The word strategy gives me the ick.
Every leader talks about strategy, but can they walk the walk?
Email strategy is not hard, I promise.
Here are the 7 things every email strategy needs now 👇
1) A clear role of email in the business
One sentence. What is email here to do for the business?
Example: Email exists/supports/assists to build consistent brand visibility and convert qualified demand when it appears.
Example: Email exists/supports/assists to move leads through lifecycle stages and support pipeline progression.
2) A definition of audience truth
Intentional subscribers ≠ consequential opt-ins ≠ customers.
If you treat them the same, performance and deliverability lie to you.
A 2026 strategy must define:
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Which entry points exist and what promise each one makes
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What “invisible permission” looks like (the second opt-in you earn through value)
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How will protect new relationships from premature promos and random blasts
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How you will handle disengagement without nuking your sender reputation
3) Journey architecture
Journeys > blasts.
Your strategy should define your core journey architecture.
So that could be an email journey, but also actions you want them to take, where you want them to end up.
4) A data plan that changes behaviour
Only collect data that changes who gets what, when, and what’s excluded.
Don't be afraid to ask "What best describes you?" on your forms.
Example:
B2B lead magnet (email deliverability guide)
What best describes you?
- I have a current deliverability problem
- I don't have deliverability issues, I'm just learning
- I'm trying to diagnose if I have a problem
B2C Pop-up 10% off (skincare brand)
What best describes you?
- I'm trying to find a moisturiser to help my dry skin
- Someone I know recommended me
- I'm just looking
5) Deliverability as a strategy input
Not a health score! Permission, cadence, engagement patterns, and restraint all matter. You should be tracking weekly your IPR (inbox placement rate).
6) Exclusions & collision rules
Who should not get this email? This looks holistically at where collisions occur and the wider picture.
7) Measurement that survives leadership
Not just opens and clicks (that's so 2025).
Impact, progression, reachability, and commercial influence.
I've broken it ALL down with lots more practical advice and a plan - click below.