VITALS · Consumer track · Lifecycle email · Revised July 27

The Finished Assessment sequence

Eight emails over thirty days to someone who just completed the assessment. None of them sell. Each one points at a single feature and gives the reader one thing to do with it that week.

TriggerAssessment completed
JobTurn a completed assessment into the habit of using the profile
ExitDay 30, into ongoing nurture

Eight emails that never sell, on purpose

The count looks like a nurture arc. The absence of a single ask is the actual design decision.

There's a documented dead end after the assessment: people finish, see their profile, and have nowhere obvious to go. It's the highest-engagement moment in the funnel and the drop-off happens right there. This sequence exists to fill it.

Which is why nobody is asked to buy anything across all eight.

If it were a conversion arc

Pricing isn't final and the trial-expired state is undefined, so every ask would be written against a moving target and rewritten later. Worse, a reader who hasn't opened the product once doesn't convert at any price — the ask just teaches them what this sender wants.

What it is instead

Eight features, eight single actions, one usable thing per email. Someone who has actually used four of them in their first month converts later, on their own terms. Build the habit, and the conversation about money gets easier rather than louder.

Thirty days, and where each one sends them

Tight at the front while the profile is still live in their head, then spacing out as each email has to earn its own attention.

Back into the profile Into a tool Into their own context Held until it ships
Day 0
01
Day 2
02
Day 5
03
Day 8
04
Day 12
05
Day 16
06
Day 21
07
Day 30
08
Three emails point at the same place. One, two and four all send the reader back to the profile, going deeper each time — first look, then the layer underneath the dimension scores, then a real task set up to match one of them. A reader who does nothing else has still built the one habit that matters. Everything from day 12 widens outward: their circumstances, another person, a decision, then time.

Every button label is second person — Open your profile, not Open my profile. That's canon's pronoun rule, applied across both sequences.

The eight emails and what each one is for

Your timing and themes throughout. The job line is what that email has to accomplish for the one after it to work.

Email 01Day 0

You finished. Most tools would stop here.

Turn the completion moment into a first real look. Frames the profile as something that lives in the reader's week rather than something that got produced and filed. Your draft, almost entirely intact.

Open your profile
Email 02Day 2

The accurate parts aren't the useful parts

Push past first-read recognition into the cross-cutting insights — the tensions and amplifiers that span dimensions. Reading it twice is the behaviour this email is teaching.

Review your insights
Email 03Day 5

AI is getting better. It still doesn't know you.

Reframe the profile as context a tool uses. First email that leaves the profile. Your theme intact; the destination changed, and it's the least settled of the eight — see the decisions below.

Open the Coach
Email 04Day 8

Reading your profile changes nothing by itself

The first real-world action. One task that keeps getting postponed, set up to match Action Style instead of working against it. Uses the locked dimension definition verbatim.

Read your Action Style
Email 05Day 12

Knowing yourself doesn't tell you where you are

Add the second variable. Who they are holds steady; where they are doesn't, and the profile alone can't tell the difference between good advice and advice for the year they're actually having.

Update your life context
Email 06Day 16

One profile explains you. Two explain the gap.

Turn the profile outward — the same instrument applied to a relationship. Written and ready, but held: Compare is two unfinished features. It ships when they do.

Compare profiles — held
Email 07Day 21

A profile with nothing pointed at it is decoration

Narrow everything onto one decision already in front of them. This is the payoff email — the profile stops being interesting and starts being useful. Your "lenses" instinct was right.

Open the Career Lens
Email 08Day 30

This is the part a personality test can't do

Close the loop on the baseline they set at signup, and hand off to ongoing content. Proves the living-profile idea from email 1 by producing a second reading rather than asserting it again.

Check your life satisfaction

Where we went off your spec

Each one is a deliberate call with a reason attached. Push back on any of it.

Email 7Your "lenses" instinct was right, ours wasn't

Your CTA said Explore VITALS lenses. A first draft replaced it with Guided Journeys, because "lenses" appears nowhere in the product reference. That was wrong. The Career Lens is live and named in the launch site copy, and more are in build. The email now names the Career Lens specifically and closes with "more are on the way" — confirmed accurate rather than a hedge.

Email 3"Connect your profile" → "Open the Coach"

Your CTA was pointing at something real — the roadmap carries an AI context card whose own copy says "connect it." But it's marked in development, and a day-5 email can't send someone to connect what they can't connect yet. The email points at the Coach instead. If AI context ships before this goes live, your original CTA becomes the right one and the email goes back to your framing.

Email 5"Add life context" became "update it"

Life context is already captured in-product, right after the assessment. A day-12 email asking them to add it reads as a system that isn't paying attention. It's editable any time, so the ask is a second, more considered pass at answers most people move through quickly the first time.

Email 4The button names its destination

Start an experiment implies a product surface that starts one. There isn't one — the experiment happens in the reader's actual week. The button says Read your Action Style, which is where it goes. The experiment is still the whole substance of the email.

Email 8"Stay connected" is not a CTA

They're already connected, so there's nothing to click. The email asks instead for a life-satisfaction re-measure against the baseline set a month earlier. It's a real destination, and it demonstrates the living-profile promise from email 1 instead of restating it.

Email 6Written, and held

Compare is two separate unfinished features — VITALS 360 and Profile Compare. The copy is finished and waiting. If day 16 needs filling before either ships, the cleanest substitute is a second Career Lens email on a decision the reader isn't currently facing.

Email 1Two small trims, otherwise yours

Your draft carried three paired contrasts against a ceiling of two, so "Your personality doesn't exist in a report" lost its first half — the report idea is already carried two sentences earlier. The list of everyday moments went from five items to four. Both restorable if you disagree.

ThroughoutThe "That's the…" pivot came out

It was hinging six of the eight emails between the opening beat and the turn. Each instance is defensible alone; six across one sequence is a rhythm rather than speech, which is exactly what the say-it-straight rule catches. Two remain — your living-profile line in email 1, and the canon-derived one in email 3.

Email 3One word, for a specific reason

"That's not an intelligence problem" became "not a capability problem." The line sits two sentences above the list of all six dimensions, and the spec miscalled one of them "Intelligence." Putting the word next to the corrected list invites the error back in.

ThroughoutNo duration is quoted

Canon carries four different numbers for how long the assessment takes. None of them appears, and the copy doesn't commit to one. Same rule applied in the Unfinished sequence.

What we need from you

Everything else is ready to build. These are the open ones.

Are the Coach, life context, and life satisfaction live today?

That's emails 3, 5 and 8 — three of the eight, and the largest remaining unknown. Lenses and Compare are confirmed; these three aren't. If any of them isn't shipped, that email gets held the way email 6 is, and the sequence runs shorter until it lands.

Four claims need your call, or Dave's

Each one explains why something happens or predicts what the reader will experience, which is over the line our own content standard draws. None were cut — they're flagged so you can keep them, soften them, or send them to him.

  • Email 2 — "The surprise usually lives there, and a first pass tends to skip it."
  • Email 8 — "Most of it happens too slowly to notice while it's happening."
  • Email 1 — "Real self-awareness starts there." (borderline, and it's your line)
  • Email 1 — "Others may change how you think about a relationship, a career decision…" (borderline, hedged)

Does day 16 need filling while email 6 waits?

The sequence runs fine at seven emails. If you'd rather hold the cadence, a second Career Lens email is the substitute — one aimed at a decision that isn't urgent, which is where the Lens is most interesting and least pressured.

What happens on day 31?

Email 8 hands off to an ongoing nurture stream that doesn't exist yet. Right now day 31 is silence for someone who just spent a month using the product. It doesn't block this sequence, but it's the next thing to write.

Subject lines

Two options per email in the copy doc. Pick one, or write a third.

Closed since the last version

  • No Snapshot. One assessment, one completion. No partial tier and no third cohort to design around.
  • Lenses. Career is the only complete one. Relationships and Family are in build; a fourth on purpose is planned but unnamed. Email 7 is accurate as written.
  • Compare. Two separate unfinished features. Email 6 stays written and held.
  • "Living profile." Lowercase, descriptive, never a product name. Used once, in email 1.
  • CTA voice. Second person on all eight buttons, matching the Unfinished sequence.