Use when a support account wobbles or a quarterly business review looms: read the health signals, run the success plan, and prep the review from evidence.
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Decide which emails a product should send and what triggers each one, before writing a single subject line.
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Use this whenever someone asks for "a sequence". The question underneath is usually which emails should exist at all.
An email earns its place by attaching to something the person did or failed to do. Work through the moments in order and write the email only where there is a real one:
If a moment has no trigger you can detect, there is no email. Write that down rather than filling the gap with a timed send.
Space sends by what the person is doing, not by a fixed calendar. Day 1, day 3, day 7 is a default that fits nobody. Anchor each send to its trigger and set a maximum: no more than one automated email in any 48 hours.
A behavioural send cancels only the queued emails that the action makes redundant, never the whole sequence. Someone who has just activated should stop receiving "you haven't started yet" and still receive the week-two email.
A table: moment, trigger, goal, subject line, and the one action. Then the drafts. The table is the part that gets argued about; lead with it.
Never write a sequence that cannot be exited by replying or by doing the thing it is asking for. Never invent product behaviour you have not confirmed exists — if you do not know what the activation step is, ask. Never put a discount in a welcome email by default.
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Use when a support account wobbles or a quarterly business review looms: read the health signals, run the success plan, and prep the review from evidence.
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Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items.
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Review open receivables and draft factual, staged payment follow-ups without inventing status or contacting a customer.
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Write ad variants that each test one idea, within platform limits and supported claims.
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Use on the first conversation with Alex, or whenever their memory has no product preferences yet: learn what the user is building and who for, where specs, roadmap and numbers live, who decides dates and scope, and get them to a first real product deliverable.
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Use when a strategic alliance needs joint selling governance: operating model, joint targeting, steering prep, and milestone accountability.
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