# The first customer win

Outcome Driven · The Customer-Win Recipe
Illustrative planning template, not measured performance or a guaranteed result.

## 1. Choose the result
A new user can complete one meaningful task.

Our definition: ______________________________
Customer segment: ______________________________
Evidence we have: ______________________________

## 2. Set entry and timing
Entry: An eligible person has signed up but has not completed the task, with permission to receive the message.
Timing: Check actual product state; do not send because a calendar interval alone has passed.

Our entry event: ______________________________
Eligibility and permissions: ______________________________
Channel, owner and timing: ______________________________

## 3. Make the experience ready
Test the real destination using an eligible test account. Check prerequisites, access, mobile use and support. Do not use copy to disguise a broken product state.

## 4. Draft one helpful message
Subject / opening: Here’s the next step to [customer result].

You joined to [goal]. Start with [one task]. You will need [prerequisite]. Go directly to [verified destination]. Need help? [approved support path].

All bracketed placeholders must be verified or replaced; do not invent a past action.

## 5. Stop when it stops being helpful
Task completed; opted out; already received the same help; account is inaccessible; unresolved issue needs support.

Our exit, suppression, frequency and retry rules: ______________________________

## 6. Observe and decide
Task completion count / eligible entrants over a defined window. Also record errors, opt-outs and support contacts.

Baseline and observation window: ______________________________
Success definition and guardrails: ______________________________
Time / cost limit: ______________________________
Keep / revise / stop criteria: ______________________________
Review date and owner: ______________________________
Rollback plan: ______________________________

## Before launching
Verify consent or other applicable permission and requirements with your approved team. Test entry, exit, completed-task, no-access, duplicate, reply, opt-out and failed-delivery paths. This template is not a legal determination.

## Need hands-on help?
Growth Fix is the existing Waymaker Agency service for one agreed feasible improvement. A whole lifecycle rebuild is separate. Confirm fit, access, scope, timing, and price before purchase.