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Email & Social

The 4 Must-Have Email Automation Programs for B2B Marketers

Email is alive and well in the AI era. The four automation programs every B2B organisation should have running right now.

Paul Wright8 August 20252 min read
Hand-drawn doodle of an email envelope inside a circular automation loop arrow, on an aqua background.

TL;DR

  • Four email automation programs every B2B organisation should already be running.
  • Confirmation emails hit 70%+ open rates — treat them as nurture, not transactional afterthoughts.
  • Open-opportunity contacts need CRM-stage-specific content, distinct from routine marketing.
  • All four depend on solid segmentation — build the data foundation first.

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Overview

Email is alive and well in the AI era, yet most B2B companies still lack the fundamental automation programs. This piece names the four that deliver the clearest ROI and how to structure each one.

What the full article covers

  • An advanced confirmation email series that turns a single conversion into a relationship.
  • Closed-lead nurture (drip) for prospects who aren't ready to buy yet.
  • Open-opportunity nurture that syncs to CRM stages to support the sale.
  • A welcome series that sets expectations and builds trust from day one.
  • Why segmentation is the foundation all four depend on.
PW

Paul Wright

Director at Sourcery

Paul founded Sourcery in 2018. He has spent the last 16 years building commercial marketing and operations teams and managing CRM, marketing automation, and digital marketing channels for some of the world's largest B2B organisations.

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