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Convert + Engage tool

Plan the peak window before the calendar starts dictating the work.

Choose the trading period, score readiness across site, lifecycle, and paid or organic activity, then get a pre-peak plan shaped by how much time is actually left.

Site and experience

Pressure-test the pages, journeys and technical readiness that will absorb the highest-intent traffic.

Lifecycle and CRM

Check whether segmentation, peak messaging and post-peak retention are ready before send volume rises.

Paid and organic

Make sure budget, campaign learnings and demand capture are planned rather than improvised.

How to use it

Answer it as the business is operating now, not as the team hopes it will be by peak.

The planner works best when the answers are blunt. The value is not in receiving a flattering score. It is in seeing which gaps are most expensive, and which ones still fit the window you have left.

What changes with timing

At 12+ weeks the planner gives the fuller work-up. At 4–8 weeks it tightens to the few actions that still have time to matter. Under 4 weeks it shifts into recovery mode and stops pretending every structural issue can still be solved well.

Best fit

Founder-led and growing product brands planning Black Friday, Christmas, January, or another seasonal trading window where weak preparation becomes an expensive problem very quickly.

Proof route

The supporting case study shows exactly how this kind of pre-peak work translated into measurable Q4 revenue without relying on heavy discounting.

Read the DTC beauty Q4 case study
Step 1: Choose the peak window

Select the period you are planning for. If it is not listed, choose `Other` and name it.

Step 2: How far out are you?

This changes the action plan. The planner gets less forgiving as the calendar closes in.

Step 3: Score readiness

Use `Not started`, `In progress`, or `Done` for every question. The output depends on seeing where the gaps still are.

Step 4: Commercial context (optional)

Add the revenue reference point or target you are planning against, and the main concern you are carrying into the window.

Start with the 3Cs clarity tool