Your BFCM Retention Plan Is Ready

Read it right here, or take your own copy with the buttons below. Start with the scorecard at the end of the guide. It will tell you which parts of your Q4 program need attention before you spend time building campaigns.

The calendar is a full-volume reference plan. Adjust the frequency to your normal sending cadence, customer expectations, inventory, and engagement. The two work together: the guide explains the strategy, the sheet turns it into dates, audiences, offers, and owners.

A Self-Assessment Only Shows Part of the Picture

The scorecard tells you whether the right pieces appear to be in place. It does not tell you:

  • Whether your welcome and abandonment emails actually arrive
  • Whether your segments are restricting too much revenue
  • Whether recent buyers are receiving the wrong promotional messages
  • Whether your offer and shipping incentives protect contribution margin
  • Which gaps are most urgent to fix before November

The BFCM Readiness Audit evaluates your real customer journey and ranks the findings by likely business impact.

Want your actual score?

We run all 20 points against your live flows and inbox, then hand you the fixes ranked by revenue impact, in time to execute before November.

→ See What the Audit Includes

Or start with the guide and reply to the delivery email with your score. A reply gets a real answer from Jeff, not a sequence.