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 (+ examples)
Figure out what user properties and events to track, so that you come prepared for the conversation with your developers.
Segments (+ examples)
Plan how to segment your users based on their behavior.
Snippets (+ examples)
Include reusable bits of texts for intros, signatures, etc
Campaigns & messages
Plan your automation campaigns and compose individual messages.

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