Lifecycle email & lead-magnet drafter

On the schedule you choose, a lifecycle writer drafts onboarding, churn-save, and lead-magnet emails from your product and offer docs, critiques each draft, and hands them to you to approve before sending.

Saves you ~3.5 h / week

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What it installs

Agents 2

  • Lifecycle Writer

    Writes lifecycle emails that move users toward the next activation moment.

  • Lifecycle email & lead-magnet drafter Quality Reviewer

    Checks primary evidence, domain controls, deliverable completeness, and communication quality, stopping the run when the work is wrong, unsupported, incomplete, or uncertain.

Teams 1

  • Lifecycle email & lead-magnet drafter quality team

    The delivery agents produce the work while an independent quality reviewer checks each workflow handoff against explicit evidence, domain, and communication requirements before the run can continue.

Workflows 1

  • Lifecycle email drafter

    Plan sequences, draft emails, self-critique, and hand off for approval.

Documents 1

  • Product, offers & lead magnets brief

    The editable brief: the activation moments emails drive to, plus the offers and lead magnets they convert against.

Goals 1

  • Activation & retention lift

    Lift activation and retention with timely, well-sequenced lifecycle emails on an ongoing cadence.

Skills 4

  • emails

    Designing lifecycle email sequences: types, length, cadence, subject lines, and the one-email-one-job discipline. Adapted from coreyhaines31/marketingskills/emails.

  • lead-magnets

    Planning lead magnets that capture emails and lead to product adoption: format, buyer-stage match, gating. Adapted from coreyhaines31/marketingskills/lead-magnets.

  • onboarding

    Designing activation: find the aha moment, minimize time-to-value, coordinate email with in-app onboarding. Adapted from coreyhaines31/marketingskills/onboarding.

  • churn-prevention

    Retention messaging and save offers matched to the cancel reason. Adapted from coreyhaines31/marketingskills/churn-prevention.

Schedules 1

  • Lifecycle email run

    Drafts lifecycle and lead-magnet emails on the schedule you choose. ## Professional quality control Objective: complete the recurring Lifecycle email & lead-magnet drafter operating cycle and deliver a review-ready, evidence-backed result rather than merely report that the schedule ran. Start by fixing the review period, reading the current source records and prior run, confirming required access, and listing missing or contradictory inputs. Execute the bundle's full authored method in order, retaining source, calculation, command, or before/after evidence for load-bearing findings. Separate facts from interpretation, apply supplied policy without inventing thresholds, and stop any branch that requires missing authority or an unconfirmed human rule. Produce the complete named deliverable plus an evidence record, assumptions, exceptions, unresolved questions, and concrete next actions with owners where the method calls for them. Run the workflow's independent verifier checks and fix failures before requesting approval. The task is done only when every requested section and quality criterion passes or a blocker is explicit; silence, inaccessible data, or polished prose is not proof of completion. Verify ICP fit, trigger evidence, contact lineage, conversation state, offer and policy limits, and every personalization detail. Outreach must sound like one informed person writing to another, without generic AI phrasing, fake familiarity, filler, hype, manipulative urgency, or reusable template lines disguised as research. The human retains authority over publication, sending, spend, signing, merging, deployment, and other consequential external actions.

Connectors optional

  • Klaviyo

    Connects to Klaviyo so the lifecycle writer can stage approved onboarding, churn-save, and lead-magnet emails as flows and campaigns.

Folders 1

  • Lifecycle email

Requirements

What this playbook expects to do its job. Task Machine does not verify these — you decide whether your setup is ready.

  • Browser access to your email tool — The agent prepares drafts in your email or lifecycle tool (Mailchimp, Customer.io, Loops, HubSpot, etc.) through its web interface in your browser and pauses for your approval before queuing or sending; until you connect it, it drafts into the lifecycle folder from the product, offers & lead magnets brief.

Setup guide

How to Automate Lifecycle Email Drafting

A practical guide to drafting onboarding, churn-save, and lead-magnet emails with approval before anything sends.

Read the setup guide

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Install Lifecycle email & lead-magnet drafter and run it with approvals.

Join the waitlist and we will send early access when the first private beta spots open.

Private beta. We invite teams in batches and never share your email.