Assessment method
A transparent sequence for reading lifecycle messaging performance. Built for teams who already send welcome, nurture, and re-engagement messages and need a clear external reading.
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Path inventory
We list the active lifecycle paths, their stated goals, and the audiences they serve.
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Export intake
You share recent send history for those paths. We check completeness before analysis begins.
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Stage reading
Each path is read against delivery, response, unsubscribe, and retention signals for the relevant cohorts.
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Ranked findings
Issues are ordered by likely impact on lifecycle messaging performance, with plain-language notes.
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Live briefing
We walk through the report with your team and agree which actions belong in the next two to four weeks.
What you prepare
- Outlines of welcome, nurture, and re-engagement paths
- Exports covering the agreed lookback window
- A short note on goals for each path
- Names of people who should attend the briefing