Template18 items · 12-minute read · free
The 30-90-365 Customer Cadence
A day-by-day template for keeping every customer warm — from delivery day to anniversary. The retention engine most small businesses skip.
What you'll get
- 18 timed touchpoints from Day 0 to Day 365, each with a 'what to send' template
- When to use email, WhatsApp, phone or in-app — and why each channel works at each moment
- Expected outcome for every touchpoint so you can measure what's working
- How to set this up in any CRM or just a calendar — no fancy software required
- Templates for both B2C (retail, services) and B2B (longer cycle) businesses
Perfect for
- SMB owners who get one-time customers but rarely see them again
- Founders building from word-of-mouth and want a system, not luck
- Service businesses (clinics, salons, consultants) who depend on repeat visits
- Anyone whose 'CRM' is a notebook or a WhatsApp group right now
What's inside
6 sections · 18 actionable items
- 1
Section 1 — Delivery day (Day 0)
2 parts
- 2
Section 2 — First week (Day 1–7)
3 parts
- 3
Section 3 — First month (Day 8–30)
3 parts
- 4
Section 4 — Quarter 1 (Day 31–90)
3 parts
- 5
Section 5 — Mid-year (Day 91–180)
3 parts
- 6
Section 6 — Anniversary year (Day 181–365)
4 parts