Automating my email agency
Alright guys, I will lift the curtain on my email creating process from start to finish. Would love to get your input an anything you would delete, automate or just do different. I have been using Claude in a browser with projects for each client so far but have recently set up Claude Code. Without further ado... ——————————————— THE FULL PROCESS ——————————————— PHASE 1 – PLANNING 1. At the middle of each month I reach out to the client and ask about anything relevant for the upcoming month: new products, promotions, discounts, restocks, or other notable dates. 2. The client's response, combined with an evergreen campaign list (angles and concepts that consistently perform well) and historical Klaviyo (that is an email tool for those unfamiliar) client analytics serves as the input for Claude to generate a monthly campaign calendar. 3. The calendar contains campaign concepts each with a basic idea and a planned send segment. Not fully built out yet, just the foundation. 4. The client reviews and either approves or requests changes. Once confirmed, the calendar is locked. PHASE 2 – CAMPAIGN CREATION 5. I then take these individual concepts into the Claude project and have it generate a full campaign plus a designer briefing (copy + design direction). 6. I iterate with Claude if needed usually one or two rounds of adjustments. 7. Currently: I copy the briefing into a Google Doc and notify the designer via Slack. 8. Planned improvement: Skip the Google Doc entirely and push the briefing directly to Slack. Assets/images would still be shared via Google Drive. PHASE 3 – DESIGN & REVIEW 9. The designer builds the full email in Figma (copy + design, based on the briefing). 10. She shares the Figma link in Slack. 11. I review it. Either I send feedback back to the designer, or I forward it to the client in Slack. 12. The client can request changes, which I relay to the designer. There's no direct contact between client and designer. 13. Once the client approves, I confirm with the designer.