Customer lifecycle action plan

Positive customer action is essential for your ROI to soar

Dotdigital | Customer lifecycle - Worksheet

We’ve created the ultimate worksheet to help you connect with your customers in a smarter way. Download to discover your brand’s own customer journey: from awareness and interest to post-purchase and re-engagement.

We’ll help you:

Identify key lifecycle stages and audiences
Curate the most relevant content
Make contact on the right channels
Trigger important lifecycle automations
Define your customers’ actions
Improve your conversion points

For each section of the planning process, we’ve provided some written prompts to get you thinking about your business. Know how and when to drive customer action.

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Other resources

Guide

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Customer lifecycle action plan

Other resources

The channel playbook

Global benchmark report 2026

2026 marketing calendar: ANZ edition

One-to-one marketing is simple with Dotdigital. Personalize every touchpoint. From inbox to checkout.