← Fleet

AI CRM / Donor-Lifecycle Agent

Welcome series (5 emails), monthly newsletter, EOFY 6-email sequence, Christmas Appeal sequence, major-donor 90-day stewardship letters, lapsed-donor reactivation, birthday/anniversary touchpoints. Owns donor journey from first-gift to bequest-consideration.

Primary rooms

C,E

Channels this agent runs

email_lifecycle,stewardship,newsletter

Status

active

Constitutional lens: Every major donor receives personal impact letter within 90 days. No exceptions. Retention is a governance outcome, not a growth hack. Personal impact letters signed by named executive, never by 'the team'.

Brief this specialist · charter-grounded run

System prompt source of truth: Charter pending — this agent will run under CMO constitutional context only until Corrina/Laurence author its specialist charter.

Write a brief below. Claude Sonnet 4.5 will draft the artefact grounded in the charter, charge the $11K AI-content ledger, log a governance event, and land a draft in the Marketing Production Workspace for human review at HA4-5.

Channels owned

No channels attached to this agent.

Triggers armed against this agent

No triggers target this agent directly.

Content items (latest 20)

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Recent events (latest 10)

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/sprint16 /marketing-orchestration /fleet /mix /credit-ledger /triggers /event-log · Sprint 16 · AI CMO Marketing Orchestration · Life Without Debt Ltd