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E-commerce readiness assessment

Evaluate how ready your store is to retain customers and grow repeat revenue. Identify gaps, get clarity, and take action — without assumptions.

Marketing Readiness Assessment

Marketing Setup

Do you have foundational automated emails (welcome, cart recovery, post-purchase)?
No
Yes
No
Are these flows active and tested?
No
Yes
No
Do your email campaigns use segmentation?
No
Yes
No

Opt-in & Customer Capture

Is your email signup form optimized and live?
No
Yes
No
Do you actively collect SMS opt-ins?
No
Yes
No
Is WhatsApp messaging integrated?
No
Yes
No

Customer Segmentation & Personalization

Have you segmented customers by behavior (VIP, repeat, new)?
No
Yes
No
Do you personalize messaging based on segments?
No
Yes
No

Marketing Planning

Do you use a marketing calendar with scheduled campaigns?
No
Yes
No
Do you align promotions with customer lifecycle events?
No
Yes
No

Technical Infrastructure

Are automation workflows tested and working?
No
Yes
No
Do you monitor deliverability and performance periodically?
No
Yes
No
Are signup forms and popups mobile-optimized?
No
Yes
No

How to Use Your Readiness Assessment

0 of 13 items complete
0%
Overall Readiness
Risk Level:
HIGH
Significant gaps in preparation
Time to Complete:
17.5 hours
Estimated time for remaining tasks

Recommended Next Steps

Focus on foundational emails and customer segmentation first - these drive the most revenue. Then work on opt-in forms and marketing calendar planning.

How to use your readiness assessment

Plan your timeline

Use the time estimates to plan when you'll complete each item.

Get help when needed

If you're behind schedule, focus on the essentials or consider getting expert assistance.

Prioritize your time

Focus on high-priority items first. Email automation and SMS setup drive the most revenue.

Track progress

Come back weekly to update your progress and see your readiness score improve.

Cut through the inbox noise.

Switch to Retainful for hyper-targeted campaigns that consistently outperform generic broadcasts.