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5 Ways I’m Using ConvertKit in my Business in 2021

I first signed up for ConvertKit back in May 2019. At the time, I was getting frustrated with the limitations and new changes MailChimp was making and I was ready for a simpler, more intuitive interface. However, it wasn’t until this last year when ConvertKit became a truly monumental tool in my business.

I rely on ConvertKit to do a lot more than just manage my email subscribers. This post will outline the 5 ways I use ConvertKit in my business.

They’ll include:

  1. Subscribers & Tag Management
  2. Automations & Nurture Sequences
  3. Landing Pages & Forms
  4. Broadcasts
  5. Products

In this post and video, I’ll walk through how I use each of these in my own business.

free convertkit plan banner

One: To manage new email subscribers and clearly see list growth through ConvertKit’s reports.

ConvertKit’s reporting is simple and straightforward. As soon as you log in you see an overview of new subscribes and/or unsubscribes. You can easily toggle the report from net new subscribers stats over to total subscribers and change the timeframe as needed.

Screenshot of ConvertKit’s subscriber list and report overview

Under the reports is your list of subscribers with the newest subscribers listed first. On the right of your subscribers, you’ll see your segments and tags listed out.

Segments act like folders of subscribers that are defined by certain criteria and tags can be an example of that criteria. Segments are usually going to be broader where tags are a bit more specific. I currently don’t use segments in my business and simply use tags to organize my list.

I currently use a tag for each new (or retired) lead magnet that I’ve used to grow my list. This way I have a clear outline of who download what from my list.

Two: To automatically nurture new email subscribers with a custom nurture sequence based on the lead magnet they’ve downloaded.

Using ConvertKit’s automations and nurture sequences building a relationship with new email subscribers is pretty much on autopilot. I set everything up once and now it sends out a set series of welcome emails to all new subscribers.

Screenshot of ConvertKit’s automation workflow sample

I provide a free resource (ie lead magnet) to all new subscribers. Then after they opt-in they’re automatically tagged according which triggers the email sequence to begin at a previously set interval.

At any time, you can log into ConvertKit and see which new subscribers are where inside of your set automation.

Three: To create beautiful landing pages, subscribe forms, and exit-intent popups that easily deliver opt-in incentives.

ConvertKit makes creating landing pages and subscribe forms also very simple and straightforward. Whether you’re linking them to your website on the backend or simply using their designs as is, it’s easy to use their landing pages and subscribe forms to quickly grow your list. When you click on the Landing Pages & Forms tab the first thing you’ll see is a performance report breaking down how each form or page is performing:

Screenshot of landing page and forms performance in ConvertKit

As of today, I’m using just 3 subscribe forms. One for my main lead magnet, a new website checklist PDF. One for a secondary lead magnet, an email marketing setup checklist PDF. And one for an exit-intent pop-up on my website. All of these have been strategically setup and created. I either add these with a shortcode to my blog posts or link to them via my footer on landing pages.

Screenshot of a ConvertKit subscribe form

While I currently use Beaver Builder to build out my landing pages, ConvertKit’s landing pages are a great option for those who don’t have a website or need some help in the design department when it comes to creating a landing page to grow their list.

Four: To schedule and send email broadcasts to my email subscribers.

Broadcasts are used for sending a single email to your subscribers. Before this year, I used to go in and write a broadcast about once a month, or went it felt right. I’d write it and then send it out immediately afterward.

Screenshot of ConvertKit email broadcasts

At the beginning of this year, I wanted to be more strategic with my communication plan as I was creating a lot more content on my blog and YouTube channel and didn’t want to overload subscribers with information just once a month. So now I schedule my email broadcasts out weekly based on the blog post that was published that week. While I’m emailing more frequently now, the emails are more digestible and focused on a single topic.

Five: To sell consulting calls and manage monthly subscriptions for my retainer clients.

With the release of ConvertKit Commerce, I kinda fell in love with them all over again. Any tool that I use that helps me solve another problem in my business makes my heart happy. For my large brand and website design projects, I use Dubsado to send my invoices and set payment schedules. But using Dubsado for my retainer clients and one-off consulting calls felt cumbersome.

ConvertKit Commerce is included in their free plan and allows you to easily sell and fulfill digital downloads, a members-only newsletter, coaching, services, and more.

Screenshot of creating a new product in ConvertKit

In my business, I currently have 3 products set up. One for my consulting calls and two others for my retainer clients. The simplicity behind setting up the product page, checkout screen, confirmation, and receipt email is my favorite part. I’ve never seen a commerce service so intuitive and easy to set up. 

Screenshot of a product page in ConvertKit selling a consulting call

ConvertKit continues to help me simplify my email marketing efforts, grow my email list and sell my services.

If you’d like to start exploring all the ways you can use ConvertKit in your own business, create a free account here.


Earnings Disclaimer: This post may contain affiliate links. If you use my links to signup for an account I may earn a small commission. Please know I only recommend tools I’ve personally used (& loved) in my own business.

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