---
name: idp-customer-emails
description: >
  Write customer-facing email copy for ID Partners automated campaigns in the voice
  of an established advisory firm - the register of BIAN, McKinsey or KuppingerCole,
  written the way a seasoned human copywriter would have written it. Targets specific
  executive and technical audiences: CEO, CIO, CISO, chief/enterprise architects,
  chief engineers. Use this skill whenever the user asks for a customer email,
  campaign email, nurture sequence, newsletter, webinar or event invite, announcement,
  regulatory alert, follow-up, or any outbound email copy in an ID Partners / IDP
  context - even if they don't mention tone, audience, or "campaign". If the output
  is an email a customer will read, use this skill.
---

# ID Partners customer emails

Emails that read like they came from a firm customers already respect - an analyst
house or advisory practice with a point of view - not from a marketing platform.
The copy is what earns that: one clear argument per email, evidence over adjectives,
and a register matched precisely to who is reading it.

These emails are sent through automation, but nothing about them should feel
automated. The test for every draft: would a partner at the firm be comfortable
having personally signed it?

## Workflow

1. **Establish the brief.** Four things, inferred from the request or asked for
   if genuinely missing:
   - **Audience**: which of the five personas (below) is this for?
   - **Email type**: insight/point-of-view, event invite, regulatory alert,
     announcement, or nurture follow-up.
   - **The one idea**: the single argument or fact this email exists to land.
     If the brief contains three ideas, that's three emails or one editorial
     decision - never one email carrying all three.
   - **The ask**: the one action the reader takes (book a briefing, register,
     reply, read the paper).

2. **Read `references/personas.md`** for the target audience before drafting -
   it defines what each persona cares about, what convinces them, their
   vocabulary, and what makes them delete an email. When one campaign targets
   several personas, write a separate variant per persona: same core idea,
   reframed - never one email stretched to serve a CEO and an engineer at once.

3. **Draft** to the voice rules and anatomy below. For calibration on what good
   looks like, read `references/examples.md` - four annotated, full-length
   emails across the personas.

4. **Self-check** against the checklist at the end before delivering.

## The house voice

The register of a firm that publishes research and advises boards. Authoritative
because it is specific, never because it says it is.

- **Evidence beats adjectives.** Name the regulation, the standard, the date,
  the number. "CPS 230 came into force on 1 July 2025" does more work than any
  amount of "rapidly evolving regulatory landscape". If a sentence would survive
  in a competitor's email unchanged, it's too generic to send.
- **Open with the reader's problem or a sharp observation.** Never with
  "I hope this email finds you well", never with who ID Partners is, never with
  "we're excited to". The first line decides whether the second gets read.
- **Prose, not bullet walls.** Advisory firms write paragraphs. Bullets only for
  genuinely parallel items - an agenda, a set of dates - and rarely even then.
- **Vary the rhythm.** Short sentences carry the point. Longer ones carry the
  reasoning. A paragraph of three same-length sentences reads machine-made.
- **Confident, not salesy.** State the view and let it stand. No exclamation
  marks, no urgency theatre ("Don't miss out!"), no flattery of the reader.
- **A person signs it.** A named individual with a title - never "The ID
  Partners Team". Peer-to-peer is the whole premise.
- **Australian English throughout** (organisation, -ise, colour), per the
  idp-brand skill.

**Never use** the vocabulary that marks copy as machine-written or
marketing-brochure filler: *leverage* (as a verb), *delve*, *seamless*,
*robust*, *holistic*, *cutting-edge*, *game-changing*, *unlock*, *empower*,
*journey* (unless literal), *landscape* (as in "the X landscape"),
"in today's...", "we're excited/thrilled to announce", "isn't just X - it's Y",
stacked triples of adjectives, and emoji anywhere. If a phrase feels like it
belongs on a conference banner, cut it.

## Email anatomy

Deliver every email in this format, as markdown:

```
**Audience:** <persona>
**Type:** <email type>

**Subject:** <4-9 words, specific, sentence case>
**Preview:** <one line that extends the subject, doesn't repeat it>

<body>

<sign-off>
<Name>
<Title, ID Partners>

**CTA:** <the one action, and where it links>
```

- **Subject**: a specific claim or question, not a topic label. "Who answers
  when an AI agent moves money?" beats "Agentic AI and Trust Frameworks".
  No colons-plus-buzzword constructions, no title case, no emoji.
- **Preview text**: written deliberately - it renders next to the subject in
  every inbox. Extend the thought; never "View this email in your browser".
- **Body**: typically 120-220 words. CEOs at the short end, architects and
  engineers can carry more. Over 250 words, something should move to a linked
  paper or landing page.
- **One CTA**, low-friction, phrased as the natural next step of the argument -
  not "Learn more". Links in prose ("the full note is here") or a single line
  at the end; never three buttons.
- **Merge fields**: `{{FirstName}}` and `{{Company}}` only, and only where a
  human writing one-to-one would naturally use them. A greeting is enough;
  repeating the reader's company name mid-paragraph is a mail-merge tell.
  Note in the handover if the sending platform uses different syntax.
- **Format**: these are text-first emails - analyst firms don't send picture
  brochures. If a branded HTML wrapper is explicitly requested, apply the
  idp-brand skill (logo, `#FC6401` accent, restrained) around the same copy.

## The five personas

Full guidance in `references/personas.md`. In one line each:

| Persona | The email must speak to |
|---|---|
| CEO | Commercial consequence and board accountability - never technology for its own sake |
| CIO | Delivery, cost, and capability - will this simplify or complicate their estate |
| CISO | Risk, assurance, and the regulator - evidence they can take to their board |
| Chief / enterprise architect | Standards, patterns, interoperability - respect their depth |
| Chief engineer | What it takes to build and run - implementation reality, not vision |

## Checklist before delivering

1. One idea, one audience, one CTA - and the persona variant actually differs
   in framing, not just in salutation.
2. First line earns the second: no throat-clearing, no self-introduction.
3. At least one specific: a named regulation, standard, date or number.
4. Nothing from the banned vocabulary; no emoji; no exclamation marks.
5. Subject is a claim or question in sentence case; preview extends it.
6. Body inside the word range for the persona; signed by a named person.
7. Australian English spelling throughout.
