates, click-throughs, purchase rates)

- A/B test ideas to boost early conversions

Thank you our friends at Omnisend, Raleon and eCom Email Certified for sponsoring the podcast!

Omnisend is an all in one eCommerce email and SMS marketing automation platform that enables marketers to engage customers and drive sales through personalized experiences. https://eemtrk.com/omnisend-sendit

Raleon is your AI-powered retention team—built to help Shopify brands increase LTV and save hours every week. From segmentation to campaign planning, Raleon automates the grind so you can focus on strategy that scales. https://eemtrk.com/sendit-raleon

eCom Email Certified is a hands-on, results-driven program with a step-by-step guide to mastering retention marketing and driving serious results. Access over 25 hours of learnings and become a certified email & SMS marketer. https://eemtrk.com/eec-sendit

Join our community of 320+ Retention marketers! https://eemtrk.com/eecc-sendit

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00:00 Introduction to Retention Strategies

02:07 Importance of Welcome Flows

05:05 Email & SMS One: The Immediate Welcome

10:56 Email Two: Building Credibility

13:33 Email Three: Creating Urgency

16:08 Email Four and Beyond: Evergreen Value

22:39 SMS Integration Strategies

26:37 Personalization Wins

29:37 AI-Powered Retention Marketing

30:42 Expected Metrics and Benchmarks

37:13 Rapid Fire Final Thoughts

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Enjoying the pod? Subscribe to The eCom Email Marketer Newsletter for your weekly dose of retention strategy, actionable insights, & exclusive industry news! http://ecomemailmarketer.com/

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Follow Jimmy & Chase on social!

Follow Jimmy Kim at:

https://x.com/yojimmykim

https://www.linkedin.com/in/yojimmykim/

https://www.instagram.com/yojimmykim/

https://www.tiktok.com/@yojimmykim

Follow Chase Dimond at:

https://x.com/ecomchasedimond

https://www.linkedin.com/in/chasedimond/

https://www.instagram.com/chasehunterdimond/

https://www.tiktok.com/@chasehunterdimond

Contact us at hellosenditpodcast@gmail.com for sponsorships, appearance requests, interviews, or general information!