Hire an AI welcome, cart and browse email rollout planner

Everything it can hand back

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

• A setup score out of 100 with every fix and the exact DMARC record to add
• A welcome flow with its trigger, filters, timing and an outline for each email
• A cart recovery plan with two flows, one for added to cart and one for checkout started, so no one gets both
• A browse flow with one site email and a short viewed-product sequence
• A flow score out of 100 and a ranked list of the flows still missing

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 are setting up email for a new store and want the three flows that earn the most live first.

• Setup check. A score for your sending setup, each failed check with its fix, and the DMARC record to add.
• Welcome flow. The trigger, filters, timing and an outline of each email, with an offer and margin check.
• Cart recovery. Two flows, one for added to cart and one for checkout started, with email outlines and a code rule.
• Browse flow. A site abandon email, a viewed-product sequence and the rule that stops it clashing with cart emails.
• Flow gap check. A score for your flows, the missing flows ranked, trigger errors and a build order.
• HAND-BACK SUMMARY. Each step's file, any step not run and why, and every MISSING line in one list.

How the work is checked

• Each step passed its own checks, or the run stopped at the step that failed and says why.
• The steps ran in order, and each one used the result of the one before.
• Nothing was invented to fill a gap. Every gap is a MISSING: line.
• Nothing was sent, published or paid for without a clear yes.
• 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.

Capabilities

• Check the sending setup. Scores your sending domain, DMARC, smart sending, attribution, tracking and opt-in settings. It lists each fix before any flow goes out.
• Plan the welcome flow. Sets the trigger and filters so past buyers never get the new-customer code. Times the emails over the first three days and outlines each one with a single job.
• Plan the cart flow. Checks which event your cart flow uses and builds two flows from the same emails. The first email carries no discount, and any code comes late with a real deadline.
• Plan the browse flow. Builds a one-email site flow and a viewed-product flow that exits on add to cart. Trust and doubt come first, and any discount comes last. You then build it and switch it on before the final check.
• Check the whole set. Scores your flows against the core list, ranks the gaps by likely revenue and gives a build order.

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 roll-out-the-welcome-cart-and-browse-email-flows-one-at-a-time 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/roll-out-the-welcome-cart-and-browse-email-flows-one-at-a-time/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 sending domain, its DNS records and your DMARC record
• Your email tool settings, such as smart sending, attribution and tracking (screenshots or notes)
• Your brand file (story, founder details, guarantees and what you can claim)
• Your welcome offer, what it costs you and when it really ends
• Your best sellers, reviews and shipping and returns facts
• Revenue per flow for the last 90 days (optional)

Tools and access

• Klaviyo: Its sending domain, smart sending and attribution screens hold most of the settings checked. It is a paid service, and which settings you see may depend on your plan.
• Google Postmaster Tools: It shows your domain reputation and spam rate in Gmail after the set-up is fixed.
• Your DNS host: It is where the NS, TXT and DMARC records are added.
• Klaviyo: Flows, filters, dynamic coupons and revenue per recipient reports match the steps in this skill. It is a paid service.
• Shopify: Order and customer data decide who drops out of the flow and who gets a code.
• Any good chat AI: Any current chat AI can run the skill from the pasted facts.
• Klaviyo: Its added-to-cart and checkout events, dynamic product blocks and flow filters match the steps.
• Shopify: The theme code, saved checkout link and order events feed both flows.
• Any good chat AI: Any current chat AI can run the skill from your pasted facts.
• Klaviyo: Viewed-product and active-on-site triggers, product feeds and dynamic blocks fit these steps.
• Shopify: Product views and cart events reach the email tool through its connection.
• Any good chat AI: Any current chat AI can run the skill from pasted facts.
• Klaviyo: Paid service with an account. Not required, since you can paste a flow list instead. Its flow screens show triggers, filters, delays and revenue per flow, which is everything this check reads.
• Shopify: Paid store plan with an account. Not required. It provides the Checkout Started and Placed Order events, and the Added to Cart event with the right tracking.

Functions and deliverables

• Welcome, cart and browse email rollout planner: Share store setup, offers and email-tool context. Get setup findings, three coordinated flow drafts and staged rollout checks.
  • A setup score out of 100 with every fix and the exact DMARC record to add
  • A welcome flow with its trigger, filters, timing and an outline for each email
  • A cart recovery plan with two flows, one for added to cart and one for checkout started, so no one gets both
  • A browse flow with one site email and a short viewed-product sequence
  • A flow score out of 100 and a ranked list of the flows still missing
• Email setup health checker: Check your email setup for spam risks. Paste your DNS records and settings. You get a score out of 100 and the exact fix for each fault.
  • A score out of 100, with how it was worked out
  • A list of failed checks with a fix for each
  • A DMARC record to add and a plan to tighten it over time
  • A table of current against recommended settings
• Welcome flow builder: Build a welcome email flow for new subscribers. Give it your offer and best sellers. Get timing, filters, email outlines, SMS and tests.
  • The flow spec: trigger, filter, delays and exit rule
  • An outline for each email: purpose, sections, button placement and the offer line
  • Subject line and preview ideas for each email, and a three-text SMS plan if you use SMS
  • Targets to watch and the first three tests, with the offer-step test
• Cart and checkout email planner: Share your products, store terms and discount rules. Get separate cart and checkout email plans.
  • A check of which trigger your current flow uses
  • Install and test steps for the added-to-cart event, if it is missing
  • Two flow specs, cart and checkout, with filters, delays and exit rules
  • An outline for each email with subject ideas and notes on the product block
• Browse abandonment email flow builder: Share products, proof and offer rules. Get site-visit and product-view email flows, with entry rules, timing and message outlines.
  • A site abandon spec and one email outline
  • A browse abandon spec and four or five email outlines, with the discount last
  • Exit filters that hand shoppers to the cart and checkout flows
  • Delay tests and what to read after a month
• Email automation gaps and trigger reviewer: Review a store’s email flows, triggers and timing. Get missing steps, possible rule conflicts and a house score based only on what was shown.
  • A score out of 100, with how it was worked out
  • Missing flow candidates, prioritized using available recipients and results
  • Trigger, filter and timing errors, each with a fix
  • The order to build or rework 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

Tasks you can use it for

• You are setting up email for a new store and want the three flows that earn the most live first.
• Your flows are thin, or your cart flow is one email, and you want to fix the basics before adding extras.
• You see spam placement or odd revenue numbers in your email tool and need to know where the setup is wrong.

Limits to check before starting

• You have no sending domain yet: set up your domain and DNS records with your email tool or a developer first, then come back.
• You only want one flow: use the Cart and checkout email planner or the Browse abandonment email flow builder on its own.
• You want a single email for a launch or sale: use the Campaign email writer.

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".
• Paste your email settings and DNS records. Never paste a password or an API key.
• Fix the red items from the setup check, then build the welcome flow in your email tool and switch it on.
• Come back for the cart flow and build it the same way. Then do the browse flow, and let it check the full set.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/roll-out-the-welcome-cart-and-browse-email-flows-one-at-a-time 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.