Free workbook
The Touchpoint Inventory
How many messages does one customer really get from you? Most brands guess low. List every one, and find the ones nobody owns.
Ask yourself first
- Could you name every message a new customer gets in their first 30 days?
- Which one would surprise you if you found it still running?
- Who would notice if it stopped?
When to use it
Use it when you inherit an email marketing system, change platforms, or suspect customers get messages nobody remembers building. Most brands find old flows still running, transactional emails nobody owns, and moments with no message at all.
What is in the workbook
- Message inventory. One row for every automated and manual message: trigger, stream, job, owner and status.
- Gaps and overlaps. Walk the customer's path and check each moment has one message, not zero and not three.
- Action plan. Retire, merge or build, with an owner and a date for each.
How to use it
- Export your flows and campaigns from your email platform.
- Add transactional messages from your store platform, plus review, loyalty and support messages.
- Fill one row per message and mark anything with no clear job.
- Look for gaps and overlaps along the customer's path.
- Retire, merge or fix, and re-run it every quarter.
Common mistakes
- Listing only flows and forgetting transactional emails.
- Leaving the owner column blank.
- Keeping a message because it exists, not because it does a job.
Questions people ask
How long does it take?
Most small stores can finish the first pass in an afternoon.
Does it work on any platform?
Yes. It is a worksheet, so it works with any email or store platform.
What should I use next?
Run the Message Check on the messages that matter most. See all fourteen workbooks.
Curious what we would find?
Run the free scan, or book a call and we will walk through your list together.