Checklist for success

Fiona Gilfillan • February 5, 2026

Interview tips:

Got an interview coming up?


We've pulled together some of the best practice tips we've seen by top performing candidates, to help you prepare.


Solid research, carefully crafted case studies and behavioural examples. This list will help you prepare in a comprehensive way and set you on your way to success:

☑️ Know who owns the company and how the company is structured. Private, Listed, Franchise network.. can impact culture and the talent they look for.


☑️ Look into who previously held the role (and how long they have stayed). Do you know anyone in the business? Can you reach out to anyone to gain insight?


☑️ Review the website & social media. Look for clues such as latest campaigns, how integrated is CRM or Loyalty?


☑️ Visit a physical store (if they have one).


☑️ Sign up for their email and SMS (and Loyalty Program if they have one). Analyse the experience.


☑️ Ask your recruiter for example EDMs if you can’t access them and have a POV on what’s working, what’s not, what you’d improve.


☑️ Understand any customer pain points or marketing challenge


☑️ Review key competitors — what are they doing better (or worse) in CRM and Loyalty?


☑️ Understand their tech stack (Email, CDP, ecommerce, data tools) and how your experience might relate.


☑️ Know your numbers: revenue, engagement, retention, LTV, conversion


☑️ Have a verbal case-study prepared about your best campaign or achievement


☑️ Practice common interview questions (use the STAR method, ask AI to suggest some Q&A)


☑️ Prepare thoughtful questions to ask them about the role


☑️ Look up the hiring manager on LinkedIn — and get a sense of their background.

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