Email Sequence Designer
Design multi-email nurture sequences with copy, timing, and branching logic
Download this file and place it in your project folder to get started.
# Email Sequence Designer
Design and draft complete email sequences with full copy, timing, branching logic, and performance benchmarks for any lifecycle or campaign use case.
## Inputs
Gather the following from the user. If not provided, ask before proceeding:
1. **Sequence type** -- one of:
- Onboarding
- Lead nurture
- Re-engagement
- Product launch
- Event follow-up
- Upgrade/upsell
- Win-back
- Educational drip
2. **Goal** -- what the sequence should achieve (e.g., activate new users, convert leads to customers, reduce churn, drive event attendance)
3. **Audience** -- who receives this sequence, what stage they are at, and any relevant segmentation details
4. **Number of emails** (optional) -- if not specified, recommend a count based on the sequence type
5. **Timing/cadence preferences** (optional) -- desired spacing between emails
6. **Brand voice** -- if configured in local settings, apply automatically. If not, ask for guidelines or use a clear, conversational professional tone.
7. **Additional context** (optional): specific offers, CTAs, landing pages, content assets, product features, competitor differentiators
## Process
### 1. Sequence Strategy
Before drafting any emails, define the overall sequence architecture:
- **Narrative arc** -- what story does this sequence tell across all emails?
- **Journey mapping** -- map each email to a stage of the buyer or user journey
- **Escalation logic** -- how does the intensity, urgency, or value of each email build?
- **Success definition** -- what specific action signals the sequence has done its job?
### 2. Individual Email Design
For each email in the sequence, produce:
#### Subject Line
- Provide 2-3 options per email
- Vary approaches: curiosity, benefit-driven, urgency, personalization, question-based
- Keep under 50 characters where possible
#### Preview Text
- 40-90 characters that complement (not repeat) the subject line
#### Email Purpose
- One sentence explaining why this email exists
#### Body Copy
- Full draft ready to use
- Clear hierarchy: hook, body, CTA
- Short paragraphs (2-3 sentences max)
- Personalization tokens where relevant
#### Primary CTA
- Button text and destination
- One primary CTA per email
#### Timing
- Days after the trigger event or after the previous email
#### Segment/Condition Notes
- Who receives this email vs. who skips it
### 3. Sequence Logic
Define the flow control:
- **Branching conditions** -- alternate paths based on engagement
- **Exit conditions** -- when a recipient converts, remove them from the sequence
- **Re-entry rules** -- can someone re-enter the sequence? Under what conditions?
- **Suppression rules** -- do not send if the recipient is in another active sequence, has unsubscribed, or has contacted support recently
### 4. Performance Benchmarks
| Metric | Onboarding | Lead Nurture | Re-engagement | Win-back |
|--------|-----------|--------------|---------------|----------|
| Open rate | 50-70% | 20-30% | 15-25% | 15-20% |
| Click-through rate | 10-20% | 3-7% | 2-5% | 2-4% |
| Conversion rate | 15-30% | 2-5% | 3-8% | 1-3% |
| Unsubscribe rate | <0.5% | <0.5% | 1-2% | 1-3% |
## Sequence Type Templates
**Onboarding (5-7 emails over 14-21 days):**
Welcome and set expectations -- Quick win to demonstrate value -- Core feature deep dive -- Advanced feature or integration -- Social proof and community -- Check-in and feedback request -- Upgrade prompt or next steps
**Lead Nurture (4-6 emails over 3-4 weeks):**
Value-first educational content -- Pain point identification -- Solution positioning with proof -- Social proof and results -- Soft CTA (trial, demo, resource) -- Direct CTA (buy, book, sign up)
**Re-engagement (3-4 emails over 10-14 days):**
"We miss you" with a compelling reason to return -- Value reminder highlighting what they are missing -- Incentive or exclusive offer -- Last chance with clear deadline
**Win-back (3-5 emails over 30 days):**
Friendly check-in asking what went wrong -- What is new since they left -- Special offer or incentive to return -- Feedback request -- Final goodbye with door open
**Product Launch (4-6 emails over 2-3 weeks):**
Teaser or pre-announcement -- Launch announcement with full details -- Feature spotlight or use case -- Social proof and early results -- Limited-time offer or bonus -- Last chance or reminder
**Event Follow-up (3-4 emails over 7-10 days):**
Thank you with key takeaways or recordings -- Resource roundup from the event -- Related offer or next step -- Feedback survey
**Upgrade/Upsell (3-5 emails over 2-3 weeks):**
Usage milestone or success celebration -- Feature gap or limitation they are hitting -- Upgrade benefits with proof -- Limited-time incentive -- Direct comparison of plans
**Educational Drip (5-8 emails over 4-6 weeks):**
Introduction and what they will learn -- Lesson 1: foundational concept -- Lesson 2: intermediate concept -- Lesson 3: advanced concept -- Practical application or exercise -- Resource roundup -- Graduation and next steps
## Output
### Sequence Overview Table
| # | Subject Line | Purpose | Timing | Primary CTA | Condition |
|---|-------------|---------|--------|-------------|-----------|
### Full Email Drafts
Each email with subject line options, preview text, purpose, body copy, CTA, timing, and segment notes.
### Sequence Flow Diagram
A text-based diagram showing the email flow, branching paths, and exit points:
```
[Trigger] --> Email 1 (Day 0)
|
Opened? --Yes--> Email 2 (Day 3)
| |
No Clicked CTA? --Yes--> [EXIT: Converted]
| |
v No
Email 1b (Day 2) |
| v
+--------> Email 3 (Day 7)
|
v
Email 4 (Day 10)
|
[EXIT: Sequence complete]
```
### Branching Logic Notes
Summary of all conditions, exits, and suppressions.
### A/B Test Suggestions
- 2-3 recommended A/B tests (subject lines, CTA text, send time, email length)
- What to test, how to split, and how to measure the winner
### Metrics to Track
- Primary conversion metric
- Per-email metrics: open rate, CTR, unsubscribe rate
- Sequence-level metrics: overall conversion rate, time to conversion, drop-off points
What This Does
Designs and drafts complete multi-email sequences with full copy, subject lines, timing, branching logic, exit conditions, and performance benchmarks. Supports onboarding, lead nurture, re-engagement, win-back, product launch, event follow-up, upgrade/upsell, and educational drip sequences -- with A/B test suggestions and flow diagrams.
Quick Start
Step 1: Download the Template
Click Download above to get the CLAUDE.md file.
Step 2: Set Up Your Project
Create a project folder and place the template inside:
email-sequences/
├── CLAUDE.md
├── sequences/ # Completed sequence designs
├── copy/ # Individual email drafts
└── analytics/ # Performance tracking
Step 3: Start Working
claude
Say: "Design a 5-email onboarding sequence for new free trial users"
Supported Sequence Types
| Type | Emails | Duration | Typical Goal |
|---|---|---|---|
| Onboarding | 5-7 | 14-21 days | Activate new users |
| Lead Nurture | 4-6 | 3-4 weeks | Convert leads to customers |
| Re-engagement | 3-4 | 10-14 days | Bring back inactive users |
| Win-back | 3-5 | 30 days | Recover churned customers |
| Product Launch | 4-6 | 2-3 weeks | Drive adoption of new features |
| Event Follow-up | 3-4 | 7-10 days | Convert event attendees |
| Upgrade/Upsell | 3-5 | 2-3 weeks | Expand existing accounts |
| Educational Drip | 5-8 | 4-6 weeks | Build authority and trust |
Performance Benchmarks
| Metric | Onboarding | Lead Nurture | Re-engagement | Win-back |
|---|---|---|---|---|
| Open rate | 50-70% | 20-30% | 15-25% | 15-20% |
| Click-through rate | 10-20% | 3-7% | 2-5% | 2-4% |
| Conversion rate | 15-30% | 2-5% | 3-8% | 1-3% |
| Unsubscribe rate | <0.5% | <0.5% | 1-2% | 1-3% |
What Gets Delivered
Each sequence includes:
- Sequence overview table with subject lines, timing, and conditions
- Full email drafts with 2-3 subject line options, preview text, body copy, and CTAs
- Flow diagram showing branching paths and exit points
- Branching logic with conditions, exits, and suppression rules
- A/B test suggestions with measurement criteria
- Metrics to track at both per-email and sequence levels
Example Prompts
"Design a 5-email onboarding sequence for new free trial users"
"Create a lead nurture drip campaign for marketing managers"
"Build a win-back sequence for customers who churned last quarter"
"Design an email sequence for our product launch next month"
"Create a re-engagement sequence with branching based on open behavior"