Built as a no-fluff execution skill for email marketing automation across B2B and B2C.
Structure: Core workflows and segmentation in SKILL.md. Platform setup in references/. Revenue economics in references/email-economics.md. Templates in assets/.
Modern Best Practices (January 2026)
2026 Email Landscape
| SPF/DKIM/DMARC mandatory | Non-authenticated mail blocked | Audit quarterly, not just at setup
| BIMI adoption | 38% higher opens, 120% brand recall | Implement verified logo display
| Intelligent inboxes | Engagement signals (scroll, reply, delete) determine placement | Focus on quality over quantity
| Complaint threshold <0.3% | Google/Yahoo enforce strictly | Monitor FBL, clean aggressively
| One-click unsubscribe required | Bulk senders must comply | List-Unsubscribe-Post header mandatory
| Domain/IP warm-up critical | ISPs monitor sending consistency | Gradual ramp for new infrastructure
| Inactive subscribers harm reputation | Disengagement = strong negative signal | Sunset flows, re-engagement campaigns
Authentication & Deliverability (Critical)
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Google Sender Guidelines: https://support.google.com/a/answer/81126?hl=en
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Yahoo Sender Hub: https://senders.yahooinc.com/best-practices/
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Microsoft Outlook Requirements: https://learn.microsoft.com/en-us/defender-office-365/email-authentication-dmarc-configure
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BIMI Group (Brand Indicators): https://bimigroup.org/
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Google BIMI Setup: https://support.google.com/a/answer/10911320?hl=en
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Mailtrap Deliverability Guide: https://mailtrap.io/blog/email-deliverability/
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ExpertSender 2026 Deliverability: https://expertsender.com/blog/email-deliverability-in-2026-key-observations-trends-challenges-for-marketers/
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ExactVerify Compliance Guide: https://www.exactverify.com/blog/email-deliverability-compliance-guide
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Amplemarket 2026 Guide: https://www.amplemarket.com/blog/email-deliverability-guide-2026
Platforms
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HubSpot Email: https://knowledge.hubspot.com/marketing-email/create-and-send-marketing-emails
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Klaviyo Help: https://help.klaviyo.com/
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Klaviyo Platform Comparison: https://www.klaviyo.com/blog/best-email-marketing-platforms
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Mailchimp Resources: https://mailchimp.com/resources/
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Brevo Platform Guide: https://www.brevo.com/blog/best-email-marketing-services/
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Knak Email Creation: https://knak.com/blog/2026-email-marketing-trends/
Industry Insights
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Litmus Blog: https://www.litmus.com/blog/
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Mailjet 2026 Trends: https://www.mailjet.com/blog/email-best-practices/email-marketing-trends-2026/
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Email Vendor Selection Guide: https://www.emailvendorselection.com/email-deliverability-guide/
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Vertical Response 2026 Strategies: https://verticalresponse.com/blog/email-marketing-in-2026-trends-tactics-and-what-to-do-now/
When to Use This Skill
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Workflow design: Trigger-based sequences, nurture flows, lifecycle emails
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Platform setup: HubSpot, Klaviyo, Mailchimp, Braze configuration
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Segmentation: List management, behavioral segments, RFM models
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Deliverability: Authentication, warm-up, reputation management
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Revenue attribution: RPE calculation, attribution models, email-attributed revenue
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Retention economics: Churn reduction ROI, segment LTV, cohort analysis
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Channel mix: Email vs. paid comparison, budget allocation, investment justification
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AI optimization: Send-time optimization, predictive content, personalization at scale
When NOT to Use This Skill
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Cold email outreach → Sales prospecting, not marketing automation
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Transactional email infrastructure → Developer/DevOps email delivery setup
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Email HTML/CSS coding → Template development, not strategy
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SMS-only campaigns → Different compliance and workflow patterns
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One-off announcements → This skill focuses on automated sequences
Core: Email Workflow Types
| Welcome | New subscriber | Introduce brand, set expectations | Day 0-7
| Onboarding | New customer | Drive activation, reduce churn | Day 0-30
| Nurture | Lead capture | Educate, build trust, convert | Weeks 1-8
| Abandoned Cart | Cart created, no purchase | Recover revenue | Hours 1-72
| Re-engagement | Inactive subscriber | Win back or clean list | Day 30-90
| Upsell/Cross-sell | Purchase complete | Increase LTV | Day 7-30 post-purchase
| Renewal/Retention | Subscription nearing end | Prevent churn | Day -30 to -1
Core: Workflow Design Framework
WORKFLOW: [Name]
TRIGGER: [Event that starts flow]
GOAL: [Primary conversion action]
DURATION: [Total time span]
ENTRY → EMAIL 1 → WAIT → BRANCH (engaged/not) → EMAIL 2 → ... → EXIT
Exit when: Goal met | Unsubscribe | Time limit reached
See assets/workflow-blueprint.md for full template.
Core: Standard Workflow Templates
Welcome Sequence (4 emails, 7 days)
| 0 | Welcome + Value | "Welcome to [Brand]" | Primary action
| 2 | Problem Agitation | "The [problem] most face" | Read guide
| 4 | Social Proof | "How [Customer] achieved [Result]" | See stories
| 7 | Soft Sell | "Ready to [achieve outcome]?" | Start trial / Buy
Abandoned Cart (3 emails, 72 hours)
| 1hr | Reminder | Cart contents + images | Complete order
| 24hr | Urgency + Support | FAQ, support link | Complete + Chat
| 72hr | Incentive (optional) | Discount code | Use code
Lead Nurture (6 emails, 4 weeks)
Day 0 → Day 3 → Day 7 → Day 12 → Day 17 → Day 24
Deliver value → Educate → Case study → Handle objections → Compare → Soft close
See full templates: assets/welcome-sequence.md, assets/nurture-sequence.md, assets/cart-abandonment.md
Core: Segmentation Framework
Behavioral Segments
| Engaged | Opened/clicked in last 30 days | Primary campaigns
| Active | Logged in / used product recently | Onboarding, upsell
| At-risk | No engagement 31-60 days | Re-engagement
| Dormant | No engagement 61-90 days | Win-back
| Churned | No engagement 90+ days | Sunset or remove
RFM Segmentation (E-commerce)
| Champions | Recent | Often | High | Reward, refer
| Loyal | Recent | Often | Medium | Upsell
| Potential | Recent | Rare | Low | Nurture
| At Risk | Old | Often | High | Win back
| Hibernating | Old | Rare | Low | Re-engage or remove
Core: Email Best Practices
Subject Lines
Do: Under 50 chars, personalize, use numbers, A/B test Avoid: ALL CAPS, !!! excessive punctuation, spam words, misleading
Email Copy Structure
1. Hook (first line): Grab attention, reference pain/benefit
2. Body (2-3 short paragraphs): Value, proof, bridge to CTA
3. CTA (clear, single action): Button or linked text
4. P.S. (optional): Reinforce urgency or secondary offer
Timing
| B2B | Tue-Thu | 9-11am, 1-3pm
| B2C | Tue-Thu, Sat | 10am, 8pm
| Transactional | Immediate | N/A
Better approach: Use AI send-time optimization (STO) for per-subscriber timing. See section below.
AI-Powered Optimization (2026)
Send Time Optimization (STO)
AI analyzes individual subscriber behavior to deliver emails at optimal times per recipient—replacing fixed send times.
| Klaviyo | Smart Send Time | All plans
| HubSpot | Send Time Optimization | Enterprise
| Braze | Intelligent Timing | All plans
| ActiveCampaign | Predictive Sending | Plus+
| Mailchimp | Send Time Optimization | Premium
Predictive Content
| Subject lines | A/B tests + predicts winners | +15-25% open rate
| Product recs | Behavioral modeling | +20-40% click rate
| Content blocks | Dynamic selection per recipient | +10-20% conversion
| Next-best action | Determines optimal follow-up | Higher LTV
AI Performance Benchmarks (2026)
| Open rate | 20% | 27% | +35%
| Click rate | 2% | 3% | +50%
| Conversion | 1% | 1.5% | +50%
Quick Wins (Start Here)
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Enable STO — Most platforms have this; immediate lift with no setup
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Dynamic subject lines — Let AI pick from 3-5 variants per recipient
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Product recommendations — Enable behavioral recs in cart/browse abandonment
❌ Don't over-automate: Complex 25-email flows without monitoring damage deliverability. Review automation performance monthly.
Core: Deliverability Checklist
2025-2026 Compliance (Critical)
Google, Yahoo, Microsoft now enforce identical requirements for bulk senders (5000+/day):
SPF + DKIM + DMARC all configured and aligned One-click unsubscribe (RFC 8058) header required Spam rate below 0.3% (target <0.1%) Custom sending domain (not @gmail.com) Valid PTR records for sending IPs BIMI configured (recommended for brand trust)
BIMI (Brand Indicators for Message Identification)
BIMI displays your logo next to emails in Gmail, Yahoo, and Apple Mail—increasing brand recognition by up to 44%.
| DMARC
| Policy must be p=quarantine or p=reject with pct=100
| Logo | SVG Tiny PS format, square
| Certificate | VMC (trademark required) or CMC (no trademark, 1yr logo use)
| DNS
| BIMI TXT record at default._bimi.yourdomain.com
2026 Update: Google now accepts CMC (Common Mark Certificates) without trademark registration—lowering the barrier for smaller brands.
Enforcement Status (January 2026)
| Google | Enforcing since Nov 2025 | Emails rejected (not delayed)
| Yahoo | Enforcing since Feb 2024 | Emails rejected
| Microsoft
| Enforcing since May 2025
| Bounced with 550 5.7.515
❌ No grace period: All three providers now reject unauthenticated bulk email outright.
List Hygiene
Double opt-in or clear consent Hard bounces removed immediately Inactive suppressed (90 days no engagement) Spam complaints monitored (<0.1%)
Monitoring Targets
| Open rate | >20% | Check subject lines, reputation
| Click rate | >2% | Check content, CTA, relevance
| Bounce rate | <2% | Clean list
| Spam rate | <0.1% | Review content, frequency
Email Revenue Economics (Summary)
Full details: references/email-economics.md
Attribution Models
| Last-click | Simple reporting
| Position-based | Balanced (40/40/20)
| Data-driven | High volume, accuracy
Revenue Per Email Benchmarks
| Welcome series | $0.50 - $2.00 | $1.00
| Abandoned cart | $2.00 - $8.00 | $5.00
| Newsletter | $0.05 - $0.30 | $0.15
Key ROI Formula
ROI = (Revenue - Costs) / Costs × 100
Example: ($8,000 - $500) / $500 = 1,500%
Retention & Churn Economics (Summary)
Full details: references/email-economics.md
Email's Impact on Retention
| Onboarding | -20-40% early churn
| Re-engagement | 5-15% reactivation
| Renewal reminder | -5-10% involuntary churn
Churn Reduction Value
Value = Customers Saved × Remaining LTV × Gross Margin
Example: 50 saved × $1,200 LTV × 80% margin = $48,000/month
Channel Mix Economics (Summary)
Full details: references/email-economics.md
Email vs. Other Channels
| Email (owned) | 36:1 | Highest
| SMS | 15:1 | High
| Paid social | 3:1 | Medium
| Paid search | 4:1 | Medium
Email efficiency: 20-30% revenue on 1-3% spend = 10-20x efficiency vs. paid
Email Program ROI
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Annual cost: $64,000 - $150,000
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Annual revenue (100k list): $650,000 - $1,300,000
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Typical ROI: 500-700%
Metrics & KPIs
Metric Reliability (2026)
| Open rate | Low (MPP) | Trends only
| Click rate | High | Primary engagement
| Revenue per email | High | Primary ROI metric
| Conversion rate | High | Ultimate success
Primary Metrics
| Click rate | Clicks / Delivered | >2%
| Conversion rate | Conversions / Clicks | Varies
| Revenue per email | Revenue / Emails sent | Track trend
| Email % of revenue | Email revenue / Total | 20-30%
Platform Setup Guides
Templates
| workflow-blueprint.md | Design any workflow
| welcome-sequence.md | New subscriber welcome
| nurture-sequence.md | Lead nurturing
| cart-abandonment.md | E-commerce recovery
| email-audit.md | Health check template
| email-roi-calculator.md | ROI calculation
Decision Tree (Email Triage)
Open rates low (<15%)?
├─ Check sender reputation
├─ A/B test subject lines
└─ Remove inactive subscribers
Click rates low (<1%)?
├─ Check content relevance
├─ Simplify CTA
└─ Test mobile rendering
High unsubscribes (>0.5%)?
├─ Reduce frequency
├─ Improve segmentation
└─ Add preference center
Anti-Patterns
| Batch-and-blast | Segment and trigger
| No segmentation | Behavioral segments
| Too many CTAs | One CTA per email
| Ignoring mobile | Mobile-first design (60%+ opens)
| Buying lists | Build organically
| Set-and-forget automations | Monthly performance reviews
| Relying on open rates | Use click rate, conversions, revenue
Related Skills
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marketing-leads-generation — Lead capture
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marketing-content-strategy — Content for emails
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marketing-cro — Landing page optimization
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startup-go-to-market — Channel strategy
Usage Notes (Claude)
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Stay operational: return workflow diagrams, email copy templates, setup steps
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For revenue/ROI questions, reference
references/email-economics.md -
Always include deliverability requirements (authentication, hygiene)
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Do not invent benchmark data; use ranges or state "varies by industry"