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.

This field is for validation purposes and should be left unchanged.

First name(Required)

Last name(Required)

Business email(Required)

Company name(Required)

Country(Required)

We’ll use the email address that you provide us to send you the resource you requested, please refer to our Privacy Policy on how your personal data is treated. Please note that we gather data around email opens and clicks using standard technologies including clear gifs to help us monitor and improve our emails communications.

Dotdigital may contact you further where we have a legitimate interest to notify you of new content, you can unsubscribe from this at any time.

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

Watch instant demo

Customer lifecycle action plan

Other resources

Nonprofit power pack

Your 2026 playbook is here

MarTech RFP guide

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