Everything you need to implement Customer.io properly from day one. Complete phase-by-phase checklist used by B2B SaaS companies.

What's inside:

Pre-implementation planning guide
Technical setup checklist
Campaign launch roadmap
Testing and QA requirements
Post-launch optimisation steps

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Customer.io Implementation Checklist

What's Inside the Checklist

Complete Implementation Roadmap

Week-by-week guide from planning to launch. Know exactly what to do and when to do it.

Nothing Gets Missed

Every critical step documented: event tracking, campaign setup, integration, testing, and launch.

Save Weeks of Trial and Error

Based on dozens of implementations. Avoid the mistakes that slow down DIY projects.

Perfect If You're...

✓ Planning your Customer.io implementation

Get it right from the start with a proven roadmap

✓ Currently implementing Customer.io

Make sure you haven't missed any critical steps

✓ Evaluating Customer.io vs. alternatives

Understand what proper implementation actually involves

✓ Managing an agency or developer

Give them a clear scope and ensure quality delivery

Inside the Checklist

Phase 1: Pre-Implementation (Week 1)

Map your user journey from signup to activation to retention
Define what "activated" means for your product
Identify 10-15 core events to track
List 15-20 key user attributes
Choose your integration method

Phase 2: Technical Setup (Week 2)

Set up Customer.io workspace and team permissions
Implement event tracking (SDK, API, or CDP)
Configure email authentication (SPF, DKIM, DMARC)
Test events are flowing correctly
Verify attribute syncing

Phase 3: Campaign Setup (Week 3-4)

Build activation workflow first (highest ROI)
Create re-engagement sequence
Set up upgrade prompts
Design transactional messages
Write and test all email copy

Ready to Implement Customer.io Properly?

Option 1: DIY

Download the checklist and implement it yourself

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Option 2: Done-For-You

We'll implement everything in 4-6 weeks

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