Map the customer lifecycle

To map out how customers typically engage with your brand, let’s break it down into key interactions and define what type of messaging works best for each. Here’s a chart detailing some common touchpoints:

Customer InteractionCustomer’s ExpectationMessage TypeBest Timing
New Visitor on WebsiteCuriosity, exploring products/servicesIntroductory message or pop-up with welcome offerImmediately on arrival
Sign-Up for NewsletterExpect relevant, helpful info and offersFriendly onboarding series with a welcome discountWithin 1 hour of sign-up
Browsing ProductsWants to compare options, explore moreProduct recommendation or cross-sell suggestionsAfter browsing more than 2-3 items or categories
Abandoned CartMight be unsure or got distractedReminder emails with an incentive to complete purchase1 hour after cart abandonment, follow-up within 24 hours
First PurchaseFeels excitement, wants confirmationThank you email with tracking details and product care tipsImmediately after purchase
No Interaction for 30+ DaysMay be losing interest or busyRe-engagement email with a discount or content offer30 days of no interaction
Birthday or AnniversaryExpects something specialPersonalized celebratory email with a special offerOn their birthday/anniversary
Customer Support InquiryWants a solution fastQuick, helpful response with solution or next stepsAs soon as they submit a query
Post-PurchaseCurious about product use, or needs supportHow-to guides or follow-up emails asking for feedback1-2 weeks after delivery
Loyal CustomerAppreciates being recognized for their loyaltyExclusive offers, early access to new productsMonthly or as special promotions arise
UnsubscribedWants to disengage, but might reconsiderFriendly goodbye email with an option to re-subscribeImmediately after they unsubscribe

By identifying these key touchpoints and planning your messaging accordingly, you’ll build a customer experience that feels natural, relevant, and personalized. This keeps engagement high while ensuring you communicate with customers only when they’re most likely to respond positively!

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