A lifecycle segmentation template for retention planning
The segment structure we use before building any retention programme.
This template structures customers into segments based on recency, frequency, and category-specific repurchase timing, rather than a single generic 'active vs lapsed' split.
Each segment gets its own messaging objective and cadence in the template, so the retention plan is built segment-by-segment rather than as one calendar applied to everyone.
Use it as a working document before building automation flows — filling it in forces the segmentation decision to happen deliberately rather than emerging accidentally from whatever the email platform's default segments happen to be.
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