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 Interaction Customer’s Expectation Message Type Best Timing
New Visitor on Website Curiosity, exploring products/services Introductory message or pop-up with welcome offer Immediately on arrival
Sign-Up for Newsletter Expect relevant, helpful info and offers Friendly onboarding series with a welcome discount Within 1 hour of sign-up
Browsing Products Wants to compare options, explore more Product recommendation or cross-sell suggestions After browsing more than 2-3 items or categories
Abandoned Cart Might be unsure or got distracted Reminder emails with an incentive to complete purchase 1 hour after cart abandonment, follow-up within 24 hours
First Purchase Feels excitement, wants confirmation Thank you email with tracking details and product care tips Immediately after purchase
No Interaction for 30+ Days May be losing interest or busy Re-engagement email with a discount or content offer 30 days of no interaction
Birthday or Anniversary Expects something special Personalized celebratory email with a special offer On their birthday/anniversary
Customer Support Inquiry Wants a solution fast Quick, helpful response with solution or next steps As soon as they submit a query
Post-Purchase Curious about product use, or needs support How-to guides or follow-up emails asking for feedback 1-2 weeks after delivery
Loyal Customer Appreciates being recognized for their loyalty Exclusive offers, early access to new products Monthly or as special promotions arise
Unsubscribed Wants to disengage, but might reconsider Friendly goodbye email with an option to re-subscribe Immediately 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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