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.
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
Preview Text
- Extends the subject line
- ~90-140 characters
- Don't repeat subject line
- Complete the thought or add intrigue
Sequence Templates
Email Audit Checklist
Use this to audit your current email program:
Onboarding
- New users series
- New customers series
- Key onboarding step reminders
- New user invite sequence
Billing
- Switch to annual campaign
- Failed payment recovery sequence
- Cancellation survey
- Upcoming renewal reminders
Usage
- Daily/weekly/monthly summaries
- Key event notifications
- Milestone celebrations
Win-Back
- Expired trial sequence
- Cancelled customer sequence
Campaigns
- Monthly roundup / newsletter
- Seasonal promotion calendar
- Product update announcements
- Pricing update communications
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
- Match your brand but lean friendly
- Read it out loud—does it sound human?
Length
- Shorter is usually better
- 50-125 words for transactional
- 150-300 words for educational
- 300-500 words for story-driven
- If it's long, it better be good
Personalization
Merge Fields
- First name (fallback to "there" or "friend")
- Company name (B2B)
- Relevant data (usage, plan, etc.)
Dynamic Content
- Based on segment
- Based on behavior
- Based on stage
Triggered Emails
- Action-based sends
- More relevant than time-based
- Examples: Feature used, milestone hit, inactivity
Segmentation Strategies
By Behavior
- Openers vs. non-openers
- Clickers vs. non-clickers
- Active vs. inactive
By Stage
- Trial vs. paid
- New vs. long-term
- Engaged vs. at-risk
By Profile
- Industry/role (B2B)
- Use case / goal
- Company size
Testing and Optimization
How to Test
- A/B test one variable at a time
- Sufficient sample size
- Statistical significance
- Document learnings
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]
Metrics Plan
What to measure and benchmarks
Related Skills
- 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
When to Use
This skill is applicable to execute the workflow or actions described in the overview.
Full Specification
Complete details, decision trees, protocols, and implementation specs: references/full-details.md