How to use the Customer lifecycle messages template

Start a board from it
Use this template opens a new Freero board with the Customer lifecycle messages template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Customer lifecycle messages”.
Follow the instruction on the board
“Each stage has one goal. If a message doesn’t move people towards it, cut it. Fewer, better-timed messages beat a long sequence.”
Fill in each part
- Sign-up
- First week
- Month one
- Growing
- Renewal
- Goal What we want them to do next.
- Message What we say.
- Channel Where we say it.
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Customer lifecycle messages board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Renewal plan
Prepare a renewal months ahead: the value delivered, open issues, the expansion idea and every step to signature.
Positioning builder
Work out who you are for, what you replace and why you win, one question at a time, before writing a tagline.
Email nurture sequence
The emails a new sign-up gets, step by step, with the goal of each and the subject line you will test.
At-risk account recovery
Run a recovery when an important customer is upset: what went wrong, how you will put it right and how you will rebuild trust.
Audience segments
Describe who you’re marketing to in a few segments: what each cares about, where they hang out and the message that lands.
Marketing funnel plan
From first contact to repeat customer: what you do at each stage and the one number that shows it is working.