Scope of Work: Abandoned Cart Recovery Automation

1. Discovery & Audit

• Review client’s current e-commerce setup (Shopify, WooCommerce, HubSpot, Magento, etc.).
• Identify integration points with their CRM/marketing platform (HubSpot, Klaviyo, Mailchimp, etc.).
• Audit existing workflows, customer data capture, and checkout abandonment points.
• Benchmark current cart abandonment rate, recovery rate, and lost revenue.

2. Strategy & Planning

• Define cart abandonment triggers (e.g., user exits checkout, leaves with items in cart, inactive for X minutes/hours).
• Segment customers based on behavior:
  • First-time visitors
  • Returning customers
  • High-value carts
• Determine communication channels:
  • Email campaigns
  • SMS reminders
  • Push notifications (if applicable)
• Establish timing cadence for recovery messages (e.g., 1 hour, 24 hours, 3 days).

3. Workflow Design

• Build an automation flow that includes:
  • Email Sequence
    • Email 1: Reminder of items left behind (within 1–2 hours).
    • Email 2: Urgency/stock scarcity or social proof (within 24 hours).
    • Email 3: Incentive to complete purchase (discount, free shipping, limited-time offer within 48–72 hours).
  • SMS Notifications (optional): Quick reminders with a direct checkout link.
  • Dynamic Personalization: Include product images, names, pricing, and cart link.
• Ensure compliance with GDPR, POPIA, CAN-SPAM, etc.

4. Implementation

• Configure abandoned cart automation in client’s CRM/marketing platform (HubSpot, Klaviyo, etc.).
• Set up dynamic content blocks to automatically pull product/cart details.
• Create branded email/SMS templates aligned with client’s design system.
• Add tracking parameters (UTM codes) for analytics.

5. Optimization

• Use A/B testing for subject lines, CTAs, send times, and incentive offers.
• Optimize send frequency to avoid customer fatigue.
• Implement conditional logic (e.g., stop sending if purchase is completed).
• Align abandoned cart campaigns with other remarketing channels (social ads, Google remarketing).

6. Testing & QA

• Test entire workflow with sample abandoned carts before launch.
• Verify personalization tokens (names, product images, pricing).
• Test links, mobile responsiveness, and load speed.
• Monitor automation firing correctly across different devices/browsers.

7. Reporting

• Provide reporting dashboards on:
  • Abandoned cart rate before vs. after automation
  • Cart recovery rate (%)
  • Revenue recovered
  • Email/SMS open rates, click-through rates, and conversion rates
• Deliver insights and recommendations for continuous improvement.

8. Ongoing Monitoring & Support

• Monthly/quarterly audits of automation flow.
• Update templates, timing, and incentives based on performance.
• Monitor deliverability and compliance with email/SMS regulations.
• Expand into cross-sell/upsell automations post-purchase.

Value We Deliver

• Reduced lost revenue by recovering abandoned carts.
• Improved customer experience with timely, personalized reminders.
• Increased conversion rates without additional ad spend.
• Scalable automation that continuously drives revenue.