Your Welcome Sequence is the most important thing you'll build in CapBloom. It's the first impression your system makes on every new lead — and it either builds a relationship or wastes the opt-in.
CapBloom's Welcome Sequence is built on Donald Miller's StoryBrand framework. In StoryBrand, your investor is the hero. You are the guide. Your job is to help them solve their problem — not to pitch yourself.
| StoryBrand Element | Day | What It Does | |
|---|---|---|---|
| Email #1 | Welcome + Empathy | Day 0 | Hero meets Guide. Lead with empathy, not credentials. Set expectations. |
| Email #2 | The Problem | Day 2 | Name the external problem AND the internal fear beneath it. Make the investor feel understood. |
| Email #3 | Meet the Guide | Day 5 | Establish credibility through specifics. Empathy before authority. |
| Email #4 | The Plan | Day 8 | Remove anxiety about "what happens next." Three simple steps. |
| Email #5 | The Stakes + The Ask | Day 14 | Honest cost of inaction. Direct CTA. One clear ask, repeated twice. |
Your investor is the hero. You are the guide.
In most welcome sequences, the operator makes themselves the center of the story — their credentials, their track record, their deal. StoryBrand flips this. The investor's problem is the story. Your job is to show you understand it, that you've solved it for others, and that you have a clear path for them to follow.
The investor who feels understood becomes the investor who books a call.
Automatically — when a new lead submits any of these forms:
Manually — add the "welcome" tag to any existing contact record and the sequence will fire. Use this for contacts you've already added from your personal network or LinkedIn who didn't come through a form.
Go to Automations > Workflows > 001. Welcome Sequence > three dots > Edit Design.