sales-kit

What this skill does

# Kit Platform Help

Help the user with Kit (formerly ConvertKit) platform questions — from email campaigns and automations through landing pages, commerce, Creator Recommendations, subscriber management, API, and integrations.

## Step 1 — Gather context


If `references/learnings.md` exists, read it first for accumulated knowledge.

Ask the user:

1. **What area of Kit do you need help with?**
   - A) Broadcasts — sending one-off emails, scheduling, A/B testing
   - B) Sequences — drip campaigns, autoresponder series (for cross-platform strategy, hand off: `/sales-email-marketing {your question}`)
   - C) Visual Automations — trigger-based workflows, automation canvas
   - D) Landing pages & Forms — opt-in forms, Creator Profile, lead capture (for strategy, hand off: `/sales-funnel {your question}`)
   - E) Commerce — selling digital products, paid newsletters, subscriptions (for strategy, hand off: `/sales-digital-products {your question}`)
   - F) Creator Recommendations — cross-promotion network, paid recommendations (for strategy, hand off: `/sales-audience-growth {your question}`)
   - G) Subscribers — tagging, segmentation, custom fields, engagement scoring
   - H) Deliverability — domain auth, SPF/DKIM/DMARC, sender reputation (for cross-platform, hand off: `/sales-deliverability {your question}`)
   - I) Integrations — Zapier, Make, Shopify, WordPress, Stripe, native apps
   - J) API & Webhooks — Kit API v4, OAuth, automation via API
   - K) Analytics — broadcast stats, subscriber growth, engagement
   - L) Account & Billing — plan features, team management, migration
   - M) Something else — describe it

2. **What's your role?**
   - A) Creator / solopreneur (author, podcaster, coach, musician, artist)
   - B) Newsletter operator / media company
   - C) Course creator / educator
   - D) Marketing manager for a creator brand
   - E) Developer / technical integrator
   - F) Agency managing creator clients

3. **What are you trying to accomplish?**
   (Let the user describe their specific goal)

## Step 2 — Route or answer directly

**Hand off to specialized skills when the question is about strategy, not Kit-specific config:**

| If the question is about... | Hand off |
|---|---|
| Email marketing strategy across tools | "This is an email marketing strategy question — run: `/sales-email-marketing {your question}`" |
| Deliverability, warmup, domain auth beyond Kit | "This is an email deliverability question — run: `/sales-deliverability {your question}`" |
| Funnel strategy, landing page optimization | "This is a funnel strategy question — run: `/sales-funnel {your question}`" |
| Newsletter monetization strategy | "This is a newsletter strategy question — run: `/sales-newsletter {your question}`" |
| Growing an email list / audience | "This is an audience growth question — run: `/sales-audience-growth {your question}`" |
| Selling digital products (strategy) | "This is a digital products question — run: `/sales-digital-products {your question}`" |
| Membership / course platform decisions | "This is a membership strategy question — run: `/sales-membership {your question}`" |
| Checkout optimization | "This is a checkout optimization question — run: `/sales-checkout {your question}`" |
| Connecting Kit to other tools | "This is a tool integration question — run: `/sales-integration {your question}`" |
| Lead scoring models | "This is a lead scoring strategy question — run: `/sales-lead-score {your question}`" |

**Answer directly when the question is Kit-specific** — platform config, Kit UI navigation, Kit-specific features, Kit API usage.

## Step 3 — Kit platform reference

**Read `references/platform-guide.md`** for detailed module documentation, pricing, integrations, and data model.

*You no longer need the platform guide details — focus on the user's specific situation.*

## Step 4 — Actionable guidance

Based on the user's question, provide step-by-step instructions with:

1. **Exact Kit UI navigation** — tell them where to click (e.g., "Go to Automations → New Automation → choose trigger")
2. **Settings to configure** — specific fields, values, toggles
3. **Plan requirements** — flag if a feature requires Creator or Pro plan
4. **Verification steps** — how to confirm it's working (send test, check automation log)

### Common workflows

**Set up a welcome sequence**:
1. Create a Sequence (Sequences → New Sequence)
2. Write 3–7 emails with delays between each
3. Create a Visual Automation: trigger = form subscribe → action = subscribe to sequence
4. Test with a test subscriber

**Sell a digital product**:
1. Go to Earn → Products → New Product
2. Upload file, set price, write description
3. Connect Stripe (required)
4. Create a landing page or embed buy button in existing page
5. Set up post-purchase automation: trigger = purchase → action = tag + thank-you sequence

**Set up Creator Recommendations**:
1. Go to Grow → Recommendations
2. Browse and select creators to recommend (free) or set a paid budget
3. Recommendations appear on your confirmation page after opt-in
4. Track new subscribers from recommendations in Analytics

**Migrate from another platform**:
1. Export subscribers as CSV from old platform
2. Go to Subscribers → Import subscribers
3. Map CSV columns to Kit fields (email, first_name, tags)
4. Re-create key automations in Visual Automations
5. Update opt-in forms on your website to point to Kit forms
6. Set up domain authentication (SPF/DKIM) for your sending domain

## Gotchas

*Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.*

1. **Free plan has no sequences or integrations** — the Newsletter (free) plan only allows 1 visual automation, no sequences, no A/B testing, and no third-party integrations. Users hitting these limits need to upgrade to Creator ($33/mo). Don't suggest automation workflows to free-plan users without flagging this.

2. **Kit ≠ ConvertKit in API URLs** — the v4 API uses `api.kit.com` but older v3 API used `api.convertkit.com`. If a user has old integrations pointing to `api.convertkit.com/v3/`, they still work but are deprecated. New integrations should use v4.

3. **Email designer is intentionally minimal** — Kit only has 3 email templates (Text-only, Classic, Modern). This is by design — Kit believes simple, text-forward emails perform better for creators. Don't suggest looking for more templates; instead, help users customize within the existing templates.

4. **Commerce requires Stripe** — Kit Commerce (digital products, paid newsletters) requires a connected Stripe account. PayPal is supported for some features but Stripe is mandatory for Commerce. Don't suggest setting up Commerce without confirming Stripe is connected.

5. **Engagement scoring is Pro-only** — subscriber engagement scoring and deliverability reporting are only available on the Pro plan ($66/mo). Don't reference these features for Creator-plan users.

- **Self-improving**: If you discover something not covered here, append it to `references/learnings.md` with today's date.

## Step 5 — Related skills

- `/sales-email-marketing` — Cross-platform email marketing strategy (broadcasts, nurture sequences, automation across all tools)
- `/sales-newsletter` — Newsletter monetization strategy (paid subscriptions, sponsorships, premium tiers)
- `/sales-audience-growth` — Audience growth strategy (lead magnets, cross-promotion, referral programs)
- `/sales-digital-products` — Digital product sales strategy (pricing, delivery, upsells across platforms)
- `/sales-deliverability` — Cross-platform deliverability (SPF/DKIM/DMARC, warmup, inbox placement)
- `/sales-funnel` — Funnel strategy (landing pages, conversion optimization)
- `/sales-checkout` — Checkout optimization (upsells, order bumps, payment plans)
- `/sales-membership` — Membership and course strategy
- `/sales-integration` — Connect Kit to CRM and other tools
- `/sales-lead-score` — Lead scoring