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Check 4 / 13 LOW impact In the full checklist

Birthday flow with gift $10 off + free ship

What this check is

A birthday message with a gift is a low-cost, high-recall touch that arrives without a purchase trigger, which makes it work on customers who have gone quiet.

How to implement it

Collect the date of birth with consent, store it on the customer profile, and send the message a few days before the date with a code valid for a short window. Keep the incentive small and tie it to a minimum order that protects the margin.

How to verify it

Set a test customer’s date to tomorrow and confirm the message fires at the intended time with a working code and the stated validity window.

All 197 checks, one Google Sheet

This page is the summary. The full checklist carries the priority, the impact score and the tool link for every check — all 197 of them, across 14 categories, as a Google Sheet and CSV with lifetime updates.

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More in Retention

All 13 Retention checks · All 14 categories