Types of Email Touchpoints for Customers

Oni McNeil
  -  
September 19, 2024
  -  
5 min

Effective customer relationships are built on timely and impactful communication. Recognizing and leveraging crucial email touchpoints can transform how you connect with your audience, making each interaction more meaningful and engaging.

By understanding the pivotal moments when your customers need to hear from you, you can craft messages that resonate deeply and drive action. These touchpoints are more than just opportunities for communication; they are chances to build trust, address needs, and demonstrate your value.

Here are some touchpoints to start including in your next customer email send:

Usage Recommendation

Goal: This email is designed to encourage customers to utilize specific features, helping them discover and maximize the value they offer.
Frequency: Monthly
Data Used: Product usage and recommendations

Monthly Check In

Goal: The goal of this email is to provide an update on how the customer is using the product and the ROI they have realized so far.
Frequency: Monthly.
Data Used: Product usage, ROI, and recommendations

Product Newsletter

Goal: When sending this email you are informing the customer of relevant features that have been released within the last quarter.
Frequency: Quarterly
Data Used: Product Usage

QBR One-Pager

Goal: This email will be designed to showcase the value of the product to the customer, and provide recommendations for realizing more ROI.
Frequency: Quarterly
Data Used: Product usage, ROI, benchmarking and recommendations

End of Year Email

Goal: This email is centered around having fun with the customer. Show them what they and the product have accomplished together throughout the year.
Frequency: Annually
Data Used: Product usage, ROI, and recommendations

Timely and impactful communication is key to building strong customer relationships. By leveraging crucial email touchpoints like usage recommendations, monthly check-ins, and quarterly newsletters, you can highlight product value, drive engagement, and foster trust. Each email presents an opportunity to deliver tailored insights, showcase ROI, and strengthen your connection with customers.


Effective customer relationships are built on timely and impactful communication. Recognizing and leveraging crucial email touchpoints can transform how you connect with your audience, making each interaction more meaningful and engaging.

By understanding the pivotal moments when your customers need to hear from you, you can craft messages that resonate deeply and drive action. These touchpoints are more than just opportunities for communication; they are chances to build trust, address needs, and demonstrate your value.

Here are some touchpoints to start including in your next customer email send:

Usage Recommendation

Goal: This email is designed to encourage customers to utilize specific features, helping them discover and maximize the value they offer.
Frequency: Monthly
Data Used: Product usage and recommendations

Monthly Check In

Goal: The goal of this email is to provide an update on how the customer is using the product and the ROI they have realized so far.
Frequency: Monthly.
Data Used: Product usage, ROI, and recommendations

Product Newsletter

Goal: When sending this email you are informing the customer of relevant features that have been released within the last quarter.
Frequency: Quarterly
Data Used: Product Usage

QBR One-Pager

Goal: This email will be designed to showcase the value of the product to the customer, and provide recommendations for realizing more ROI.
Frequency: Quarterly
Data Used: Product usage, ROI, benchmarking and recommendations

End of Year Email

Goal: This email is centered around having fun with the customer. Show them what they and the product have accomplished together throughout the year.
Frequency: Annually
Data Used: Product usage, ROI, and recommendations

Timely and impactful communication is key to building strong customer relationships. By leveraging crucial email touchpoints like usage recommendations, monthly check-ins, and quarterly newsletters, you can highlight product value, drive engagement, and foster trust. Each email presents an opportunity to deliver tailored insights, showcase ROI, and strengthen your connection with customers.


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