💎💡Free SaaS, B2B & eCommerce/DTC Checklists ✅😍

Growth 
Marketing Checklists💡

I've created this huge collection of marketing checklists to help with your startup marketing efforts (whether you're in SaaS, B2B or eCommerce/DTC) across various channels - great for conducting your own audits, as well as ideas for strategies and optimisations. 😍
by Dan Siepen
Created On
14/12/20
Last Updated On
19/05/24
Hey everyone 🙂

Thanks for checking out my "Growth Marketing Checklists" resource. I've spent hours and hours creating these checklists on Webflow + writing all the content from scratch.

For those who don't know me, my name is Dan and I'm a growth marketer based in Sydney, Australia 🙂

I'm a passionate marketer + startup enthusiast and I consult/advise a few startups on growth marketing.

One thing I am passionate about is creating content that helps provide value. Normally it's been for other projects and startups, but decided this time to create some resources on my own website. 🙂

These resources will be updated from time to time and I'll keep adding to these checklists to help founders and marketers who work for startups, eCommerce businesses and those wanting to grow their indie/side projects.

I've done quite a few channel-specific checklists and more will be added over the coming weeks and months.

I hope you enjoy reading this content and get some value out of it. Love to hear your feedback and any recommendations. Enjoy 🙂

🔥 Checklists by Marketing Channels 👇

22 Activation Growth Hacks & Marketing Checklist (2024)

👉 Have shared over 22+ Activation marketing strategies that SaaS startups can implement to improve their activation rates :)
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🔥 Popular

18 Retention Marketing Strategies & Checklist for SaaS Startups (2024)

👉 Complied a detailed list of 18+ retention marketing strategies to help retain users, increase LTV and encourage more referrals.
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🔥 Popular

33 Best Practices to Optimise your SaaS Email Marketing Automations

👉 This is a 33+ audit + optimisation checklist for SaaS email automation. Would love to hear any feedback on this one :)
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🔥 Popular

20 Critical SaaS Marketing Metrics & KPI's for Startups (2024)

👉 Over 16+ key SaaS metrics I believe all marketers & founders should be tracking with tips (and reasons why).
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🔥 Popular

15 Tips for Successful Inbound Marketing Campaigns (2024)

👉 A 15+ tips in a checklist format, on inbound marketing tactics you can refer to for your next inbound campaign. :)
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21 Top Tips for successful Product Launches [Checklist]

👉 Created this 21+ point checklist for myself when launching new side/indie projects to market - hopefully, you can find these tips helpful for launching your projects. :)
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🔥 Popular

17 Key On-Page SEO Practices [Audit Checklist]

👉 Getting your on-page SEO optimised is important to maximise your content efforts - here are 17+ factors/areas to audit/check out.
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19-point Digestible UX Design Checklist for Founders & Marketers

👉 I believe all marketers should have a good understanding of UX, and I'm sharing these 19+ tips and factors for consideration.
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11 Outbound Marketing Strategies & Checklist for Startups

👉 Created this resource with 11+ outbound marketing strategies that I've tried before with good success to increase replies/conversions.
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14 Tips on successful Partnerships Checklist for Startups

👉 I've been successful with startup partnerships in the past, and I'm a big believer it can help unlock growth across the funnel - here are 14+ tips to consider/think about.
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🔥 Popular

17-point Checklist for Content Marketing Audit & Ideas

👉 17+ checklist for auditing your existing content and coming up with future content ideas :)
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40-point Facebook Ads Audit & Optimisations Checklist

👉 38+ tips and recommendations for improving Facebook Ads campaigns - it's good for beginner to intermediate Facebook Advertisers.
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47-point Google Ads Optimisations Checklist & Audit

👉 I've put together over 47+ tips for optimising and auditing your Google Ads account campaigns to achieve better ROI/ROAS.
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Other awesome marketing resources ⚡😍

21+ High-Quality SaaS Marketing Case Studies

👉 I curated some of the best SaaS case studies that are super detailed and have provided me a lot of value (that I'm certain you will get a lot fo value from as well).

Take me there

Best 34 No Code Tools you need to try

👉 I love the No Code movement and have created a 6000+ word post on some of the best No Code Tools I've used to create workflows/automations + big projects (such as this site).

Take me there

Big resources of SaaS marketing tools

👉 I've been a growth marketer for years and have used a suite of tools across various channels. I've shared 39 categories of tools/platforms which have helped me a lot across SaaS startups.

Take me there

New Checklists

10 Best eCommerce Email Upsell & Cross-Sell Strategies & Optimisations (2024)

👉 I talk through and highlight some of the top email-based tactics to help increase upsells/cross-sells (with examples for inspo).
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8 Best eCommerce UGC Reviews & Testimonial Promotion Email Strategies (2024)

👉 Different practices and optimisations you can do for eComm review/testimonial emails to showcase social proof to help with multiple objectives across the funnel.
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9 Best eCommerce Winback Email Strategies & Tactical Optimisations (2024)

👉 This is for eComm marketers and founders looking for some inspo on ideas/tactics to win back inactive customer segments (along with some examples to check out).
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11 Best eCommerce Strategic Partner Brand Collaboration Marketing Strategies (2024)

👉 Co-branded partnerships can help with driving acquisition and awareness growth for eCommerce stores, and I share some ideas for marketers/founders to explore.
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16 Best Abandoned Cart Recovery Strategies & Tactical Optimisations To Test (2024)

👉 I highlight numerous optimisation areas of opportunity for improving cart recovery and reducing abandonment rates (with many being low-cost and easy to test).
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11 Best Strategies to Optimise & Improve Your Influencer Program Performance (2024)

👉 Various 'quick' and cost-effective optimisations that marketing managers and/or founders can try to help improve influencer and creator program performance.
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13 Best eCommerce Influencer Marketing & UGC Tactics for Promotion (2024)

👉 Experiments/tests and promotional ideas for brands (no matter the growth stage) for effective UGC/influencer marketing initiatives (to drive better budget returns for sales).
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14 Best eCommerce Sampling Products Strategies to Help Sales & AOV (2024)

👉 Various tactics for those who are utilising samples to generate leads/revenue (and a good ideation list as inspiration for brands considering doing a sampling strategy).
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11 Best eCommerce Customer Appreciation Tactics For Better Loyalty & Retention (2024)

👉 I talk and highlight some customer appreciation ideas and tactics (with many being budget-friendly) that can enhance the experience of customer segments (both new and existing).
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22 Best eCommerce Shopping Cart & Basket Tactics for Better Conv. Rates and AOV

👉 Numerous UX/UI tests, FOMO/scarcity tactics, and upselling/cross-selling initiatives that marketers/founders can try for better shopping cart/basket CX.
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15 Best Pinterest Marketing Strategies For More Views & Followers (2024)

👉 Various content creation tactics and distribution ideas to grow organic views and followers on the channel (mainly for eCommerce companies, but can work for all business types).
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12 Best Snapchat Marketing Strategies & Tactics for Organic Audience Growth (2024)

👉 Highlighting tests and tactics to try on Snapchat, based on observations and learnings on what top brands/creators are doing on the channel.
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16 Best eCommerce TikTok Organic Growth Strategies For Scale (2024)

👉 Learnings from strategies adopted by top-performing brands and creators who are scaling organically (fairly quickly) on TikTok.
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11 Ways to Increase eCommerce Quiz Opt-ins for More Subscribers & Sales

👉 Optimisation elements (that are fairly quick to implement and test) to help improve opt-in rates of new visitors/subscribers to take quizzes.
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12 Best eCommerce Quiz Strategies to Drive More Revenue (2024)

👉 Strategies for distributing quizzes via various channels to get more subscribers/visitors to participate in (to receive custom product recommendations).
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17 eCommerce Checkout Best Practices & Optimisation Tips (2024)

👉 Optimisation tactics and tests to try to help improve CRO checkout experiences (with many being quick/easy to implement).
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13 Best eCommerce Winback Strategies & Re-Engagement Tactics (2024)

👉 Some ideas and optimisation elements to test to re-engage inactive customer segments to come back and re-purchase.
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17 Best Strategies & Optimisation Tests to Help Increase Add to Cart Rates (2024)

👉 Ideas for getting more first-time visitors/customers to add items to their carts (whilst keeping average order value best practices in mind).
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21 Best eCommerce AOV Strategies & Tactics For Growing Brands (2024)

👉 These are some of the primary areas that can help increase overall AOV for eCommerce brands that I've seen work effectively.
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18 Best eCommerce Upselling Strategies & Tactics To Test (2024)

👉 In this digestible resource I highlight numerous 'quick-wins' and strategic initiatives around upselling for brands (with many being cost-effective).
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14 Best eCommerce Repeat Purchase Initiatives & Tactics (Upselling, Cross-Selling & Advocacy)

👉 Different initiatives and tactical optimisations that you can test for increasing repeat purchase rates for your brand.
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11 Top eCommerce SMS Marketing Opt-in Tactics To Drive More Subscribers (2024)

👉 Sharing ideas around areas of improving opt-ins for generating more SMS/text subscribers for promotion campaign purposes.
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16 Best eCommerce SMS Marketing Strategies & Tactics For More Sales (2024)

👉 eCommerce SMS marketing tactics and strategies that I've seen first-hand work quite effectively across a few brands.
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13 Best Product Unboxing Experience Strategies to Increase Retention & Repeat Purchases (2024)

👉 Sharing some ideation and tactical things you can try to improve the 'product/packaging unboxing' experience (for more repeat purchases, referrals and even UGC).
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14 eCommerce Quiz Flow Elements Optimisations & Best Practices for Conversions (2024)

👉 I share various tests/experiments and CRO element tactics to try when optimising eComm quiz funnels (to generate more email acquisition & sales).
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11 Best Methods for Finding & Sourcing High-Quality Instagram Influencers & Creators (2024)

👉 I've found these tactics have worked for me with businesses I've worked with over the years (applicable for eCommerce, B2B and SaaS).
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12 Best Ways to Find & Source High-Quality TikTok Influencers & Creators (2024)

👉 Whether you're in SaaS/B2B or eCommerce, I share some tactics that I've had good success with when sourcing/searching for great TikTok creators and influencers.
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12 Best Strategies to Effectively Promote UGC Content to Generate ROI

👉 UGC content can be really effective for brands to drive sales/revenue - here are some of those top strategies I’ve tested and seen top-brands do well.
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11 Best eCommerce Recruitment & Sourcing Strategies for Influencers & Affiliates

👉 Finding good quality influencers and affiliates/ambassadors can be tough to find, but here are some recruitment and sourcing tactics that I’ve done/tested.
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12 Best Practices to Increase eCommerce Affiliate Program Participation Rates

👉 Ideas/practices to consider when looking to drive engagement and uptake rates with affiliates.
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10 Best Brand Ambassador & Micro-influencer Strategies for Driving Sales

👉 Some distribution tactics and strategies when working with brand ambassadors and influencers to help drive sales/revenue.
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9 Best eCommerce Subscription Program Email Optimisations & Strategies (With Examples)

👉 Optimisation opportunities for brands that run subscription programs, looking for ‘quick’ and small wins to drive more ROI from their efforts.
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8 Best eCommerce Abandoned Cart Email Optimisations & Strategies (With Examples)

👉 Areas/considerations to test that can help improve the performance of flows with cart abandonment emails.
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11 Ways to Increase Brand Ambassador & Micro-influencer Participation Rates

👉 It’s one thing to recruit ambassadors/influencers to work with your brand, but another thing to activate/enable them for success - here are some areas/pointers to try that can help.
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14 Top eCommerce Referral Email Best Practices (With Examples)

👉 Optimisation areas to help improve email flows with referral systems (with many being quick wins that can make an impact).
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9 Loyalty & Rewards Program Perk Types to Encourage Repeat Purchases

👉 Learn more about various reward types and tests/experiments that are worth trying to help increase uptake (to drive more sales).
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10 Top eCommerce Loyalty & Rewards Program Types to Consider [Checklist]

👉 For those looking to understand various loyalty/rewards program types (and which one works best for your store), make sure to check this out.
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11 Best Strategies to Improve Loyalty & Rewards Program Participation Rates

👉 If you’ve got a rewards/loyalty program and it’s not performing as well as you’d like, then make sure to check this optimisations resource out.
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11 Tactical Areas of Optimisations to Improve Refund & Return Rates

👉 Reduce eCommerce refund and return rates with some effective measures and ‘small’ optimisations (that can help the bottom line).
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11 Best Strategies & Tactics to Improve eCommerce Subscription Rates

👉 Having a subscription program working really well can scale the growth of a brand fairly quickly - here are some strategies/tactics that can help.
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13 Best Strategies to Improve & Reduce eCommerce Churn Rates

👉 Some effective areas and initiatives that can help reduce churn rates for eCommerce stores/brands.
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8 Best eCommerce Post-Purchase Upsell Optimisations & Strategies

👉 I put together some post-purchase upsell strategies to help with AOV efforts (with many being cost-effective and easy to implement).
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9 Best eCommerce Exit Intent Offer Strategies For More Optins & Sales

👉 Sharing some exit intent offer tactics I’ve seen work well from top brands, as well as what I’ve seen from experience.
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13 Best Strategies to Improve eCommerce Customer Retention Rates

👉 Tactical areas and tests/experiments for marketers and founders to help improve customer retention rates.
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11 Best Strategies to Improve eCommerce LTV

👉 LTV strategies/initiatives for eCommerce brands and marketers to consider that can help catapult compound growth.
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12 Best Strategies to Improve eCommerce CAC

👉 Top digestible strategies and tactics I've seen work effectively to help reduce CAC for eCommerce brands.
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9 Best SaaS UGC & Short-Form Video Content Strategies for Acquisition & Nurturing (2024)

👉 A big opportunity area for SaaS and B2B brands is UGC-style content (both video and imagery), and I share key tactics for both collection, production and editing.
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12 Best SaaS Customer Appreciation Strategies For Retention & Brand Building (2024)

👉 Sharing numerous experiments and initiatives that SaaS startups and B2B brands can test to highlight appreciation to customers/prospects.
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10 Best Tactics & Strategies to Improve SaaS Affiliate Participation Rates (2024)

👉 Different optimisations and areas to test to help SaaS founders and marketers improve affiliate marketing program performance.
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11 Best SaaS Education & Customer Support Resource Strategies (2024)

👉 I feature some of the key content strategies that top SaaS companies/startups adopt (and which I've seen work effectively as well) to drive organic acquisition, retention, and more.
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13 Best SaaS Customer Advocacy Strategies To Increase WOM & Referrals (2024)

👉 I talk about numerous advocacy tactical initiatives that can support growth objectives across acquisition, retention, plan upgrades (etc.)
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12 Best Tactics to Increase SaaS & B2B Newsletter Subscriber Opt-in Rates (2024)

👉 Highlighting different tests to run to help improve opt-in rates for email acquisition/capture (for newsletters and drip sequences).
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16 Best SaaS Affiliate, Influencer & Thought-Leader Sourcing/Recruitment Strategies (2024)

👉 I share tactics you can do to recruit awesome affiliates, thought-leaders or the likes of creators/influencers for various campaign purposes.
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13 Best SaaS Referral Program Strategies & Optimisations (2024)

👉 Referral programs when done right can be a big lever for user growth for SaaS companies, and I share a few tactical optimisations and strategies to unlock this channel for growth.
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17 Best SaaS Community Building Strategies & Growth Tactics (2024)

👉 For founders and marketers wanting to build a thriving and engaging community for their product, here are some of the top strategies worth reading and testing.
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13 Best Onboarding & Activation Email Strategies For New Signups (2024)

👉 Email automation is a key component when it comes to the overall onboarding sequence, and I'm sharing some tactics that I've seen work effectively.
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10 Best SaaS Referral Email Top Practices & Strategies (2024)

👉 Sharing a few tactical areas for Saas referral emails to help founders, product owners and/or marketers to consider running as experiments to improve program performance.
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7 Best SaaS Email Trial Period Tactics to Convert More Users (2024)

👉 During trial periods for new users, email plays a key role in terms of education and nurturing, and I share some top examples and tactical areas to consider/think about.
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9 Best SaaS Email Social Proof (Review & Testimonial) Promotion Strategies (2024)

👉 Incorporating social proof across your email strategy, sequences/flows, etc. - can help provide 'trust signals' to assist in key objectives along the journey, so here are some experiments to try.
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7 Best SaaS Customer Appreciation Email Strategies for Retention (2024)

👉 For ways to increase engagement and other objectives via email, check out these customer appreciation tactics to send (with examples of tests and experiments you can try).
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6 Best SaaS Event-Based Gamified & Milestone Retention Email Strategies (2024)

👉 As part of a retention and engagement strategy, event-based data digest/summary and milestone emails, can help motivate and encourage users to keep using the product - here are some tactical areas to explore.
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8 Best SaaS Upsell & Product Upgrade Email Strategies (2024)

👉 If you're looking to increase ARPU and get more users upgraded to higher plans, here are some email tactics (with examples) that are worth experimenting.
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15 Best SaaS Winback & Re-engagement Email Strategies & Optimisations (2024)

👉 Check out different experiments and tests (with examples and references) to run as part of winback and re-engagement campaigns for SaaS startups.
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8 Best SaaS Product Updates & Feature Launch Email Tactics (2024)

👉 Explore numerous small tactics/optimisations and tests to trial regarding SaaS feature/product launch update emails.
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Copyright dansiepen.io
All rights reserved | 2024
I help SaaS, eCommerce brands and startups with Growth Marketing in Sydney, Melbourne, Australia & abroad. I also love strategy, product & community-building.

I hope you enjoy my free resources. 😊

I'm always happy to chat about growth & marketing. Send a question or note to me anytime. 😊
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🇦🇺❤️  MADE IN SYDNEY 😊🏖️🦘