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Hot off the press: new email planning worksheets ✍️

Check out the new version of our email planning worksheets, shaped by dozens of strategy calls and demos with Userlist customers.

Jane Portman
Jane Portman

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.

About the author
Jane Portman

Jane Portman is the co-founder of Userlist. Her mission is to help SaaS companies leverage the power of email marketing automation. Mom of three, Jane also enjoys scuba diving and runs two podcast shows: UI Breakfast and Better Done Than Perfect.