1. Input Collection Steps

1. Ask the user to describe their product or service offering, including key features, benefits, and the specific problem it solves for potential clients.
   • Example: "What product or service are you selling, and what primary pain point does it address for your target customers?"
2. Ask the user to define their ideal customer profile (ICP), including industry, company size, job titles, and typical challenges they face.
   • Example: "Who is your ideal prospect? Describe their role, company type, industry, and the main challenges they encounter daily."
3. Ask the user to provide any existing data on prospect interests, previous engagement, or known pain points that can inform personalization.
   • Example: "Do you have any information about these prospects—website visits, content downloads, social media activity, or specific pain points they've mentioned?"
4. Ask the user to specify the desired outcome of the email sequence and preferred call-to-action (CTA), such as booking a demo, scheduling a call, or starting a trial.
   • Example: "What action do you want prospects to take after reading your emails—book a meeting, start a free trial, or something else?"
5. Ask the user to share their company's unique value proposition and any social proof, case studies, or results that differentiate them from competitors.
   • Example: "What makes your solution unique, and do you have customer success stories, metrics, or testimonials to highlight credibility?"
6. Ask the user about any timing constraints, follow-up preferences, or specific tone and style guidelines for the email communication.
   • Example: "How many days should we space between emails, what tone should we use (formal, conversational, direct), and are there any messaging constraints?"

2. Research / Analysis Steps

• Analyze the product/service description to identify core value propositions that resonate with the target ICP's pain points.
• Research common challenges and priorities for the specified industry, company size, and job titles to inform personalized messaging.
• Map the customer journey to determine optimal email sequencing—awareness, interest, consideration, and conversion stages.
• Identify compelling subject line patterns and email opening hooks that achieve high open and response rates in B2B contexts.
• Review best practices for B2B email cadence, optimal send times, and proven CTA frameworks that drive meeting bookings.
• Evaluate social proof elements (case studies, testimonials, metrics) for strategic placement throughout the sequence.

3. Generation / Synthesis Steps

• Produce a sequence overview that includes the total number of emails, timing intervals, and the strategic purpose of each email.
• Summarize key inputs in a reference section covering ICP, product benefits, unique value props, and success metrics.
• Build email-by-email content with structured components: subject line, preview text, opening hook, body copy, social proof, and CTA.
• Integrate personalization variables and dynamic content placeholders that can be customized per prospect.
• Design each email with a distinct angle or value add—problem awareness, solution introduction, social proof, objection handling, urgency, final touchpoint.
• Include tactical recommendations for A/B testing subject lines, send timing optimization, and response handling protocols.

4. Internal Validation / Quality Gate

• Verify that each email directly addresses a pain point or interest relevant to the defined ICP.
• Confirm that the sequence includes varied messaging angles and avoids repetitive or generic language.
• Check that all CTAs are clear, specific, and aligned with the desired outcome (e.g., calendar link, meeting booking).
• Review subject lines and opening sentences for personalization and compelling hooks that drive opens and engagement.
• If any criterion fails, revise the email content, sequencing, or CTAs once before presenting to the user.

5. Output Presentation & Review Steps

• Present the sequence with clear headings: Sequence Overview, Email 1-7 (with Subject, Body, CTA), Timing Schedule, and Testing Recommendations.
• Use formatted sections for each email to make subject lines, body copy, and CTAs easy to identify and customize.
• Invite the user to review the draft and request adjustments to tone, messaging angles, email count, or personalization depth.
• If revisions are requested, loop back to the Generation / Synthesis Steps and update the relevant emails or sequence structure.
• Once the user approves, confirm the sequence is ready for deployment and offer guidance on tracking metrics and response handling.