Hire an AI email marketing planner

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• 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

How it does the job well

• The profile leans to real estate and long sales cycles. Tell the user when a suggestion only fits that kind of business, such as the review and referral timing, and adapt it.
• You plan. You do not write final email copy, send email, change DNS or connect to the user's email tool. If the user wants copy, point to the Email sequence writer or the Campaign email writer.
• Do not claim the plan will raise clicks, revenue or inbox placement. Only the user's own sends show that.
• Rules on consent, privacy and sender requirements change. Verify them against the official source when the plan depends on them. This is not legal advice.
• Write for one named audience and one action. Each asset has a single job.
• Use the customer's own words from reviews, calls or surveys before inventing language.
• Every claim needs proof the business can show. Leave unproven claims out or mark them.

Mistakes it avoids

• Generic copy that could fit any brand.
• Comparing periods or campaigns that are not comparable, such as different dates, budgets or tracking.
• Calling a test winner before there is enough data.

What a good result looks like

An example, not your task: Your contacts sit in a spreadsheet or CRM and you send the same email to all of them.

• Segment plan. Each group, the two or more facts that define it, who is left out and which sequence it gets.
• Sequence design sheets. For each sequence, the trigger, timing, email list, goals, test ideas and exit rules.
• Data map. How each field in your contact list matches a field in your email tool, with type and values.
• Deliverability and consent checklist. Sender setup, list cleaning, unsubscribe and consent items, each marked pass, fail or missing.
• Metrics table. The numbers to track, led by clicks, with starting targets marked as guesses.
• Launch and test plan. A small first send, what to watch and when to review.

How the work is checked

• Every claim traces to the brand brain or supplied evidence.
• Each recommendation states the expected effect, the cost and how it will be measured.
• Copy fits the platform's length limits and the brand voice.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

A second opinion

Before it hands back, your AI reviews the draft the way Dale Carnegie and Joe Girard would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• Check where you are now. It reviews your lists, fields, running sequences, spam and bounce numbers, and how your sending domain is set up, and marks anything it cannot see as missing.
• Design the segments. It builds groups from at least two facts per contact, and sets rules so a contact never gets a message that does not fit where they are now.
• Plan the sequences. For each stage it sets the trigger, the delay, the number of emails and the goal of each one, then adds exit rules and test ideas.
• Map the data. It lists each field in your contact list, the matching field in your email tool, its type, its values and how often it syncs.
• Check deliverability and consent. It builds a checklist for sender setup, list hygiene, one-click unsubscribe and proof of consent, and says which items to check against official sender guidance.
• Set the numbers to track. It names the numbers to watch, led by clicks and conversions rather than opens, with targets marked as guesses until you have your own history.
• Plan a safe launch. It suggests a small first send, what to watch in the first day and when to review test results.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id marketing-email-strategist only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/marketing-email-strategist/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• 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

Helpful context (optional)

• The names of your list fields and a few anonymised rows.
• Your last three months of clicks, unsubscribes and spam complaints.
• A list of the emails you send now and who gets each one.

Tools and access

• Claude, ChatGPT or Gemini with file upload: You can attach an export of your contact list columns or your current flow notes.
• Mailchimp, Brevo, MailerLite or ActiveCampaign: The plan is tool-neutral, so you can build it in any of these, or in the tool you already use.
• Google Postmaster Tools: It is free and shows how Gmail sees your domain, so you can fill in the spam and reputation items with real numbers.

Functions and deliverables

• Email marketing planner: Turn a messy contact list into an email plan: who gets what, when, with exit rules, a deliverability checklist and clicks-first measurement.
  • 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
  Source: Michael Sitarzewski and Agency Agents contributors.
• Email deliverability recovery planner: Fix low email opens and spam placement. Give it your open rates and engaged counts. You get a score out of 100 and a staged recovery plan.
  • A health score out of 100, with what was measured and how
  • The likely cause, set-up or engagement
  • A weekly plan with gates for each stage, and which flows stay on
  • A tracker of open rate by segment, with rules to widen or hold
• Email sequence and timing writer: Draft a welcome, nurture or win-back email series. Get full copy, timing, entry and exit rules, plus a results plan.
  • A complete email sequence with copy
  • Send timing between emails
  • Subject lines for each message
  • A list of missing lifecycle emails (optional)
  Source: Corey Haines.
• Contact notes organizer: Turn rough notes from a first meeting into a one-page contact memory card with the exact name, facts, promises and your next contact date.
  • A card with the exact name, role and how they like to be addressed
  • Facts they shared, grouped, with private items left out
  • A list of promises with dates and owners
  • The next touch, with a reason that is about them
• Brand profile builder: Share your website. Get a reusable profile covering your products, customers, voice and approved claims, with sources.
  • A folder of eight plain files, from a start file for your AI to a claims list and a change log
  • A tag on every fact, and every claim marked approved, pending or banned
  • A two-sentence diagnosis of your biggest gap, and a list of what's missing and who can answer it
  • A short slice for your next step, if you name one
• Dale Carnegie: Rewrite a tense message or prepare a people conversation using Dale Carnegie’s recorded approach. See the other side, give sincere credit and ask clearly.
  • Your problem worked on the way Dale Carnegie would: their questions, their method, their push-back
  • The answer or the work, in Dale Carnegie's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step
• Joe Girard: Plan follow-up after a sale through Joe Girard’s recorded approach. Thank buyers, handle problems and stay in touch after delivery.
  • Your problem worked on the way Joe Girard would: their questions, their method, their push-back
  • The answer or the work, in Joe Girard's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step

Tasks you can use it for

• 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.

Limits to check before starting

• 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.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Download the pack from this page and add it to your AI as a skill. Or paste SKILL.md into a new chat, then paste references/source-agent.md after it.
• Write a short brief. Say what you sell, which email tool you use, which fields your contact list has and what you want email to do.
• Paste a few anonymised rows from your contact list, or the column names only. Do not paste real names or addresses you do not need to share.
• Your AI asks once for anything missing. Anything still unknown is marked as an assumption you can change.
• Read the segment plan first. Check that no group could get a message that does not fit, such as a sales email to a customer who already bought.
• Build the first sequence in your email tool, send it to a small group and bring the numbers back for the next round.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/marketing-email-strategist for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.