Phase 1: Strategy & System Architecture (45 min)

Step 1: Open Averi AI and ask: "Help me build a complete email marketing system. Current list size: [number]. Business model: [B2B/B2C/SaaS]. Primary goal: [leads/sales/engagement]. What email types and sequences do I need?"

Step 2: Work with Averi to define your email marketing foundation:

• Email types needed: Welcome series, nurture sequences, promotional campaigns, transactional emails, re-engagement flows

• Segmentation strategy: Behavioral triggers, demographic segments, engagement levels, purchase history

• Cadence framework: Welcome (immediate), nurture (every 3-5 days), newsletters (weekly/bi-weekly), promotional (as needed)

• Success metrics: Open rates, click-through rates, conversion rates, revenue per recipient

Step 3: Ask Averi: "Create an email marketing system blueprint including: 5 core sequences, segmentation rules, automation triggers, and a 90-day implementation roadmap."

Step 4: Define your email platform requirements. Ask: "Based on my needs [list size, budget, integration requirements], recommend the best email platform: Klaviyo, HubSpot, Mailchimp, or other. Include pros/cons."

Phase 2: Build Core Email Sequences (2 hours)

Step 5: Open Create Mode → Ask Averi: "Write a 3-email welcome sequence for new subscribers. Include: warm welcome with brand story, value/education email, conversion-focused email with offer. Brand voice: [describe your tone]."

Step 6: For each welcome email, ensure it includes:

• Compelling subject line (5 variations for testing)

• Clear value proposition in first 100 words

• Personalization elements (first name, signup source)

• Single clear CTA

• Mobile-optimized structure

Step 7: Ask Averi: "Create a 5-email nurture sequence for [lead type]. Flow: Problem awareness → Solution education → Social proof → Product comparison → Decision catalyst. Include subject lines and preview text."

Step 8: Ask Averi: "Write a 3-email abandoned cart recovery sequence. Email 1 (1 hour later): reminder. Email 2 (24 hours): social proof. Email 3 (72 hours): incentive if high-value cart."

Step 9: Ask Averi: "Create a 4-email re-engagement sequence for inactive subscribers (60+ days no opens). Include: value reminder, preference center, exclusive content, final win-back offer."

Step 10: Ask Averi: "Write a 2-email post-purchase sequence. Email 1: order confirmation with useful info. Email 2 (5-7 days later): review request with incentive or product care tips."

Step 11: Review all sequences → Save to Library → Folder: "Email System - [Sequence Name]"

Phase 3: Create Reusable Templates & Formulas (1 hour)

Step 12: Ask Averi: "Create 10 subject line formulas for different email types: curiosity-driven, benefit-focused, urgency, personalization, question-based, social proof, numbers/lists, pain point, announcement, seasonal."

Step 13: Ask Averi: "Design 3 email templates: Newsletter layout, Promotional campaign, Transactional/plain-text. Include modular sections I can mix and match."

Step 14: For each template, define:

• Header/logo placement

• Hero section structure

• Body content sections (1-column, 2-column, feature blocks)

• CTA button styles and placement

• Footer with social links and unsubscribe

Step 15: Ask Averi: "Create a content calendar template for email marketing. Include: send schedule, sequence mapping, content themes by month, promotional calendar, testing schedule."

Step 16: Ask Averi: "Generate 50 email subject line examples across all my sequences that I can adapt. Include A/B test variations."

Step 17: Save all templates and formulas to Library → Folder: "Email System - Templates & Resources"

Phase 4: Build Segmentation & Personalization Strategy (45 min)

Step 18: Ask Averi: "Create a segmentation strategy for my email list. Include segments based on: engagement level (active, lukewarm, cold), customer lifecycle stage (subscriber, lead, customer, advocate), behavior triggers (opened last 3 emails, clicked but didn't buy, purchased in last 30 days), demographic/firmographic data."

Step 19: Ask Averi: "For each segment, define: which sequences they receive, what content themes to prioritize, send frequency, and personalization variables to use."

Step 20: Ask Averi: "Create dynamic content blocks I can use based on segment. Example: different CTAs for subscribers vs customers, location-based offers, product recommendations based on browse history."

Step 21: Document your personalization rules. Ask: "Create a personalization matrix showing: what data points to collect, how to use them in emails, privacy considerations, and progressive profiling strategy."

Phase 5: Technical Setup & Automation (1 hour)

Step 22: Type /intro → Request: "Match me with an email marketing specialist who can set up automation and optimize deliverability."

Step 23: Activate email specialist → Share your complete email system: "Need help implementing my email marketing infrastructure: platform setup, automation workflows, list segmentation, deliverability configuration, and integration with [CRM/website/ecommerce platform]."

Step 24: Work with specialist to implement:

• Email platform account setup and configuration

• Domain authentication (SPF, DKIM, DMARC records)

• List import and segmentation setup

• Automation workflows for all 5 sequences

• Integration with website/CRM for trigger tracking

• Email template building and testing

Step 25: Ask specialist to configure:

• Welcome automation: Trigger on list signup, immediate send

• Nurture automation: Trigger on lead magnet download or specific behavior

• Cart abandonment: Trigger on cart creation without purchase (1hr, 24hr, 72hr delays)

• Post-purchase: Trigger on order completion (immediate + 5-7 day delay)

• Re-engagement: Trigger on 60 days no engagement

Step 26: Set up proper tracking. Ask specialist: "Configure conversion tracking for: email opens, link clicks, purchases, form submissions, and revenue attribution. Connect to analytics platform."

Phase 6: Testing & Optimization Framework (30 min)

Step 27: Ask Averi: "Create an email A/B testing roadmap. What should I test first? Include: subject line variations, send time optimization, CTA copy and placement, email length, personalization levels."

Step 28: Ask Averi: "Define benchmarks for my email system. What are good open rates, CTR, conversion rates for [industry]? Set goals for each sequence."

Step 29: Set up your testing calendar. Ask: "Create a monthly testing schedule: Week 1 - subject lines, Week 2 - send times, Week 3 - content variations, Week 4 - analyze and implement winners."

Step 30: Ask Averi: "Create an email performance dashboard template tracking: sequence performance (open, click, conversion rates), revenue per recipient by sequence, list growth and churn rates, engagement score trends, deliverability metrics (bounce rate, spam complaints)."

Phase 7: Launch & Monitor (Ongoing)

Step 31: Soft launch your welcome sequence first. Ask Averi: "Create a pre-launch checklist: test emails on all devices, verify all links work, check personalization tokens, confirm automation triggers, review unsubscribe process."

Step 32: Week 1: Monitor welcome sequence performance daily. Ask Averi: "Analyze my first week of welcome emails. Open rates: [X]%, Click rates: [Y]%, Conversions: [Z]. What should I optimize first?"

Step 33: Week 2-3: Roll out remaining sequences progressively. Monitor for:

• Deliverability issues (bounce rates, spam complaints)

• Automation trigger accuracy

• Unsubscribe rate spikes

• Technical errors or broken links

Step 34: Monthly review with Averi. Ask: "Review my 30-day email performance data. Show me: best-performing sequences, worst performers needing optimization, optimal send times discovered, revenue attribution, and next month's optimization priorities."

Step 35: Quarterly deep dive. Ask: "Conduct a comprehensive email system audit: sequence performance trends, segment health, list quality, content fatigue indicators, template refresh needs, new sequence opportunities."

Step 36: Save all performance insights and learnings to Library → Document: "Email System Performance - [Month/Year]"

What You'll Have

✅ Week 1: Complete email strategy and system blueprint
✅ Week 2: All 5 core sequences written and ready to deploy
✅ Week 3: Templates, formulas, and segmentation strategy complete
✅ Week 4: Technical setup complete, automation workflows live
✅ Month 1: Welcome sequence actively nurturing new subscribers
✅ Month 2: All sequences deployed and generating revenue
✅ Month 3: Optimized system with data-driven improvements