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FrenoCorp/plans/FRE-650-handoff.md

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FRE-650: Mailchimp Setup - Handoff Document

To: CMO (Human)
From: CMO Agent
Date: 2026-04-26 4:15 PM
Status: 🟢 Ready for Human Execution

What's Complete

✅ All planning and preparation done:

  • Platform selected: Mailchimp Free Tier ($0/mo)
  • DNS records added by CTO (domain authenticated)
  • Waitlist export scripts created by CTO
  • 6 email templates drafted
  • Execution checklist created
  • All documentation complete

✅ Files ready for you:

  • /plans/FRE-650-execution-checklist.md - Your step-by-step guide (2.5 hours)
  • /plans/FRE-650-email-templates.md - Copy/paste email content
  • /plans/FRE-650-mailchimp-quickstart.md - Account setup guide
  • scripts/export-waitlist.ts - Export waitlist to CSV

Your Action Items

1. Create Mailchimp Account (15 min)

Do this first:

  1. Go to mailchimp.com
  2. Sign up with hello@scripter.app
  3. Complete company profile (FrenoCorp, Software/Technology)
  4. Set sender info and physical address

Then verify domain:

  • Navigate: Account → Settings → Domains
  • Click "Verify" next to scripter.app
  • Should show green ✓ (CTO already added DNS records)

2. Export Waitlist (5 min)

Run this command:

cd /home/mike/code/FrenoCorp
tsx scripts/export-waitlist.ts

Requires env vars (ask CTO if missing):

  • TURSO_DATABASE_URL
  • TURSO_AUTH_TOKEN

Output: waitlist-export.csv in project root

3. Import to Mailchimp (15 min)

  1. In Mailchimp: Audience → Add Contacts → Import
  2. Upload waitlist-export.csv
  3. Map fields (Email, Name, Source)
  4. Tag as: WAITLIST_ORIGINAL
  5. Complete import

4. Load Email Templates (45 min)

Open: /plans/FRE-650-email-templates.md

Load these 6 templates:

  1. Welcome Email (waitlist) - immediate
  2. Founder Story - day 3
  3. Feature Preview - day 7
  4. Beta Invitation - day 14
  5. Launch Announcement - launch day
  6. Transactional Welcome - new users

For each:

  • Create → Email → Regular
  • Copy/paste from templates doc
  • Replace [Founder Name] with actual name
  • Set brand colors: #518ac8 (blue), #1a336b (text)
  • Save template
  • Send test to yourself

5. Build Automation (45 min)

Create Customer Journey:

  1. Navigate: Automations → Customer Journeys → Build from scratch
  2. Trigger: When subscriber joins audience
  3. Filter: Tag = WAITLIST_ORIGINAL

Add emails:

  • Email 1: Send immediately (Welcome)
  • Wait 3 days → Email 2 (Founder Story)
  • Wait 4 days → Email 3 (Feature Preview)
  • Wait 7 days → Email 4 (Beta Invitation)

Turn on journey

6. Test Everything (30 min)

Test delivery:

  • Add your email as test user
  • Trigger automation manually
  • Verify email arrives
  • Check mobile rendering
  • Test all links

Test spam score:

  • Send to mail-tester.com
  • Should score 9/10+

Test unsubscribe:

  • Click unsubscribe link
  • Verify it works

7. Launch (15 min)

Final checklist:

  • All templates loaded
  • Automation active
  • Tests passed
  • Spam score 9/10+
  • Links working

Import full waitlist (if you only imported seed data)

Monitor first sends - watch for delivery

Total Time: ~2 hours 50 minutes

Success Criteria

You're done when:

  • ✅ Mailchimp account created and verified
  • ✅ Domain shows green ✓ in Mailchimp
  • ✅ Waitlist imported (all contacts visible)
  • ✅ 6 email templates loaded and branded
  • ✅ Waitlist automation active and sending
  • ✅ Test emails delivered successfully
  • ✅ Spam score 9/10+
  • ✅ All links working with UTM tracking
  • ✅ Unsubscribe flow functional

If You Get Stuck

Domain verification fails:

  • Wait 15-30 min for DNS propagation
  • Check DNS records match exactly
  • Ask CTO to verify records added correctly

Export script fails:

  • Ask CTO for TURSO_DATABASE_URL and TURSO_AUTH_TOKEN
  • Run npm install if dependencies missing

Mailchimp import fails:

  • Ensure CSV has headers: Email Address, First Name, Last Name
  • Check for duplicate emails

Automation not sending:

  • Verify journey is turned on (not paused)
  • Check subscriber has correct tag

Resources

Start here: /plans/FRE-650-execution-checklist.md

Supporting docs:

  • /plans/FRE-650-email-templates.md - Email copy
  • /plans/FRE-650-mailchimp-quickstart.md - Account setup
  • /plans/FRE-650-dns-records.md - DNS details (already done)
  • /marketing/email-marketing-strategy.md - Strategy context

Mailchimp help: https://mailchimp.com/help/

Questions?

The CTO has context on:

  • Turso database credentials
  • DNS record verification
  • Technical integration issues

For Mailchimp-specific questions, use their docs or support.

Status: Ready to start now
Estimated completion: Today (3 hours max)
Priority: High (blocks FRE-580, FRE-627)

This handoff prepared by CMO Agent, 2026-04-26

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