Hire an AI sale email and text campaign planner

Everything it can hand back

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

• A text plan with dates, send times, audience, exclusions and the cost of the month
• A hold-out test to find out how often your list wants texts
• An email calendar placed around the texts, with the mix of email types checked
• The sale email, with subject options, a plain-text version and two A/B variants
• A text check with character count, billed parts, cost and a readiness score out of 100
• A results review with ranked causes, what to repeat, what to rework and a channel health score out of 100

How it does the job well

• 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.
• Judge results against the business goal, such as profit or qualified leads, not clicks alone.

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: You have a sale, a drop or a launch coming and want email and text to support each other.

• Step 1: Text plan. Consent line, quiet hours, dated texts with the email each pairs with, exclusions, month cost and a hold-out test.
• Step 2: Email calendar. Pace, dated sends with angle, a mix check across email types and a production schedule.
• Step 3: Sale email. Subject and preview options, email blocks, a plain-text version, two A/B variants and a claims check.
• Step 4: Text check. Characters and billed parts, cost, image break-even, rule flags, urgent or not and a score out of 100.
• Step 5: Results read. Ranked causes, then list growth, campaigns, flows, deliverability and texts, with a channel health score. This is the audit report, in the last step file: outputs/step-05-email-and-sms-performance-reader.md.
• Hand-back summary. Each step's file and every MISSING line in one list.

How the work is checked

• Every text is tied to a real event or a true restock, and nothing is sent outside quiet hours.
• The text cost shows its sum, list size times cost per text.
• The email calendar does not repeat the message the texts already carry.
• Every claim in the email matches a fact you gave, and no timer or stock limit is made up.
• 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 Ann Handley would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• Plan the texts. SMS send planner decides which launches, sales and restocks deserve a text, sets dates and send windows, pairs each with an email and prices the month. It also sets up a hold-out test for how often to text.
• Place the emails. Email campaign calendar planner builds the email calendar around the text plan. Fixed dates go first, and the mix of email types is checked so the two channels do not repeat each other.
• Write the sale email. Campaign email writer takes the sale email's slot from the calendar and the brief you write, and writes the email block by block. You get subject and preview options, a plain-text version and two A/B variants, with every claim checked against your facts.
• Check the texts. SMS send checker takes the text you plan to send, checks it against the plan and the email timing, counts characters and billed parts, prices the send, tests whether an image pays for itself and asks if the news is urgent. It flags opt-in, send-hour and flow-rule problems and scores readiness out of 100.
• Read the results. Email and SMS performance reader starts from the results you export after the sale, not from the pre-send check. It checks nothing is broken, then reads list growth, campaigns, flows, deliverability and SMS. It ranks causes and scores channel health out of 100.

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 plan-a-sale-across-email-and-sms 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/plan-a-sale-across-email-and-sms/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

• Your offer, with dates and terms
• Your product facts (optional)
• Past email and SMS results, such as sends, clicks, orders and unsubscribes
• Your brand file
• Customer reviews (optional)
• A one-paragraph brief for the sale email, which it asks you for halfway through
• An export of results after the sale, which it asks for at the end

Tools and access

• Klaviyo: It handles email and SMS together, supports smart sending and shows clicks and unsubscribes by send.
• Shopify: Order data shows who bought, which sets who gets a text and when.
• Any good chat AI: Any current chat AI can build the calendar from your events and numbers.
• Klaviyo: Its campaign calendar shows scheduled sends and segments in one view.
• Notion or Google Sheets: A shared table with date, type, owner and status keeps the production schedule visible.
• Any good chat AI: Any current chat AI can draft the blocks once it has your brand context, then you edit by hand.
• Klaviyo: It builds the email from blocks and runs the manual 50/50 split for the variants. It is a paid service.
• Klaviyo: Paid. Needs an account, and texts cost extra per send. It shows segments, smart sending and the cost of each SMS send.
• Any good chat AI: Any current chat AI can count and apply the checks to a pasted text.
• Klaviyo: Paid service with an account. Any email tool that exports the same columns works too. Its export of campaign and flow analytics, by-provider report and test results give the figures this skill reads.
• Shopify: Paid store plan with an account. Traffic, orders and average order value show whether a drop is a site problem.
• Any good chat AI: Any current chat AI can read an exported file and apply the steps.

Functions and deliverables

• Sale email and text campaign planner: Share offer terms, audience and brand facts. Get coordinated email/text timing, message drafts, checks and a later results review.
  • A text plan with dates, send times, audience, exclusions and the cost of the month
  • A hold-out test to find out how often your list wants texts
  • An email calendar placed around the texts, with the mix of email types checked
  • The sale email, with subject options, a plain-text version and two A/B variants
  • A text check with character count, billed parts, cost and a readiness score out of 100
  • A results review with ranked causes, what to repeat, what to rework and a channel health score out of 100
• SMS send planner: Plan a month of SMS marketing texts: pick which events earn a text, set dates and send times, and test how often to text. Give it your events and list size.
  • A date-by-date text plan with the purpose of each text
  • Send windows and email pairing for each text
  • List exclusions, with the monthly clean-up rule
  • The cost of the month and a hold-out test for frequency
• Monthly email campaign calendar planner: Plan a month of store emails around real dates and team capacity. Get audiences, angles, owners, content variety and a production schedule.
  • A month calendar with send date, type, segment, status and owner
  • A two-line angle for each send
  • A mix check against seven content types
  • A production schedule that keeps you two weeks ahead
• Campaign email writer: Write a campaign email that says one thing. Give it your goal and product facts. You get subject lines, copy by block, a plain-text version and two A/B tests.
  • Subject line and preview text options
  • Headline, subhead, body, call to action, review and benefit blocks
  • A plain-text version
  • Two A/B variants that each change one thing
• SMS send checker: Check your SMS before you send it. Get the character count, send cost, rule flags and a send-readiness score out of 100 for your text.
  • The character count and the number of billed parts
  • The cost of the send, with the sum
  • A break-even result for an image text, if you use one
  • Rule flags, with a fix for each, and a send-readiness score out of 100
• Email and SMS results reviewer: Review email and SMS results against your own history. Get possible causes, tests to try and a house score with missing checks shown.
  • Observed findings and possible causes, kept separate
  • Campaign types to repeat or rework as tests
  • Delivery concerns supported by the supplied checks, with unknowns shown
  • A house score for judged areas, or NOT SCORED if no area can be judged
• 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
• Ann Handley: Write or revise an email, page or newsletter using Ann Handley’s public approach. Start with the reader’s concern and cut generic lines.
  • Your problem worked on the way Ann Handley would: their questions, their method, their push-back
  • The answer or the work, in Ann Handley'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

• You have a sale, a drop or a launch coming and want email and text to support each other.
• Your texts cost more each month and you are not sure they pay back.
• You ran a sale last month and cannot tell which channel did the work.

Limits to check before starting

• You only need one sale email written: use the Campaign email writer.
• You only want a month of emails with no texts: use the Monthly email campaign calendar planner.
• Your list has not clearly agreed to get texts: fix that first, because the plan will not include texts without consent.

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 handoff pack. It's a zip with HANDOFF.md and every skill file this workflow uses.
• Give the folder to Claude (in Claude Code, or as files in a Claude Project) and say "Follow HANDOFF.md".
• Start with your offer, your dates and how people opted in to texts. It will not plan texts without clear consent.
• When it pauses, write the one-paragraph brief for the sale email.
• Send the emails and texts, then export results for the sale window and give them to the last step.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/plan-a-sale-across-email-and-sms 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.