Hire an AI customer reorder email and results planner

Everything it can hand back

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

• Refill and second-order emails with the day each one goes out
• An offer cap for each message and a list of buyers to skip
• New, returning and loyal paths with their own goals
• Show and hide rules and a product block for each group
• A read of your numbers, with the branch that earned and one fix to test

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: Your products run out, such as food, skincare, supplements or refills, and buyers don't come back on time.

• Step 1: Reorder plan. For each product, the run-out day, a refill nudge day, a second-order nudge, an offer rule and who to skip.
• Step 2: Customer stage flow map. New, returning and loyal buyer paths, each with a goal, a tone, an incentive rule and an offer check against margin.
• Step 3: Dynamic block plan. Show and hide rules with exact field values, product feed blocks, abandonment blocks and a test list.
• Pause. You build the flows in your email tool, run them for 30 days and export the numbers.
• Step 4: Email and SMS review. Findings ranked with evidence, flow revenue, list growth, the branch that earned and a score out of 100.
• Hand-back summary. Each step's file 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

• Time the reorder emails. Works out when each product runs out, times a refill nudge before that and a second-order nudge for new buyers, caps the offer and skips buyers with an open problem.
• Split by buyer type. Defines new, returning and loyal buyers with your own filters, sets a goal and tone for each and checks every offer against your margin.
• Plan the show and hide rules. Lists the customer fields you hold, plans rules so one email serves each group, plans a product block for what they bought and lists the tests.
• Build and run it (you). You build the flows in your email tool and let them run for 30 days. Then you export the flow and campaign numbers.
• Read the results. Checks nothing is broken, then reads flow results and revenue next to the flow you built, ranks the causes and gives one fix to test for each.

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 send-reorder-emails-that-fit-each-buyer-then-read-results 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/send-reorder-emails-that-fit-each-buyer-then-read-results/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 products and how long each one lasts
• Past order dates, to find the real gap between orders (optional)
• Your offer and the most you can discount (optional)
• Your brand file (optional)
• Flow and campaign numbers after 30 days

Tools and access

• Klaviyo: Delivery, order-count and predicted next-order data can drive these triggers.
• Shopify: Order history decides who is recent but not loyal.
• Any good chat AI: Any current chat AI can run the skill from your product list.
• Klaviyo: Flow filters and conditional splits let you build each branch, and predictive fields show expected next order dates.
• Shopify: Order counts, spend and subscription status define the stages.
• Any good chat AI: Any current chat AI can draw the map from your pasted flow list.
• Klaviyo: Show-hide blocks, product feeds, app events and predictive fields are built in, and the preview tool checks blocks with real profiles. It is a paid service, and some of these features may need a paid plan, so check before you build.
• Shopify: Cart, checkout and product-view events come from your store connection. You need a paid Shopify plan.
• Any good chat AI: Any current chat AI can draft the rules from your property list.
• 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

• Customer reorder email and results planner: Share product usage timing and buyer stages. Get reorder drafts, audience paths, show/hide rules and a later results review.
  • Refill and second-order emails with the day each one goes out
  • An offer cap for each message and a list of buyers to skip
  • New, returning and loyal paths with their own goals
  • Show and hide rules and a product block for each group
  • A read of your numbers, with the branch that earned and one fix to test
• Reorder and second-order planner: Plan reorder and second-order emails from how long each product lasts. You get refill timing, message goals and an offer cap for each message.
  • A flow plan with triggers, delays, a goal and one offer rule per message
  • A setup sequence for products that need teaching
  • Refill reminder timing per product, with a cap of two messages per cycle
  • A second-order nudge, a subscription prompt, and the timing for review and referral asks
• Customer email journey planner: Split your cart and post-purchase flows by customer stage. Get new, returning and loyal paths, each with a goal, tone and offer rule.
  • A flow map with a new, returning and loyal branch at the top of each flow
  • The goal, tone and incentive rule for each branch
  • A list of flows to build or merge, in order of the biggest bottleneck
  • A flow spec the email writer skills can fill in
• Dynamic email block planner: Plan dynamic email blocks, show-hide rules and previews from your customer fields, apps and offer terms, before you send anything.
  • Show-hide rules with the exact property values to use
  • Product feed settings and a reusable block plan
  • App-triggered flows and abandonment block settings
  • A list of predictive data uses, and a test list for each rule
  • Separate first-order and returning-customer rules, with incomplete history marked unresolved
• 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

Tasks you can use it for

• Your products run out, such as food, skincare, supplements or refills, and buyers don't come back on time.
• You send the same reorder email to everyone and want it to fit each buyer.
• You want to know which branch of a flow earns before you build more.

Limits to check before starting

• Your products are one-off buys, like furniture, where nobody needs a refill: use Monthly campaign email and layout planner.
• You need welcome, cart and browse emails first: use Welcome, cart and browse email rollout planner.
• You want to restock your own shelves, not email buyers: use Stock reorder and inbound shipment planner.
• You sell on subscription and want to cut cancellations: use Subscription offer and retention planner.

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 the 4 skill files in the order they run: Reorder and second-order planner, Customer stage flow mapper, Dynamic email block planner and Email and SMS performance reader.
• Give the folder to Claude (in Claude Code, or as files in a Claude Project) and say "Follow HANDOFF.md".
• Give it your products and how long each lasts. A real usage time beats a guess.
• Build the flows in your email tool and let them run for 30 days, then export the flow and campaign numbers.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/send-reorder-emails-that-fit-each-buyer-then-read-results 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.