Worksheet

Customer lifecycle action plan

Customer lifecycle action plan

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We've created the ultimate worksheet to help you connect with your customers in a smarter way. Download to discover your brand’s own customer journey: from awareness and interest to post-purchase and re-engagement.

We'll help you:

  • Identify key lifecycle stages and audiences
  • Curate the most relevant content
  • Make contact on the right channels
  • Trigger important lifecycle automations
  • Define your customers’ actions
  • Improve your conversion points

For each section of the planning process, we've provided some written prompts to get you thinking about your business. Know how and when to drive customer action.

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