task icon Task

Create Welcome Sequence

Requirements
What users signed up for, key value proposition, desired end action (trial, purchase, engagement), brand voice (professional, casual, etc.)
3

Gather sequence context:

  • What did they sign up for? (Newsletter, free trial, lead magnet, product)
  • What's the primary goal? (Activate trial, make purchase, build engagement)
  • How many emails in the sequence? (Recommend 5-7)
  • Brand voice? (Professional, friendly, casual, bold)
  • Any asset to deliver? (PDF, discount code, access link)

The welcome sequence is your first impression—set expectations and deliver immediate value.

4

Generate Email 1: Immediate Welcome (send on signup)

## Email 1: Welcome

**Subject Line Options:**
1. [Direct]: "Welcome to [Brand] — here's what's next"
2. [Warm]: "You're in! Let's get started"
3. [Value]: "Your [asset/access] is ready"

**Preview text:** [Complement the subject, 40-90 chars]

---

Hi [First Name],

[Opening — thank them, confirm what they signed up for]

[Deliver any promised asset or access]

[Set expectations — what emails will they receive, how often]

[One immediate action they can take]

[CTA Button]

[Sign-off]

---

**Timing:** Immediately on signup
**Goal:** Confirm, deliver, set expectations
5

Generate Email 2: Value Story (send Day 2)

## Email 2: Why We Exist

**Subject Line Options:**
1. [Story]: "Why we built [Product]"
2. [Problem]: "The [problem] that drove us crazy"
3. [Personal]: "A quick story about [topic]"

---

[Opening hook — the problem you solve]

[Brief origin story or mission statement]

[How you're different from alternatives]

[Bridge to how this helps them]

[Soft CTA — explore, read more, check out]

---

**Timing:** 24-48 hours after signup
**Goal:** Build connection and trust
6

Generate Emails 3-5: Value Delivery

Create three emails that progressively build value:

Email 3: Quick Win (Day 4-5)

  • Subject focused on immediate action
  • One specific thing they can do/learn right now
  • Show a small success they can achieve

Email 4: Social Proof (Day 7-8)

  • Customer story or testimonial
  • Specific results if available
  • "People like you" framing

Email 5: Feature/Benefit Deep Dive (Day 10-11)

  • One key capability explained well
  • Use case that resonates with their situation
  • How to get started with this feature

For each email, provide subject line options and body copy.

7

Generate Emails 6-7: Conversion Push

Email 6: Overcome Objections (Day 13-14)

  • Address the most common hesitation
  • FAQ style or direct confrontation
  • Reassurance + CTA

Email 7: Clear CTA (Day 16-17)

  • Direct ask for the desired action
  • Summarize key benefits
  • Create appropriate urgency
  • Strong, clear CTA

Include subject lines and full copy for both.

8

Summarize the complete sequence:

  • Email timeline with send days
  • Subject lines for A/B testing
  • Segmentation notes (who should/shouldn't receive)
  • Suggested follow-up for non-converters

Offer to save the sequence to uiEmail Sequence Library.

                    To run this task you must have the following required information:

> What users signed up for, key value proposition, desired end action (trial, purchase, engagement), brand voice (professional, casual, etc.)

If you don't have all of this information, exit here and respond asking for any extra information you require, and instructions to run this task again with ALL required information.

---

You MUST use a todo list to complete these steps in order. Never move on to one step if you haven't completed the previous step. If you have multiple read steps in a row, read them all at once (in parallel).

Add all steps to your todo list now and begin executing.

## Steps

1. [Read Email Sequence Patterns]: Read the documentation in: `./skills/sauna/[skill_id]/references/marketing.email.patterns.md` (Get sequence structure and timing guidelines)

2. [Read Email Sequence Library]: Read the file at `./documents/marketing/email/sequences.yaml` and analyze its contents (Check for existing sequences to maintain consistency)

3. Gather sequence context:
- What did they sign up for? (Newsletter, free trial, lead magnet, product)
- What's the primary goal? (Activate trial, make purchase, build engagement)
- How many emails in the sequence? (Recommend 5-7)
- Brand voice? (Professional, friendly, casual, bold)
- Any asset to deliver? (PDF, discount code, access link)

The welcome sequence is your first impression—set expectations and deliver immediate value.


4. Generate Email 1: Immediate Welcome (send on signup)

```markdown
## Email 1: Welcome

**Subject Line Options:**
1. [Direct]: "Welcome to [Brand] — here's what's next"
2. [Warm]: "You're in! Let's get started"
3. [Value]: "Your [asset/access] is ready"

**Preview text:** [Complement the subject, 40-90 chars]

---

Hi [First Name],

[Opening — thank them, confirm what they signed up for]

[Deliver any promised asset or access]

[Set expectations — what emails will they receive, how often]

[One immediate action they can take]

[CTA Button]

[Sign-off]

---

**Timing:** Immediately on signup
**Goal:** Confirm, deliver, set expectations
```


5. Generate Email 2: Value Story (send Day 2)

```markdown
## Email 2: Why We Exist

**Subject Line Options:**
1. [Story]: "Why we built [Product]"
2. [Problem]: "The [problem] that drove us crazy"
3. [Personal]: "A quick story about [topic]"

---

[Opening hook — the problem you solve]

[Brief origin story or mission statement]

[How you're different from alternatives]

[Bridge to how this helps them]

[Soft CTA — explore, read more, check out]

---

**Timing:** 24-48 hours after signup
**Goal:** Build connection and trust
```


6. Generate Emails 3-5: Value Delivery

Create three emails that progressively build value:

**Email 3: Quick Win (Day 4-5)**
- Subject focused on immediate action
- One specific thing they can do/learn right now
- Show a small success they can achieve

**Email 4: Social Proof (Day 7-8)**
- Customer story or testimonial
- Specific results if available
- "People like you" framing

**Email 5: Feature/Benefit Deep Dive (Day 10-11)**
- One key capability explained well
- Use case that resonates with their situation
- How to get started with this feature

For each email, provide subject line options and body copy.


7. Generate Emails 6-7: Conversion Push

**Email 6: Overcome Objections (Day 13-14)**
- Address the most common hesitation
- FAQ style or direct confrontation
- Reassurance + CTA

**Email 7: Clear CTA (Day 16-17)**
- Direct ask for the desired action
- Summarize key benefits
- Create appropriate urgency
- Strong, clear CTA

Include subject lines and full copy for both.


8. Summarize the complete sequence:
- Email timeline with send days
- Subject lines for A/B testing
- Segmentation notes (who should/shouldn't receive)
- Suggested follow-up for non-converters

Offer to save the sequence to `./documents/marketing/email/sequences.yaml`.