Creating an Ongoing Process for AI Email Campaigns

Laurel Slutsky
Laurel Slutsky Posts: 26 6senser

Internally at 6sense, we have enabled our teams to understand and learn not only the value of AI Email but the process to get a campaign launched. In order to maintain a successful program, there needs to be a continuous process in place to easily get campaigns launched.   

Here is the general process we use internally. Feel free to leverage some of this format for your own program!  

  1. If a member of our team identifies a AI Email play, they request this through a AI Email project brief. For 6sense, requests can be submitted by VPs for sales and directors for BDR/MDRs. 
  2. The most important details of the brief should include 
    1. Business Case 
    2. Target Live Date 
    3. Audience Criteria 
    4. Name of AI 
  3. After the AI Email project has been submitted, it will then need to be reviewed to ensure it meets the 3 use cases previously noted.   

Here is a sample timeline of the process which could take up to 2 weeks total.

Action 

Team 

Timeframe 

Timeline 

Campaign Play Approval 

Marketing Programs/CE MOPs 

3 days 

3 Days 

Build Audience Report 

MOPs 

3 days 

Content Writing 

Requestor/Demand Gen 

5 days 

+5 Days (8 Days) 

Content Review 

Content 

5 days 

Build AI Email & SFDC Campaign 

MOPs 

3 days 

+3 Days (11 Days) 

Review 

Requester/Demand Gen

2 days 

+2 Days (13 Days) 

Launch 

Demand Gen 

1 days 

Assign meetings booked with AI Email as Primary/Outbound Source  

BDR Team 

Ongoing 

 

 

 

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