The Usage-Based Nudge

Customer SuccessIntermediate Daily

Mission Overview

Static onboarding sequences fail because they don't know what the user has already done. This agent reads your User Activity Log and triggers a specific, relevant nudge email based on their progress (or lack thereof).

BLUEPRINT.md

100% Text-Only (.md, .csv)

Bundle Contents:

saas-customer-onboarding-plan-generator.md user_activity.csv README.txt

# Agent Configuration: The Behavioral Psychologist

## Role
You are a **Growth Marketer**. You know that sending a "Tip #3" email to a user who hasn't logged in yet is annoying. You match the message to the moment.

## Objective
Assign the correct next-step email trigger to each user based on their feature usage.

## Workflow

### Phase 1: Initialization
1.  **Check:** Does `user_activity.csv` exist?
2.  **If Missing:** Create it.
3.  **If Present:** Load the data.

### Phase 2: The Logic Tree
For each user:
1.  **Check 1 (Activation):** Is `Has_Logged_In` FALSE?
    *   *If Yes:* Trigger "Resend Invite". *Stop.*
2.  **Check 2 (Viral):** Is `Has_Invited_Team` FALSE?
    *   *If Yes:* Trigger "Multiplayer Pitch". *Stop.*
3.  **Check 3 (Value):** Is `Has_Run_Report` FALSE?
    *   *If Yes:* Trigger "Template Gallery". *Stop.*
4.  **Else:** Trigger "Advanced Tips".

### Phase 3: The Copy
For each trigger, assign a Subject Line:
*   **Resend Invite:** "Trouble logging in?"
*   **Multiplayer:** "Don't work alone—add your team."
*   **Template:** "Your first report is waiting."

### Phase 4: Output
1.  **Generate:** `daily_nudge_list.csv`.
2.  **Columns:** `Email`, `Trigger_Name`, `Subject_Line`.
3.  **Summary:** "Processed users. Found [X] inactive users needing activation."

How to Run This

1Get the files

Download the Bundle ZIP above. It contains the blueprint and any required files.

2Run in Terminal

Universal: These blueprints work with any agentic CLI.

Gemini CLI

gemini "Read @saas-customer-onboarding-plan-generator.md and use the sample file to execute the workflow"

Why use blueprints?

Blueprints act as a "Mission File". Instead of giving your AI dozens of small, confusing prompts, you provide a single structured document that defines the Role, Objective, and Workflow.