The ABCs of the Customer Journey Extras

ABC Planner

As mentioned in my book, The ABCs of the Customer Journey: A Beginner’s Guide to Automation, Branding and Customer Service, here is the FREE worksheet that you can download and print out. 

This worksheet will help you plan and hold you accountable  all year long! Includes sections for daily, weekly, monthly, quarterly and yearly.

Sample (Week)

Daily Planner Page

As a bonus for reading my boo, I am offering my Daily Planner Page for FREE.

Use my daily planner page template to help you focus on your mental and physical health as well as your feelings and goals.

Have you been looking for the perfect planner page? I was tired of buying planners that did not fit my needs. I wanted to be able to track various items on my daily page, so I created one myself with the top 10 things that a successful professional needs to plan daily.

It includes:

  1. Date– allows you to have a planner page that never expires. There may be days you do not need to use a page and would waste one.
  2. Grateful– track and express what you are grateful for.
  3. Excited– get pumped up and write does what you are excited about.
  4. Affirmation– hold yourself accountable to what you want to accomplish and be able to visualize it during the day.
  5. Focus– notate what you need to focus on.
  6. 5 Priorities– list out the top 5 priorities that you need to accomplish.
  7. Wins– look back at your day and record your wins for the day.
  8. Plan For Tomorrow– start thinking about what you need to do tomorrow.
  9. Miscellaneous– a section for a random item.
  10. Water– keep track of how much water you are drinking throughout the day.

This is a planner template. You can print it out, cut it to size, punch holes for a ring binder (if necessary), or use it as a print out!

Best if trimmed to 5.5″x8″.

Resources listed in the book:

The following information and more can also be viewed at

  1. EmailMonday:
  2. Marketo & Ascend2“Marketing Automation Strategies for Sustaining Success” (2015):
  3. Red Shift Research:
  4. Annuitas Group:
  5. MarketingSherpa:
  6. Wishpond:
  7. Harris Interactive:
People and Companies Referenced

Marilyn Shannon

John Hayes: Becoming the Expert Series


My other book: Social Media Guide for Service Based Companies: How to set-up, use and advertise on Social Media Kindle Edition


Sharkey’s Cuts for Kids:

MillsWyck Communications:

Article by Kevin Dorsey: Before They Cheat:

Book: Greater Than Yourself: The Ultimate Lesson of True Leadership, by Steve Farber

List Building and Engagement 
Pop Up Forms

ExitIntel :

OptInMonster :





Sugar CRM:


Mind Mapping Tools

Lucid Chart:


Free alternatives: Microsoft Word or Powerpoint


Comparison websites





Google Alerts:




WordPress: or (One is a manual install and is free and the other is paid, with included support)




SEO and Other Sites to Increase Awareness:



Google My Business:




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