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Plan your messages with our 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."

Customer lifecycle planning

Brainstorm your customer journey and figure out the touchpoints when you need to be contacting them.

Resource checklist

What can you offer to your users at each stage of their journey? Guides, webinars, strategy calls, etc.

Properties & events

Figure out what user properties and events to track, so that you come prepared for the conversation with your developers.


Plan how to segment your users based on their behavior.


Include reusable bits of texts for intros, signatures, etc

Campaigns & messages

Plan your automation campaigns and compose individual messages.

Get your free email planning 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.