You know who you’re targeting, what you’re saying and where you’ll reach them. Now it’s time to put those pieces together into a simple plan for getting your first customers.
What is this toolkit about?
The Customer Acquisition Planner helps you decide how a stranger moves from first contact to customer.
You’ll define:
- Best-fit customer
- Acquisition channel
- Customer entry point
- First action
- Follow-up path
- Conversion goal
- What you’ll measure
The goal is to have a clear path from prospect to customer.
What problem does it solve?
You can have a good offer and still have no idea how people will actually buy it.
You may be posting content, sending messages or attending events without knowing what happens next. This planner connects your marketing activity to an actual customer acquisition process.
When should I use it?
Use this toolkit when you’ve already defined: Customer → Message → Hook → Channel
Now decide how you’ll turn that attention into a customer.
What will I have when I'm done with the toolkit?
A Customer Acquisition Plan showing:
- Who you’re targeting
- Where you’ll reach them
- How you’ll get their attention
- Your Customer Entry Point
- What happens after they engage
- Your path to purchase
Your entry point (lead magnet) should connect directly to the problem and offer you’ve already validated.
How to use it
1. Choose Your Customer
Who are you trying to acquire?
2. Choose Your Channel
Where will you reach them?
3. Define Your Entry Point
What’s the easiest relevant first step?
4. Map the Path to Purchase
What happens from first contact to sale?
5. Decide What to Measure
What will tell you whether the process is working?
My Recommendation
Keep your first acquisition system simple enough to actually run.
Don’t build a complicated funnel before you’ve acquired your first customers. Start with one customer, one primary channel, one entry point and one clear path to purchase.
Evunn Action Points (Recommended)
The Toolkit
Customer Acquisition Planner Notion Template
Use the template to build a simple customer acquisition system you can actually test.
Open the Customer Acquisition Planner Toolkit below.
Your Completed Output after using the Toolkit
Save:
- Customer Acquisition Plan
The path from first contact to customer. - Customer Entry Point
The first meaningful action you want prospects to take. - Acquisition Hypotheses
What you believe will move prospects toward a sale.
What’s Next?
Build Your Prospect List
Your acquisition plan tells you how you’ll acquire customers.
Now you need actual people to approach.
Who should I contact first?
Next, you’ll turn your Best-Fit Customer into a focused list of real prospects you can begin approaching.