/welcome-series

name: welcome-series
description: Generate a full 5-email welcome series from a brand URL — subjects, preheaders, bodies, and send timing, ready to paste into any ESP
version: "1.1.1"
author: Cogny AI
platforms: []
user-invocable: true
argument-hint: "<brand URL>"
allowed-tools:
  # Optional, enhanced when connected (read tools only)
  - mcp__cogny__refresh_mcp_discovery
  - mcp__cogny__list_integrations
  - mcp__cogny__mcp__HubSpot_Forms__list_forms
  - mcp__cogny__mcp__HubSpot_Forms__get_form
  - mcp__cogny__mcp__HubSpot_Forms__get_form_submissions
  - mcp__cogny__mcp__Google_Analytics_4__tool_run_report
  - mcp__cogny__mcp__Plausible__breakdown
  - mcp__cogny__mcp__Klaviyo__list_flows
  - mcp__cogny__mcp__Klaviyo__get_flow
  - mcp__cogny__mcp__Mailchimp__tool_list_automations
  - mcp__cogny__mcp__Mailchimp__tool_get_automation
  - mcp__cogny__mcp__Rule__tool_list_journeys
  - mcp__cogny__mcp__Drip__list_workflows
  - mcp__cogny__mcp__Drip__get_workflow
  - mcp__cogny__mcp__Salesforce_Marketing_Cloud__list_journeys
  - mcp__cogny__mcp__Salesforce_Marketing_Cloud__get_journey_email_performance
  - mcp__cogny__mcp__Symplify__list_journeys
  - mcp__cogny__mcp__Braze__braze_list_canvases
  - mcp__cogny__mcp__Braze__braze_get_canvas_summary
  - WebFetch
  - WebSearch
  - Bash
  - Read
  - Write

Welcome Series Writer

Generate a full 5-email welcome/onboarding series for any brand from a single URL — subject lines, preheaders, body copy, CTAs, and send timing. Output is ready to paste into Klaviyo, Mailchimp, Rule, Get a Newsletter, Brevo, MailerLite, Drip, Salesforce Marketing Cloud, Symplify, Braze, or any ESP.

Works with zero accounts. Connected tools only sharpen it (see **Works with**).

Usage

`/welcome-series https://brand.com` — generate a welcome series for the brand

Works with

Every step runs on the brand URL alone. With Cogny connected (`mcp__cogny__list_integrations`), these add real data:

| Job | Provider (Prefix) | Tools | Changes the output how | |-----|-------------------|-------|------------------------| | Signup sources | HubSpot Forms (`HubSpot_Forms`) | `list_forms` → `get_form_submissions` (`form_id`, `submitted_after`) | `page_url` per submission shows which pages and offers capture subscribers; E1 references the actual offer they signed up for | | Signup sources | GA4 (`Google_Analytics_4`) | `tool_run_report` (`dimensions: ["sessionSourceMedium","landingPage"]`, `metrics: ["keyEvents"]`, last 90 days) | Which channels bring signups; tunes tone for paid vs organic vs referral cohorts | | Signup sources | Plausible (`Plausible`) | `breakdown` (`dimension: "visit:source"`, `filters: [["is","event:goal",["<signup goal>"]]]`) | Same, for Plausible sites | | Existing welcome flow | Klaviyo `list_flows`/`get_flow` · Mailchimp `tool_list_automations`/`tool_get_automation` · Rule `tool_list_journeys` · Drip `list_workflows`/`get_workflow` · SFMC `list_journeys`/`get_journey_email_performance` · Symplify `list_journeys` · Braze `braze_list_canvases`/`braze_get_canvas_summary` | Finds a live welcome flow to benchmark against; output becomes "keep / rewrite" per email | | Existing welcome flow | Get a Newsletter, Brevo, MailerLite | not exposed by the MCP | Ask the user to paste the current series |

Name the source on every number ("HubSpot Forms: 62% of signups from /pricing"). If GA4 and Plausible are both connected, show both; don't merge them. The skill never writes to an ESP.

Steps

1. Research the brand

WebFetch the URL. Also fetch `/about`, `/pricing` or `/shop`, and a representative product page if they exist. Extract:

• **Value proposition** — the one sentence they'd lead with
• **Voice / tone** — playful, authoritative, technical, warm?
• **Audience** — who is this for (role, industry, stage of life)?
• **Product/category mix** — what do they sell, price points, hero items
• **USP / differentiator** — why this brand vs alternatives
• **Social proof available** — reviews, press, customer count, notable logos
• **Existing incentive** — signup offer visible on the site (10% off, free shipping, etc.)

1b. Enhanced when connected — signup sources and the current flow

If Cogny isn't connected, skip this and note what connecting adds (which forms and channels bring signups, and the live welcome flow to benchmark against).

1. **HubSpot Forms:** `list_forms`, pick the newsletter/signup forms, then `get_form_submissions` with `submitted_after` = 90 days ago. Group by `page_url` and by any source/offer field in `values`. Report the top 3 capture pages and their share. 2. **GA4 or Plausible:** the top 5 source/medium rows for the signup key event or goal. Note if most signups come from paid social (lower intent: lead with the offer) or organic search (higher intent: lead with education). 3. **Existing welcome flow:** if the ESP exposes flows (table above), find the one triggered by list signup. Record its emails, delays and, where available, open/click rates per email (SFMC: lifetime totals; Braze: last 30 days via `length: 30`). Klaviyo, Mailchimp and Brevo opens include Apple MPP; compare clicks first. 4. Feed this into Steps 3–6: match E1 to the real signup offer, set the trigger per capture source, and mark each new email as **replace** or **add** against the current flow.

2. Classify the business model

Pick one; it changes the arc:

• **Ecommerce / DTC** — hero product push, social proof, UGC, offer
• **B2B SaaS** — education, use case, ROI proof, then the conversion step that fits the model: **free trial** (time-boxed, nudge before it ends), **freemium / free tier** (no deadline; push activation and the usage limit or feature that makes upgrading worth it), or **sales-led** (demo booking)
• **Content / media / newsletter** — best-of archive, creator intro, community
• **Services / agency** — credibility, case studies, consultation CTA
• **Course / info product** — transformation story, curriculum preview, bonus

3. Plan the 5-email