List the exact moments customers touch your brand, from first ad click to unboxing. Mark emotions alongside each step, because frustration and delight shape loyalty more than features. Then choose only two friction points to fix this month, using automation to remove waiting, confusion, or silence when a human response would be slow or inconsistent.
Decide what matters most right now: recovering abandoned carts, increasing repeat purchases, or gathering more reviews. Tie every message, tag, and trigger to that single goal. If an automation does not move the needle, pause it. The smallest shop thrives when energy converges on one measurable habit rather than many interesting distractions.
Use the events your platform already tracks, like checkout started, order fulfilled, refund issued, or product delivered. Native triggers cost nothing and are shockingly powerful. Start with one, send one message, measure one result. Later, layer tags, order values, and timing windows to sharpen relevance without inflating costs or complicating your daily operations.