{ "schema": "aiblocks-page/1", "id": "agency-marketing-email-strategist", "type": "agent", "name": "Email marketing planner", "summary": "Turn a messy contact list into an email plan: who gets what, when, with exit rules, a deliverability checklist and clicks-first measurement.", "headline": "Email marketing planner", "subhead": "Tell it your business, your contact list and the email tool you use. It designs your segments, the automated email sequences with timing and exit rules, a map of how contact data moves into your email tool, a deliverability checklist and the numbers to track.", "job": { "id": "write-emails", "name": "Write emails that get read" }, "level": "intermediate", "thinking": "high", "tested": true, "updated": "2026-11-03", "first_published": "2026-10-26", "inputs": [ { "type": "question", "required": true, "label": "Question", "what": "the problem, decision or piece of work you want help with, and what a good outcome looks like" }, { "type": "business_profile", "required": false, "label": "Business profile", "what": "a sourced business profile with buyer, offer, activation, growth goal, stage and limits; missing private metrics remain unknown" }, { "type": "performance_sheet", "required": false, "label": "Performance sheet", "what": "ad or store performance export for a closed date window, with definitions" } ], "outputs": [ { "type": "email_flow", "required": true, "label": "Email flow", "what": "an email/SMS flow: trigger, timing, messages, segments" }, { "type": "plan", "required": true, "label": "Plan", "what": "a dated plan: what to do, in what order, with a decision rule for each step" } ], "you_give": [ "What you sell and who your contacts are, in a few lines", "The email tool you use, such as Mailchimp, Brevo, MailerLite or ActiveCampaign", "Where your contact data lives, and the fields you have, such as language, status or last purchase", "Your goal, such as more booked calls, more reviews or more repeat sales", "Your recent numbers, such as list size, clicks, unsubscribes and spam complaints (optional)", "Any flows you already run (optional)", "You do not need a business profile or ad or store exports for this plan, so do not attach them", "Rough list-size figures are enough if you do not know the exact numbers" ], "you_get": [ "A segment plan where each group is defined by two or more facts", "A design sheet for each email sequence, with timing, goal and exit rules", "A map of how fields in your contact list line up with your email tool", "A deliverability checklist with the items to fix first", "A table of the numbers to track, with targets marked as starting guesses" ], "use_when": [ "Your contacts sit in a spreadsheet or CRM and you send the same email to all of them.", "You use Mailchimp, Brevo, MailerLite or ActiveCampaign and want automated sequences, but don't know which ones to build first.", "Your emails land in spam, or complaints are rising, and you want a checklist to work through.", "Someone says open rates are great, but nobody replies or buys, and you need a better way to measure." ], "skip_when": [ "You want the email text written. Use the Email sequence and timing writer or the Campaign email writer.", "You run a Shopify store and want flows such as welcome or cart recovery. Use the Welcome flow builder or the Cart and checkout email planner.", "You only need your sending domain set up with SPF, DKIM and DMARC. Use the Inbox delivery fixer.", "You send receipts and order updates. Plan those separately from marketing email, and use your shop or app tool.", "You need a legal opinion on consent or privacy law. Ask a qualified lawyer." ], "output_sample": { "input": [ "What you sell, who your contacts are and what you want email to do", "Your email tool and where your contact list lives", "The fields your contact list has, such as language, status or last purchase", "Recent list size, clicks, unsubscribes and spam complaints (optional)" ], "prerequisites": [ "An AI you can paste a long brief into, such as Claude, ChatGPT or Gemini", "Access to your email tool, to carry out the plan (this agent only plans)" ], "output": [ { "name": "Segment plan", "contains": "Each group, the two or more facts that define it, who is left out and which sequence it gets." }, { "name": "Sequence design sheets", "contains": "For each sequence, the trigger, timing, email list, goals, test ideas and exit rules." }, { "name": "Data map", "contains": "How each field in your contact list matches a field in your email tool, with type and values." }, { "name": "Deliverability and consent checklist", "contains": "Sender setup, list cleaning, unsubscribe and consent items, each marked pass, fail or missing." }, { "name": "Metrics table", "contains": "The numbers to track, led by clicks, with starting targets marked as guesses." }, { "name": "Launch and test plan", "contains": "A small first send, what to watch and when to review." }, { "name": "Open questions", "contains": "Gaps, assumptions and what to check before you build." } ] }, "output_shape": "BRIEF AND ASSUMPTIONS\n | ASSUMED: | MISSING: \n\nCURRENT STATE\n lists | fields | sequences running | complaint and bounce numbers \n\nSEGMENTS\n | defined by <2+ facts> | excluded | gets \n\nSEQUENCE DESIGN (one per sequence)\n | trigger | delay