Plan, Segment, Succeed: Why Quarterly Email Scheduling is a Game-Changer
Do yourself a favor and plan ahead.
Welcome to a new year! If you’ve been following along, you know I recently launched my Google Ads course to help you generate more leads. Today, I want to share what comes next—converting those leads into loyal customers with email marketing. Specifically, we’re talking about segmentation's power and how quarterly planning emails can transform your business.
Why I Started Quarterly Email Scheduling
This year, I committed to scheduling my email promotions a quarter in advance—and it’s been a game-changer.
Before, I’d plan emails week by week, juggling last-minute edits and scrambling to fit in promotions. Now, with my quarterly plan in place, I have the freedom to focus on short-term opportunities and campaigns that pop up. The result?
Less stress: No more rushing to meet email deadlines.
More flexibility: I can tackle spur-of-the-moment ideas without disrupting my main strategy.
Better results: With a clear overview, every campaign feels cohesive and purposeful.
I’ve set the tone for Q1 and can already see how this approach keeps me efficient and aligned with my bigger goals.
Bonus: This is great for quarterly reporting - you can see what you efforts look like before you schedule next quarter’s promotions.
Email Segmentation: Your Secret Weapon
Now, let’s discuss segmentation because planning is only half the equation. Segmentation allows you to send the right message to the right people, boosting engagement and conversions.
Here are three simple ways to segment your audience using MailChimp:
Location: Customize messages based on where your customers are.
Example: A fitness studio can promote in-person classes locally and virtual sessions for out-of-town subscribers.
Engagement: Reach out to subscribers based on their activity.
Example: Send special offers to your most loyal customers and re-engagement emails to dormant subscribers.
Purchase Behavior: Tailor offers to what customers have bought before.
Example: Recommend a complementary product or service based on their past purchases.
Combining segmentation with a quarterly plan makes every email feel personal and intentional, keeping your audience engaged.
3 Steps To Plan a Quarter of Emails
Ready to dive in? Here’s a framework I’ve been using to create my quarterly plan:
Start with Key Dates
Map out holidays, product launches, or events you want to highlight.
Create Themes for Each Week
Assign weekly topics or themes that align with your goals.
Example: One week might focus on tips, the next on customer success stories, and another on a product feature.
Batch Your Emails
Set aside a day (or two) to draft and schedule all emails for the quarter.
Tools like MailChimp let you automate this process so you can focus on daily operations.
This system saves me hours every week and ensures my messaging is always on point.
Why Quarterly Scheduling Works
Here’s why this strategy is perfect for small teams or solo marketers:
You stay consistent: With emails scheduled, your audience never misses a beat.
You’re ready for surprises: From last-minute promotions to sudden trends, you have the bandwidth to adapt.
You keep your big-picture goals front and center: No more getting lost in the day-to-day grind.
Your Turn
If you’ve been overwhelmed by email marketing, try quarterly scheduling. Start small: plan your February emails now and build from there. Combine this with segmentation, and you’ll see how powerful this duo can be.
Do you need leads to fill your email list? My Google Ads course offers strategies for growing your pipeline.
As always, I’d love to hear your thoughts. Are you planning your emails for the quarter?
What’s your biggest challenge with email marketing?
Hit reply and let me know—I’m here to help.
Let’s make this quarter your most efficient and effective yet!
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