Journey mapping
Identify entry events, useful messages, exits, and the information needed for each step.
SERVICES / RETENTION
Give the follow-up a plan.
Map lifecycle messages around real customer events and practical business goals. Separate what should happen automatically from what needs a human decision.
POSSIBLE SCOPE
What the work can cover.
Sequence copy & design
Prepare connected emails that explain the next action without losing the brand voice.
Implementation planning
Review platform capabilities, data connections, suppression, and test scenarios.
These are scope options to discuss. Your proposal defines the deliverables and responsibilities included.
01 / PROJECT NOTES
Map the event, not just the email
An automation begins with a trigger and a reason to respond. Describe how the customer joins the journey, what data is available, and when the message should stop. Welcome, post-purchase, and re-engagement plans each need their own logic rather than a shared sequence with different subject lines.
02 / PROJECT NOTES
Keep the messages connected
Each email should add a useful piece of information and lead naturally to the next step. Establish content ownership, review responsibilities, and the products or actions the message references. Copy and design need to reflect the actual customer experience, including what happens outside the inbox.
03 / PROJECT NOTES
Check exceptions before switching it on
Plan for unsubscribe status, missing data, repeat events, completed actions, and conflicting journeys. Confirm which implementation tasks are included and how the team will test them. Platform and integration requirements must be assessed before a workflow can be promised or activated.
04 / BEFORE THE WORK BEGINS
Put the practical terms in the proposal.
Ask for the deliverables, review stages, revision allowance, estimated timing, and responsibilities of each party. Identify the assets, information, and account access needed from your business. If another provider or system is involved, confirm the dependency before committing to a schedule.
Discuss agency fees separately from advertising budgets, platform subscriptions, third-party production, and other expenses where applicable. Confirm ownership and handover of the work. A defined scope makes it easier to decide whether the project is the right fit; it does not guarantee a particular marketing result.
COMMON PROJECT QUESTIONS
Before you brief it.
Can I discuss the service before I have everything ready?
Yes. Explain the goal and the information you have. The first conversation can identify missing decisions and the next useful step.
Can this be combined with another service?
It can be discussed as part of a connected brief. Each discipline and its responsibilities should still be specified in the proposal.
What does a project cost?
Pricing depends on the agreed work, production needs, complexity, and ongoing responsibilities. No fixed package price is published here.
Are performance outcomes guaranteed?
No traffic, ranking, revenue, or conversion result is guaranteed. Goals, measurements, and practical dependencies should be discussed before work begins.
KEEP EXPLORING
Related work.
YOUR NEXT PROJECT