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Updates |

Hot off the press: new email planning worksheets ✍️

We first published our email planning worksheets about a year ago. Since then, we’ve had dozens of strategy calls and demos which helped shape the new version. Here’s what we improved:

  • Shortened the tracking part (events & properties) to help you avoid “analysis paralysis.”
  • Added segment examples.
  • Added a new section for snippets (reusable parts like intros and signatures).
  • Added a few brainstorming questions in the beginning, which help understand your customer lifecycle better.
  • Added a list of resources that you may be offering to your users (as they play a key role in planning your messages).

Welcome to get your free copy here (printable PDF), and please let us know what you think.

— Regards, Jane.

Get your free planning worksheets

Ready to level up your customer messaging strategy? Join our mailing list below, and we'll send you a copy of printable email planning worksheets. With the worksheets, you will:

  • Brainstorm your email strategy
  • Plan your properties and events for the integration
  • Plan your campaigns and segments
  • Plan your account-level data (bonus section)