| name | email-plan |
| description | Generate comprehensive email marketing strategy with 90-day implementation roadmap. Analyzes business type (local-business, saas, ecommerce, creator, agency) to deliver industry-specific segmentation plans, automation sequences, content calendars, KPI targets, platform recommendations, and week-by-week rollout schedule. Use when building email program from scratch or restructuring existing strategy. |
| user-invocable | false |
| allowed-tools | ["Read","Write","Grep","Glob"] |
Email Plan -- Email Marketing Strategy Generator
Overview
This sub-skill generates a complete email marketing strategy tailored to your business type, including:
- Email platform recommendations
- Domain authentication checklist
- List building strategy
- Segmentation plan
- Automation sequence priorities
- Content calendar template
- KPI targets and benchmarks
- 90-day implementation roadmap
Usage
Invoked by /email plan from the main email skill.
Workflow
1. Detect Business Type
First, check if email-profile.md exists and contains business type. If not, analyze context signals:
Business Type Detection:
- Local Business: Physical location, appointments, service area, reviews, foot traffic
- SaaS: Software product, trials, subscriptions, feature usage, onboarding
- E-commerce: Product catalog, shopping cart, inventory, shipping, order fulfillment
- Creator/Newsletter: Content creation, audience building, paid subscriptions, courses
- Agency: Client services, proposals, case studies, retainers, project-based
If unclear, ask: "What type of business is this strategy for? (local-business, saas, ecommerce, creator, agency)"
2. Load Industry Template
Based on business type, load the appropriate template from:
assets/local-business.mdassets/saas.mdassets/ecommerce.mdassets/creator.mdassets/agency.mdassets/generic.md (fallback)
3. Generate Strategy
Create a comprehensive strategy document with these sections:
Strategy Sections
Executive Summary
2-3 sentence overview of the strategy, highlighting:
- Business type and primary email marketing goal
- Key strategic focus areas
- Expected timeline to see results
1. Email Program Foundation
Platform Recommendation:
Based on business size, budget, and needs:
| Business Size | Recommended Platform | Monthly Cost | Best For |
|---|
| Solo/startup (<1K subscribers) | Kit.com or MailerLite | $0-29 | Creators, solopreneurs |
| Small (1-5 staff, 1K-10K) | Mailchimp or MailerLite | $13-45 | Local businesses, agencies |
| Medium (5-50 staff, 10K-50K) | ActiveCampaign or Klaviyo | $49-150 | SaaS, ecommerce |
| Large (50+ staff, 50K+) | HubSpot or Salesforce | $800+ | Enterprise SaaS, large ecommerce |
Industry-Specific Platforms:
- E-commerce: Klaviyo (product recommendations, revenue attribution)
- SaaS: Customer.io or Intercom (behavioral triggers, in-app messaging)
- Creators: Kit.com/ConvertKit or Beehiiv (monetization tools, referral programs)
- Agencies: HubSpot (CRM integration, sales pipeline)
Domain Authentication Checklist:
Before sending any emails, verify these DNS records are configured:
List Building Strategy:
3-5 methods specific to business type (from industry template):
Example for local business:
- QR code on receipts → signup landing page
- Sign-up prompt at checkout (iPad/tablet)
- WiFi login portal → email capture
- Google Business Profile → newsletter CTA
- In-store signage with incentive (10% off next visit)
Example for SaaS:
- Free trial signup (automatic list add)
- Content marketing lead magnets (guides, templates)
- Webinar registrations
- Product updates blog → email subscription
- Referral program
Consent and Compliance:
- US: CAN-SPAM compliant (physical address, unsubscribe link)
- EU/UK: GDPR compliant (explicit opt-in, data processing agreement)
- Canada: CASL compliant (express consent, unsubscribe)
- Australia: Spam Act compliant (consent, identify, unsubscribe)
Load compliance requirements from ../../references/compliance.md based on region.
2. Segmentation Plan
Define 3-5 core segments with:
- Segment Name
- Criteria (behavioral, demographic, engagement)
- Estimated Size (% of list)
- Email Frequency (emails per week/month)
- Content Type (educational, promotional, transactional)
Example Segmentation Table:
| Segment | Criteria | Est. Size | Frequency | Content Type |
|---|
| New Customers | First 30 days after signup | 15% | 3/week | Onboarding, educational |
| Repeat Customers | 2+ purchases | 25% | 2/week | Loyalty, cross-sell |
| VIP | Top 20% by spend | 20% | 2/week | Exclusive offers, early access |
| At-risk | 60-90 days no activity | 20% | 1/week | Win-back, incentives |
| Lapsed | 90+ days no activity | 20% | 1/month | Re-engagement, surveys |
Load industry-specific segments from template.
3. Automation Sequence Priorities
Rank automation sequences to build, based on business type and impact.
Format:
| Priority | Sequence Name | Trigger | # Emails | Purpose |
|---|
| 1 | Welcome Series | List signup | 3-5 | Introduce brand, set expectations |
| 2 | [Industry-specific] | [Trigger] | [Count] | [Goal] |
| 3 | [Industry-specific] | [Trigger] | [Count] | [Goal] |
Industry-Specific Priorities:
Local Business:
- Welcome Series → introduce business, set expectations
- Review Request → post-visit review ask (timing varies by industry)
- Appointment Reminder → reduce no-shows
- Birthday/Loyalty → reward program, special offers
- Re-engagement → win back lapsed customers
SaaS:
- Onboarding/Feature Adoption → drive activation, reduce time-to-value
- Trial-to-Paid → convert trials with education + urgency
- Feature Announcement → drive usage of new capabilities
- NPS/Feedback → gather insights, reduce churn risk
- Churn Prevention → detect at-risk users, intervention
E-commerce:
- Abandoned Cart → recover lost revenue (3-email series)
- Welcome + First Purchase → convert new subscribers
- Post-Purchase → build loyalty, request review
- Win-Back → re-engage dormant customers
- Cross-Sell/Upsell → product recommendations
Creator/Newsletter:
- Welcome → introduce yourself, set content expectations
- Content Drip → best-of archive, value demonstration
- Monetization → product/course launch sequence
- Re-engagement → win back dormant subscribers
- Referral → incentivize word-of-mouth growth
Agency:
- Welcome/Credibility → establish expertise, showcase work
- Case Study Drip → demonstrate results over time
- Proposal Follow-up → nurture leads post-proposal
- Client Onboarding → set expectations, gather info
- Quarterly Business Review → retain clients, upsell
4. Content Calendar
Monthly email cadence template based on industry best practices.
Standard Cadence:
| Frequency | Email Type | Purpose |
|---|
| Weekly | Value Email | Educational, tips, insights (80/20 rule) |
| Weekly | Promotional Email | Offers, announcements, product updates |
| Monthly | Newsletter Roundup | Month recap, top content, community highlights |
| Quarterly | Survey/Feedback | NPS, product feedback, preferences |
| Seasonal | Holiday Campaigns | Holiday-specific promotions, greetings |
Industry-Specific Adjustments:
- E-commerce: 3-4 emails/week (higher tolerance for promotional content)
- SaaS: 1-2 emails/week (focus on feature adoption, education)
- Local Business: 1-2 emails/week max (avoid overwhelming small local audience)
- Creator: 1-3 emails/week (consistency is key, content-driven)
- Agency: 1 email/week (thought leadership, case studies)
Content Mix by Business Type:
Load from industry template (e.g., local business: 40% tips, 30% promotions, 20% news, 10% community).
5. KPI Targets
Set realistic benchmarks based on business type and industry averages.
Load benchmarks from ../../references/benchmarks.md and customize:
| Metric | Industry Benchmark | Your Target | Notes |
|---|
| Open Rate | 15-25% | 20% | Varies by industry, list health |
| Click Rate | 2-5% | 3.5% | Engagement quality indicator |
| Conversion Rate | 1-3% | 2% | Purchase, signup, download |
| Unsubscribe Rate | <0.5% | <0.3% | High = content/frequency issue |
| Bounce Rate | <2% | <1% | High = list hygiene problem |
| Revenue per Email | Varies | $X | E-commerce specific |
KPI Tracking Schedule:
- Weekly: Open rate, click rate, unsubscribe rate
- Monthly: Conversion rate, revenue per email, list growth rate
- Quarterly: Deliverability audit, segment performance review
6. Platform Setup Guide
Step-by-step platform configuration based on recommendation:
-
Account Creation
- Choose plan tier based on list size
- Enable two-factor authentication
- Configure sender name and reply-to address
-
Domain Authentication
- Add custom sending domain (mail.yourdomain.com)
- Configure SPF, DKIM, DMARC records
- Verify authentication in platform settings
-
List Import
- Clean list before import (remove bounces, duplicates)
- Tag import source for segmentation
- Send re-permission email if list is old (6+ months)
-
Compliance Settings
- Add physical mailing address to footer
- Configure unsubscribe preferences
- Set up preference center (frequency, content type)
-
Integration Setup
- Connect website forms
- Integrate CRM/e-commerce platform
- Set up analytics tracking (UTM parameters)
7. 90-Day Implementation Roadmap
Week-by-week plan to launch a complete email program.
| Week | Milestone | Tasks | Success Criteria |
|---|
| 1-2 | Foundation | Domain auth (SPF/DKIM/DMARC), platform setup, list import, compliance config | Authentication verified, list imported, first test email sent |
| 3-4 | First Sends | Welcome sequence live (3-5 emails), first newsletter sent, analytics connected | Welcome series activated, first newsletter delivered, open rate >15% |
| 5-6 | Automation #2 | Second automation built (industry-specific), segment creation, A/B test setup | Second sequence live, 3-5 segments created, first A/B test running |
| 7-8 | Optimization | A/B testing program started, deliverability review, content calendar established | 2+ A/B tests completed, deliverability >95%, 4-week content calendar drafted |
| 9-10 | Automation #3 | Third automation built, behavioral triggers added, dynamic content tested | Third sequence live, trigger rules configured, personalization active |
| 11-12 | Review & Plan | Performance review, optimization pass, identify gaps, plan Q2 roadmap | KPI dashboard created, underperforming emails identified, Q2 plan drafted |
Week 1-2: Foundation
- Set up email platform account
- Configure domain authentication (SPF, DKIM, DMARC)
- Import and clean existing list
- Design email template (mobile-responsive)
- Run
/email audit <domain> to verify setup
Week 3-4: First Sends
- Build welcome sequence (3-5 emails)
- Send first newsletter to test deliverability
- Monitor metrics (opens, clicks, bounces)
- Set up analytics tracking
Week 5-6: Automation #2
- Build second priority sequence (from industry template)
- Create core segments (3-5)
- Set up A/B testing framework
- Optimize welcome series based on data
Week 7-8: Optimization
- Run 2+ A/B tests (subject lines, send times, CTAs)
- Conduct deliverability audit
- Establish 4-week rolling content calendar
- Review and adjust frequency based on engagement
Week 9-10: Automation #3
- Build third priority sequence
- Add behavioral triggers (clicks, purchases, inactivity)
- Test dynamic content and personalization
- Expand segmentation based on learnings
Week 11-12: Review & Plan Q2
- Generate performance report (all KPIs)
- Identify underperforming emails and sequences
- Optimize low-performing content
- Draft Q2 roadmap with new sequences, segments, campaigns
Output Format
## Email Marketing Strategy: [Business Name/Type]
### Executive Summary
[2-3 sentence overview: business type, primary goal, strategic focus, expected timeline]
### 1. Email Program Foundation
**Platform Recommendation:** [Platform name] ($X/month)
**Why:** [1-2 sentence rationale based on business needs]
**Domain Authentication Checklist:**
- [ ] SPF Record configured
- [ ] DKIM Record configured
- [ ] DMARC Record configured
- [ ] Custom sending domain verified
- [ ] Run `/email audit <domain>` to confirm
**List Building Strategy:**
1. [Method 1 with details]
2. [Method 2 with details]
3. [Method 3 with details]
4. [Method 4 with details]
5. [Method 5 with details]
**Compliance:** [Region-specific requirements]
### 2. Segmentation Plan
| Segment | Criteria | Est. Size | Frequency | Content Type |
|---------|----------|-----------|-----------|--------------|
| [Segment 1] | [Criteria] | [%] | [X/week] | [Type] |
| [Segment 2] | [Criteria] | [%] | [X/week] | [Type] |
| [Segment 3] | [Criteria] | [%] | [X/week] | [Type] |
| [Segment 4] | [Criteria] | [%] | [X/week] | [Type] |
| [Segment 5] | [Criteria] | [%] | [X/week] | [Type] |
### 3. Automation Sequence Priorities
| Priority | Sequence Name | Trigger | # Emails | Purpose |
|----------|---------------|---------|----------|---------|
| 1 | [Sequence 1] | [Trigger] | [Count] | [Goal] |
| 2 | [Sequence 2] | [Trigger] | [Count] | [Goal] |
| 3 | [Sequence 3] | [Trigger] | [Count] | [Goal] |
| 4 | [Sequence 4] | [Trigger] | [Count] | [Goal] |
| 5 | [Sequence 5] | [Trigger] | [Count] | [Goal] |
### 4. Content Calendar
**Email Frequency:** [X emails per week/month]
**Content Mix:**
- [Content Type 1]: [%]
- [Content Type 2]: [%]
- [Content Type 3]: [%]
- [Content Type 4]: [%]
**Monthly Template:**
| Week | Value Email | Promotional Email | Other |
|------|-------------|-------------------|-------|
| Week 1 | [Topic] | [Offer] | - |
| Week 2 | [Topic] | [Offer] | Newsletter |
| Week 3 | [Topic] | [Offer] | - |
| Week 4 | [Topic] | [Offer] | - |
### 5. KPI Targets
| Metric | Industry Benchmark | Your Target | Review Frequency |
|--------|-------------------|-------------|------------------|
| Open Rate | 15-25% | 20% | Weekly |
| Click Rate | 2-5% | 3.5% | Weekly |
| Conversion Rate | 1-3% | 2% | Monthly |
| Unsubscribe Rate | <0.5% | <0.3% | Weekly |
| Bounce Rate | <2% | <1% | Monthly |
| [Industry-specific metric] | [Benchmark] | [Target] | [Frequency] |
### 6. Platform Setup Guide
[5-step setup guide specific to recommended platform]
### 7. 90-Day Implementation Roadmap
| Week | Milestone | Success Criteria |
|------|-----------|------------------|
| 1-2 | Foundation | Authentication verified, list imported, test email sent |
| 3-4 | First Sends | Welcome series live, first newsletter sent, open rate >15% |
| 5-6 | Automation #2 | Second sequence live, segments created, A/B test running |
| 7-8 | Optimization | Tests completed, deliverability >95%, content calendar set |
| 9-10 | Automation #3 | Third sequence live, triggers configured, personalization active |
| 11-12 | Review & Plan | KPI dashboard created, gaps identified, Q2 plan drafted |
### Next Steps
**Immediate Actions:**
1. Run `/email audit <domain>` to verify domain authentication
2. Run `/email sequence welcome` to design the welcome series
3. Set up platform account and complete domain configuration
**Week 1 Priority:**
- [ ] Configure SPF, DKIM, DMARC records
- [ ] Import and clean email list
- [ ] Design email template
- [ ] Send test email to verify deliverability
**Resources:**
- Platform setup guides in `references/mcp-integration.md`
- Compliance requirements in `/references/compliance.md`
- Benchmarks in `/references/benchmarks.md`
Quality Checks
Before delivering strategy:
- Business type detected or confirmed (not assumed)
- Industry template loaded and customized (not generic copy-paste)
- Platform recommendation justified based on size, budget, needs
- All 7 sections present with complete information
- 90-day roadmap has specific, actionable milestones
- KPI targets are realistic based on industry benchmarks
- Next steps are clear and prioritized
Error Handling
- If business type unclear and no email-profile.md exists, ask user to specify
- If industry template doesn't match business perfectly, use closest match + customize
- If budget constraints mentioned, adjust platform recommendation
- If compliance region unknown, default to strictest (GDPR) and note assumption
