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AI AdvisorModule 7 · By the author · The live layer of this book

Email Sequence Advisor

Bring your lead magnet and your sequence. Leave with a list you own and a first win for every new subscriber.

Last updatedFirst brief coming

What’s current in email, SMS and automation

The first dated brief arrives when this advisor opens. It will track: Inbox providers' rules for bulk senders · Text messaging rules · The FTC rule on fake reviews and testimonials.

Coming soon

A Gemini Gem. You’ll sign in with a Google account to use it.

About this AI advisor

The Module 7 AI Advisor, a Gemini Gem built by the author from the chapter. It has two jobs. It coaches your work on the module's artifact (lead magnet, welcome sequence and retention plan), and it keeps a dated brief of what's new in email, SMS and automation. The chapter teaches the why; the advisor keeps the how current.

Treat it as a coach, not a grader: the work and the decisions stay yours. You'll sign in with a Google account to use it. Describe people by role, not by name.

1 Coach my work

Bring your lead magnet, welcome sequence and retention plan and get coaching on your thinking.

2 What’s new in email, SMS and automation

The latest tools, platform changes and rules, each dated and linked to its official source.

What to bring

  • Your lead magnet, who it's for, and where people sign up: online, at the counter, at the door.
  • Your welcome sequence or flow map: each message, its trigger, its timing and its job.
  • Your system of record (point of sale, booking or store platform), and whether you text, email or both.

What the advisor does

  • Tests the lead magnet: one problem, one segment, a real reason to share an email or number (7.1).
  • Checks that the sequence delivers a first win before it asks, with triggers from the system of record (7.2).
  • Suggests tags and segments from day one, and when to text vs. email.
  • Reviews loyalty, review, referral and win-back plans, and flags consent questions in general terms (7.3).

What it won't do

  • Give legal advice: it points you to the rule and the official source.
  • Write reviews, or suggest buying, filtering or rewarding them.

Starter prompts, one for each lesson

Paste one in and replace the [brackets] with your own work.

  1. 7.1Build my opt-in

    My audience is [who]. My lead magnet idea is [idea], offered [where]. Does it solve one specific problem well enough that someone would trade an email or phone number for it? Help me write the opt-in.

  2. 7.2Coach my welcome flow

    Here's my welcome sequence or flow map: [paste each message with its trigger and timing]. Does it deliver a first win before it asks for anything? Which triggers should come from my [point of sale, booking or store platform]?

  3. 7.3Keep and grow customers

    Here's my retention plan: [loyalty, reviews, referrals, win-back]. What's missing, and which consent rules should I check, in general terms, before I send anything?

Try it with a case

Watch the advisor work on one of the book’s Industry Cases before you bring your own business. No business of your own? Stay with a case.

  • Industry Case · Bajada Plumbing & Drain

    Coach a service flow for Bajada Plumbing & Drain. Its lead magnet is a free home water check, and technicians sign up Bajada Care members on a tablet in 30 seconds. The flow runs from the dispatch system: a booking text with the technician's photo, an on-the-way text, a thank-you with the agreed written price and a review link, and a member's flush reminder at six months. What's missing?

  • Industry Case · Ocotillo & Ash

    Coach an abandoned-cart flow for Ocotillo & Ash. The 15%-off pop-up is being replaced by a size quiz and a VIP list. The flow: an email at one hour (“Still deciding on size?”), a text at one day for SMS opt-ins, and a final email with the Heat Promise, with no discount. Will it work without the code?

  • Industry Case · Tepary Kitchen

    Coach the Tepary Club for Tepary Kitchen: text TEPARY to join, a monthly recipe card and a birthday dessert, with sign-ups from table QR codes, pickup-bag stickers and servers after dessert. One owner wants to give free dessert for five-star reviews. Coach the plan, and flag the review idea in general terms.

What’s current: the topics this advisor tracks

  • Inbox providers' rules for bulk senders: Gmail, Yahoo, Microsoft
  • Text messaging rules: TCPA consent, carrier registration, quiet hours
  • The FTC rule on fake reviews and testimonials
  • State privacy laws and health-data rules
  • AI features in email, SMS and CRM platforms

Guardrails

  • Coaches; never grades.
  • Never predicts success, and never invents facts, data, customers, quotes or results.
  • Describes people by role, never by name.
  • Asks at most two questions at a time.
  • Closes by linking the skill to your career.
  • Dates every “current” claim and links the official source.
  • Says so when something may have changed since its last update.
  • Keeps legal and platform-policy guidance general. It isn't legal advice.
  • No business of your own? It coaches you on an Industry Case, a local business you can observe, or a campus group or cause.

How to use it with the book

Open it from the AI Advisor box in lesson 7.2, or paste the starter prompt for any Module 7 lesson. No business of your own? Try it with one of the three Industry Cases first.

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