Kit Sequence Setup Guide — Sperry Tree Care

WS4 Automation

What to do — estimated 20 minutes total

Two Kit sequences need content added. Kit's API doesn't support writing sequence email content, so this guide gives you every subject line and body to paste directly. Copy buttons are next to each field.

Setup Checklist

Create "Estimate Lead Warmup" sequence in Kit
Set Warmup trigger: Tag "Warming Sequence Active" added
Add 3 emails to Warmup sequence (Day 0, Day 3, Day 7)
Set Warmup stop condition: Tag "Warming Sequence Active" removed
Open Welcome to the Club sequence (ID 2627196)
Set Welcome trigger: Tag "Tree Care Club Member" added
Add 4 emails to Welcome sequence (Day 0, Day 3, Day 7, Day 14)
Set Warmup From address: info@sperrytreecare.com (verify first)
Set Welcome From address: michele@sperrytreecare.com
Activate both sequences

Sequence 1 — Estimate Lead Warmup

New — Must Create Open Kit Sequences ↗

⚡ Create the sequence first

  1. Go to Automate → Sequences in Kit
  2. Click New Sequence
  3. Name it exactly: Estimate Lead Warmup
  4. Set trigger to: Tag added → "Warming Sequence Active"
  5. Add 3 email steps with delays: 0 days, 3 days, 7 days
  6. For each step, open the email editor and paste subject + body below
  7. Set From: Rob Miron <info@sperrytreecare.com> (verify info@ in Kit first)

Sequence 2 — Welcome to the Club

Exists — Add Emails Open in Kit ↗

Open existing sequence (ID 2627196)

  1. Go to Kit → Sequences → Welcome to the Club Email
  2. Confirm trigger is set to: Tag added → "Tree Care Club Member"
  3. Add 4 email steps at: 0 days, 3 days, 7 days, 14 days
  4. For each step, paste the subject + body below
  5. Set From: Rob Miron <michele@sperrytreecare.com>
  6. After Email 4 sends, apply action: Add tag "Club Welcome Complete" to prevent re-trigger
Built by BOSSTORQUE — Sperry Tree Care Q2 2026 · WS4 Automation