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CX Automation Readiness Checklist
Find out if your retail brand is equipped to recover abandoned carts, drive repeat purchases, and build customer loyalty through intelligent, real-time CX automation.
How to use: Check off every item your organization already does well. Tally your points using the score shown on each row. Use the scoring guide at the bottom to find your CX maturity level.
Your Readiness Checklist
1. Real-Time Customer Behavior Tracking
We detect cart abandonment in real time — within minutes of it occurring
3 pts
We track browsing behavior and can trigger messages based on viewed products
2 pts
We have a unified customer profile connecting online, in-store, and app purchase history
3 pts
We identify high-value customers who have not purchased in 30, 60, or 90 days automatically
2 pts
2. Cart Recovery & Re-Engagement
We send cart recovery messages within 15–60 minutes of abandonment — not the next day
3 pts
Our cart recovery messages include the specific products abandoned — not generic reminders
3 pts
We run multi-step cart recovery sequences (reminder, incentive, final nudge) automatically
2 pts
We A/B test cart recovery messages to optimize conversion rates continuously
2 pts
3. Post-Purchase & Loyalty Journeys
We send personalized post-purchase follow-ups (tips, recommendations, satisfaction surveys)
2 pts
We automatically notify customers of loyalty reward points and how to redeem them
2 pts
We trigger personalized replenishment reminders based on purchase history
3 pts
We run automated referral campaigns targeting our most satisfied customers
2 pts
4. Omni-Channel Delivery
We deliver messages via email, SMS, WhatsApp, and push from a single platform
3 pts
We select the channel for each message based on the customer's engagement history
2 pts
Our marketing team can launch new journeys without developer involvement
3 pts
5. Revenue Impact Measurement
We track revenue recovered from cart abandonment campaigns specifically
2 pts
We measure customer lifetime value (CLV) and monitor how it changes with CX initiatives
2 pts
We have real-time dashboards showing campaign performance, conversion rates, and revenue impact
2 pts
Your CX Readiness Score (out of 43)
Add up the points from every checked item above, then find your band in the table below.
My Total Score (out of 43)
My Maturity Level
| Score | Maturity Level | What It Means | Recommended Action |
|---|---|---|---|
| 0–12 | Early Stage | Manual processes dominate. Reactive communication only. | Start with CXLink Starter — automate 1-2 key journeys immediately. |
| 13–25 | Developing | Some automation in place but gaps in real-time response and channel coverage. | CXLink Pro: add real-time triggers & omni-channel delivery. |
| 26–36 | Advanced | Strong foundation. Ready to scale personalization. | CXLink Enterprise unlocks AI journeys and full API integration. |
| 37–43 | CX Leader | You are ahead of the curve. Focus on optimization. | Partner with CXLink for custom journey design & consulting. |
Ready to Close Your CX Gaps?
Book a free 30-minute demo with a CXLink Cloud specialist.
We’ll walk you through automating the journeys you identified in this checklist — starting this week.
Or visit cxlink.net to learn more.
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