The 30-day visitor-to-customer checklist

One rule for the whole month: land in the inbox or the experiment fails. Protect your domains, ramp slowly and write every email for the person reading it.

Week 1: identify and qualify (days 1 to 7)

1. Install the tracking pixel

   Paste the snippet in your site's <head>, or use Google Tag Manager or the WordPress plugin.

2. Check visitor data is flowing

   Open your site in a normal browser window and run the diagnostics. You want a green check before you do anything else.

3. Exclude who you will never sell to

   Countries you don't serve, competitors, existing customers and your own team. Excluded visitors never use a credit.

4. Write down your ideal customer

   Industry, company size, job titles and countries. Put it in the app so every lead is scored against it.

5. Save your first filter

   Start with one: "target country and visited pricing in the last 7 days". That list is your week 2 audience.

6. Score, don't exclude, the soft signals

   Job title, page depth and return visits add points. Only hard no's belong in exclusions.

7. Start warming up your mailboxes

   Sending mailboxes need about three weeks to ramp up. Start now so they are ready when your copy is.

Week 2: build the outreach (days 8 to 14)

8. Check SPF, DKIM and DMARC

   All three should pass on every sending domain before a single real email goes out.

9. Write a 3 to 4 email sequence

   One problem, one soft ask. Use the follow-up template if you want a head start.

10. Never write "I saw you visited our site"

    Speak to the topic they looked at. Never quote pages, times or how long they stayed.

11. Personalise every email

    Let AI write one line per person from their role and company, and vary subject lines and openers.

12. Send in their business hours

    Set sending windows to the prospect's time zone.

13. Build your first automation

    A qualified visitor reads a high-intent page, wait a short while, then add them to the sequence.

Week 3: ramp (days 15 to 21)

14. Raise volume slowly

    Check inbox placement every few days and add volume only while it stays healthy.

15. Read the first numbers honestly

    No opens: fix deliverability and subject lines. Opens but no replies: fix the copy and the targeting.

16. Answer replies within the hour

    Work from one inbox so nothing gets lost.

17. Tag every reply

    Interested, question, objection, not now, remove. Those tags drive week 4.

18. Add intent signals

    Pick the topics your buyers research and add the companies showing that interest to your audience.

Week 4: full send and first meetings (days 22 to 30)

19. Reach your safe daily volume

    Up to each mailbox's daily cap, never above it.

20. Push interested leads to your CRM

    The inbox is for conversations, the CRM is for deals.

21. Re-nurture "not now"

    Tag them and follow up in 90 days. A good share of next quarter's pipeline sits here.

22. Hold a 30-minute weekly review

    Campaign stats, mailbox health, warm-up and credits. Same time every week.

23. Widen the pool when traffic caps you

    Add decision makers at look-alike companies from a contact database.

24. Write down what month two changes

    One thing to keep, one to drop, one to test.