Lifecycle Flow Planning Framework
A step-by-step workbook designed to help you identify your highest-priority customer journeys, map automation logic, and organize your messaging before building flows inside your platform.
Created by Elizabeth Jacobi, Founder of MochaBear Marketing, and based on the same customer journey planning process used with consulting clients.
The Right Message at the Right Time Starts with a Plan
For years, one of the most common questions I've received from businesses is:
"What email and SMS flows should I actually be sending?"
It's a great question.
Most businesses know they should be doing more with email and SMS marketing. They know they should have automated flows. The challenge is determining which customer journeys deserve attention first.
As a lifecycle marketer, I'm a big believer in sending the right message at the right time on the right channel.
That's exactly why I created the Lifecycle Flow Planning Framework.
Perfect For
✔ DIY marketers
✔ Small business owners
✔ Small teams planning new automations
✔ Anyone who wants a proven process before building
Includes
✔ PDF Flow Planning Framework Workbook
✔ Journey Mapping Exercises
✔ Example Customer Journeys
✔ Editable Word Version
The Same Process I Use With Clients
The Lifecycle Flow Planning Framework is based on the same process I use with clients to identify customer journey opportunities and prioritize lifecycle marketing initiatives.
Planning → Mapping → Drafting
Planning
Identify which customer journeys will have the biggest impact on your business and customer experience.
Mapping
Build the timing, logic, and path for each flow before you start building inside your platform.
Drafting
Organize the emails and SMS messages that support each step of the journey before building inside your platform.
Why Planning Flows Matters
Many businesses jump directly into building automations.
The problem is that without a plan, it's easy to spend time creating flows that don't align with your business goals or customer experience.
The Lifecycle Flow Planning Framework helps you think through priorities, timing, messaging, and automation logic before you build.
See What's Inside
A customer journey and automation planning workbook designed to help you organize ideas, clarify priorities, and identify opportunities before building inside your email or SMS platform.
Why Businesses Use This Framework
✔ Identify which customer journeys deserve attention first
✔ Create a roadmap for future email and SMS flows
✔ Organize messaging before building automations
✔ Prioritize the flows that will have the biggest impact
✔ Build more intentional customer experiences vs. batch & blast messaging
Frequently Asked Questions
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The Lifecycle Flow Planning Framework is designed for any business that wants to build more intentional customer journeys. I've used this same process with ecommerce brands, service businesses, restaurants, nonprofits, and membership organizations. The goal isn't to force your business into a predefined framework. The goal is to help you identify the journeys that make the most sense for your unique business and customers.
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No. The framework can be used with virtually any email or SMS platform, including Mailchimp, Klaviyo, Brevo, Constant Contact, ActiveCampaign, HubSpot, and more.
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Both. The framework is designed to help you think through customer journeys across email, SMS, or a combination of both. Many businesses use both channels together to create a more connected customer experience.
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Many businesses use the framework to identify gaps in their customer journey, prioritize future automation opportunities, and create a more seamless customer experience.
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No. The framework was designed to help business owners, marketers, and small teams think strategically about customer journeys before building automations. Whether you're creating your first flow or refining an existing strategy, the workbook will guide you through the planning process.
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You'll receive the PDF workbook in your order confirmation email. The PDF includes a link to the editable Word version, and I'll also email the Word document directly to you so you can complete the journey mapping exercises electronically if you prefer.
Stop Guessing What to Build Next
The most effective customer journeys don't just happen.
Start with a plan. Send the right message at the right time. Create lasting customer relationships.