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

1. Identify business type: SaaS, digital product, or service business
2. Define segment: Free user, trial user, paid user, churned, etc.
3. Set campaign goals: 2-3 specific objectives
4. Design campaign flow: Day-by-day messaging plan
5. 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:

1. Segment name and description
2. Channels used
3. Funnel stage
4. Trigger event
5. 2-3 campaign goals
6. 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.