GreenMart: Customer Data Journey

LAYOUT STRUCTURE (Horizontal Flow)

1. AWARENESS

(Traffic – No identity yet)

Elements:

• Google Search (SEO)
• Blog Articles
• Direct Traffic
• Referrals

Caption (small text):

Driving discovery and website visits

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2. LEAD CAPTURE

(First identifiable data)

Boxes inside:

• Newsletter Signup
• Wholesale Form
• Account Registration
• Popups (Email / Exit / Promo)

Data Collected:

→ Email

→ Name

→ Business Info

Caption:

Anonymous visitor → Identifiable lead

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3. ENGAGEMENT

(Behavior + intent tracking)

Boxes:

• Email Campaigns (Klaviyo / MailerLite)
• Product Views (Shopify)
• Blog Activity
• Contact Forms

Data Collected:

→ Clicks

→ Page views

→ Product interest

Caption:

Understanding intent & interest

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4. CONVERSION & TRANSACTIONAL DATA

(Revenue moment 💰)

Boxes:

• Shopify Checkout
• Wholesale Orders (Odoo / Shopify)
• Account Purchases

Data Collected:

→ Purchase history

→ Order value

→ Customer profile

Caption:

Lead → Paying customer

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5. STRATEGIC SYSTEM OPTIMIZATION

👉 Make this a highlighted section (circle or glow in Canva)

3 Core Blocks:

🔹 Tool Consolidation

Reduce platform overlap

🔹 Centralized Customer Data

Shopify → Odoo (single source of truth)

🔹 Marketing Automation Clarity

Clean segmentation + accurate flows

Caption:

Turning raw data into usable intelligence

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6. POST-PURCHASE ENGAGEMENT

Boxes:

• Order Emails
• Reorder Reminders
• Support (CRM)
• Surveys (Odoo)

Data Collected:

→ Retention behavior

→ Customer satisfaction

→ Support history

Caption:

Driving retention & repeat purchases