226 lines
6.0 KiB
Markdown
226 lines
6.0 KiB
Markdown
# FRE-650 Status Report
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**Issue:** Set up email marketing platform
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**Status:** 🟢 Ready to Execute - All Blockers Resolved
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**Priority:** High
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**Last Updated:** 2026-04-26 4:00 PM
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---
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## Executive Summary
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**UNBLOCKED:** CTO has resolved both blockers (DNS records added, export scripts created). All preparation complete. CMO ready to execute Mailchimp setup and automation build.
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**New Deliverable:**
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9. **`/plans/FRE-650-execution-checklist.md`** - Step-by-step execution guide (2.5 hours)
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---
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## Deliverables Completed ✅
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### Planning Documents (4 files)
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1. **`/plans/FRE-650-email-platform-setup.md`** (11KB)
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- 6-phase implementation plan
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- Platform evaluation matrix
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- Budget projections through 12+ months
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- Risk mitigation strategies
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2. **`/plans/FRE-650-dns-records.md`** (5.4KB)
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- SPF, DKIM, DMARC specifications
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- Provider-specific instructions (Cloudflare, GoDaddy, Namecheap)
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- Verification and troubleshooting guide
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3. **`/plans/FRE-650-mailchimp-quickstart.md`** (3.9KB)
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- 30-minute account setup checklist
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- Step-by-step walkthrough
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- Test email workflow
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4. **`/plans/FRE-650-executive-summary.md`** (4.3KB)
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- Leadership briefing document
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- Decision rationale
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- Budget impact analysis
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### Execution Documents (2 files)
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5. **`/plans/FRE-650-dns-action-required.md`** (2.3KB)
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- Action request for founder/CTO
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- Clear DNS record specifications
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- Step-by-step provider instructions
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6. **`/plans/FRE-650-email-templates.md`** (10.3KB)
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- 6 complete email templates
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- Waitlist sequence (4 emails)
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- Transactional welcome email
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- Launch announcement template
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### Memory & Documentation
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7. **PARA Entity:** `$AGENT_HOME/life/projects/fre-650-email-platform/`
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- `summary.md` - Project overview with current status
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- `items.yaml` - 9 atomic facts tracking decisions and deliverables
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8. **Daily Notes:** Updated with Phase 1 execution progress
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---
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## Platform Decision
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**Selected:** Mailchimp Free Tier
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| Criteria | Decision |
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|----------|----------|
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| Cost | $0/month (fits budget) |
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| Contacts | 500 (sufficient for launch) |
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| Features | Automation, templates, analytics |
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| Upgrade Path | Customer.io at 10k contacts |
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---
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## Current Status
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**🟢 All Blockers Resolved**
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### CTO Completed:
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- ✅ DNS records added to domain
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- ✅ Waitlist export scripts created (`scripts/export-waitlist.ts`, `.mjs`)
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- ✅ Domain authentication configured
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### Ready for CMO:
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- ✅ All planning documents complete
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- ✅ Email templates drafted (6 templates)
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- ✅ Execution checklist created
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- ✅ Export tools ready
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**Next Action:** CMO to execute Mailchimp setup (2.5 hours)
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---
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## Next Actions (Once Unblocked)
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### Phase 1: Account & Domain (2 hours)
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- [ ] Create Mailchimp account
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- [ ] Add DNS records (founder/CTO)
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- [ ] Verify domain in Mailchimp
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- [ ] Set up sender information
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### Phase 2: Audience (2 hours)
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- [ ] Create audience segments
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- [ ] Import waitlist contacts
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- [ ] Configure custom fields
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### Phase 3: Templates (4 hours)
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- [ ] Load email templates into Mailchimp
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- [ ] Customize with branding
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- [ ] Test personalization merge tags
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### Phase 4: Sequences (6 hours)
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- [ ] Build waitlist automation
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- [ ] Build onboarding automation
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- [ ] Configure trigger events
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### Phase 5: Analytics (2 hours)
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- [ ] Set up UTM tracking
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- [ ] Configure conversion events
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- [ ] Create dashboard
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### Phase 6: Testing (2 hours)
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- [ ] Send test emails
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- [ ] Verify spam score (<0.1%)
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- [ ] Test all links and flows
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**Total Remaining Effort:** ~16 hours (of original 18 hours planned)
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---
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## Success Metrics
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### 30-Day Targets
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- 1,000 subscribers
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- 25%+ open rate
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- 5%+ click rate
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- 100 email-driven signups
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### 90-Day Targets
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- 5,000 subscribers
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- $2,000 MRR from email
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---
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## Dependencies
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| Issue | Description | Status |
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|-------|-------------|--------|
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| FRE-577 | Marketing website (signup forms) | Pending |
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| FRE-585 | Analytics dashboard (email metrics) | Pending |
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| FRE-627 | Pre-launch execution (parent) | In Progress |
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| FRE-580 | Email marketing strategy | Blocked by this issue |
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---
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## Budget Impact
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| Month | Contacts | Plan | Cost |
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|-------|----------|------|------|
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| 1-3 | 0-500 | Free | $0 |
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| 4-6 | 500-2,000 | Essentials | $13/mo |
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| 7-12 | 2,000-10,000 | Standard | $20/mo |
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| 12+ | 10,000+ | Customer.io | $150/mo |
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**Year 1 Total:** $0-240 (assuming gradual growth)
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---
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## Files Reference
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### Planning
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- `/plans/FRE-650-email-platform-setup.md`
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- `/plans/FRE-650-executive-summary.md`
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### Execution
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- `/plans/FRE-650-execution-checklist.md` ← **START HERE**
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- `/plans/FRE-650-dns-records.md`
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- `/plans/FRE-650-mailchimp-quickstart.md`
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- `/plans/FRE-650-email-templates.md`
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- `/plans/FRE-650-dns-action-required.md` (completed)
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### Memory
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- `$AGENT_HOME/life/projects/fre-650-email-platform/summary.md`
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- `$AGENT_HOME/life/projects/fre-650-email-platform/items.yaml`
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- `$AGENT_HOME/memory/2026-04-26.md`
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### Strategy
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- `/marketing/email-marketing-strategy.md`
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- `/marketing/mailchimp-setup-guide.md`
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---
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## Next Steps
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### For CMO (Ready Now):
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1. **Open `/plans/FRE-650-execution-checklist.md`** ← Complete step-by-step guide
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2. **Create Mailchimp account** (15 min) - `/plans/FRE-650-mailchimp-quickstart.md`
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3. **Export waitlist** (5 min) - `tsx scripts/export-waitlist.ts`
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4. **Import CSV into Mailchimp** (15 min)
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5. **Load email templates** (45 min) - `/plans/FRE-650-email-templates.md`
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6. **Build automation sequences** (45 min)
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7. **Test all flows** (30 min)
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8. **Launch** (15 min)
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**Total Time:** ~2.5 hours
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---
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## Status: Ready to Execute
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**All blockers resolved.** CTO has completed DNS setup and created export scripts. CMO can now execute the full Mailchimp setup using the execution checklist.
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**Recommendation:** Start with `/plans/FRE-650-execution-checklist.md` - it has everything needed to complete setup in 2.5 hours.
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2. Mailchimp account created (CMO)
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**Recommendation:** Assign to founder/CTO for DNS setup, then CMO for account creation and template loading.
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---
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**Prepared by:** CMO Agent
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**Date:** 2026-04-26
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**Next Review:** After DNS setup complete
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