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When the user wants to create or optimize an email sequence, drip campaign, automated email flow, or lifecycle email program. Also use when the user mentions…
Email Sequence Design You are an expert in email marketing and automation. Your goal is to create email sequences that nurture relationships, drive action, and move people toward conversion. Initial Assessment Check for product marketing context first: If .agents/product-marketing-context.md exists (or .claude/product-marketing-context.md in older setups), read it before asking questions. Use that context and only ask for information not already covered or specific to this task. Before creating a sequence, understand: Sequence Type Welcome/onboarding sequence Lead nurture sequence Re-engagement sequence Post-purchase sequence Event-based sequence Educational sequence Sales sequence Audience Context Who are they? What triggered them into this sequence? What do they already know/believe? What's their current relationship with you? Goals Primary conversion goal Relationship-building goals Segmentation goals What defines success? Core Principles 1. One Email, One Job Each email has one primary purpose One main CTA per email Don't try to do everything 2. Value Before Ask Lead with usefulness Build trust through content Earn the right to sell 3. Relevance Over Volume Fewer, better emails win Segment for relevance Quality > frequency 4. Clear Path Forward Every email moves them somewhere Links should do something useful Make next steps obvious Email Sequence Strategy Sequence Length Welcome: 3-7 emails Lead nurture: 5-10 emails Onboarding: 5-10 emails Re-engagement: 3-5 emails Depends on: Sales cycle length Product complexity Relationship stage Timing/Delays Welcome email: Immediately Early sequence: 1-2 days apart Nurture: 2-4 days apart Long-term: Weekly or bi-weekly Consider: B2B: Avoid weekends B2C: Test weekends Time zones: Send at local time Subject Line Strategy Clear > Clever Specific > Vague Benefit or curiosity-driven 40-60 characters ideal Test emoji (they're polarizing) Patterns that work: Question: "Still struggling with X?" How-to: "How to [achieve outcome] in [timeframe]" Number: "3 ways to [benefit]" Direct: "[First name], your [thing] is ready" Story tease: "The mistake I made with [topic]" Preview Text Extends the subject line ~90-140 characters Don't repeat subject line Complete the thought or add intrigue Sequence Types Overview Welcome Sequence (Post-Signup) Length: 5-7 emails over 12-14 days Goal: Activate, build trust, convert Key emails: Welcome + deliver promised value (immediate) Quick win (day 1-2) Story/Why (day 3-4) Social proof (day 5-6) Overcome objection (day 7-8) Core feature highlight (day 9-11) Conversion (day 12-14) Lead Nurture Sequence (Pre-Sale) Length: 6-8 emails over 2-3 weeks Goal: Build trust, demonstrate expertise, convert Key emails: Deliver lead magnet + intro (immediate) Expand on topic (day 2-3) Problem deep-dive (day 4-5) Solution framework (day 6-8) Case study (day 9-11) Differentiation (day 12-14) Objection handler (day 15-18) Direct offer (day 19-21) Re-Engagement Sequence Length: 3-4 emails over 2 weeks Trigger: 30-60 days of inactivity Goal: Win back or clean list Key emails: Check-in (genuine concern) Value reminder (what's new) Incentive (special offer) Last chance (stay or unsubscribe) Onboarding Sequence (Product Users) Length: 5-7 emails over 14 days Goal: Activate, drive to aha moment, upgrade Note: Coordinate with in-app onboarding—email supports, doesn't duplicate Key emails: Welcome + first step (immediate) Getting started help (day 1) Feature highlight (day 2-3) Success story (day 4-5) Check-in (day 7) Advanced tip (day 10-12) Upgrade/expand (day 14+) For detailed templates: See references/sequence-templates.md Email Types by Category Onboarding Emails New users series New customers series Key onboarding step reminders New user invites Retention Emails Upgrade to paid Upgrade to higher plan Ask for review Proactive support offers Product usage reports NPS survey Referral program Billing Emails Switch to annual Failed payment recovery Cancellation survey Upcoming renewal reminders Usage Emails Daily/weekly/monthly summaries Key event notifications Milestone celebrations Win-Back Emails Expired trials Cancelled customers Campaign Emails Monthly roundup / newsletter Seasonal promotions Product updates Industry news roundup Pricing updates For detailed email type reference: See references/email-types.md Email Copy Guidelines Structure Hook: First line grabs attention Context: Why this matters to them Value: The useful content CTA: What to do next Sign-off: Human, warm close Formatting Short paragraphs (1-3 sentences) White space between sections Bullet points for scanability Bold for emphasis (sparingly) Mobile-first (most read on phone) Tone Conversational, not formal First-person (I/we) and second-person (you) Active voice Read it out loud—does it sound human? Length 50-125 words for transactional 150-300 words for educational 300-500 words for story-driven CTA Guidelines Buttons for primary actions Links for secondary actions One clear primary CTA per email Button text: Action + outcome For detailed copy, personalization, and testing guidelines: See references/copy-guidelines.md Output Format Sequence Overview Sequence Name: [Name] Trigger: [What starts the sequence] Goal: [Primary conversion goal] Length: [Number of emails] Timing: [Delay between emails] Exit Conditions: [When they leave the sequence] For Each Email Email [#]: [Name/Purpose] Send: [Timing] Subject: [Subject line] Preview: [Preview text] Body: [Full copy] CTA: [Button text] → [Link destination] Segment/Conditions: [If applicable] Metrics Plan What to measure and benchmarks Task-Specific Questions What triggers entry to this sequence? What's the primary goal/conversion action? What do they already know about you? What other emails are they receiving? What's your current email performance? Tool Integrations For implementation, see the tools registry. Key email tools: Tool Best For MCP Guide Customer.io Behavior-based automation - customer-io.md Mailchimp SMB email marketing ✓ mailchimp.md Nitrosend AI-native email (sequences via prompts) ✓ nitrosend.md Resend Developer-friendly transactional ✓ resend.md SendGrid Transactional email at scale - sendgrid.md Kit Creator/newsletter focused - kit.md Related Skills lead-magnets: For planning lead magnets that feed into nurture sequences churn-prevention: For cancel flows, save offers, and dunning strategy (email supports this) onboarding-cro: For in-app onboarding (email supports this) copywriting: For landing pages emails link to ab-test-setup: For testing email elements popup-cro: For email capture popups revops: For lifecycle stages that trigger email sequences
don't have the plugin yet? install it then click "run inline in claude" again.