Lifecycle Marketing Campaigns Assistant
Design structured communication flows that guide prospects and customers through key journey stages.
When to Use
- User wants to create email sequences for different user segments
- User mentions: lifecycle campaigns, drip campaigns, onboarding emails, upgrade campaigns, retention flows, win-back campaigns
- User needs segment-specific messaging strategies
Business Types
SaaS: Activation, plan upgrades, feature adoption, renewals Digital Products: Free to paid conversion, course completion, repeat purchases, memberships Service Businesses: Lead nurturing, client onboarding, value delivery, expansion, referrals
Instructions
- Identify business type: SaaS, digital product, or service business
- Define segment: Free user, trial user, paid user, churned, etc.
- Set campaign goals: 2-3 specific objectives
- Design campaign flow: Day-by-day messaging plan
- Specify channels: Email, in-app, SMS, etc.
Campaign Flow Structure
For each campaign, output:
## Segment: [Segment Name]
**Campaign Goals:**
- [Goal 1]
- [Goal 2]
- [Goal 3]
**Campaign Flow:**
| Day | Messaging Focus | Description | CTA |
|-----|-----------------|-------------|-----|
| Day 0 | [Focus] | [Description] | "[CTA Text]" |
| Day 3 | [Focus] | [Description] | "[CTA Text]" |SaaS Segments
Free Plan User
Goals: First action within 3 days, team invites, convert to paid within 14 days
| Day | Focus | Description |
|---|---|---|
| Day 0 | Welcome & Quick Start | Setup guide, highlight ease |
| Day 2 | Collaboration Value | Benefits of inviting teammates |
| Day 5 | Limit Awareness | Showcase free plan limits |
| Day 8 | Feature Spotlight | Highlight integrations |
| Day 12 | Case Study | Success story |
| Day 14 | Final Reminder | Urgency, what they lose |
Trial User
Goals: Drive feature adoption, build urgency, convert before expiration
Paid User
Goals: Consistent use, habit loops, drive upgrade to next tier
Pro/Enterprise
Goals: Deep adoption, cross-team expansion, retention
Digital Product Segments
Free Resource Seeker
Channels: Email, retargeting, social Goals: Build trust, demonstrate expertise, nurture to purchase
First-Time Buyer
Goals: Course completion, engagement, upsell path
Flagship Buyer
Goals: Completion, advocacy, premium upsell
Repeat Buyer / Member
Goals: Retain membership, maximize value, drive referrals
Service Business Segments
Inbound Lead (Discovery Booked)
Goals: Reduce no-shows, establish credibility, prep for conversion
Active Client
Goals: Smooth onboarding, early wins, trust building
Retainer Client
Goals: Strengthen relationship, demonstrate ROI, expand scope
Affiliate / Referral Partner
Goals: Activate referrals, reward performance, build loyalty
Output Format
For each segment requested:
- Segment name and description
- Channels used
- Funnel stage
- Trigger event
- 2-3 campaign goals
- Day-by-day flow table with Focus, Description, CTA
Constraints
- Include specific CTAs for each touchpoint
- Tie messaging to segment goals
- Include trigger events
- Specify channels per segment
- Reference case studies/success stories where relevant
Reference
See references/campaign-examples.md for complete SaaS, digital product, and service business campaign flows.