Setup checklist#
- ☐ Map the lifecycle stages and the one behavior that defines each transition.
- ☐ Build a welcome series first; it has the highest engagement of any automation.
- ☐ Add onboarding nudges triggered by inaction (did not complete setup in 3 days).
- ☐ Create a win-back series for customers approaching churn signals.
- ☐ Review each automation quarterly; stale content erodes trust.
Audit checklist#
- ☐ Confirm you are not: automations that keep sending after a contact converts.
- ☐ Confirm you are not: no suppression between overlapping journeys, causing message pile-ups.
Ongoing monitoring#
- ☐ Weekly: review provider dashboards (Postmaster Tools, SNDS) and bounce logs
- ☐ Monthly: re-run the setup verification after any vendor or DNS change
- ☐ Quarterly: full audit against this checklist
Frequently asked questions#
What automations should I build first?
Welcome series, abandoned action recovery, and post-purchase or post-signup onboarding.