Email Sequence☆

Designs the automated emails that keep you in front of past borrowers, brokers who sent one deal, and investors between offerings — welcome series, nurture sequences and re-engagement campaigns, with timing and copy for each email.

What it does

• Maps the sequence: how many emails, when, and what each one is for
• Writes the subject line and body for every email
• Covers welcome, nurture, re-engagement and post-close sequences
• Sets the trigger and exit rules for each flow
• Includes a checklist of lifecycle emails most firms are missing

When to use it

• A new broker or borrower signs up and hears nothing from you
• Past borrowers aren't coming back for their next deal
• You want a steady touch with your investor list
• Setting up automation in your email or CRM tool

What to have ready

• Who the sequence is for and how they enter it
• What you want them to do by the end
• What you can offer along the way — market updates, closed deals, rate sheets
• Your email tool, if you have one

How to use it

1. Download it with the button above. You'll sign in with a work email — that's how the creator knows who is using their skill.
2. Copy the install prompt from the "Run it in Claude" box, and paste it into Claude along with the file. Claude installs the skill, fills in your firm's details where the file has [BRACKETED] placeholders, and runs a quick test with you.
3. Then just ask in plain English. Claude picks the skill up on its own when a request matches it. Anything it still needs, it asks you for — it won't invent a number.

"Build a 5-email nurture sequence for brokers who submitted one deal but haven't sent another."

What you get back

A complete sequence plan with timing, triggers and fully written emails ready to load into your email tool.

Good to know

• Output quality tracks input quality. A missing figure is flagged as missing — it is never estimated to fill a gap.
• Every draft is a starting point for your own review, not a finished decision.
• Runs anywhere Claude does: the Claude app, Claude Desktop, or Claude Code.
• Marketing email must follow CAN-SPAM. Emails about a borrower's loan — payments, defaults, payoffs — are servicing communications with their own legal rules, so don't reuse the author's billing templates for them.

Source & credit

Imported from Corey Haines's open-source marketingskills library (MIT). Author: Corey Haines — https://github.com/coreyhaines31/marketingskills. LenderSkills renamed the skill for this catalogue where noted in the package, folded the author's reference files into the single installable file, and appended a legal disclaimer; the author's content is otherwise unmodified. Full credit to the author. Corey Haines did not submit this listing and does not endorse it — the original is free at the link above.

Legal disclaimer

This skill drafts; it does not decide. Its output is not legal, tax, accounting, appraisal, or investment advice, and using it creates no attorney-client, fiduciary, or advisory relationship. Nothing it produces is a commitment to lend or an offer to sell a security. Verify every number, date, citation, and conclusion against the source documents, and have a qualified professional licensed in the relevant jurisdiction review the work before you rely on it or send it to a borrower, investor, counterparty, or regulator. Laws, rates, and market data change. The final work product is yours.