---
name: curcuma-lifecycle
route: "Plan or research a lifecycle / CRM email moment or sequence"
router-terms: lifecycle, crm, sequence, drip, onboarding series, welcome series, abandoned cart, cart recovery, win-back, winback, re-engagement, retention, free trial, trial expiry, cancel, cancellation, offboarding, shipping notification, receipt, password reset, transactional journey, day 0, nurture, loyalty, referral, birthday email
description: |
  Plan or research lifecycle/CRM email moments using real production references.
  Maps the user moment (welcome, cart, winback, trial, cancel, transactional)
  to corpus categories, retrieves examples, studies structure/CTA/copy via
  get_email_summary, and delivers a sequence outline or single-step brief
  grounded in slugs — never invented journey graphs or conversion lift.
  Trigger on: lifecycle, sequence, drip, onboarding series, abandoned cart,
  win-back, trial, cancel, shipping/receipt flows, nurture, loyalty.
---

# Curcuma Lifecycle / CRM

Use the corpus as **inbox lifecycle intelligence**: what brands actually send
for a customer moment. You produce plans, briefs, and grounded recommendations —
not fake multi-step brand timelines.

## When to Use

- User wants a **sequence** or **series** (welcome series, cart recovery, onboarding)
- User names a **CRM moment**: abandoned cart, winback, trial, cancel, shipping, receipt, password reset, loyalty, referral
- User asks “what emails should we send after signup / purchase / churn?”

## When NOT to Use

- Single new creative HTML from a design brief only → `curcuma-email-design`
- Subject/CTA copy study only → `curcuma-subject-cta`
- Outlook/render bugs → `curcuma-production`
- Pure competitive “how does brand X look” without lifecycle framing → `curcuma-competitive`

## Hard limits (do not invent)

- Categories + search hits ≠ ordered brand journeys. **Never** claim
  “Brand X sends email 1 then 2 then 3 on day N” unless those emails are
  separately retrieved and you label timing as **unknown**.
- No conversion lift / open-rate claims. Prevalence and structure only.
- Prefer `get_email_summary` over `get_email_html`.

## Workflow

### Step 1: Name the moment(s)

Extract lifecycle stages the user needs. Map to corpus search terms:

| Moment | Search / category anchors |
|---|---|
| Welcome / Day 0 | `welcome`, category Welcome |
| Onboarding | `onboarding` |
| Abandoned cart | `abandoned cart` |
| Winback / re-engage | `winback`, `retention` |
| Free trial | `free trial`, `trial` |
| Cancel / offboard | `cancel`, `cancellation` |
| Shipping / receipt | `shipping`, `receipt` |
| Password / confirm | `password reset`, `confirmation` |
| Loyalty / referral / birthday | `loyalty`, `referral`, `birthday` |

If unclear, ask once: which moment, product type (SaaS/DTC), and single email vs series.

### Step 2: Discover categories (optional but preferred)

```
list_categories()
```

Confirm the closest category names exist (204 total). Do not invent category labels.

### Step 3: Search each moment

For **each** stage in the requested sequence (max 5 stages per run):

```
search_emails(query="<moment terms>", limit=8, max_per_company=1)
```

Discipline:
- 2–4 word queries; on `coverage` weak/none, simplify or try category name alone
- Never repeat an identical query; use `offset` / `next_offset` to page
- Record top slugs + company + title for citations

### Step 4: Study 2–3 references per critical moment

```
get_email_summary(slug="<slug>")
```

Extract for the brief:
- Subject / `subject_analysis`
- Preheader
- Section structure
- CTA button text (`cta_buttons`)
- Offer/urgency language in `visible_text` (paraphrase; do not copy brand marks wholesale into final product copy without transformation)

### Step 5: Deliver

Output a **Lifecycle brief** with:

1. **Moments** — ordered list the user should consider (labeled as recommended sequence, not a measured industry standard timeline)
2. **Per moment** — 2–3 cited slugs, subject/CTA patterns observed, structure notes
3. **Gaps** — moments user asked for with weak corpus coverage
4. **Next step** — if user wants HTML for one step, hand off to `curcuma-email-design` with the chosen slug list

Optional: one primary CTA recommendation per moment, derived from cited CTAs.

## Grounding

See `https://curcuma.sud.fyi/.well-known/agent-skills/curcuma/GROUNDING.md`. Every lifecycle stage you recommend must map to
at least one real search hit or category with **cited slugs**. Sequences are
hypotheses grounded in examples — not invented brand calendars.

## Anti-patterns

- DON'T invent day-by-day brand calendars
- DON'T invent open rates or “best converting” claims
- DON'T skip search and write a generic CRM textbook sequence
- DON'T dump raw HTML for every stage unless asked
- DON'T use `get_email_html` for study when summary exists
- DON'T invent stage names/copy with no corpus examples