What I shouldn't miss from that plan or how do you recommend I should organize it?
This is outside of what Cart Defender does, but we do have consulting services as part of Heptium (the company which serves Cart Defender) If you'd like that, we might be able to support you in driving this project.
Cart Defender - slash cart abandonment and drive sales with unlimited intelligent conversion popups. Forget A/B tests because Cart Defender optimizes itself automatically. Web Summit 2016
For this, you have to schedule the personal interview for selecting the department for your company. Choose the one which fulfills your business requirement, Select the certified E-commerce Department.