The Personalization Checklist for Retention Teams

You already use the basics. Names in the subject line, inventory notifications, purchase reminders, and triggered messages are table stakes. This checklist is designed for teams ready to go further.

Use it to get a clear read on how advanced your personalization really is today and where additional customer attributes could sharpen what you already do across email, SMS, and direct mail.

What You'll Get

A single-page, skimmable checklist built for experienced retention marketers who want clarity without complexity. Designed as a practical diagnostic, it allows you to:

• Pressure-test the maturity of your current personalization approach
• Distinguish mid-level improvements from more advanced opportunities
• Identify where additional customer insight could meaningfully improve relevance
• Focus on a small number of next steps that make sense for your team

Who This Is For

• Retention and lifecycle marketers using Klaviyo or similar platforms
• eCommerce teams focused on repeat purchase and lifetime value
• Marketers evaluating how additional customer insight can inform more advanced personalization decisions