Email Marketing Setup Brief — Everest Mortgage Services

Hi,

I’m looking for help setting up a simple but professional email marketing system for my mortgage brokerage,
The aim is to stay in touch with existing clients and leads, send useful mortgage updates, nurture old enquiries, and generate repeat mortgage enquiries.

I do **not** just want one email sent out. I’d like a basic system set up properly from the start, including:

* Contact import and data cleaning
* Segmentation from the start
* A reusable branded email template
* One initial general email campaign
* A **4–7 email automated nurture sequence**
* The option to email all contacts or specific segments
* Basic reporting

## 1. Platform recommendation

Please recommend the best email marketing platform for my needs.

It should be:

* Easy to use
* Reliable
* Suitable for segmentation
* Suitable for automations
* Appropriate for a financial services business

## 2. Sending email/domain setup

I want emails sent from my own business email/domain, not a separate random domain.

* Making sure emails look professional and recognisable as Everest Mortgage Services

3. Contact import and list setup

I have existing clients and leads that I would like imported.

* Structuring the database properly from the start

I want to be able to email:

* Everyone at once
* Specific client/lead types
* Specific mortgage categories
* Smaller targeted groups

## 4. Segmentation

I want segmentation set up from the beginning, even if some campaigns go to everyone.

Useful segments may include:

* Existing clients
* New leads
* Old/inactive leads
* First-time buyers
* Home movers
* Remortgage clients
* Self-employed clients
* Limited company directors
* Buy-to-let landlords
* Debt consolidation/home improvement enquiries
* Product transfer/renewal clients
* Clients due for review

I want a clean setup that lets me send to selected segments or the full database when needed.

## 5. Compliance basics

As this is financial services, I need the setup and emails to be sensible and compliant.

## 6. Branded email template

I need a reusable email template for Everest Mortgage Services.

* In my blue/white branding
* Suitable for mortgage updates, reminders and educational emails

It should include:

* Logo/header
* Short intro section
* Main content section
* Clear call-to-action
* Contact details
* Footer/unsubscribe section

The main call-to-action should be around booking a **free 15-minute call** or requesting a mortgage review.

## 7. Initial email campaign

I would like help creating and sending an initial general campaign to suitable contacts.

The first email should reintroduce Everest Mortgage Services, remind people we are here to help, and encourage them to get in touch if their circumstances have changed or they would like a mortgage review.

Possible topics include:

* Mortgage deal coming to an end
* Moving home
* Remortgaging
* Borrowing more
* Home improvements
* Debt consolidation
* Self-employed mortgage options
* Buy-to-let updates
* General mortgage/rate updates

The tone should be helpful, professional and not pushy.

## 8. 4–7 email automated nurture sequence

I would also like a **4–7 email automated nurture sequence** set up.

The purpose is to:

* Keep Everest Mortgage Services front of mind
* Educate clients and leads
* Reactivate older enquiries
* Encourage people to book a mortgage review
* Generate repeat and referral enquiries

Suggested email sequence:

1. Reintroduction / mortgage review reminder
2. Mortgage deal ending soon?
3. Have your circumstances changed?
4. Borrowing more / debt consolidation / home improvements
5. Specialist mortgage situations
6. Existing client review / annual check-in
7. Final soft follow-up

Please advise on the best timing between emails.

## 9. Website question

Would you recommend connecting the email marketing system to my website at this stage, or is it better to keep the initial setup focused on my existing client and lead database?

## 10. Reporting

Please set up basic reporting so I can see:

* Open rates
* Click-through rates
* Unsubscribes
* Bounce rates
* Best-performing topics
* Engagement by segment
* Leads/enquiries generated

## 11. What I need from you

Please let me know:

* Which platform you recommend and why
* How you would structure the contact list
* How you would handle segmentation
* How I can email everyone or specific segments
* What data/access you need from me
* What the initial setup includes
* Whether it includes the **4–7 email nurture sequence**
* Whether you can write the initial email and nurture emails
* Whether you recommend connecting the system to my website
* Your setup cost
* Your ongoing monthly management cost, if available

The goal is to build a simple, professional email marketing system that helps me stay in touch with clients and leads, generate more repeat enquiries, and gives me the flexibility to email either the full database or specific segments.

Thanks,
John