The Series B Email Maturity Curve
At Series B, email should be a mature, data-driven growth channel. You should know your key metrics: activation rate by segment, trial conversion rate by cohort, dunning recovery rate, and churn prevention effectiveness. If you do not have these numbers, your email infrastructure needs attention.
The common Series B mistake is over-engineering. You do not need 50 automated sequences running simultaneously. You need 5-10 well-optimized sequences that cover the critical lifecycle moments. Quality over quantity.
Segmentation at Scale
The biggest difference between seed-stage and Series B email is segmentation complexity. You might have 8-10 distinct user segments, each needing a different email experience. Building and maintaining these segments requires a tool with strong event-driven automation and an organized approach to content.
Start by mapping your user lifecycle: awareness, signup, activation, conversion, retention, expansion, and win-back. Each stage needs targeted communication for each plan tier.
Multi-Channel or Email-First?
Some Series B companies rush to add push notifications, in-app messages, and SMS before mastering email. Unless your product requires multi-channel communication, master email first. A well-optimized email program outperforms a poorly implemented multi-channel approach every time.
Add channels when you have data showing users prefer or respond to other channels. Not because your email tool happens to support them.