Source: business/marketing/campaigns/claude-skills-for-consultants-lto/mailerlite-automation-spec.md

MailerLite Automation Spec — 52 Skills LTO

Date: May 8, 2026 Status: Draft — needs Kathryn review before implementation Platform: MailerLite

Groups

Group	How Created	Who's In It
CIB Subscribers	CIB opt-in form	All leads from Meta ad → CIB opt-in
52 Skills Buyers	ThriveCart webhook on purchase	All $7 tripwire buyers
SLO Buyers	ThriveCart webhook on SLO purchase (no CIB context)	Buyers from Meta ad → SLO sales page
PBOS Founding Members	ThriveCart/membership webhook	PBOS members at $27/mo starting

Purchase-Level Groups (from ThriveCart)

Group	Trigger	Used For
52 Skills Buyers	ThriveCart $7 purchase	Entry to Sequence B, exit from Sequence A and Existing List
Skill Maps Buyers	ThriveCart $12 bump accepted	Delivery email trigger, potential accelerated Sequence B timeline
SOP Manual Buyers	ThriveCart $29 OTO1 accepted	Delivery email trigger
DFY Project Buyers	ThriveCart $97 OTO2 accepted	Delivery email trigger, tag for segmentation
SLO Buyers	ThriveCart SLO purchase (source = Meta ad, no CIB)	Entry to Sequence C
PBOS Founding Members	PBOS membership purchase	Exit from Sequence B, C, and all nurture

Four Sequences — How They Connect

EXISTING CIB LIST (one-time)
  Existing List Sequence (2 emails, 3 days)
    → If they buy → exits, enters Sequence B
    → If they don't → stays on CIB Subscribers list for future offers

NEW CIB OPT-INS (evergreen)
  → Buys on thank-you page?
    YES → Sequence B (buyer nurture)
    NO  → Sequence A (5 emails, 8 days)
           → If they buy during Seq A → exits A, enters Sequence B
           → If they don't → stays on CIB Subscribers for long-term nurture

SEQUENCE B: BUYER NURTURE — CIB CONTEXT (evergreen)
  8 emails, 15 days → evergreen close
    → B8 is the final email (B9-B11 permanently cut — May 24, 2026)
    → 2-day delay → Nurture B transition email → long-term nurture
    → If they join PBOS at any point → exits, enters PBOS onboarding (separate build)

SEQUENCE C: BUYER NURTURE — SLO / NO CIB CONTEXT (evergreen)
  8 emails, 17 days → evergreen close (reply CTA)
    → For buyers from Meta ad → SLO sales page (no CIB opt-in)
    → 2-day delay → Nurture B transition email → long-term nurture (same track as Sequence B)
    → If they join PBOS at any point → exits, enters PBOS onboarding (separate build)

Automation 1: Existing List Sequence

Type: One-time automation (not evergreen) Trigger: Manually add qualifying subscribers to a trigger group ("Existing List — 52 Skills Campaign") Qualifying filter: In "CIB Subscribers" AND NOT in "52 Skills Buyers"

Add to trigger group
  │
  E1 — Day 0 (immediate)
  │
  │ wait 3 days
  │
  E2 — Day 3 (non-openers of E1 only)
  │
  END

Exit condition: Subscriber receives "52 Skills Buyers" group at any point → remove from this automation → subscriber enters Automation 3 (Sequence B) automatically via ThriveCart webhook.

Why automation, not campaign: The exit condition (purchase removes them mid-sequence) only works in automations. Manual campaigns can't exit subscribers mid-sequence.

After sequence ends: Non-buyers remain on "CIB Subscribers" list. They'll receive future offers and long-term nurture content per nurture-long-term-system.md.

Automation 2: Sequence A (Cold Traffic Non-Buyers)

Type: Evergreen automation Trigger: Joins "CIB Subscribers" group AND NOT in "52 Skills Buyers" group Copy: nurture-sequences-v2.md — Sequence A section

CIB opt-in (doesn't buy on thank-you page)
  │
  A1 — Day 1
  │
  │ wait 1 day
  │
  A2 — Day 2
  │
  │ wait 2 days
  │
  A3 — Day 4 (first $7 offer)
  │
  │ wait 2 days
  │
  A4 — Day 6
  │
  │ wait 2 days
  │
  A5 — Day 8 (close)
  │
  END

Exit condition: Subscriber receives "52 Skills Buyers" group → remove from Sequence A → enters Sequence B automatically.

After sequence ends: Non-buyers remain on "CIB Subscribers" for long-term nurture.

Note: The CIB delivery email (Day 0, immediate on opt-in) is a separate automation that fires before Sequence A begins. Sequence A starts at Day 1.

Automation 3: Sequence B (Buyer Nurture — CIB Context)

Type: Evergreen automation Trigger: Joins "52 Skills Buyers" group (via ThriveCart webhook) AND subscriber IS in "CIB Subscribers" group Copy: nurture-sequences-v3.md — Sequence B section (B1-B8 only)

ThriveCart purchase (buyer has CIB context)
  │
  B1 — Day 0 (immediate) — 52 Skills delivery email
  [Bump/OTO delivery emails fire from separate automations — see delivery-emails.md]
  │
  │ wait 2 days
  │
  B2 — Day 2
  │
  │ wait 2 days
  │
  B3 — Day 4
  │
  │ wait 1 day
  │
  B3.5 — Day 5
  │
  │ wait 2 days
  │
  B4 — Day 7
  │
  │ wait 2 days
  │
  B5 — Day 9
  │
  │ wait 2 days
  │
  B6 — Day 11
  │
  │ wait 2 days
  │
  B7 — Day 13
  │
  │ wait 2 days
  │
  B8 — Day 15 (final email — B9-B11 permanently cut)
  │
  END → 2-day delay → Nurture B transition email → long-term nurture

Exit condition: Subscriber receives "PBOS Founding Members" group at any point → remove from Sequence B → enter PBOS onboarding automation (separate build, not in scope here).

After sequence ends: Subscribers enter long-term Nurture B per nurture-long-term-system.md. Transition email fires 2 days after B8. Weekly value emails begin 7 days after transition. Monthly broadcast campaigns deliver workshop invitations, PBOS offers, and other time-sensitive offers.

Automation 4: Sequence C (Buyer Nurture — SLO / No CIB Context)

Type: Evergreen automation Trigger: Joins "52 Skills Buyers" group (via ThriveCart webhook) AND subscriber IS in "SLO Buyers" group (OR subscriber NOT in "CIB Subscribers" group) Copy: slo-nurture-sequence-c.md — C1-C8

ThriveCart purchase (buyer has NO CIB context — came from Meta ad → SLO sales page)
  │
  C1 — Day 0 (immediate) — 52 Skills delivery email + origin paragraph
  [Bump/OTO delivery emails fire from separate automations — see delivery-emails.md]
  │
  │ wait 2 days
  │
  C2 — Day 2 (credibility story — CPA firm, $40K)
  │
  │ wait 2 days
  │
  C3 — Day 4 (demo walkthrough — Session Prep Brief)
  │
  │ wait 2 days
  │
  C4 — Day 6 (second credibility story — payroll, $76K)
  │
  │ wait 3 days
  │
  C5 — Day 9 (utilization challenge)
  │
  │ wait 2 days
  │
  C6 — Day 11 (honest admission — tools ≠ system)
  │
  │ wait 3 days
  │
  C7 — Day 14 (origin story)
  │
  │ wait 3 days
  │
  C8 — Day 17 (evergreen close — reply CTA)
  │
  END → 2-day delay → Nurture B transition email → long-term nurture

Exit condition: Subscriber receives "PBOS Founding Members" group at any point → remove from Sequence C → enter PBOS onboarding automation.

After sequence ends: Subscribers enter long-term Nurture B (same track as Sequence B completers) per nurture-long-term-system.md. Transition email fires 2 days after C8. Same value emails, same broadcast campaigns.

Segmentation Rules

One selling sequence at a time. A subscriber never receives parallel selling tracks. Purchase events move them between sequences.
Group membership is permanent. A subscriber in "Skill Maps Buyers" stays in that group forever, even after joining PBOS.
PBOS members are excluded from all tripwire selling. Once they join PBOS, they exit all sequences above and enter the PBOS member track.
Existing list sequence runs once. After it completes, new CIB opt-ins enter Sequence A (the evergreen cold-traffic automation), not the existing list sequence.

Old Sequences to Deactivate

Sequence	File	Action
Old CIB nurture (8 emails)	`nurture-sequence-cib.md`	Deactivate in MailerLite. Subscribers mid-sequence should be removed and will be picked up by the Existing List Sequence or Sequence A depending on timing.

Double Opt-In

OFF at both account and form level (per existing funnel-flow-spec.md decision).

Implementation Checklist

[ ] Create "Existing List — 52 Skills Campaign" trigger group in MailerLite
[ ] Create "SLO Buyers" group in MailerLite
[ ] Create "DFY Project Buyers" group in MailerLite (OTO2 tag)
[ ] Build Existing List automation (2 emails, exit on purchase)
[ ] Build Sequence A automation (5 emails, exit on purchase) — or confirm it's already live
[ ] Build Sequence B automation (B1 delivery on Day 0 + B2-B8 nurture, exit on PBOS purchase) — 8 emails total, ends at B8
[ ] Build Sequence C automation (C1-C8, 8 emails over 17 days, exit on PBOS purchase)
[ ] Build OTO2 delivery email automation (triggered by "DFY Project Buyers" group)
[ ] Set up ThriveCart → MailerLite integration to add buyers to correct groups (including SLO source routing)
[ ] Build Nurture B transition email automation (triggers 2 days after Sequence B OR Sequence C completes)
[ ] Build Nurture B value email automation (NB-V1 through NB-V8, weekly cadence)
[ ] Deactivate old CIB nurture automation
[ ] Populate trigger group with qualifying CIB subscribers
[ ] Send test emails for all four sequences
[ ] Verify delivery email automations fire correctly for each purchase group (including OTO2)
[ ] Verify exit triggers fire correctly (purchase during any sequence moves subscriber correctly)
[ ] Verify Sequence B → Nurture B transition fires correctly at Day 17
[ ] Verify Sequence C → Nurture B transition fires correctly at Day 19
[ ] Launch Existing List sequence
[ ] Confirm Sequence A, B, C, and Nurture B activate on their triggers