The Rise with Sterling Phoenix Podcast

The Marketer’s Guide to Email 3.0


Listen Later

Email isn’t dead. It’s just evolved. And the leaders who write it off are handing influence to those who didn’t.

For the past twenty years, someone’s been declaring “email is dead.” Social media will replace it. Slack will replace it. SMS will replace it. Now it’s “AI chatbots will replace it.”

And yet? B2B and B2C leaders are still getting some of the highest ROI from email. Higher than most social platforms. Higher than most paid channels.

But here’s the catch: the playbook has changed.

The strategies that worked in 2015 don’t work in today’s environment. The automation you built in 2020 is probably destroying your deliverability right now.

Email hasn’t died. But Email 1.0 and 2.0? Those are dead.

We’re in Email 3.0 now. And if you’re still operating on old assumptions, you’re burning money, eroding trust, and limiting your career trajectory.

Why Email 1.0 and 2.0 Failed

Before we talk about Email 3.0, we need to understand why the previous versions failed. Because most leaders are still operating on Email 2.0 thinking—and wondering why results are declining.

Email 1.0: The Broadcast Era

Email 1.0 was the broadcast era. Mid-2000s through early 2010s. The strategy was simple: spray and pray.

Buy a list. Blast everyone. Hope for the best.

“Newsletter” meant “everything we’re doing this month crammed into one email.” Segmentation meant “customers vs. prospects.” Maybe. Personalization meant putting {FirstName} in the subject line—when it worked.

And for a while, this worked. Because inboxes weren’t flooded yet. Competition was lower. People actually opened email newsletters.

But then everyone started doing it. And inboxes became warfare zones.

People stopped opening. Started marking as spam. Engagement plummeted. Regulators stepped in. CAN-SPAM. GDPR. Penalties for bad behavior.

Result: Fatigue. Low trust. And a generation of marketers who learned that “email doesn’t work.”

Except email wasn’t the problem. The strategy was the problem.

Email 2.0: The Automation Era

So Email 2.0 emerged. Mid-2010s through early 2020s. This was the automation era. Marketing automation platforms. Drip campaigns. Trigger-based sequences.

“We’ll build a nurture journey! We’ll segment by behavior! We’ll automate everything!”

And again, for a while, this worked better than Email 1.0. Better targeting. More relevant timing. Actual segmentation based on actions, not just demographics.

But then the same thing happened: everyone did it. And it became impersonal at scale.

You’d get the same canned sequence everyone else got. Email 3 of 7. Email 5 of 12. The “personal” email from the CEO that was clearly automated. The “just checking in” email that was obviously a workflow trigger.

And people got savvy. They could smell automation. They could feel when they were in a machine instead of a conversation.

Result: Over-engineered journeys. Diminishing returns. And executives declaring “email is dead” again.

But it wasn’t dead. It just needed to evolve past automation theater.

Why Leaders Declared It Dead

Here’s why so many leaders wrote off email: Engagement dropped. Open rates declined. Click rates fell. Unsubscribes increased.

But they misdiagnosed the cause.

They thought: “Email as a channel is dying.”

The truth: “Email as a blunt instrument doesn’t work anymore.”

Because here’s what actually happened: Recipients got sophisticated. They got selective. They got protective of their attention.

And when your email looks like everyone else’s, uses the same automation triggers, and feels like marketing—it gets ignored.

Not because email is dead. But because your email strategy is obsolete.

The Rise of Email 3.0

Email 3.0. The evolution that most executives haven’t caught onto yet—but the ones who have are dominating.

Four characteristics define Email 3.0. And if you’re not building around these, you’re still playing an old game.

Characteristic #1: Human-First Personalization

Not “Hi {FirstName}” personalization. Real personalization based on actual signals and context.

Email 2.0 personalization was demographic: job title, company size, industry.

Email 3.0 personalization is behavioral and contextual: what content they engaged with, what pain points they’re researching, where they are in their decision journey, what signals they’re showing across channels.

Here’s what this looks like:

Email 2.0: “Hi Sarah, as a VP of Marketing, you’re probably interested in our marketing automation platform.”

Generic. Assumes. One-size-fits-all.

Email 3.0: “Sarah, I saw you downloaded our guide on reducing CAC and spent several minutes on the page about AI-powered optimization. Here’s a 2-minute video showing exactly how we helped [Company] cut their CAC by 31% using the framework you were reading about.”

Specific. Contextual. Directly relevant to demonstrated interest.

And here’s what makes Email 3.0 possible now that wasn’t available before:

* Intent signals across channels - You can see what someone’s researching, what they’re clicking, what they’re engaging with across web, social, and content platforms

* Micro-segmentation at scale - AI can segment not by 5 personas but by 500 micro-segments based on actual behavior patterns

* Dynamic content assembly - Email content can adjust in real-time based on latest signals, not just what was true when you wrote the email

That’s human-first personalization. And it’s table stakes for Email 3.0.

Characteristic #2: AI-Powered Optimization

Not AI replacing humans. AI helping humans get better, faster results.

Here’s where AI actually delivers value in email:

Send-time optimization - AI analyzes when individual recipients are most likely to engage and schedules sends accordingly. Not “Tuesday at 10 AM for everyone” but “Tuesday at 10 AM for Sarah because that’s when she opens, Thursday at 2 PM for Michael because that’s his pattern.”

Subject line testing at scale - AI generates 20 variations, tests them with micro-segments, identifies winners, and scales them—all automatically. What used to take weeks now takes hours.

Predictive churn outreach - AI identifies when someone’s engagement is declining and triggers re-engagement sequences before they fully disengage. Proactive, not reactive.

Content matching - AI analyzes which content formats and topics resonate with which segments and adjusts recommendations accordingly.

And here’s what separates Email 3.0 AI from Email 2.0 automation:

Email 2.0 automation: Rigid if-then logic. “If someone clicks X, send email Y.”

Email 3.0 AI: Adaptive learning. “This person’s behavior is similar to this segment, which historically responds best to this type of content, so let’s start there and adjust based on their response.”

It’s not just automated. It’s intelligent. And that’s why leaders using AI in email are seeing ROI while others see declining returns.

Characteristic #3: Cross-Channel Integration

Email in Email 3.0 isn’t a silo. It’s an anchor.

Email doesn’t exist alone. It exists as part of an integrated experience:

* Email + Video - Not “click to watch a video” but video embedded right in the email with a clear CTA within the video player

* Email + SMS - Strategic, permission-based SMS for high-urgency moments

* Email + Community - Using email to drive people into Slack communities, LinkedIn groups, or exclusive forums where deeper engagement happens

* Email + Events - Pre-event email sequences that build excitement, during-event emails that enhance experience, post-event emails that maintain momentum

Email becomes the connective tissue. The anchor point. The place where you can deliver depth that other channels can’t.

Because here’s what email has that other channels don’t:

You own the channel. No algorithm decides if your audience sees your message.

You can go deep. You’re not limited to 280 characters or a 10-second video.

You have permission. They gave you their email. That’s a higher bar than a follow or a like.

So Email 3.0 leverages that advantage while integrating with other channels strategically.

Characteristic #4: Trust Metrics Over Vanity Metrics

This is the most important shift. And it’s the one most marketers are still getting wrong.

Email 1.0 and 2.0 measured success with vanity metrics: open rates, click rates, list size.

And teams optimized for those numbers. Clickbait subject lines. Aggressive list growth tactics. Frequent sends to “maximize reach.”

Email 3.0 measures success with trust metrics:

* Deliverability rate - What percentage of your emails are actually reaching inboxes vs. getting filtered to spam?

* Engagement quality - Not just “did they click” but “did they spend time with the content? Did they forward it? Did they respond?”

* List health - What percentage of your list is actively engaged vs. dead weight dragging down your sender reputation?

* Response rate - How many people actually reply to your emails? That’s the ultimate signal of resonance

* Conversion to conversation - Does email lead to calls booked, meetings scheduled, deals progressed? That’s real impact

And here’s why this matters at the executive level: Protecting your sender reputation is protecting your brand equity.

If your email domain gets flagged as low-quality, it doesn’t just hurt your marketing emails. It hurts every email your organization sends. Sales emails. Customer success emails. Executive communications.

One bad marketing decision can poison your entire email ecosystem.

So Email 3.0 marketers understand: trust isn’t a soft metric. It’s business-critical infrastructure.

The VP’s Playbook for Email 3.0

If you’re a VP trying to build Email 3.0 strategy, here’s exactly where to start.

Move #1: Audit Trust, Not Just Performance

First move: audit trust.

Most marketers audit performance—opens, clicks, conversions. That’s fine. But it’s incomplete. You need to audit trust.

Here’s what that looks like:

Question 1: What percentage of your list is engaged vs. dead weight? If 40% of your list hasn’t opened an email in 6 months, they’re not prospects. They’re deliverability anchors.

Question 2: What’s your spam complaint rate? Industry benchmark is under 0.1%. If you’re above that, you have a trust problem.

Question 3: Are your emails showing up in primary inbox or promotions tab? Gmail’s filtering is a trust signal. If you’re consistently landing in promotions, Gmail doesn’t think you’re worth primary inbox.

Question 4: Do your emails reflect clarity or clutter? Open your last 10 sent emails. Are they scannable? Is there one clear idea? Or are they information dumps?

Question 5: How many people respond vs. just click? Replies are the highest signal of trust. If nobody’s responding, something’s broken.

Most marketers avoid this audit because the answers are uncomfortable. You’ll discover that half your list is dead. That your emails are too long. That your subject lines are undermining trust.

But that discomfort? That’s the beginning of improvement. You can’t fix what you won’t acknowledge.

Move #2: Redesign Around Clarity

Second move: redesign around clarity.

Email 3.0 isn’t about saying more. It’s about saying less, better.

One email = one idea = one action.

That’s the rule. Violate it at your own risk.

Not “here are five things we’re excited about this month.” But “here’s one framework that will help you solve [specific problem].”

Not “check out our latest blog posts, events, and product updates.” But “you asked about reducing churn—here’s the exact playbook we used to cut churn by 34%.”

Here’s how to apply this:

Before you write an email, answer: What’s the single thing I want the reader to know or do after reading this? If you have multiple answers, you need multiple emails.

Cut ruthlessly. Every sentence should serve the one idea or the one action. If it doesn’t, delete it.

Make it scannable. Short paragraphs. Subheads. Bullets when appropriate. Respect that people are scanning, not reading word-for-word.

Clear CTA. One next step. Not five options. One.

When you redesign around clarity:

Open rates stabilize or improve because your subject lines set clear expectations and deliver on them.

Engagement quality increases because people can actually extract value quickly.

Trust compounds because every email proves you respect their time.

Move #3: Treat Email as Conversation Starter

Third move: treat email as a conversation starter, not a transaction closer.

This is the biggest mindset shift from Email 2.0 to Email 3.0.

Email 2.0 treated every email as a conversion opportunity: “Download now.” “Buy today.” “Schedule a demo.” Everything was pushing toward immediate action.

Email 3.0 recognizes: conversations build trust, and trust builds pipeline.

So the CTA doesn’t have to be “buy now.” It can be:

* “Reply with your biggest challenge in [area] and I’ll send you the framework we use.”

* “Click to see the 3-minute breakdown of how [Customer] solved this.”

* “Save this checklist—you’ll need it when you’re ready to tackle [problem].”

Because here’s what happens when you optimize for conversation instead of transaction:

More replies. Which means more signal about what’s resonating. Deeper understanding of your audience’s real needs and timing. Warmer leads when they do convert, because there’s already a relationship. Higher lifetime value because trust was built before the sale, not just during.

Compare these CTAs:

Email 2.0: “Schedule a 30-minute discovery call.” (High friction. Requires commitment. Low response rate.)

Email 3.0: “Reply with one word: yes. I’ll send you the calculator we use to forecast CAC reduction. Takes 2 minutes to use, gives you instant insight.” (Low friction. Immediate value. Starts a conversation. Much higher response rate.)

Both can lead to a sale. But one respects the buyer’s journey. And that one wins.

Move #4: Use AI Responsibly

Fourth move: use AI responsibly.

Not “use AI for everything” or “never use AI.” But use it with guardrails that protect what matters.

AI should draft, not dictate.

Use AI to generate options. To create variations. To handle repetitive structure. But humans must: set strategy, define voice, edit for clarity, inject emotional intelligence, make judgment calls.

Here are the three guardrails for responsible AI use in email:

Guardrail #1: Human voice - AI-generated email should be edited until it sounds like a real person wrote it. If it sounds robotic, generic, or overly polished—edit more.

Guardrail #2: Brand clarity - AI doesn’t understand your brand positioning. You do. Every AI-generated email must be reviewed for brand alignment.

Guardrail #3: Emotional intelligence - AI can’t read the room. It can’t sense when someone needs empathy vs. urgency vs. celebration. Humans must layer that in.

When you use AI with these guardrails: You get speed without sacrificing quality. You get scale without losing authenticity. You get efficiency without eroding trust.

That’s responsible AI. And that’s what separates Email 3.0 leaders from Email 2.0 operators still trying to automate everything.

The Leadership Edge

Here’s what owning Email 3.0 strategy signals:

You can blend data, trust, and influence.

* Data: You understand metrics that matter, not just vanity numbers

* Trust: You protect brand equity through email hygiene and deliverability

* Influence: You build relationships at scale without losing authenticity

That’s the trifecta great marketers deliver.

Smart executives know: channels don’t die—they evolve.

Direct mail didn’t die. It evolved into hyper-targeted, personalized campaigns for high-value accounts. Phone calls didn’t die. They evolved into strategic touchpoints at key moments.

Email didn’t die. It evolved into Email 3.0.

And executives who can navigate that evolution without writing off channels prematurely? They’re the ones who build sustainable growth.

Your Email 3.0 Reset

This week, audit your own email program.

Pull your last 20 sent emails. Ask: What percentage actually sparked trust or action? Not just clicks. Did they generate replies? Did they move deals forward? Did they build relationships?

Then make three moves:

Cut one. Find an email you’re sending that’s not generating engagement. Kill it. Stop wasting your list’s trust.

Rewrite one. Take your highest-volume email and apply the Email 3.0 clarity test: one idea, one action, human voice.

Redesign one. Pick one email and optimize it for conversation instead of transaction. Change the CTA from “buy” to “reply” and see what happens.

That’s your Email 3.0 reset. Three moves. This week.

Here’s the one thing I want you to remember:

Email isn’t dead. But your strategy might be.

And the difference between marketers who build sustainable growth and marketers who chase every new channel? They understand evolution, not just trends.

So stop writing off email. Start evolving your approach.

Build Email 3.0 strategy. Protect trust. Drive real outcomes.

That’s how you build a career that lasts. That’s how you separate yourself from the noise.



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit sterlingphoenix.substack.com
...more
View all episodesView all episodes
Download on the App Store

The Rise with Sterling Phoenix PodcastBy By Sterling Phoenix — strategist, fire-starter, clarity architect, and creator of Fueled by Success.