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Zhongwei Li
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---
name: cadence-design
description: Use when spacing, sequencing, and pacing multi-touch email programs.
---
# Email Cadence Design Skill
## When to Use
- Planning nurture, onboarding, or expansion sequences with multiple branches.
- Auditing send frequency to reduce fatigue and unsubscribes.
- Coordinating cross-channel touches (email, in-app, SMS, sales assist).
## Framework
1. **Goal Alignment** map KPIs per stage (activation, education, expansion, retention).
2. **Signal-Based Timing** trigger on behavior (opens, clicks, product events), not fixed delays.
3. **Frequency Guardrails** define daily/weekly send caps per persona + lifecycle stage.
4. **Channel Mix** pair emails with supporting channels; document ownership and SLAs.
5. **Recovery Paths** add detours for inactivity, hard bounces, or sales handoffs.
## Templates
- Cadence matrix (day, trigger, message purpose, CTA, channel).
- Fatigue model calculator (touches vs engagement trend).
- Suppression logic checklist (recent send, opportunity stage, consent).
## Tips
- Front-load value but leave whitespace before high-ask CTAs.
- Reuse proven send windows per persona while testing incrementally.
- Share cadence plan with SDR/CSM teams to prevent overlap.
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skills/qa-gates/SKILL.md Normal file
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---
name: qa-gates
description: Use before launching sequences to validate content, data, compliance,
and monitoring.
---
# Email QA Gates Skill
## When to Use
- Prior to activating new nurture or lifecycle programs.
- After major changes to segmentation, personalization tokens, or deliverability settings.
- During post-incident reviews to ensure fixes remain in place.
## Framework
1. **Content & Personalization** placeholders resolved, links tracked, dynamic content fallback tested.
2. **Data & Routing** trigger logic, smart lists, suppression rules, CRM fields synced.
3. **Compliance** footer language, preference center links, consent status, regional routing.
4. **Tracking & Analytics** UTM/tagging consistency, BI/warehouse pipes, alert webhooks.
5. **Monitoring Hooks** dashboards referenced, alert thresholds set, rollback plan documented.
## Templates
- QA runbook with owner, status, evidence links for each checklist item.
- Proofing matrix (persona × email × device × ISP) for screenshot validation.
- Launch readiness form requiring sign-off from marketing, ops, legal, and RevOps.
## Tips
- Pair with `deliverability-ops` to confirm authentication and inbox monitoring.
- Automate regression tests via API where possible (token validation, link health).
- Store QA evidence (screenshots, logs) alongside sequence assets for audits.
---