Agent skill

Email Plan

by AgriciDaniel in AgriciDaniel/claude-email

Generate comprehensive email marketing strategy with 90-day implementation roadmap.

MITAuto-check passedWriting & Content

Install Email Plan

skills CLI
$ npx skills add AgriciDaniel/claude-email --skill email-plan -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install AgriciDaniel/claude-email email-plan --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/AgriciDaniel/claude-email.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/email-plan .claude/skills/email-plan && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
email-plan
GitHub stars
130
Token cost
~4.3k tokens
SKILL.md length
1,480 words
Files
7 (incl. assets)
Skills in repo
7
Repo updated
First seen
Licence
MIT

At a glance

Generate comprehensive email marketing strategy with 90-day implementation roadmap.

  • Works in 10 steps: Detect Business Type → Load Industry Template → Generate Strategy → …
  • Building email program from scratch
  • SKILL.md covers Overview, Usage, Workflow and Strategy Sections, plus 3 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Email Plan is an agent skill from AgriciDaniel/claude-email. Generate comprehensive email marketing strategy with 90-day implementation roadmap. Analyzes business type (local-business, saas, ecommerce, creator, agency) to deliver industry-specific segmentation plans, automation sequences, content calendars, KPI targets, platform recommendations, and week-by-week rollout schedule. Use when building email program from scratch or restructuring existing strategy.

Its SKILL.md is about 4.3k tokens, which your agent loads only when the skill is triggered. The skill folder holds 7 other files, including assets (for example `assets/agency.md`, `assets/creator.md` and `assets/ecommerce.md`).

It sits in Writing & Content, covering Email marketing, Content strategy and E-commerce operations. The repository describes itself as: AI-powered email management and marketing skill for Claude Code. Inbox triage, composition, quality review, deliverability audit, automation sequences, and marketing strategy. The licence is MIT.

When your agent uses it

  • Building email program from scratch
  • Restructuring existing strategy

Example prompts

  • “/email-plan”

Requirements

  • Pre-approved tools (allowed-tools): Read, Write, Grep, Glob

Workflow steps

10 steps, taken from the step headings in SKILL.md.

  1. Detect Business Type
  2. Load Industry Template
  3. Generate Strategy
  4. Email Program Foundation
  5. Segmentation Plan
  6. Automation Sequence Priorities
  7. Content Calendar
  8. KPI Targets
  9. Platform Setup Guide
  10. 90-Day Implementation Roadmap

What it can do on your machine

Read from SKILL.md and the folder at commit 182270a. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves these tools, so the agent can use them without asking each time:

    • Read
    • Write
    • Grep
    • Glob

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md (its code samples are markdown).

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Email Plan loads about 4.3k tokens when it runs. Until then it costs about 103 tokens; SKILL.md has 1,480 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~103
When it runs · the whole SKILL.md, loaded when a task matches
~4.3k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from AgriciDaniel/claude-email at commit 182270a, republished under its MIT licence (© AgriciDaniel). 1,480 words, ~4,296 tokens.

Download SKILL.mdSave it as .claude/skills/email-plan/SKILL.md (or your agent's skills folder). This skill also uses 6 other files; get the full folder from GitHub.
name
email-plan
description
Generate comprehensive email marketing strategy with 90-day implementation roadmap. Analyzes business type (local-business, saas, ecommerce, creator, agency) to deliver industry-specific segmentation plans, automation sequences, content calendars, KPI targets, platform recommendations, and week-by-week rollout schedule. Use when building email program from scratch or restructuring existing strategy.
allowed-tools
Read, Write, Grep, Glob
user-invocable
false

Email Plan -- Email Marketing Strategy Generator

Overview

This sub-skill generates a complete email marketing strategy tailored to your business type, including:

  • Email platform recommendations
  • Domain authentication checklist
  • List building strategy
  • Segmentation plan
  • Automation sequence priorities
  • Content calendar template
  • KPI targets and benchmarks
  • 90-day implementation roadmap

Usage

Invoked by /email plan from the main email skill.

Workflow

1. Detect Business Type

First, check if email-profile.md exists and contains business type. If not, analyze context signals:

Business Type Detection:

  • Local Business: Physical location, appointments, service area, reviews, foot traffic
  • SaaS: Software product, trials, subscriptions, feature usage, onboarding
  • E-commerce: Product catalog, shopping cart, inventory, shipping, order fulfillment
  • Creator/Newsletter: Content creation, audience building, paid subscriptions, courses
  • Agency: Client services, proposals, case studies, retainers, project-based

If unclear, ask: "What type of business is this strategy for? (local-business, saas, ecommerce, creator, agency)"

2. Load Industry Template

Based on business type, load the appropriate template from:

  • assets/local-business.md
  • assets/saas.md
  • assets/ecommerce.md
  • assets/creator.md
  • assets/agency.md
  • assets/generic.md (fallback)
3. Generate Strategy

Create a comprehensive strategy document with these sections:

Strategy Sections

Executive Summary

2-3 sentence overview of the strategy, highlighting:

  • Business type and primary email marketing goal
  • Key strategic focus areas
  • Expected timeline to see results
1. Email Program Foundation

Platform Recommendation:

Based on business size, budget, and needs:

Business SizeRecommended PlatformMonthly CostBest For
Solo/startup (<1K subscribers)Kit.com or MailerLite$0-29Creators, solopreneurs
Small (1-5 staff, 1K-10K)Mailchimp or MailerLite$13-45Local businesses, agencies
Medium (5-50 staff, 10K-50K)ActiveCampaign or Klaviyo$49-150SaaS, ecommerce
Large (50+ staff, 50K+)HubSpot or Salesforce$800+Enterprise SaaS, large ecommerce

Industry-Specific Platforms:

  • E-commerce: Klaviyo (product recommendations, revenue attribution)
  • SaaS: Customer.io or Intercom (behavioral triggers, in-app messaging)
  • Creators: Kit.com/ConvertKit or Beehiiv (monetization tools, referral programs)
  • Agencies: HubSpot (CRM integration, sales pipeline)

Domain Authentication Checklist:

Before sending any emails, verify these DNS records are configured:

  • SPF Record: Authorizes sending servers
  • DKIM Record: Cryptographic email signature
  • DMARC Record: Enforcement policy for SPF/DKIM failures
  • Custom Sending Domain: Use mail.yourdomain.com instead of platform domain
  • Verification: Run /email audit <domain> to confirm setup

List Building Strategy:

3-5 methods specific to business type (from industry template):

Example for local business:

  1. QR code on receipts → signup landing page
  2. Sign-up prompt at checkout (iPad/tablet)
  3. WiFi login portal → email capture
  4. Google Business Profile → newsletter CTA
  5. In-store signage with incentive (10% off next visit)

Example for SaaS:

  1. Free trial signup (automatic list add)
  2. Content marketing lead magnets (guides, templates)
  3. Webinar registrations
  4. Product updates blog → email subscription
  5. Referral program

Consent and Compliance:

  • US: CAN-SPAM compliant (physical address, unsubscribe link)
  • EU/UK: GDPR compliant (explicit opt-in, data processing agreement)
  • Canada: CASL compliant (express consent, unsubscribe)
  • Australia: Spam Act compliant (consent, identify, unsubscribe)

Load compliance requirements from ../../references/compliance.md based on region.

2. Segmentation Plan

Define 3-5 core segments with:

  • Segment Name
  • Criteria (behavioral, demographic, engagement)
  • Estimated Size (% of list)
  • Email Frequency (emails per week/month)
  • Content Type (educational, promotional, transactional)

Example Segmentation Table:

SegmentCriteriaEst. SizeFrequencyContent Type
New CustomersFirst 30 days after signup15%3/weekOnboarding, educational
Repeat Customers2+ purchases25%2/weekLoyalty, cross-sell
VIPTop 20% by spend20%2/weekExclusive offers, early access
At-risk60-90 days no activity20%1/weekWin-back, incentives
Lapsed90+ days no activity20%1/monthRe-engagement, surveys

Load industry-specific segments from template.

3. Automation Sequence Priorities

Rank automation sequences to build, based on business type and impact.

Format:

PrioritySequence NameTrigger# EmailsPurpose
1Welcome SeriesList signup3-5Introduce brand, set expectations
2[Industry-specific][Trigger][Count][Goal]
3[Industry-specific][Trigger][Count][Goal]

Industry-Specific Priorities:

Local Business:

  1. Welcome Series → introduce business, set expectations
  2. Review Request → post-visit review ask (timing varies by industry)
  3. Appointment Reminder → reduce no-shows
  4. Birthday/Loyalty → reward program, special offers
  5. Re-engagement → win back lapsed customers

SaaS:

  1. Onboarding/Feature Adoption → drive activation, reduce time-to-value
  2. Trial-to-Paid → convert trials with education + urgency
  3. Feature Announcement → drive usage of new capabilities
  4. NPS/Feedback → gather insights, reduce churn risk
  5. Churn Prevention → detect at-risk users, intervention

E-commerce:

  1. Abandoned Cart → recover lost revenue (3-email series)
  2. Welcome + First Purchase → convert new subscribers
  3. Post-Purchase → build loyalty, request review
  4. Win-Back → re-engage dormant customers
  5. Cross-Sell/Upsell → product recommendations

Creator/Newsletter:

  1. Welcome → introduce yourself, set content expectations
  2. Content Drip → best-of archive, value demonstration
  3. Monetization → product/course launch sequence
  4. Re-engagement → win back dormant subscribers
  5. Referral → incentivize word-of-mouth growth

Agency:

  1. Welcome/Credibility → establish expertise, showcase work
  2. Case Study Drip → demonstrate results over time
  3. Proposal Follow-up → nurture leads post-proposal
  4. Client Onboarding → set expectations, gather info
  5. Quarterly Business Review → retain clients, upsell
4. Content Calendar

Monthly email cadence template based on industry best practices.

Standard Cadence:

FrequencyEmail TypePurpose
WeeklyValue EmailEducational, tips, insights (80/20 rule)
WeeklyPromotional EmailOffers, announcements, product updates
MonthlyNewsletter RoundupMonth recap, top content, community highlights
QuarterlySurvey/FeedbackNPS, product feedback, preferences
SeasonalHoliday CampaignsHoliday-specific promotions, greetings

Industry-Specific Adjustments:

  • E-commerce: 3-4 emails/week (higher tolerance for promotional content)
  • SaaS: 1-2 emails/week (focus on feature adoption, education)
  • Local Business: 1-2 emails/week max (avoid overwhelming small local audience)
  • Creator: 1-3 emails/week (consistency is key, content-driven)
  • Agency: 1 email/week (thought leadership, case studies)

Content Mix by Business Type:

Load from industry template (e.g., local business: 40% tips, 30% promotions, 20% news, 10% community).

Show full SKILL.md (606 more words)Show less
5. KPI Targets

Set realistic benchmarks based on business type and industry averages.

Load benchmarks from ../../references/benchmarks.md and customize:

MetricIndustry BenchmarkYour TargetNotes
Open Rate15-25%20%Varies by industry, list health
Click Rate2-5%3.5%Engagement quality indicator
Conversion Rate1-3%2%Purchase, signup, download
Unsubscribe Rate<0.5%<0.3%High = content/frequency issue
Bounce Rate<2%<1%High = list hygiene problem
Revenue per EmailVaries$XE-commerce specific

KPI Tracking Schedule:

  • Weekly: Open rate, click rate, unsubscribe rate
  • Monthly: Conversion rate, revenue per email, list growth rate
  • Quarterly: Deliverability audit, segment performance review
6. Platform Setup Guide

Step-by-step platform configuration based on recommendation:

  1. Account Creation

    • Choose plan tier based on list size
    • Enable two-factor authentication
    • Configure sender name and reply-to address
  2. Domain Authentication

    • Add custom sending domain (mail.yourdomain.com)
    • Configure SPF, DKIM, DMARC records
    • Verify authentication in platform settings
  3. List Import

    • Clean list before import (remove bounces, duplicates)
    • Tag import source for segmentation
    • Send re-permission email if list is old (6+ months)
  4. Compliance Settings

    • Add physical mailing address to footer
    • Configure unsubscribe preferences
    • Set up preference center (frequency, content type)
  5. Integration Setup

    • Connect website forms
    • Integrate CRM/e-commerce platform
    • Set up analytics tracking (UTM parameters)
7. 90-Day Implementation Roadmap

Week-by-week plan to launch a complete email program.

WeekMilestoneTasksSuccess Criteria
1-2FoundationDomain auth (SPF/DKIM/DMARC), platform setup, list import, compliance configAuthentication verified, list imported, first test email sent
3-4First SendsWelcome sequence live (3-5 emails), first newsletter sent, analytics connectedWelcome series activated, first newsletter delivered, open rate >15%
5-6Automation #2Second automation built (industry-specific), segment creation, A/B test setupSecond sequence live, 3-5 segments created, first A/B test running
7-8OptimizationA/B testing program started, deliverability review, content calendar established2+ A/B tests completed, deliverability >95%, 4-week content calendar drafted
9-10Automation #3Third automation built, behavioral triggers added, dynamic content testedThird sequence live, trigger rules configured, personalization active
11-12Review & PlanPerformance review, optimization pass, identify gaps, plan Q2 roadmapKPI dashboard created, underperforming emails identified, Q2 plan drafted

Week 1-2: Foundation

  • Set up email platform account
  • Configure domain authentication (SPF, DKIM, DMARC)
  • Import and clean existing list
  • Design email template (mobile-responsive)
  • Run /email audit <domain> to verify setup

Week 3-4: First Sends

  • Build welcome sequence (3-5 emails)
  • Send first newsletter to test deliverability
  • Monitor metrics (opens, clicks, bounces)
  • Set up analytics tracking

Week 5-6: Automation #2

  • Build second priority sequence (from industry template)
  • Create core segments (3-5)
  • Set up A/B testing framework
  • Optimize welcome series based on data

Week 7-8: Optimization

  • Run 2+ A/B tests (subject lines, send times, CTAs)
  • Conduct deliverability audit
  • Establish 4-week rolling content calendar
  • Review and adjust frequency based on engagement

Week 9-10: Automation #3

  • Build third priority sequence
  • Add behavioral triggers (clicks, purchases, inactivity)
  • Test dynamic content and personalization
  • Expand segmentation based on learnings

Week 11-12: Review & Plan Q2

  • Generate performance report (all KPIs)
  • Identify underperforming emails and sequences
  • Optimize low-performing content
  • Draft Q2 roadmap with new sequences, segments, campaigns

Output Format

markdown
## Email Marketing Strategy: [Business Name/Type]

### Executive Summary
[2-3 sentence overview: business type, primary goal, strategic focus, expected timeline]

### 1. Email Program Foundation

**Platform Recommendation:** [Platform name] ($X/month)
**Why:** [1-2 sentence rationale based on business needs]

**Domain Authentication Checklist:**
- [ ] SPF Record configured
- [ ] DKIM Record configured
- [ ] DMARC Record configured
- [ ] Custom sending domain verified
- [ ] Run `/email audit <domain>` to confirm

**List Building Strategy:**
1. [Method 1 with details]
2. [Method 2 with details]
3. [Method 3 with details]
4. [Method 4 with details]
5. [Method 5 with details]

**Compliance:** [Region-specific requirements]

### 2. Segmentation Plan

| Segment | Criteria | Est. Size | Frequency | Content Type |
|---------|----------|-----------|-----------|--------------|
| [Segment 1] | [Criteria] | [%] | [X/week] | [Type] |
| [Segment 2] | [Criteria] | [%] | [X/week] | [Type] |
| [Segment 3] | [Criteria] | [%] | [X/week] | [Type] |
| [Segment 4] | [Criteria] | [%] | [X/week] | [Type] |
| [Segment 5] | [Criteria] | [%] | [X/week] | [Type] |

### 3. Automation Sequence Priorities

| Priority | Sequence Name | Trigger | # Emails | Purpose |
|----------|---------------|---------|----------|---------|
| 1 | [Sequence 1] | [Trigger] | [Count] | [Goal] |
| 2 | [Sequence 2] | [Trigger] | [Count] | [Goal] |
| 3 | [Sequence 3] | [Trigger] | [Count] | [Goal] |
| 4 | [Sequence 4] | [Trigger] | [Count] | [Goal] |
| 5 | [Sequence 5] | [Trigger] | [Count] | [Goal] |

### 4. Content Calendar

**Email Frequency:** [X emails per week/month]

**Content Mix:**
- [Content Type 1]: [%]
- [Content Type 2]: [%]
- [Content Type 3]: [%]
- [Content Type 4]: [%]

**Monthly Template:**
| Week | Value Email | Promotional Email | Other |
|------|-------------|-------------------|-------|
| Week 1 | [Topic] | [Offer] | - |
| Week 2 | [Topic] | [Offer] | Newsletter |
| Week 3 | [Topic] | [Offer] | - |
| Week 4 | [Topic] | [Offer] | - |

### 5. KPI Targets

| Metric | Industry Benchmark | Your Target | Review Frequency |
|--------|-------------------|-------------|------------------|
| Open Rate | 15-25% | 20% | Weekly |
| Click Rate | 2-5% | 3.5% | Weekly |
| Conversion Rate | 1-3% | 2% | Monthly |
| Unsubscribe Rate | <0.5% | <0.3% | Weekly |
| Bounce Rate | <2% | <1% | Monthly |
| [Industry-specific metric] | [Benchmark] | [Target] | [Frequency] |

### 6. Platform Setup Guide

[5-step setup guide specific to recommended platform]

### 7. 90-Day Implementation Roadmap

| Week | Milestone | Success Criteria |
|------|-----------|------------------|
| 1-2 | Foundation | Authentication verified, list imported, test email sent |
| 3-4 | First Sends | Welcome series live, first newsletter sent, open rate >15% |
| 5-6 | Automation #2 | Second sequence live, segments created, A/B test running |
| 7-8 | Optimization | Tests completed, deliverability >95%, content calendar set |
| 9-10 | Automation #3 | Third sequence live, triggers configured, personalization active |
| 11-12 | Review & Plan | KPI dashboard created, gaps identified, Q2 plan drafted |

### Next Steps

**Immediate Actions:**
1. Run `/email audit <domain>` to verify domain authentication
2. Run `/email sequence welcome` to design the welcome series
3. Set up platform account and complete domain configuration

**Week 1 Priority:**
- [ ] Configure SPF, DKIM, DMARC records
- [ ] Import and clean email list
- [ ] Design email template
- [ ] Send test email to verify deliverability

**Resources:**
- Platform setup guides in `references/mcp-integration.md`
- Compliance requirements in `/references/compliance.md`
- Benchmarks in `/references/benchmarks.md`

Quality Checks

Before delivering strategy:

  1. Business type detected or confirmed (not assumed)
  2. Industry template loaded and customized (not generic copy-paste)
  3. Platform recommendation justified based on size, budget, needs
  4. All 7 sections present with complete information
  5. 90-day roadmap has specific, actionable milestones
  6. KPI targets are realistic based on industry benchmarks
  7. Next steps are clear and prioritized

Error Handling

  • If business type unclear and no email-profile.md exists, ask user to specify
  • If industry template doesn't match business perfectly, use closest match + customize
  • If budget constraints mentioned, adjust platform recommendation
  • If compliance region unknown, default to strictest (GDPR) and note assumption

© AgriciDaniel, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 6 other files (assets) in skills/email-plan of AgriciDaniel/claude-email.

  • SKILL.md
  • assets/agency.md
  • assets/creator.md
  • assets/ecommerce.md
  • assets/generic.md
  • assets/local-business.md
  • assets/saas.md

Open the folder on GitHubat commit 182270a

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Questions about Email Plan

What does Email Plan do?

Generate comprehensive email marketing strategy with 90-day implementation roadmap. Email Plan is an agent skill from AgriciDaniel/claude-email. Generate comprehensive email marketing strategy with 90-day implementation roadmap.

When should I use Email Plan?

Email Plan fits situations like: building email program from scratch; restructuring existing strategy.

How do I install Email Plan in Claude Code?

Run `npx skills add AgriciDaniel/claude-email --skill email-plan -a claude-code`. Or copy the skill folder (skills/email-plan in AgriciDaniel/claude-email) into .claude/skills/email-plan in your project. Claude Code loads it when a task matches its description.

How do I install Email Plan in Codex?

Run `npx skills add AgriciDaniel/claude-email --skill email-plan -a codex`. Or copy the skill folder (skills/email-plan in AgriciDaniel/claude-email) into .agents/skills/email-plan in your project. Codex loads it when a task matches its description.

Can I use Email Plan in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add AgriciDaniel/claude-email --skill email-plan -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/email-plan, .gemini/skills/email-plan, .github/skills/email-plan and .opencode/skills/email-plan in your project.

What does Email Plan need to run?

SKILL.md names no scripts, command-line tools or credentials: Email Plan is instructions for the agent only. Its frontmatter pre-approves these tools: Read, Write, Grep, Glob.

Does Email Plan access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Email Plan safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Email Plan use?

Email Plan is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Email Plan use?

About 4.3k tokens (SKILL.md is roughly 17k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Email Plan?

Skills that share tags, products or a category with Email Plan: Campaign And Launch Planning (social-media-skills/skills, 128 stars), Money Content (iamzifei/show-me-the-money, 1k stars), Content Engine (indranilbanerjee/digital-marketing-pro, 859 stars) and Ecommerce Content Marketing (LeoYeAI/openclaw-master-skills, 2.2k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Email Plan?

AgriciDaniel (a GitHub user) maintains it in AgriciDaniel/claude-email, which has 130 GitHub stars. The repository holds 7 skills in this directory. The repository was last updated on May 23, 2026.

Source: AgriciDaniel/claude-email on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.