Plan your messages with these free worksheets
These step-by-step printable worksheets will help you wrap your head around customer lifecycle messaging. Use them to follow the best practices and overcome “analysis paralysis.”
Brainstorm your customer journey and figure out the touchpoints when you need to be contacting them
What can you offer to your users at each stage of their journey? Guides, webinars, strategy calls, etc.
Figure out what user properties and events to track
Plan how to segment your users based on their behavior
Include reusable bits of texts for intros, signatures, etc
Plan your automation campaigns and compose individual messages
SaaS email marketing is special, and we know exactly how to get you started
Print out your worksheets, grab a cup of coffee, and enjoy the process
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Download free worksheets
Follow best practices to plan your integration and messages. Join our mailing list below, and we’ll send you a free copy of email planning worksheets. Includes the bonus section for planning account-level data.