Lifecycle Journey Rebuild Offer (10-18 days)
A fixed-scope rebuild of a client's multi-channel lifecycle journeys: lead capture, scoring, nurture, behavioral triggers, and sales handoff, delivered on one orchestrated workflow stack with a documented operating baseline. Built for agencies that want to sell deployment plus a defined optimization retainer instead of open-ended platform admin. Time: 10-18 days.
By InnovaAI ResearchPublished
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Lifecycle Journey Rebuild Offer (10-18 days)
A fixed-scope rebuild of a client's multi-channel lifecycle journeys: lead capture, scoring, nurture, behavioral triggers, and sales handoff, delivered on one orchestrated workflow stack with a documented operating baseline. Built for agencies that want to sell deployment plus a defined optimization retainer instead of open-ended platform admin.
- Client grants admin access to the chosen automation platform, the connected CRM, and at least one sending channel (email, SMS, or WhatsApp) A named client-side owner for CRM data and a named approver for message copy, both available for review windows during the build Historical performance data for the last 90 days: list sizes, open and click rates, reply rates, and current conversion points Written definition of a qualified lead, including the fields and behaviors that move a contact between lifecycle stages Agreed channel mix and volume ceiling so sending limits, consent rules, and regional messaging regulations are settled before build
- 1.Inventory every existing journey, form, and list in the client's account and flag duplicates
- 2.Map the current lead path from first touch to closed deal with the client's sales lead
- 3.Record baseline metrics: contacts per stage, conversion rates, and average response time
- 1.Define the target lifecycle stages and the trigger that advances a contact between each
- 2.Draft the scoring model with explicit point values for fit and behavior
- 3.Confirm which stages require human review before a message sends
- 1.Design the data model: required fields, picklist values, and dedupe rules
- 2.Specify the CRM sync direction and field mapping for each object
- 3.Document exception paths for missing email, invalid phone, and unsubscribed contacts
- 1.Build the lead capture forms and connect them to the automation stack
- 2.Configure the scoring rules and test each threshold with sample contacts
- 3.Set up the sales handoff notification with owner assignment logic
- 1.Draft the nurture sequence copy for each stage and channel
- 2.Load message templates into the chosen platform with merge fields verified
- 3.Route all copy through the client approver and log requested edits
- 1.Build the behavioral trigger workflows: page visits, link clicks, form abandonment, and reply detection
- 2.Add wait steps and exit conditions so contacts leave a journey when they convert
- 3.Insert human-review checkpoints on any step that touches client-facing communication
- 1.Run end-to-end tests with internal test contacts through every branch
- 2.Verify CRM records update correctly after each trigger fires
- 3.Fix broken branches and re-test the paths that failed
- 1.Configure attribution: UTM conventions, source fields, and campaign naming rules
- 2.Build the reporting dashboard with stage-by-stage conversion and revenue attribution
- 3.Set alert thresholds for delivery failures and sync errors
- 1.Run a live pilot with a small segment of real contacts
- 2.Monitor deliverability, reply handling, and CRM write-backs for 48 hours
- 3.Adjust send timing and frequency based on pilot engagement
- 1.Write the runbook: journey map, field dictionary, trigger logic, and escalation contacts
- 2.Record a walkthrough video of the build for the client's internal team
- 3.Schedule the handoff session and confirm attendees
- 1.Deliver the handoff session covering monitoring, edits, and exception handling
- 2.Agree the operating baseline: contacts per stage, conversion rate, and response time targets
- 3.Confirm the maintenance scope and the monthly optimization retainer terms
Pricing follows the actual build surface: number of journeys, integrations, approval gates, and ongoing maintenance obligations, not a flat platform fee. A rebuild that lifts stage conversion by a few points on an existing list typically pays back the setup fee inside one or two quarters, which is what justifies a five-figure scope. The retainer is defensible because journeys decay: lists grow, channels change, and triggers break when the client edits a form, so the maintenance work is real and recurring.
- Journey architecture document with stage definitions, triggers, and exit conditions Configured workflows in the chosen automation platform, tested end to end CRM field mapping and sync specification Attribution and reporting dashboard with alert thresholds Operator runbook plus a recorded walkthrough for the client team
The client's team can independently launch a new contact through every lifecycle stage, watch the CRM record update correctly, and read the attribution dashboard without agency assistance.