Email Resources

Thank you for purchasing my book, #1 ROI Focused Email Marketing Guide. In the book I provide information on how to get the most out of your marketing.

Below are the different links I mention in the book. I recommend downloading each of the below.

Have any questions? Send me an email at robyn@robynhatfield.com.

Note: This page was updated to include AI tools in 2025.

Before starting any marketing or sales campaigns, you really need to identify your ideal client and target market.

Target market workbook

You should create a persona for your ideal client. An example of a persona is you create ‘Betty Sue’ as your ideal client, she’s 37, married with 2 kids, she’s a Director at her company and makes over $150k per year. The purpose of a persona is to always think about this person EVERY time you create ANY marketing or sales campaign. Messaging should always be directed at this person.

Customer persona worksheet

Every buyer goes through a journey from prospect to buyer. During this journey they need different information delivered to them in a different way. If you know the journey, you can provide the right information at the right time.

Buyer’s journey worksheet

The Quick Campaign Planner is designed for a quick and dirty layout of your email campaign.

Quick Campaign Planner

If you need some help on the layout of emails, subject lines, and calls to actions, download the next 3.

If you read the book, you know one of the most important ways to get people to open your email is to get the subject line right. There are all sorts of free tools out there to help you get the subject line right. Below are some of my favorites.

Email Subject Line Grader >> http://emailsubjectlinegrader.com/

Coschedule >> https://coschedule.com/headline-analyzer

Subject Line.com >> https://www.subjectline.com/

Do you want to know how your email will appear on different mobile devices? This website shows you how your name, email address, subject and pretext will appear on iPhones, Androids, etc. Zurb >> https://zurb.com/playground/testsubject

How easy is your subject line or copy to read? Ideally, you are going for a grade 9. Hemingway App >> http://www.hemingwayapp.com/

This website will check to see if your email will trigger a SPAM filter. When you go to the site, it shows you an email address for you to send your email to. Is Not Spam >> http://www.isnotspam.com/

Do you love data like I do? YOU SHOULD. One way to be able to track campaigns is to use Google Analytics and UTM (urchin tracking module) parameters. UTMs are tracking codes to include at the end of any URL. This allows you to use one link across many media and see which one performs better. Example: You are sending everyone to www.abc-company.com/download-tools. You can add different tracking information for Facebook, LinkedIn, Email, ads, and offline activities. In addition, you can track different campaigns (example you have multiple campaigns going in Facebook but they are pitching different benefits –> you can now see which benefit gets the most engagement).

Google Analytics – UTM Builder

AI Tools & Resources:

What you should have ready to feed your AI of choice (have this together before you start your prompting to allow the AI to have the most context possible): Campaign Questionnaire

Top General Purpose AI:
1. ChatGPT (OpenAI)

What it is:
A conversational AI assistant known for strong reasoning, creativity, writing, and problem-solving. It also has the broadest ecosystem (custom GPTs, assistants, API, image generation, file understanding). Best for business workflows, writing, strategy, marketing ops, and automation.

Strengths:

  • Best at structured thinking, planning, and multi-step tasks
  • Extremely strong at writing and rewriting (your use case!)
  • Great for data reasoning, content creation, marketing strategy, dashboards, etc.
  • Integrates with tools (Zapier, plugins, custom GPTs)
  • Excellent for brainstorming, complex prompts, and analysis

Limitations:

  • Some real-time web access exists, but Perplexity is better for pure search
  • Accuracy depends on prompt clarity (though much improved)

Cost:

  • Free version
  • Plus $20/mo
  • Pro $200/mo
  • Team/Enterprise available

Website: https://chat.openai.com


2. Claude (Anthropic)

What it is:
A highly capable language model that is known for “friendly,” natural writing and extremely strong comprehension of long documents. Often preferred for reading contracts, reports, PDFs, and technical documentation.

Strengths:

  • Best-in-class reading comprehension for long documents
  • Very natural, human-like writing tone
  • Great for editing, summarizing, and condensing large files
  • Often feels more “thoughtful” in communication tasks
  • Excellent at safe reasoning and harm minimization

Limitations:

  • Less flexible ecosystem than ChatGPT (fewer integrations, no custom GPTs)
  • Not as strong at creative/marketing tasks as ChatGPT
  • No image generation

Cost:

  • Free version
  • Pro ~$20/mo
  • Team/Enterprise available

Website: https://claude.ai


3. Google Gemini (formerly Bard)

What it is:
Google’s large language model built to tie into the Google ecosystem (Gmail, Docs, Drive, Calendar, Sheets). Best for people who live inside Google Workspace.

Strengths:

  • Deep integration with Gmail, Docs, Drive, and Sheets
  • Good at rewriting emails directly inside Gmail
  • Strong at coding and analysis
  • Fast, good web-native searching

Limitations:

  • Writing quality isn’t as strong as ChatGPT or Claude
  • Not great for nuanced tone, brand voice, or creative marketing work
  • Can be inconsistent with accuracy

Cost:

  • Free version
  • Gemini Advanced ~$20–$30/mo

Website: https://gemini.google.com


4. Perplexity AI

What it is:
A research-oriented assistant that blends AI + real-time web search. Think of it as “Google Search powered by AI summarization.” Best for gathering citations, recent news, and verified research.

Strengths:

  • Best tool for real-time information & citations
  • Great for industry research, competitor research, news summaries
  • Extremely fast browsing and summarization
  • Strong answer accuracy due to citing sources

Limitations:

  • Not as strong for writing, emotional tone, or creativity
  • Less useful for complex workflows or long-form content
  • Not an all-in-one assistant like ChatGPT or Claude

Cost:

  • Free version
  • Pro ~$20/mo

Website: https://www.perplexity.ai


5. Microsoft Copilot

What it is:
AI built deeply into Microsoft 365 (Outlook, Word, Excel, Teams). Best for corporate environments and people working heavily in Office tools.

Strengths:

  • Best for Outlook email rewriting inside the inbox
  • Great for Excel formulas, analysis, dashboards
  • Strong integration with Teams and SharePoint
  • Excellent for summarizing calls and meetings

Limitations:

  • Pure reasoning/writing is still better in ChatGPT/Claude
  • Requires Microsoft subscriptions

Cost:

  • Included in some Microsoft plans
  • Copilot Pro $20/mo
  • Enterprise tiers for businesses

Website: https://copilot.microsoft.com


6. Meta Llama Assistants (various apps)

What it is:
Open-source AI models powering Facebook, Instagram, WhatsApp, and independent tools. Great for developers and casual use.

Strengths:

  • Free, open-source, customizable
  • Fast and lightweight
  • Improving rapidly

Limitations:

  • Not as powerful as ChatGPT or Claude
  • Not recommended for marketing ops or enterprise workflows

Website: https://ai.meta.com

Top AI for Email Marketing

Compose AI, Rytr, or WriteSonic

Ideal for drafting marketing emails, cold outreach, or regular BDR follow-ups with minimal time investment.

Lavender

Especially useful for optimizing outreach emails for better response rates (you manage BDR team outreach).

MailerLite or ActiveCampaign

Good if you’re already sending newsletters, nurturing leads, or want automation + email marketing at scale.

AI Email Writer (Mailmeteor)

Great for super quick one-off emails or small-scale outreach without added cost.

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