Review templates

New Customer Welcome & First Success

A first conversion has occurred.

KPI: First-success rate or proxy; first-to-second purchase/booking rate.

Review Generation

There is a legitimate signal that the customer has successfully experienced value.

KPI: Review request conversion rate; review volume/quality monitoring as appropriate.

12-Month Commercial & Customer Moment Calendar

Annual intake layer. It is not a send calendar; it identifies legitimate reasons communication may be needed.

Launch Countdown Workback

Back-plan material launches from the customer-facing date rather than discovering dependencies at the end.

First-Success Support

First purchase/service milestone.

KPI: Success proxy; support request rate; subsequent conversion.

Review Request

Qualifying successful experience.

KPI: Review conversion rate.

90-Day Growth OS Install

When installing the broader connected system rather than a single campaign.

Satisfied Customer → Advocate

Maps how a satisfied customer becomes a reviewer, referrer, and long-term advocate.

Ask For Review

[Thank/recognize successful experience]. [Ask for an honest review]. [Direct destination/link].

Barrier → Response Starter Matrix

A quick-reference matrix that matches common customer barriers — awareness, trust, price, effort — to the right type of response.

LDG Offer Ladder Quick-Start

An 8-level offer ladder, from plain value communication up to monetary discounts, so you reach for the weakest offer that will still work.

Lifecycle Health Scorecard

Reviews core lifecycle metrics — conversion, repeat rate, at-risk recovery, VIP retention — against your own baseline, not a universal benchmark.

Customer Experience Risk Scorecard

Flags customer-experience risk — poor timing, excessive frequency, contradictory messages — before a send goes out.

Evidence & Standardization Scorecard

Decides whether a test result is strong enough to become a standard template or whether it should stay client-specific.